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Sonetel (SONE) investor relations material

Sonetel Q3 2025 Transition Period earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q3 2025 Transition Period earnings summary25 Nov, 2025

Executive summary

  • Achieved strong growth in recurring annual revenue (ARR), net sales, and customer acquisition, with AI-driven transformation at the core of operations.

  • SaaS Rule of 40 index reached 60%, reflecting balanced growth and profitability.

  • Enhanced marketing efficiency and onboarding, leading to higher conversion and lower customer acquisition cost.

  • Product improvements focused on new mobile apps, AI-generated call summaries, and platform stability to reduce churn and increase customer satisfaction.

  • Organization strengthened with senior AI leadership and automation of key financial processes.

Financial highlights

  • ARR increased by 32% year-over-year to 26.8 MSEK (20.4).

  • Net sales rose 25% year-over-year to 8.2 MSEK (6.5).

  • Gross margin was 79% (81%), and EBITDA margin was 28% (34%).

  • Operating income was 0.3 MSEK (0.2), and pre-tax profit was 0.1 MSEK (-0.3).

  • Earnings per share were 0.00 SEK (-0.06).

  • Cash flow from operations was 2.1 MSEK (-0.9), with cash at period end at 0.9 MSEK (1.8).

Outlook and guidance

  • Positioned for continued growth with positive cash flow, modernized organization, and long-term committed ownership.

  • Focus on refining core experience, improving conversion, reducing churn, and increasing revenue per customer.

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Frequently asked questions

Sonetel offers communication solutions for small businesses, including cloud-based telephony, virtual numbers, and customer engagement tools. The company provides international calling and messaging services designed to support global outreach and customer support. Its services are delivered through digital platforms. The company is headquartered in Stockholm, Sweden, and its shares are listed on the STO.

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