EVS Broadcast Equipment Earnings Call Transcripts
Fiscal Year 2025
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Record revenue and order intake were achieved, driven by strong North America growth and strategic acquisitions. EBIT and net profit declined due to currency and one-off items, but guidance for 2026 remains confident, with a robust pipeline and continued investment in innovation and expansion.
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Record order book and strong order intake offset H1 revenue delays, with full-year guidance reaffirmed. Acquisition of Telemetrics expands the addressable market, while North America drives growth and margins remain resilient despite tariff impacts.
Fiscal Year 2024
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Record 2024 results with revenue up 14.3% to EUR 198 million and net profit up 15.7% to EUR 42.8 million, driven by strong North America and LAB growth. 2025 revenue guidance is EUR 195–210 million, with continued investment in North America and a new dividend policy of EUR 1.20 per share.
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Ambitious 2030 targets include €350 million revenue and 20–23% EBIT margin, driven by organic growth, acquisitions, and innovation in live production, AI, and cloud solutions. Market share gains in core and adjacent segments are supported by strong financials, ESG leadership, and major new customer wins.
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Record H1 2024 revenue and strong order intake led to upgraded full-year guidance for both revenue and EBIT. Strategic acquisitions, innovation in AI and cloud, and expansion in key markets underpin growth, while risks are closely managed and OpEx is set to stabilize in 2025.