Sweden's Vertiseit Q4 net revenue drops

Vertiseit AB (publ)

12/02/2026 05:32

Overview

Sweden's IXM platform's Q4 ARR rose 26.6% yr/yr, with 15.6% organic growth

Net revenue for Q4 fell 8.1% due to a change in revenue mix

Company completed acquisition of Muse Content GmbH, enhancing AI capabilities

Outlook

Company did not provide specific guidance for future quarters or full year

Result Drivers

ARR GROWTH - Vertiseit reported a 26.6% increase in ARR, with 15.6% attributed to organic growth

SAAS REVENUE INCREASE - SaaS revenue for the quarter rose by 14.8 MSEK to 85.8 MSEK

REVENUE MIX CHANGE - Net revenue fell 8.1% due to a strategic change in revenue mix

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Net Income
SEK 6.70 mln
Q4 Adjusted EBITDA
SEK 33.10 mln
Q4 ARR
SEK 332 mln


Analyst Coverage

Wall Street's median 12-month price target for Vertiseit AB (publ) is SEK71.25, about 31% above its February 11 closing price of SEK54.40

The stock recently traded at 23 times the next 12-month earnings vs. a P/E of 29 three months ago

Press Release: ID:nMFN4lRRmj

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)