4C Group AB

Good morning and welcome to 4C Strategies earnings call following the release of the Q3 report this morning. My name is Jessica Skytte and I will facilitate today's session. Here in the studio, I have 4C Strategies CEO, Jonas Jonsson. And later on, the CFO, Anders Norgren, will join the stage for the Q&A session. And if you have any questions, please enter those in the chat, which is now open. And we will address them after the presentation. So today we will start with the business highlights. And after that, Jonas will guide you through the executive summary and the Q3 figures. Finally, coming to the key priorities and the Q&A. So, Jonas, could you please introduce some of the quarterly highlights from this period?

No, absolutely. Thank you, Jessica. And thank you, everyone, for joining us this morning. So obviously, looking back at Q3, as you would have seen in the report, one of the main events for this quarter was a, I would say, a very positive outcome and also a positive outlook going forward in North America. We've been talking and I've been talking about the situation and the deals that we've been progressing in the US and in North America over the last quarters. And we're very positive to see that they are now starting to come to fruition. So we saw a very strong Q3 in North America. We've also, and this is important from a slightly longer term perspective, we've also spent a lot of time and effort over the past quarter, but also the previous quarter, to put in significant effort when it comes to our product packaging and enhancements in our go-to-market strategy to really make it easier for our teams inside 4C Strategies to convey the message about what is our product offering and how do we get that to the market in an as easy as possible way and how do we enhance for our customers and the market at large to actually buy our products and understand the value that they bring into the customer organizations that we're working with. And we've also worked hard with with effectivizing and actually coming to terms with the optimizations that we've been looking at and the restructuring across the group of companies within 4C to look at how do we build A4C strategies fit for purpose of where we're going now, where we're going in 2025, and also how do we make sure that we have the right organization set for what it is that we're trying to achieve. So it's been a busy quarter, really positive in terms of the outlook and the outcome in North America, to see that turning point and to see those contracts starting to come in as a result of the budget being passed earlier this year and the hard work put in place by the team both in Washington and in Orlando. very positive about that outcome. There's a lot still to do to end the year, but at large, I think Q3 was a good turning point for 4C Strategies this year.

Thank you. As you just touched upon, 4C Strategies' strategic goal is to expand the COTS space. Could you please explain the difference between customized versus standardized software and how that shift will build for success in the future.