)
Edge28 Nov 2025
Keeping the Streak Alive: The Story of Duolingo
How Duolingo made language learning addictive, scaled to millions of users, and built a powerful subscription business around everyday practice.
Irisity (IRIS) investor relations material
Irisity Status Update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Status Update summary6 Nov, 2025
Market positioning and technology
Operates in a growing video analytics market, projected to reach SEK 1.6 billion by 2028 with a 13.6% CAGR, focusing on software-driven, AI-enabled solutions for surveillance and analytics.
Offers a hardware-agnostic, open API platform integrating with major VMS and alarm systems, supporting cloud, on-premise, and hybrid deployments.
Strong presence in key verticals such as city surveillance, healthcare, transportation, and education, with over 50% of revenue from existing customers.
Generative AI capabilities reduce deployment times and enhance analytics, improving customer fit and operational efficiency.
Maintains a large installed base and robust partner network, including close collaborations with Genetec and Milestone.
Financial performance and valuation
Share price in October was SEK 0.18, with a market cap of SEK 30 million; analyst base case targets SEK 0.40, bull case SEK 0.70.
Trades at 0.4x 2024 revenue, below AI SaaS peers at 2x; annual recurring revenue is SEK 48 million, expected to reach SEK 60 million by 2026.
Cost reduction program aims for SEK 40 million in annualized savings, mainly from personnel, with full impact expected by Q1 2026.
Revenue recognition has shifted to a more conservative model, with recent invoicing exceeding revenue recognition, building deferred revenue for future quarters.
Strategic transformation and operational focus
Leadership team restructured for cost control and operational efficiency, consolidating R&D in Gothenburg and Budapest.
Streamlined operations and centralized management to align costs with revenue, targeting break-even and improved liquidity.
Partner-first market approach to scale through indirect sales, OEM contracts, and deeper integration with VMS partners.
Focus on growing recurring revenue streams: SaaS for central monitoring, security as a service, and software upgrade plans.
How is IP knowledge retained after R&D consolidation?
How does new revenue recognition affect 2025 outlook?
Quantify expected cost savings from partner-first strategy
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Irisity earnings date
Q4 202525 Mar, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, 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
Irisity provides AI-powered video analytics solutions that enables organizations to automatically detect, interpret and understand human behavior in video. The company focus on providing tools to improve the performance of frontline staff across various industries such as retail, sports, finance, transportation and public space. The company's patented AI-driven technologies are used to provide support where it is most needed and help make people more efficient, informed and safe.
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