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BTS Group AB Class B (SE:BTS.B)
:BTS.B
Earnings Data
Report Date
May 20, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
1.54Last Year’s EPS
1.32Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presents a mixed picture: 2025 was a weak year with no overall growth and a 25% EBITDA decline driven largely by North America and some Asia operations, and license revenues are under pressure. Offsetting these negatives are pronounced AI product and productivity breakthroughs (115 projects, ~28k users, $19.6M in AI bookings), clear signs of improving bookings in North America (~25–26% Q4 YoY), and expected cost savings that materially support 2026 EBITDA guidance. Management expects group and North America Q1 2026 year-over-year growth and frames 2026 as a rebound year, but execution and timing risks remain — overall the positives and negatives are roughly balanced.Company Guidance
AI innovation momentum and commercial traction
Wonderway acquisition platform deployed in 115 projects with ~28,000 users; launched AI super companion coach, Digital Mirror and three AI coaching offerings integrated with Teams/Slack/Salesforce; AI-related bookings of $19.6 million in 2025 expected to carry into 2026, creating a higher-margin product stream and new revenue base.
North America turnaround and early-quarter outlook
Management expects North America to return to moderate organic revenue growth in Q1 2026 and to deliver significantly improved EBITDA (management defines 'significantly better' as 15%+ year-over-year for Q1); Q4 North America bookings were ~25–26% higher year-over-year after adjusting for a one-off renewal decline, indicating improving demand and pipeline momentum.
Europe and Other Markets delivering growth
Two of three business units (BTS Europe and BTS Other Markets) delivered top-line and bottom-line growth in fiscal 2025 despite a tough market in Europe; management expects continued double-digit revenue growth in Europe and Other Markets in 2026.
Material cost savings from AI-driven productivity
Severance and AI-driven rationalization in 2025 (SEK 8m in Q2/Q3 and SEK 10m in December = SEK 18m total) enabled productivity breakthroughs. Management cites cost reductions of approximately $5.0 million (from May breakthrough) and $2.6 million (Phase II) expected in 2026, plus a conservative additional USD 1.0 million (SEK 10m) estimate—these savings are a meaningful contributor to improved 2026 EBITDA.
New client wins and expanded addressable market
Evidence of new AI-hypergrowth clients (e.g., Anthropic selected BTS as go-to-market enablement partner) and West Coast traction, indicating expanding opportunity set and validation of BTS as an integrator for large clients consolidating vendors.
SE:BTS.B Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
SE:BTS.B Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 20, 2026 | kr106.40 | kr139.00 | +30.64% |
Nov 12, 2025 | kr182.17 | kr143.62 | -21.16% |
Aug 22, 2025 | kr177.47 | kr186.47 | +5.07% |
May 16, 2025 | kr239.03 | kr229.86 | -3.84% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does BTS Group AB Class B (SE:BTS.B) report earnings?
BTS Group AB Class B (SE:BTS.B) is schdueled to report earning on May 20, 2026, Before Open (Confirmed).
What is BTS Group AB Class B (SE:BTS.B) earnings time?
BTS Group AB Class B (SE:BTS.B) earnings time is at May 20, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of BTS Group AB Class B stock?
The P/E ratio of BTS Group AB is N/A.
What is SE:BTS.B EPS forecast?
SE:BTS.B EPS forecast for the fiscal quarter 2026 (Q1) is 1.54.