)
Edge28 Nov 2025
Keeping the Streak Alive: The Story of Duolingo
How Duolingo made language learning addictive, scaled to millions of users, and built a powerful subscription business around everyday practice.
Theon International (THEON) investor relations material
Theon International CMD 2025 Presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.CMD 2025 Presentation summary6 Nov, 2025
Strategic evolution and achievements
Surpassed €1.7bn in new orders and options since IPO, outpacing market growth and maintaining EBIT margins around 25%.
Expanded product portfolio with new platform products, continuous dividend distribution, and increased R&D efforts.
Executed multiple acquisitions and investments, including Kappa, Harder Digital, Andres Industries, and Exosens, to secure supply chain and enhance technological capabilities.
Launched THEON NEXT initiative, focusing on digital soldier systems, AR, and networked situational awareness.
Established new production facilities and expanded global presence in Europe, APAC, MENA, and the Americas.
Market outlook and business opportunities
Defense spending is accelerating globally, with Europe, APAC, MENA, and the Americas presenting significant addressable markets for both dismounted and vehicle-mounted optronics.
European market shifting to long-term supply agreements, with joint procurements expected to double by 2030.
APAC and MENA regions targeted for industrial expansion and increased market penetration, with large procurement programs anticipated.
US market remains the largest, with ongoing replacement cycles and preference for domestic technology.
Operations and workforce development
Main production facility in Greece expanded to 8,472 sqm, with a third factory scheduled for completion by Q2 2027, increasing total capacity to 11,300 sqm.
Workforce grew to 934, with over 300 engineers and more than 30% holding MSc/PhD degrees.
Key employee incentivization plan launched, linking long-term value creation to performance and sustainability metrics.
How M&A supports THEON NEXT strategy
How does THEON NEXT differentiate the portfolio
Justify the significant increase in Capex
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Theon International earnings date
Q3 202510 Dec, 2025
Next Theon International earnings date
Q3 202510 Dec, 2025
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, 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
)
)
Frequently asked questions
Theon International Plc is a Malta-based company specializing in the design, manufacturing, and distribution of advanced optical and night vision systems. The company serves sectors such as defense, security, and law enforcement, providing high-performance solutions tailored to demanding operational environments. The company is headquartered in Birkirkara, Malta, and its shares are listed on the Malta 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