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Netcompany (NETC) investor relations material
Netcompany CMD 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Strategic context and market positioning
Emphasizes digital sovereignty and responsible digital transformation in Europe, driven by geopolitical shifts and the need for technological independence.
Shifting from traditional IT services to a hybrid model focused on scalable, modular products and platforms, with AI as a core enabler for digital transformation.
Focuses on delivering complex, regulatory-critical IT solutions across Europe, especially in sectors like tax, customs, logistics, and social benefits, targeting both public and private sectors.
European market focus shields from global instability, leveraging local expertise, regulatory alignment, and positioning as a pan-European tech leader.
Defense and resilience are new growth dimensions, with a focus on providing accountable, European-built solutions for security and prosperity.
Product and platform developments
Commercializing a suite of platforms: AMI (secure, GDPR-compliant communication), AMPLIO (case management and automation), PULSE (real-time operational data), VERÁ (cross-domain data integration for defense and resilience), ERMIS (customs), and SOLON TAX (taxation), with national implementations and expansion across Europe.
EASLEY AI enables digital assistants, supporting compliance, integration, and reusability across organizations.
Platforms are designed for rapid deployment, scalability, and integration with existing systems, supporting both public and private sector needs, with quarterly launches of new modules and continuous AI-driven innovation.
PULSE and AIRHART are scaling from major European airports to logistics and energy sectors, with global expansion plans and product diversification.
ERMIS and SOLON TAX have established leadership in customs and tax solutions, winning major tenders and expanding their footprint across Europe.
Market presence and expansion
Strong foothold in Denmark and expanding across the Nordics, UK, Germany, Benelux, Greece, and Malta, with key wins in government, financial services, and critical infrastructure.
AMI and AMPLIO platforms are being adopted for national digital post and case management, with ongoing pilots and implementations in multiple European countries.
PULSE is gaining momentum in airports, logistics, and energy sectors, with a focus on product diversification and partnerships.
ERMIS and SOLON TAX have established leadership in customs and tax solutions, winning major tenders and expanding their footprint.
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