Vertiseit AB (publ)

Hi, and welcome to this Vertisit earnings call for the second quarter of 2026. My name is Jonas Lagerqvist. I'm deputy CEO and CFO of the group. And this is Johan Lind, CEO of Vertisit. This morning, we disclosed the group's interim report for the second quarter of 2026, and we will elaborate on this during this call. At the end of the call, there will be a Q&A session. Feel free to use the Q&A function to send us any questions that you would want us to answer during the call. You can also join in if you wish to speak with us directly during the call. The agenda for today is of course the Scala acquisition that was finalized during the quarter. We will elaborate on the financials. We will share some highlights from the business and we will finish off with a Q&A session. But first, just a short background on Vertisit. Johan, please.

Yeah, thank you. So Vertisit, our vision is connecting a world of retail. And by that, we mean building the infrastructure for the physical customer meeting. And at the core of our offering, we provide an in-store experience management platform to be able to orchestrate all digital touchpoints in store. The in-store experience management platform covers everything from manage all of your stores, your locations and data associated with that. Manage audience management. to know who do you talk to, who do you meet. And of course, the core is to manage the actual experiences, meaning managing content, meaning managing the application, and of course also capture the outcome and the results of the experience. We work with 2,000 brands. We orchestrate more than 450,000 touchpoints in physical spaces. And as you've seen in the Q report now, our ARR after the acquisition of Scala reached 440 million Swedish crowds. We are 300 employees spread around 13 offices globally. And the vision of the group I told you is connecting world of retail really be the infrastructure of a connected world of retail. And the ambition is to be the number one in-store experience management platform globally. Looking into the financial goals, Jonas?

Our long-term goals, in the long-term goals we state that prior to 2032 we should reach 1 billion Swedish crowns in ARR. So it's approximately twice the amount that we have today. And we will also be in a position where we have 35% profitability measured as cash EBITDA, so as close to actual cash flow as it gets. And during the way towards these long-term goals, we should always have an ARR growth annually exceeding 20%. We should always grow our profitability, measured as cash EBITDA per share of at least 25% annually. And we should always have more than 100% net revenue retention, meaning that we should always keep growing on our existing customers.