Huddly AS (HUDLF) Q4 2025 Earnings Call Transcript

SA Transcripts158.61K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Huddly AS (HUDLF) Q4 2025 Earnings Call February 25, 2026 2:00 AM EST Company Participants Rosa Stensen - CEO & COOAbhijit Banik - Chief Financial OfficerJon Eriksen Presentation Rosa StensenCEO & COO Good morning, and welcome to Huddly's Q4 results. My name is Rosa Stensen, and together with me is Abhi Banik. In Q4, we report revenue of NOK 64 million, representing a full year growth of 42% with revenue of NOK 211 million. The gross margin in Q4 was 44%, 47%, excluding one-offs. The quarter is the fifth consecutive quarter with reported growth. We continue to deliver on our strategic strategy and the partner growth momentum continued. In the quarter, we activated our partnership with Jabra and signed new strategic partnerships with Lenovo. At ISE in Barcelona, Huddly had a very strong presence this year, reflecting on the results of the company strategy. At ISE, Huddly was present in many new product launches. Lenovo and Jabra announced the new bundles together with us in Huddly, and we showcased our own Huddly C1 Crew. Today, I want to recap on our investment case and strategy, which can be summarized as 3 key items: the market, our products and our go-to-market and distribution. First, have a look at the market outlook. Huddly is part of a large and growing market, which by analyst is expected to grow approximately 16% until 2029. Huddly products are very well positioned for that growth. Secondly, our products. Huddly has built a platform based on an AI native architecture to allow for more engaging and intelligent collaboration. With network-connected devices equipped with AI on the edge, Huddly products work as a platform of devices that allow you to scale the system as a room and usage requires. This is solving a very basic, however, still the #1 issue when it