Vertiseit AB (publ) (VERTB) Earnings Call Transcripts

Vertiseit AB (publ)'s Latest Earnings Call - May 21, 2026

In the earnings call held on May 21, 2026, Vertiseit AB announced the acquisition of Scala, a significant move aimed at expanding its international partner ecosystem and enhancing its presence in the North American market. The acquisition is expected to add SEK 200 million in top-line revenue and SEK 85 million in annual recurring revenue (ARR), with a projected profitability of 35% cash EBITDA post-synergies. Management maintained a positive outlook on Scala's growth potential, signaling confidence in converting its existing perpetual licenses to a SaaS model over the next 2-3 years.

Reported metrics

Guidance from management

Management expressed confidence in Scala's ability to grow in line with Vertiseit's overall growth rate, particularly through the transition to a SaaS model over the next 2-3 years.

What management said

So the acquisition is made up out of shares and assets. meaning that in the European operations, we acquired the Scala companies. Scala in Europe is currently headquartered in Cedar in the Netherlands. And the non-European business, which is the majority is based in the U.S., we acquired the actual assets. So the IP and the new contracts and so on. And the combined purchase price for the whole the whole Scala globa...

That was more or less it from like the side of from our side. And given the acquisition was signed yesterday, but is to be closed during the during May. We, of course, can disclose more information once that is -- once the transaction is finalized. But please, if there are any questions, we are happy to take them on.

What analysts pressed on

Analysts expressed concerns about the historical growth rate of Scala's ARR and the potential impact of transitioning from perpetual licenses to a SaaS model on short-term revenue. There were also questions regarding the implications of increased debt levels post-acquisition.

Main topics on the call

• Acquisition of Scala — Vertiseit finalized the acquisition of Scala for SEK 265 million, which includes both shares and assets. This acquisition is expected to enhance Vertiseit's global position and add approximately SEK 200 million in top-li...
• Growth Potential in North America — Management highlighted that nearly 50% of Scala's revenue comes from North America, marking a strategic entry point for Vertiseit. They expressed confidence in achieving growth rates similar to the group average post-acq...
• Transition to SaaS Model — Management indicated that Scala's existing perpetual licenses present a significant opportunity for conversion to a SaaS model, which they expect to achieve over the next 2-3 years. This transition is anticipated to unlo...
• Integration Strategy — The integration of Scala will focus on preserving its brand while aligning its product offerings with Vertiseit's existing portfolio. Management aims to phase out hardware sales and shift towards a pure software offering...

Read the full Vertiseit AB (publ) transcript (May 21, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 7 Vertiseit AB (publ) earnings call transcripts on record, spanning February 12, 2025 to July 16, 2026. Based on this history, Vertiseit AB (publ) reports quarterly. The most recent call on file is dated July 16, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

VERTB

Exchange

OM

Country

SE

Sector

Information Technology

Industry

Software

Calls on record

7

First call

February 12, 2025

Most recent

July 16, 2026

Reporting cadence

quarterly