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Vertiseit (VERT) investor relations material
Vertiseit M&A announcement summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Deal rationale and strategic fit
Acquisition of Scala, a leading digital signage software brand, expands the international partner ecosystem by over 100 partners and adds more than 1,000 brands to the customer list.
Strengthens global position in in-store experience management and accelerates growth in North America and other key markets, which account for nearly 50% of Scala's revenue.
Combines a strong global installed base and brand recognition with advanced cloud technologies and IXM capabilities, offering substantial SaaS conversion potential.
Financial terms and conditions
Total purchase price is SEK 265 million, financed through an expanded credit facility with Nordea Bank and a SEK 182 million directed share issue.
Acquisition includes both shares (European operations) and assets (primarily U.S. business, including IP and contracts), with payment in full at closing.
Scala will be consolidated into financial reporting from the closing date.
Synergies and expected cost savings
Adds SEK 85 million in Annual Recurring Revenue and SEK 200 million in total revenue on a full-year basis.
Post-synergy profitability expected at 35% Cash EBITDA on SEK 200 million top-line revenue, contributing positively in 2026.
Synergies realized partly by not transferring all employees in the asset deal, reducing costs.
Full synergy effects anticipated by year-end or during 2026, with immediate positive impact on profitability.
- ARR up 24% to 341 MSEK, SaaS revenue tops 50%, margins and cash flow improve.VERT
Q1 20265 May 2026 - ARR up 27% to 332 MSEK, Q4 net revenue 186.3 MSEK, AI and platform expanded.VERT
Q4 202512 Feb 2026 - ARR up 21% to 179 MSEK, 22% EBITDA margin, and ambitious 2032 growth targets set.VERT
Q2 20243 Feb 2026 - Acquisition accelerates SaaS growth, ARR, and global expansion, targeting SEK 1B ARR by 2032.VERT
M&A Announcement19 Jan 2026 - Record ARR growth and profitability, driven by Visual Art acquisition and SaaS expansion.VERT
Q3 202418 Jan 2026 - ARR up 67% to SEK 281M, net revenue up 84%, with strong liquidity and new contracts.VERT
Q1 202527 Dec 2025 - ARR up 66% to 275 MSEK, net revenue up 34%, Visual Art and KFC UK drive global growth.VERT
Q4 202416 Dec 2025 - Acquisition adds AI-driven in-store audio, expanding digital retail and DACH market presence.VERT
M&A Announcement19 Nov 2025 - Acquisition adds 30,000 licenses, SEK 20M ARR, and strengthens DACH market leadership.VERT
M&A Announcement16 Nov 2025
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