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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Vertiseit
Vertiseit (VERT) investor relations material
Vertiseit Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary21 Oct, 2026
Executive summary
ARR reached SEK 464.0m, up 43.9% YoY at fixed FX; organic ARR growth was 3.5% QoQ, equivalent to 14.6% annualized.
Q3 revenue rose 45.4% YoY to SEK 219.2m; SaaS contributed 53.9% of revenue, and adjusted EBITDA margin expanded to 25.1%.
Scala integration was completed within the planned three months; strategy now differentiates Scala, Grassfish and Visual Art brands and partner models.
Financial highlights
Adjusted EBITDA rose 80.9% YoY to SEK 55.1m; margin was 25.1%, including SEK 1.5m of comparability adjustments.
Cash EBITDA increased 114.0% YoY to SEK 48.8m; margin was 22.2% versus 15.1%.
EBIT was SEK 24.8m versus SEK 12.2m; profit for the period increased 56.8% to SEK 16.7m.
Cash EBITDA per share increased 91%, meeting or exceeding the stated target.
9M revenue rose 19.2% YoY to SEK 583.1m; adjusted EBITDA was SEK 117.5m and Cash EBITDA SEK 96.6m.
Outlook and guidance
Long-term targets by end-2032 are ARR above SEK 1bn and Cash EBITDA margin above 35%; ARR growth target exceeds 20%.
Financial targets include ARR growth CAGR above 20%, Cash EBITDA per-share growth CAGR above 25%, and annual NRR above 100%.
Working-capital normalization, reversal of ~SEK 15m in Scala-related receivables, and lower integration and restructuring expenses are expected to support Q4 cash flow.
Scala synergies are expected to be fully realized during 2026; SaaS conversion of perpetual and maintenance revenue may lift ARR by almost 50% over at least three years.
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Latest events from Vertiseit
- Scaling SaaS-driven in-store experience management with strong ARR growth and partner expansion.VERT
DNB Carnegie Micro Cap Day Conference - Net sales rose 18.6% and ARR 52.3% year-over-year, boosted by the Scala acquisition.VERTQ2 2026
- Acquisition expands global presence, adds SEK 85M ARR, and targets 35% EBITDA margin.VERTM&A announcement
- ARR up 24% to 341 MSEK, SaaS revenue tops 50%, margins and cash flow improve.VERTQ1 2026
- ARR up 27% to 332 MSEK, Q4 net revenue 186.3 MSEK, AI and platform expanded.VERTQ4 2025
- Acquisition accelerates SaaS growth, ARR, and global expansion, targeting SEK 1B ARR by 2032.VERTM&A announcement
- Record ARR growth and profitability, driven by Visual Art acquisition and SaaS expansion.VERTQ3 2024
- ARR up 21% to 179 MSEK, 22% EBITDA margin, and ambitious 2032 growth targets set.VERTQ2 2024
- ARR up 67% to SEK 281M, net revenue up 84%, with strong liquidity and new contracts.VERTQ1 2025
Next Vertiseit earnings date
Q4 202611 Feb, 2027
Vertiseit
Next Vertiseit earnings date
Q4 202611 Feb, 2027
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Frequently asked questions
Vertiseit AB operates as a digital signage provider in Sweden. It offers stand screens and panels with cameras, Android tablets, touch screens, interactive kiosks and totems, as well as sell-shelf solutions for retail markets under the Vertiseit name. The company also provides data integration services, media player applications, content management system software, interactive application development source codes, digital signage application source codes, mobile ad-hoc network solutions, wireless network monitoring systems, support and maintenance services.