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StrongPoint Q2 2025 (Q&A) earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 (Q&A) earnings summary11 Jul, 2025
Executive summary
Q2 2025 revenue increased 18% year-over-year to 350 MNOK, with recurring revenue up 16% to 378 MNOK and strong growth in UK, Sweden, and the Baltics.
EBITDA reached 7 MNOK (2.1% margin), reversing a loss from the prior year.
Major contract wins included Carrefour Belgium (Order Picking), Coop Estonia (Self-Checkout), and a Nordic chain (AI-powered scales).
Cash flow from operations was positive at 20 MNOK.
Profitability remains strong in Nordic and Baltic units, while Spain and UK are still in investment mode.
Financial highlights
Q2 2025 operating revenue: 350 MNOK, up 18% year-over-year; recurring revenue (LTM): 378 MNOK, up 16%.
EBITDA: 7 MNOK, 2.1% margin.
Cash flow from operations: 20 MNOK in Q2.
License revenue increased 45% year-over-year, driven by Order Picking and Self-Checkouts.
Gross margin decreased to 43.7% from 44.6% due to product mix.
Outlook and guidance
Focus on improving EBITDA and recurring revenue, with long-term ambition for healthy revenue growth and EBITDA margin above 10%.
Ongoing investments in product portfolio and international expansion, especially in e-commerce solutions.
Optimism for further order picking solution expansion and self-checkout growth outside the Baltics.
Continued focus on industrializing and scaling the CashGuard Connect solution, currently in pilot phase.
Short-term improvements in EBITDA and recurring revenue are progressing slower than anticipated.
Assess UK & Ireland profitability plan.
Explain the lower gross margin drivers.
What is the timeline for Sainsbury's rollout?
Order Picking: Overcome proprietary solutions?
CashGuard Connect: Plan to industrialize pilot?
Self-checkout: Overcome POS provider barrier?
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Next StrongPoint earnings date
Q3 202523 Oct, 2025
Next StrongPoint earnings date
Q3 202523 Oct, 2025
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Frequently asked questions
StrongPoint ASA develops and sells technology solutions for e-commerce and store operations. The Company offers the Capacity Optimization Suite, which is a product for capacity planning, procurement and deployment. It also provides eMarketing Suite, an in-store digital signage application, as well as its secure multi-vendor marketplace solution.
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