EKINOPS (EKI) Q2 2026 TU earnings summary

Executive summary

• Q2 2026 revenue reached €30.6m, marking the highest quarterly revenue in three years and the third consecutive quarter of sequential growth (+11%).

• Year-over-year revenue growth was +6% compared to Q2 2025, and H1 2026 revenue totaled €58.2m, up +2% from H1 2025.

• Growth was driven by strong performance in Optical Networks, especially in France and North America.

Financial highlights

• Q2 2026 revenue: €30.6m (+11% sequentially from Q1 2026, +6% year-over-year from Q2 2025).

• H1 2026 consolidated revenue: €58.2m (+2% year-over-year).

• Software & Services sales grew +6% in H1 2026, representing 21% of total revenue.

• Annual Recurring Revenue (ARR) at end-June 2026 was €15.9m, up +7% from December 2025.

Outlook and guidance

• Single-digit revenue growth for full-year 2026 reaffirmed.

• Sequential growth of +22% in H1 2026 vs. H2 2025 and +2% year-over-year in H1 2026.

• First deployments under the Proximus agreement and new product deliveries expected to support H2 2026 growth.