Modelon AB (publ) (MODEL) Earnings Call Transcripts

Modelon AB (publ)'s Latest Earnings Call - Q1 FY2026

In Q1 2026, Modelon AB reported a net revenue of SEK 15.3 million, a 25% decline year-over-year, primarily attributed to currency effects and a decrease in services revenue. Annual recurring revenue (ARR) fell to SEK 47.2 million, down 5% quarter-over-quarter, continuing a negative trend linked to the loss of U.S. federal accounts and smaller legacy customers. Despite these challenges, management expressed optimism for a turnaround, emphasizing a new sales organization and AI-driven product enhancements as key growth drivers for the remainder of the fiscal year.

Reported metrics

Guidance from management

Management remains optimistic about returning to growth in the second half of 2026, driven by a new sales organization and AI product enhancements. They expect continued improvements in cost structure and cash flow throughout the year.

What management said

Yes. So we're actually looking at a heat pump, and this is one of these so-called 2-phase systems that are quite complicated and so what you can see here on the screen is the system, and you can also see at the very top here that there is an issue with this model. It doesn't simulate as expected. So...

Yes, yes. And of course, if you open and look for the log, you can get much more details. But now there is also a much easier way to handle this, and that's just to ask the AI assistant directly what we can do about this problem. So let's try it.

What analysts pressed on

Analysts expressed concerns regarding the decline in ARR and the impact of losing smaller legacy accounts. There were questions about customer retention among larger enterprise clients and the effectiveness of the new sales organization in converting leads into revenue.

Main topics on the call

• Decline in Revenue — Modelon reported a net revenue of SEK 15.3 million, which is a 25% decrease from the previous year. CEO Jan Haglund noted, "A lot of that is expected since it's due to currency effects... a lot is also due to lower servi...
• Annual Recurring Revenue (ARR) Challenges — The ARR decreased by 5% quarter-over-quarter to SEK 47.2 million, reflecting ongoing issues with customer retention. CFO Jonas Eborn stated, "The ARR is reported at constant currency... this is adjusted for all currency ...
• Cost Management Improvements — Operating expenses were reduced to SEK 23.2 million, down 22% year-over-year, contributing to a slight improvement in adjusted EBIT. Eborn remarked, "We’re expecting roughly this level of cost going forward in 2026."
• AI Integration and Product Development — Modelon introduced a new AI assistant integrated into Modelon Impact, aimed at enhancing user experience and troubleshooting. Haglund highlighted, "AI is really on everyone's lips right now... we're well positioned in th...

Read the full Modelon AB (publ) transcript (Q1 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 19 Modelon AB (publ) earnings call transcripts on record, spanning March 4, 2022 to July 21, 2026. Based on this history, Modelon AB (publ) reports quarterly. The most recent call on file is dated July 21, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

MODEL

Exchange

OM

Country

SE

Sector

Information Technology

Industry

Software

Calls on record

19

First call

March 4, 2022

Most recent

July 21, 2026

Reporting cadence

quarterly