This conference call transcript was computer generated and almost certianly contains errors. This transcript is provided for information purposes only.EarningsCall, LLC makes no representation about the accuracy of the aforementioned transcript, and you are cautioned not to place undue reliance on the information provided by the transcript.

Teneo AI AB (publ)
2/20/2025
I'm going to go ahead and start right away. I want to start by... Sorry, Kristina, you need to share. I guess you're doing that as we speak.
I'm opening, yes, sorry.
Yeah, brilliant. So... There's really two things that stand out in Q4. We met a lot of great KPIs. We had great growth. Everything is ticking the boxes of the right financial KPIs. But there's really two things that were really, really important in Q4. The first one is that we proved that the Teneo AI model actually works. When we set this model up in the beginning of 2021, the presumption was that as customers, would use the software more we would then also make more money and therefore we didn't have to scale the cost as we scale the volume and we certainly proved this during Q4 where we also had our first our first cash flow positive month yeah you can stay right there Kristina we had our first cash flow positive month But also what you saw is that the gross margin increases as the volume increases. So it really shows that we don't have to scale the cost to scale the revenue. And I think that's what we've been saying. And now we've also proven that it actually works. So we're very, very happy with this. And this is a key thing. We don't have to scale the cost as we scale the revenue. Key thing that we proved during Q4. The second one is that our long march to get the right go-to market in the US finally came to fruition during Q4. I'll dive into a bit deeper into that, but the US is our biggest market. We have the bulk of our revenue there. Since our software is most useful for large companies with large volumes of phone calls, and therefore also the US is our most important market so it was very important for us to find a really good way to go to market there and we cracked that during Q4 so very happy with that too and I'll go into more into that but to start off with some of you might be new and for those shareholders that have been with us for a while thank you very much those new ones that contributed during our last rights issue also thank you very much we're very proud of what we've what what's happened with this company over the oops Christina you're sharing the wrong screen now thank you very proud of what we've been able to do here in the last in the last three years since we launched our new SaaS platform Tenio AI is our new name, that's since this summer. We did change from artificial solutions because our product is Tenio, our customers know us as Tenio, and it's of course a lot easier in that big worldwide web to brand us if we have the same name as our product, so we only brand one name. So very happy with Tenio AI. That's a great success for us as well in terms of rankings on Google, on GPT, on Gemini and other search engines as well. What I'm showing here is the area that we are in. It's customer operations and this chart is from McKinsey. It was published during the summer and it shows that they think the customer operations is It's going to be the big impact of generative AI. You see that is a blue dot. That means that 75% of the total impact of generative AI is going to be in those blue dots, but it also has a high impact percentage of the spend that that goes into that operation. That's the 40% on the right. OK, my sound is not good. Let me see if I. Simply remove my airports. Thank you Stefan for pointing that out. Let's see. Is the sound better now?
You're reading a preview of the TENEO.ST Q4 2024 earnings call.
Free account.