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Smartoptics Group (SMOP) investor relations material
Smartoptics Group Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary29 Oct, 2025
Executive summary
Achieved all-time high Q3 revenue of $19.0 million, up 46.2% year-over-year, driven by strong performance in the Americas and emerging momentum in APAC and all business areas.
Gross margin improved to 49.5% from 47.4% last year, reflecting operational leverage, product mix, and tariff compensation.
EBITDA rose to $2.4 million (12.6% margin), with adjusted margin of 16.5% excluding $0.7 million in non-recurring uplisting costs.
Net profit for Q3 was $1.4 million, up from $0.5 million year-over-year.
Growth observed across all business areas, with notable traction in optical devices and new customer segments such as Neoclouds and rural operators.
Financial highlights
Revenue: $19.0 million in Q3 2025 vs $13.0 million in Q3 2024 (+46.2%).
Gross margin: 49.5% (vs. 47.4% last year).
EBITDA: $2.4 million (12.6% margin), adjusted to 16.5% for non-recurring costs.
Net profit: $1.4 million vs $0.5 million year-over-year.
Cash balance at period end: $1.7 million, with $7.4 million in available credit.
Outlook and guidance
Targeting 2–3x market share growth by 2030 and operating margin of 13–16%.
Continued investment in sales, product development, and internal tools, with revenue growth expected to outpace OpEx.
Focus on expanding in large accounts, emerging markets, and leveraging software automation and AI.
EMEA expected to rebound with multi-year projects contributing from 2026 onward.
Board aims for stable to growing dividends, considering financial position and growth plans.
Working capital impact on future cash flow?
Detail the drivers of Americas' Q3 revenue surge.
What is the AI infrastructure revenue contribution?
NVIDIA/Nokia deal: implications for telco CapEx?
Untapped Neo-Cloud optical device potential?
Internal AI/automation investment strategy?
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Next Smartoptics Group earnings date
Q4 202519 Feb, 2026
Next Smartoptics Group earnings date
Q4 202519 Feb, 2026
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Frequently asked questions
Smartoptics Group AS provides advanced optical networking solutions to clients globally. The company specializes in products such as flexible open line systems, multiplexers, modular transponders, optical transceivers, and software suites. These solutions are designed to optimize data transmission across metro and regional networks, particularly addressing the growing demand for bandwidth. Smartoptics serves a diverse range of industries, including enterprises, telecom operators, cloud providers, and government entities. It also offers services such as network design, installation support, and technical training. The company is headquartered in Oslo, Norway, and its shares are listed on the Oslo Stock Exchange.
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