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Edge10 Jul 2026
Inside Take-Two: The Grand Anticipation
The story of how Take-Two Interactive built the empire behind Grand Theft Auto, Red Dead Redemption, and one of gaming's largest mobile portfolios.
Seco
Seco (IOT) investor relations material
Seco Q2 2026 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 TU earnings summary15 Jul, 2026
Executive summary
Net sales reached €50M in Q2 2026, exceeding guidance and up 4% sequentially from Q1 2026.
First half 2026 net sales totaled €98.8M, nearly flat year-over-year compared to €98.4M in 1H25.
Clea business contributed €7.4M in 1H26, with recurring revenues of €4.8M, up 12% year-over-year.
Strong order intake and new design wins increased business visibility across multiple verticals.
Financial highlights
Q2 2026 net sales: €50M (+4% vs. Q1 2026).
1H26 net sales: €98.8M (+0.4% vs. 1H25).
Edge computing revenue in 1H26: €91.4M (+6% year-over-year).
Clea recurring revenues in 1H26: €4.8M (+12% year-over-year).
Outlook and guidance
Q3 2026 revenue guidance set at approximately €60M, representing a 25% year-over-year increase and an all-time quarterly high.
Anticipates continued strong demand driven by Edge AI and expansion into new verticals such as robotics.
Explain drivers for the record 3Q26 revenue jump
Detail price increase impact on gross margin
Clea recurring revenue growth drivers in 1H26
Partial view of Summaries dataset, powered by Quartr API
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Latest events from Seco
- Sales up 5%, margin at 53.8%, EBITDA up 50.8%, and €200M+ revenue guidance reaffirmed.IOT
Q3 20259 Jul 2026 - Sales dropped 15% but gross margin rose to 52.7% as software grew 17%; 2025 rebound targeted.IOTQ2 20248 Jul 2026
- H1 2025 sales up 3.2%, gross margin 53.4%, EBITDA margin 20.5%, FY25 revenue to exceed €200m.IOTQ2 20258 Jul 2026
- Sales fell 12.5–13%, but margins held firm and 2025 recovery is expected.IOTQ4 20248 Jul 2026
- Net sales dropped 14% but gross margin and Clea software rose; partnerships fuel future growth.IOTQ3 202417 Jun 2026
- Q1 2025 sales flat YoY, margins strong, Clea recurring revenue up, and order pipeline robust.IOTQ1 202517 Jun 2026
- Net sales up 2.91% to €48.5m, Clea recurring revenue up 20%, and strong Q2 outlook.IOTQ1 202613 May 2026
- FY25 net sales up 8% YoY, margins and cash flow improved, record backlog for 2026.IOTQ4 202523 Mar 2026
Next Seco earnings date
Q2 20267 Sep, 2026
Seco
Next Seco earnings date
Q2 20267 Sep, 2026
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