A warm welcome to today's earnings call of the Cancom SE. A brief instruction before we continue in German language. The company has made sure that our English speaking listeners have the opportunity to participate in the call via live audio translator. You will now see a QR code and brief instructions in the picture. Please use your cell phone to scan it and mute the voice output of the Zoom call and follow the call in English on your cell phone audio or in the second browser window.
Having said this, we will now continue in German language. Yeah. Earnings call at Cancom CEO, Rudy Garat, CFO, Thomas Stark, and then vice president, investor relations and corporate strategy, Lars Dandberg,
Yeah.
Earnings call, and fully. I'd say, as is and client's highlight team. And Tom on the CFO
In this focus statement, AI, digital solutions, data center, cloud, security, connectivity, and what in the work might ask about. Is their reported group revenue. And the and the of the Positive cash generation And focus AI. Business moments and key trends AI AI We are Berreich's crew and I'm end to end portfolio in this year. We have an in Cancom assistant.
We on in Denmark, software omniverse omnivores positive. We have the business unit enterprise applications, and that's mid portfolio service now. And b to b partner, the Jarviskavarden, Palo Alto, Partner of the Year, and the Life Public awarded on Dell Technologies Huttons Excellence in AI. AI digital resilience portfolio services services. In the supply chain on the service factory professional services on solution design AI competence and heightens it.
Internal system. A byte of the SAP system. The public Einhide Microsoft and ServiceNow competence Zinfia, profitable AI. Security cyber. That's in. Momento and or key trends.
That'd nice. We do have see the comment in earnings call. The financial results Over the course of the year, And last but not least, The effect there of this deepness commonly in sector Some cash flow. Year over year effect of this working capital inventories plus the accounts receivable are working capital We are seeing wider tailwind, as a knock looking wind in the outbursson from Gibbon and Mittel on working capital Sumi RSNDE, and the guidance or the guideline for year to come includes gross margin and positive cash flow. CapEx up here.
So last but not least, the CMR share buybacks, buybacks
AI AI and digital solutions. Internet of things, that's highest, that's edge, workplace, life cycle management data center on cloud workloads data center data center security and connectivity portfolio in classic reselling hardware support services managed services common data data center visit with big practices in social media in the industry. Security. Quantum safe encryption quantum safe encryption monitoring detection of the security and on the cyber defense center. Digital AI digital resilience of the security. On vehicle portfolio services industry. Dammit. My name is for q and a.
Yeah. Q and a session.
Hello.
On that guidance.
Okay. Thank you.
Okay. Content. Order backlog. Software order backlog revenue Microsoft end of the AR policy positive Some share buyback? Yeah. Share buyback. Okay.
Okay. Perfect. Microsoft impact Microsoft fee structures? Perfect.
The same of the and the complete bill of material design in video and then claim plus the AI. Well, it's AI system integrator.
Client hardware. Windows eight that's super on the ED. This is the Hoffman side now of some replacement cycle comp. Isn't the the right shaft? Whatever from end of life end of of life.
This is the mix. And Microsoft Yeah. Regulatory security updates, etcetera. A damage is the future workplace.
Inventory reductions, receivables or payables, the bigger part is capitals.
You have to and and see from free cash flow to EBITDA from 60%. Local government,
Okay.
Yeah. Earnings calls. AI on digital resilience, It's mostly Yeah. Sure.