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Techstep (TECH) investor relations material
Techstep Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary20 Aug, 2025
Executive summary
Achieved NOK 1.0 billion in LTM revenue, managing over 3 million devices for 2,100+ customers, and recognized as a leading managed mobility provider.
Strong commercial momentum with new and renewed agreements in Norway, Sweden, and Spain, including a NOK 500 million contract with Oslo Municipality.
Strategic partnerships with Telia Norge and Fonua expand reach in the Nordics and UK/Ireland.
Focus on scalable, recurring service models and value creation for customers and partners, aiming to be Europe's top mobile and circular tech provider.
Annualised recurring revenue rose 4% year-over-year to NOK 324 million, led by 6% growth in Own Software.
Financial highlights
Q2 2025 revenue was NOK 247.2 million, down 7% year-over-year due to expiration of a large low-margin public contract in Norway.
Net gross profit increased 5% year-over-year to NOK 88 million, with margin up to 36% from 32%.
Adjusted EBITA/EBITDA grew 64% year-over-year to NOK 4.3 million.
Own Software revenues grew 13% year-over-year, and recurring revenue increased 4% year-over-year.
Net loss for Q2 was NOK 15.2 million, mainly due to non-cash amortization charges.
Outlook and guidance
Profitability is expected to continue improving in H2 2025 and accelerate into 2026, with double-digit adjusted EBITDA/EBITA growth targeted.
Recurring revenue annualized growth guidance for 2025: 15–25% year-over-year; net gross profit growth: 12–18%.
Majority of future growth anticipated from recurring software and services, especially MDM software in Europe.
Some volatility expected as business model shifts and new partner agreements ramp up.
No material impact from macroeconomic factors or US tariffs expected.
Assess the impact of IT projects on cost efficiency.
What is driving MDM demand in Europe now?
Explain the expected Sykehuspartner agreement ramp-up.
Elaborate on cost optimization initiatives.
Explain the trend of device life extension.
Detail plans for AI in development/operations.
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Q3 202527 Nov, 2025
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Frequently asked questions
Techstep ASA provides digital workplace services in Norway and Sweden. The company offers support and integration services; services to secure, deploy, and manage devices ranging from mobile phones, tablets, and laptops to desktops, servers, and network equipment; managed print and office solutions; other integrated device management services; IT security services; program management, strategy consulting and product development outsourcing, as well as design and implementation of application management, cloud adoption, agile transformation, digital workspace transformation, infrastructure or platform migration/transformation. The company is headquartered in Oslo, Norway.
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