)
Visual22 Oct 2025
Epiroc's cash spent on M&A
Nepa (NEPA) investor relations material
Nepa Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary15 Aug, 2025
Executive summary
Sales bookings grew 13.3% year-over-year for the third consecutive quarter, driven by new ARR deals and commercial investments.
Business model is shifting from ad hoc projects to recurring revenue, with ARR as a core strategy.
Ad hoc project revenues declined due to cautious client behavior and budget constraints, impacting overall revenues and margins.
Cost-saving programs, including personnel reductions and HQ relocation in Sweden and the UK, were completed in H1 and are expected to yield 22 MSEK in annualized savings from Q3.
Board and chairman re-elected at AGM; dividend of 1.23 SEK per share paid in June.
Financial highlights
Net sales for Q2 were 54.8 MSEK, down 21.7% year-over-year; total revenue was 55.6 MSEK, down 22%.
ARR at quarter-end was 121.1 MSEK, with underlying ARR growth of 1.2–1.4 MSEK after accounting for churn.
Subscription revenue declined 17% to 35.5 MSEK; ad hoc revenue from subscribers fell 4%, and from other clients dropped 51%.
Adjusted EBITDA - Capex was -5.2 MSEK (margin -9.5%), compared to 5.6 MSEK (8.0%) last year.
Net income for Q2 was -16.0 MSEK, down from 1.3 MSEK in Q2 2024; earnings per share were -2.03 SEK.
Outlook and guidance
Margin improvements are expected in H2 2025, supported by cost savings, higher earnings quality, and continued ARR growth.
Personnel cost reductions of 19 MSEK and HQ relocation savings of 3 MSEK will be fully realized from Q3.
Softer ad hoc market and timing of revenue recognition may limit ability to exceed last year's 4.3% Adjusted EBITDA - Capex margin.
Strategic investments in technology and client success are expected to support long-term value creation.
Continued focus on ARR growth, new hires in sales and marketing, and further transformation of the organization.
What is driving the confidence in long-term value creation?
Explain the transformation of the brand tracking platform.
How did client reorganization impact internal momentum?
What is the status of the CFO position?
Detail the impact of tech platform transition.
Explain the cautious client behavior in Q2.
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Nepa earnings date
Q3 202524 Oct, 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
Nepa designs and implements customer experience management programs. It offers panel-based survey programs, including online surveys and mobile intercepts; behavioral tracking, the full service survey research fieldwork through an agency partner's panel; and contact center based survey processes. The company also provides omni-channel analytics that include location-based surveys/mobile intercepts, transactional journeys, digital journeys, video & audio analytics, and social listening; research operations; and digital & multichannel journey maps. In addition, it offers training services for researchers. Nepa AB serves clients in the retail industry, banking and finance sector, telecom industry, travel and transportation industry, public sector, and B2B clients. The company was formerly known as New Evolution Performance Analytics AB.
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