ZetaDisplay (ZETA) Q2 2026 earnings summary

Executive summary

• Profitability improved despite a 4.3% decrease in net sales to SEK 150.0 million compared to the same quarter last year.

• Recurring revenue rose 1.4% to SEK 64.2 million, now 42.8% of net sales.

• EBITDA before restructuring costs surged 136.5% to SEK 15.0 million, reflecting operational efficiency.

• Strategic contract wins and a strong sales pipeline supported commercial momentum.

• Major acquisitions and new partnerships strengthened market positioning.

Financial highlights

• Net sales for Q2 2026: SEK 150.0 million, down 4.3% year-over-year.

• Gross margin increased to 57.1% from 54.4% year-over-year.

• EBITDA before restructuring costs: SEK 15.0 million, up from SEK 6.3 million.

• Operating loss after restructuring costs: SEK -2.4 million, improved from SEK -12.6 million.

• Net loss after tax: SEK -14.2 million, improved from SEK -42.3 million.

Outlook and guidance

• Demand for retail media, commerce media, and digital out-of-home solutions is rising.

• Strong enterprise pipeline and growing recurring revenue position the company for sustainable, profitable growth.

• Several projects are moving into rollout phases in coming quarters.