Pexip Holding

Pexip reported Q2 2026 ARR of USD 140m (+18% y/y), an EBITDA margin of 31% and free cash flow of USD 8.1m; the Rule of 40 climbed to 49. Growth was driven mainly by secure and customer-specific solutions, with defense and sovereign clouds accounting for about 15% of ARR. No concrete EPS or revenue figures were disclosed, which, together with a cautious Q3 ARR guide of USD 142–145m, explains the investor reaction and the roughly 4.6% premarket share decline. Management expects continued demand in regulated sectors and is investing further in sales and personnel, but sees short-term variability in contract signings as a risk. » More on de.investing.com

Pexip reports Q3 2025 revenue up 16% and ARR of USD 122.2m (+12% yoy). Adjusted EBITDA reached NOK 52.3m for the quarter, LTM EBITDA margin is 25% and the combined ARR growth plus EBITDA margin is 37%, close to the 40% target. Strong growth came from the Secure & Custom segment (+30% ARR), while Connected Spaces increased only moderately; strategic initiatives include Connect for Google Meet rooms and rollouts in US government clouds. Investor reaction: stock slightly up, price 62.1 NOK, near the 52-week high. » More on de.investing.com