secunet Security Networks Aktiengesellschaft (YSN) Earnings Call Transcripts

secunet Security Networks Aktiengesellschaft's Latest Earnings Call - March 30, 2026

In the fiscal year 2025, secunet Security Networks AG reported a record revenue of EUR 458.8 million, reflecting a 13% increase year-over-year, alongside an EBIT of EUR 52.6 million, up 21%. The company confirmed its optimistic outlook for 2026, citing a strong order backlog and a commitment to growth despite external challenges. Management maintained guidance for 2026, indicating continued confidence in revenue and earnings growth, which could positively influence stock performance.

Reported metrics

Guidance from management

Management confirmed its guidance for 2026, expecting continued revenue and earnings growth, while acknowledging potential challenges from memory media shortages. They remain optimistic about the business outlook despite these external pressures.

What analysts pressed on

Analysts expressed concerns regarding the implications of the memory chip shortage on hardware prices and how this might affect margins. There were also inquiries about the expected level of IT investments in 2026 and the overall competitive landscape in cybersecurity, particularly in relation to emerging AI technologies.

Main topics on the call

• Record Revenue and EBIT Growth — secunet achieved a record revenue of EUR 458.8 million, up 13% year-over-year, and an EBIT of EUR 52.6 million, reflecting a 21% increase. CEO Marc-Julian Siewert emphasized, 'We can today with gratitude confirm the prel...
• Strong Order Backlog — The company reported a 36% year-over-year increase in order backlog, which sets a robust foundation for 2026. This was highlighted as a key driver for future growth, with management stating, 'We have a very strong order ...
• Investment in R&D — Management indicated a commitment to increasing R&D spending in the future, despite a 17% decrease in R&D costs in 2025. CFO Jessica Nospers noted, 'There is a very clear commitment for us to increase R&D spendings in th...
• Dividend Policy Change — secunet revised its dividend policy to allow for a more flexible payout ratio between 30% to 50% of net income, which could enhance shareholder returns while supporting growth. This change was described as a 'good balanc...

Read the full secunet Security Networks Aktiengesellschaft transcript (March 30, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 4 secunet Security Networks Aktiengesellschaft earnings call transcripts on record, spanning November 8, 2022 to May 5, 2026. Based on this history, secunet Security Networks Aktiengesellschaft reports annually. The most recent call on file is dated May 5, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

YSN

Exchange

XTRA

Country

DE

Sector

Information Technology

Industry

IT Services

Calls on record

4

First call

November 8, 2022

Most recent

May 5, 2026

Reporting cadence

annually