)
)
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.
Modelon
Modelon (MODEL) investor relations material
Modelon Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary23 Oct, 2026
Executive summary
Q3 ARR returned to sequential growth for the first time in over a year, while adjusted EBIT improved YoY for a seventh consecutive quarter.
Services growth and new software wins partly offset lower software revenue and ARR versus the prior year.
Financial highlights
Q3 net revenue was MSEK 15.9, down 2% YoY; software revenue fell 9% to MSEK 12.2, while service revenue rose 31% to MSEK 3.7.
9M net revenue was MSEK 47.8, down 13% YoY; software revenue declined 15% to MSEK 36.4 and service revenue fell 7% to MSEK 11.4.
Q3 adjusted EBIT was MSEK -3.1 versus -4.0; 9M adjusted EBIT was MSEK -14.7 versus -21.7, excluding restructuring costs.
Q3 net loss was MSEK 3.0 versus 3.9; 9M net loss was MSEK 15.1 versus 27.6. EPS before dilution was SEK -0.17 and -0.83, respectively.
Outlook and guidance
Long-term targets remain ARR growth above 20% and operating profit margin above 20%; targets are ambitions, not forecasts.
Positive cash flow is still expected from Q1 2028; multi-year deals and additional research grants could accelerate the path.
Further operating income improvement is expected from ARR growth and continued cost control; quarterly cash flow will vary with deal and renewal timing.
Partial view of Summaries dataset, powered by Quartr API
AI can get things wrong. Verify important information.Research faster. Power your platform.
Latest events from Modelon
- ARR and revenue declined, but operating losses narrowed and AI-driven launches support future growth.MODEL
Q2 2026 - Revenue and ARR fell, but cost controls and AI-driven strategy support a positive long-term outlook.MODELQ1 2026
- Revenue and ARR declined in 2025, but cost cuts improved profitability and outlook.MODELQ4 2025
- Q3 revenue fell 21% but EBIT loss narrowed sharply; ARR and key software segments showed resilience.MODELQ3 2025
- ARR up 9% and cost cuts improved profitability, despite lower service revenues.MODELQ2 2025
- ARR up 20% and Modelon Impact ARR up 53%, with cost-saving measures to boost profitability.MODELQ3 2024
- ARR up 18% and Q2 revenue up 4%, with Modelon Impact fueling growth.MODELQ2 2024
- Revenue and ARR grew, losses narrowed, and Modelon Impact ARR jumped 38% year-over-year.MODELQ1 2025
- ARR up 19% and cost efficiency gains position Modelon for growth and improved margins.MODELQ4 2024
Next Modelon earnings date
CMD 2026 presentation10 Nov, 2026
Modelon
Next Modelon earnings date
CMD 2026 presentation10 Nov, 2026
AI chat
Ask anything. Verify everything.
Ask across every event and document from public companies. Each answer links back to the exact line in the transcript, slide or filing it came from.Learn moreFind what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.)
Trust every finding
50m+ first-party documents. Every output traceable to its source.Find what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.Trust every finding
50m+ first-party documents. Every output traceable to its source.Automations
Zero in on what matters
Define the prompt once. It runs the moment a company publishes or on a schedule you set. Outputs map to the exact signals you choose.Learn more)
Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.)
Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Live audio & transcripts
Be first
Join any earnings call live in one click, with no manual registration. Follow the transcript as it happens and jump straight to the moments that matter.Learn more)
Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.)
Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Quartr MCP connects your AI environment to 17K+ public companies
Pull live transcripts, filings, and slides into Claude or Codex via MCP. Combine Quartr's global IR data with any other dataset. Run agentic research and monitoring.
Included with Quartr Pro at no extra cost.Learn more
Quartr's AI stands out because it only pulls clean, first-party data from public companies. In investing, that's everything.
Jamie Ross
Investment Manager, GAM Investments
GAM
GAM
Research that used to take hours now takes seconds with Quartr Pro. Tracking shifts in tone or extracting tables, it's as simple as typing a query.
Tom O'Hara
Investment Director
Ciena
Ciena
Before Quartr we spent hours manually compiling insights through the peer earnings cycle. Now, these tasks are done faster, with greater precision.
Gregg Lampf
VP of Investor Relations
Protean
Protean
Being able to ask specific questions across years of transcripts and reports and instantly get verified answers is a game-changer.
Pontus Dackmo
CEO & Investment Manager
)
)
Frequently asked questions
Modelon provides systems modeling and simulation software solutions in Sweden and internationally. The company offers simulation tools for Modelica, FMI, MATLAB/Simulink, and Eclipse/Java; component libraries that can be used to quickly model a system; and engineering services. The company also provides Modelon Simulation Suite (MSS), a solution that supports FMI standards; Library Viewer that enables users to distribute and share FMUs, as well as design systems of systems with flexibility to extend or consider domain specific components; and Modelon Cloud, which is an open platform for simulation engineering where users can publish FMUs from Dymola or simulate models from library viewer on the cloud.