Yubico

Yubico reported a 7.1% year‑over‑year revenue decline for Q3 2025 (currency‑adjusted -0.1%) and a 17% drop in orders, blaming delays in large contracts. The subscription business grew strongly: subscription revenue rose 22% and ARR increased 31.7%, while gross and EBIT margins came under significant pressure. Operating cash flow and a net cash position of 835.7 million SEK strengthen the balance sheet, although inventory rose as a share of total. Yubico continues to pursue a “land and expand” strategy, is expanding retail presence (BestBuy) and views the delays as temporary while maintaining focus on recurring revenue and expansion. » More on de.investing.com

Intercede has become the first company to add support for FIDO Enterprise Attestation to its credential management system, MyID. The new version enables organizations to uniquely identify and control authenticators, which is particularly relevant for those with high security requirements. Integration with YubiKey from Yubico and additional features such as PIN management further enhance security and control options for customers. » More on de.investing.com