Vertiseit AB (publ) Q2 2025 Earnings | 07/17/2025

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Vertiseit AB (publ) released its Q2 2025 results on July 17, 2025, marking substantial expansion in Annual Recurring Revenue (ARR) and continued progress on its strategy to become a leading European Digital In-store platform provider. At the end of the quarter, ARR reached 290.1 MSEK, a remarkable 66.1% year-over-year increase at constant exchange rates, with 16.2% delivered organically. The company’s SaaS revenue rose to 73.1 MSEK for the quarter, up from 46.5 MSEK in Q2 2024, and organic ARR grew sequentially by 4.0% compared to the preceding quarter. Net revenue nearly doubled, climbing 94.4% to 168.1 MSEK, driven by strong SaaS growth and the positive effects of recent acquisitions—including the completed integration of Visual Art and the July 2025 acquisition of mdt Medientechnik GmbH. Adjusted EBITDA reached 21.6 MSEK, giving an adjusted EBITDA margin of 12.9%. However, one-time costs tied to efficiency initiatives and acquisition-related expenses totaled 16.5 MSEK, primarily from operational synergies and integration projects, impacting reported profitability. The company reported a net loss of 16.9 MSEK (compared to net profit of 8.8 MSEK a year ago), with earnings per share before and after dilution of -0.56 SEK and -0.50 SEK, respectively. Free cash flow for the quarter was 1.6 MSEK, and available liquidity at the end of the period stood at 198.5 MSEK, supporting Vertiseit's ongoing investments and acquisition agenda. Vertiseit’s gross margin for Q2 was 62.7%, reflecting a changed revenue mix, as higher system sales contributed to overall revenue expansion. Strategy, Acquisitions & Outlook: Following the successful acquisition of MDT in Germany for 87 MSEK (expected to contribute around 20 MSEK to ARR), Vertiseit continues to lay the groundwork for international growth, enhancing its offering for major brands, including new clients like Deutsche Telekom and McDonald's Germany. The company also implemented targeted efficiency measures during the quarter to realize operational synergies, expected to yield annualized improvements of 25 MSEK in EBITDA and cash flow once fully phased in during H2 2025. Vertiseit entered into an expanded financing agreement with Nordea, raising its credit facilities to 325 MSEK to further strengthen its acquisition-driven strategy. New equity was also raised through exercised warrants. Looking into the second half, management anticipates margin expansion as one-off costs dissipate and operational synergies are realized, supporting Vertiseit’s ambition to drive profitable growth and reinforce its leadership in the fast-evolving Digital In-store sector. About Inside Ticker: Stay up to date with expert financial analysis and the latest market news on Vertiseit AB (publ) and other SaaS/tech innovators—follow Inside Ticker and visit InsideTicker.com for timely insights and in-depth reports. Hashtags: #Vertiseit #Q22025 #Earnings #ARR #SaaS #DigitalInStore #FinancialResults #Profitability #Synergies #Acquisitions #MDT #GrowthStrategy #NordicTech #OperationalExcellence #CashFlow #Europe #BusinessUpdate #InsideTicker #GrossMargin #PlatformGrowth #Innovation #CustomerExperience #EBITDA #Stores #RetailTech #Q2Results #B2B #EarningsCall #InvestorUpdate