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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Bambuser
Bambuser (BUSER) investor relations material
Bambuser H1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2026 earnings summary21 Aug, 2026
Executive summary
ARR declined 10% year-over-year to SEK 75.2 million, but grew 2% at constant exchange rates in Q2, marking the strongest ARR development in two years.
Net Sales SaaS fell 11% year-over-year to SEK 38.4 million, with 95% recurring revenue.
Adjusted EBITDA improved by 35% to SEK -32.3 million, driven by a 30% reduction in operating expenses.
Free cash flow improved 41% to SEK -24.5 million, with a margin of -64%.
Launched an AI intelligence offering, with early deployments by Audi Sweden and ASOS.
Financial highlights
Gross margin for SaaS remained stable at 86%.
Net revenue retention (LTM) recovered to 80%, up from 76% at year-end 2025.
Cash and cash equivalents at period end were SEK 94.7 million, following a SEK 16 million rights issue.
No interest-bearing debt; total equity at SEK 70.9 million.
Earnings per share improved to SEK -4.92 from SEK -8.96 year-over-year.
Outlook and guidance
Focus on increasing net revenue retention above 100%, ARR growth at CER, and free cash flow.
AI intelligence offering expected to drive contract expansion and customer value.
Management confident in continued innovation and growth as live commerce adoption increases.
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Latest events from Bambuser
- ARR stabilized, retention improved, and cost discipline drove a narrower EBITDA loss.BUSER
Q4 2025 - ARR and SaaS sales fell, but cost controls improved margins and cash flow.BUSERQ3 2025
- Gross margin and cash flow improved despite ARR and SaaS sales declines, driven by cost savings.BUSERQ2 2025
- ARR and SaaS sales fell, but EBITDA and cash flow improved on cost discipline and innovation.BUSERQ3 2024
- ARR up 7% sequentially to SEK 105.2m as HERO boosts growth, with margin and cash burn improving.BUSERQ2 2024
- ARR and SaaS sales fell, but gross margin and enterprise renewals signal strategic progress.BUSERQ1 2025
- ARR and SaaS sales fell, but cash flow and margins improved amid strategic transformation.BUSERQ4 2024
Next Bambuser earnings date
H2 202620 Feb, 2027
Bambuser
Next Bambuser earnings date
H2 202620 Feb, 2027
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Frequently asked questions
Bambuser AB develops and provides solutions for live streaming in Sweden. Its products include Bambuser Live Video Shopping, a software program that enables merchants to create entirely new shopping experiences through its platform for live streaming; and Bambuser Broadcaster, a mobile application that enables people to stream live video from mobile devices. The company was founded in 2007 and is based in Stockholm, Sweden.