)
Edge17 Oct 2025
A Castle in the Sky: The Story of Oracle
Oracle's journey from database innovator to disciplined enterprise backbone, now shaping the AI buildout with a standardized cloud infrastructure.
Smartoptics Group (SMOP) investor relations material
Smartoptics Group Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary14 Jul, 2025
Executive summary
Achieved record Q2 2025 revenue of $18.7M, up 43.7% year-over-year, driven by strong Americas performance and a major hyperscale data center win.
Order intake reached SEK 20M in Q2, with three consecutive quarters of double-digit growth and strong commercial momentum.
Strategic ambitions updated for 2026-2030, focusing on core expansion, AI, software, new geographies, and M&A.
Focus on scaling business, expanding market share, and targeting EBIT margin of 13–16%.
Financial highlights
Q2 2025 revenue rose 43.7% to $18.7M; 1H 2025 revenue at $33.0M, up 28.8% year-over-year.
Gross margin improved to 48.6% from 47.3% last year; EBITDA margin reached 13.7% versus 7.8% last year.
Operating profit (EBIT) was $1.8M, up from $0.5M; net profit $0.44M, EPS $0.004.
Operating cash flow improved to $5.6M in Q2; cash position at $3.1M, down from $5.1M last year, mainly due to a $5.7M dividend payout.
Working capital and cash position remained strong, with total assets of $49.9M and equity of $20.4M as of June 30, 2025.
Outlook and guidance
Management targets doubling or tripling market share and maintaining EBIT margin of 13–16% by 2030.
Focus on expanding in home and emerging markets, with increased automation and software offerings.
Board will consider stable to growing dividend, factoring in financial position and growth plans.
Tariff impact on margins expected to decrease as production shifts out of China and pricing adjustments take effect.
Q3 is typically weaker than Q2, but current order backlog is significantly better than a year ago.
Assess impact of tariffs on margins.
Elaborate on Hyperscale organization selection.
Outline M&A strategy for growth.
How will Smartoptics scale hyperscaler business?
Detail AI's impact on OpEx and revenue.
What's driving EMEA's large account traction?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Smartoptics Group earnings date
Q3 202529 Oct, 2025
Next Smartoptics Group earnings date
Q3 202529 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
Related articles
)
Company Research17 Oct 2025
Beneath the Surface: A Conversation with Epiroc CEO Helena Hedblom
Legacy, innovation, and leading one of Sweden's most influential industrial companies into a new era.
)
Investor Relations14 Oct 2025
Boost Your Earnings Season Strategy With Real‑Time Alerts
Quartr Pro provides real time alerts, trend analysis and live coverage, giving analysts and investors instant insights to act faster in earnings.
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.
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