Appear ASA Earnings Call Transcripts
Fiscal Year 2026
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Q1 2026 saw 43% revenue growth year-over-year, led by record performance in the Americas and strong EMEA gains. Gross margin dipped to 70.1% due to product mix and tariffs, but is expected to recover. Full-year guidance and long-term targets remain unchanged.
Fiscal Year 2025
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Q4 and full-year 2025 saw strong revenue and profit growth, with gross margins holding steady despite tariff and FX headwinds. EMEA led regional growth, new product launches and IPO proceeds strengthened liquidity, and 2026 guidance targets NOK 1 billion in revenue with continued margin discipline.
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Q3 saw 30% revenue growth year-over-year, strong gross margins, and robust cash flow, driven by Tier-1 sports broadcasters and major service contracts. The outlook remains positive with 2025 revenue guidance at NOK 800 million and continued expansion in all regions.