)
Visual24 Oct 2025
The rise of Alphabet
Clavister (CLAV) investor relations material
Clavister Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary21 Aug, 2025
Executive summary
Order intake grew 52% year-over-year, with net sales up 22% and ARR up 9%, supported by growth across all business lines and no reliance on single large orders.
Major defence order of 68 MSEK from BAE Systems and a new partnership agreement with Saab post-quarter.
Strategic partnerships, notably with Saab, and new product launches in defense and AI-driven cybersecurity highlighted the quarter.
Innovation milestones include US and EU patent approval for PASAD AI technology and launch of CyberArmour RSG-200 for tactical deployments.
Order backlog reached SEK 375 million, extending visibility into 2029.
Financial highlights
Net sales reached SEK 55 million (54.8 MSEK), up 22% year-over-year; ARR at 136.6 MSEK, up 9.3%.
Gross margin improved to 81% (81.1%), above the 80% target, supported by a favorable sales mix.
Adjusted EBITDA margin rose to 16.3%, with adjusted EBITDA up 60% and adjusted EBIT at -2.4 MSEK (improved from -6.1 MSEK).
Net result for the quarter was -15.9 MSEK, with EPS at -0.06 SEK.
Slight negative operational cash flow due to higher inventory and increased accounts receivable, expected to normalize in Q3.
Outlook and guidance
Targeting at least 20% CAGR sales growth for 2025–2027 and positive EBIT in 2025.
Ambition for 2025: EBITDA margin of at least 20% and positive operational cash flow.
Investments prioritized in sales, marketing, and technology to capture favorable market conditions.
Order backlog provides strong revenue visibility through 2029, with defense orders supporting long-term growth.
Confident in long-term growth, supported by a strengthened balance sheet and strategic partnerships.
How does Saab partnership enhance Clavister's solutions?
What factors drive the gross margin change?
What is the target CAGR for sales growth 2025-2027?
Beyond Saab, how will other defense partnerships scale?
How will cash flow turn positive with growth investments?
Elaborate on the Zero Trust offering's market impact
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Clavister earnings date
Q3 20256 Nov, 2025
The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Clavister Holding AB offers security gateways that protect mid-sized to large sized customers, a network security solution; and EndPoint Security, which protects computers from various types of malware, such as viruses, Trojans, and spyware. Its Security Gateway also has antimalware protection for Web surfers, as well as for traffic entering through emails and webmails. The company also provides its solutions through its partners to customers in the United States. Clavister Holding AB (publ.) was founded in 1977 and is based in Stockholm, Sweden.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage