logo
BTS Group AB (publ) announces earnings update for the second quarter and lowered outlook for 2025

BTS Group AB (publ) announces earnings update for the second quarter and lowered outlook for 2025

Yahoo3 hours ago
P R E S S R E L E A S E
Stockholm, August 4, 2025
BTS Group AB (publ) announces earnings update for the second quarter and lowered outlook for 2025
STOCKHOLM, SWEDEN - BTS Group AB (publ), a leading global consultancy specializing in strategy execution, change, and people development, today announces an earnings update for the second quarter 2025. The company is expected to report net sales of approximately SEK 720 (730) and an EBITA of SEK 85 (110) in the second quarter. As a consequence, the outlook for 2025 has changed from a better EBITA than last year to the company anticipating a worse EBITA than last year.
The deviation in profit stems entirely from BTS North America, which is experiencing negative revenue growth, mainly due to inefficient go-to-market and sales operations. Additionally, the current unfavorable USD exchange rate as well as severance and other one-time costs in the quarter have contributed to the reduced results.
A program to get back to growth of revenue and profit in North America has been implemented, with new leadership of BTS North America, a new strategy and organization for marketing and sales.
BTS Other Markets, BTS Europe, and the previously acquired executive coaching business of Boda in North America are continuing to show healthy growth of revenues and EBITA.
For more information, please contact:
Jessica Skon, CEO+1 (415) 203 1760
Michael Wallin, Head of investor relationsmichael.wallin@bts.com+46 8-587 070 02+46 708-78 80 19About BTS Group AB
BTS is a global professional services firm headquartered in Stockholm, Sweden. BTS has about 1,200 professionals in 38 offices located on six continents. BTS competes in both talent and HR consulting as well as the traditional consulting markets. BTS's services support a broad range of client challenges including top-to-bottom and on-demand leadership development, talent selection and readiness, strategy creation andstrategy implementation, as well as culture and broad-scale change. For over 35 years, BTS has been focused on the people-side of change and on powering better performance using proprietary simulation, learning, coaching, and assessment methodologies. We partner with nearly 1,200 organizations, including over 40 of the world's 100 largest global corporations.
BTS is a public company listed on the Nasdaq Stockholm exchange and trades under the symbol BTS B.For more information, please visit www.bts.com.Attachment
Earnings update Q2
Orange background

Try Our AI Features

Explore what Daily8 AI can do for you:

Comments

No comments yet...

Related Articles

GlaxoSmithKline Pharmaceuticals Ltd (BOM:500660) Q1 2026 Earnings Call Highlights: Strategic ...
GlaxoSmithKline Pharmaceuticals Ltd (BOM:500660) Q1 2026 Earnings Call Highlights: Strategic ...

Yahoo

time30 minutes ago

  • Yahoo

GlaxoSmithKline Pharmaceuticals Ltd (BOM:500660) Q1 2026 Earnings Call Highlights: Strategic ...

Release Date: August 01, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points GlaxoSmithKline Pharmaceuticals Ltd (BOM:500660) has maintained competitive performance, growing ahead of the market in several key areas. The company has shown strong growth in its specialty segment, particularly in adult vaccination with Shingrix and in respiratory treatments. There is a strategic focus on launching innovative oncology products, which are expected to contribute to growth in the coming quarters. The company has improved its EBITDA margin by 290 basis points, reflecting better expense management and productivity improvements. Cash conversion is healthy, with 100% of sales being converted to cash, supporting a 13% growth in EPS for the quarter. Negative Points Revenue growth was flat due to softer than expected tailwinds, particularly in antibiotics and the dermatology portfolio. The acute segment, including anti-infectives and dermatology, experienced muted growth, impacting overall performance. Supply chain disruptions, including a fire incident at a CMO, led to a 2% loss in growth, affecting brands like Calpol. The company faces challenges from trade generics and private labels, which could impact market share and growth. Margins on innovative products are lower than those on general medicines, potentially affecting profitability in the long term. Q & A Highlights Warning! GuruFocus has detected 6 Warning Signs with NSA:FCMB. Q: Can you provide a breakdown of the top-line growth in the general medicines portfolio into volume growth, new product introductions, and price? A: (Unidentified_2) For the overall company, including vaccines, there was a 2.83% price hike. Volume growth was flat, and there were no new product introductions in general medicines this quarter. We also faced a supply constraint due to a fire incident at one of our CMOs, which impacted growth by about 2%. Q: Could you elaborate on the current addressable market and future aspirations for Jejula and Jimurli in oncology? A: (Unidentified_2) Ovarian cancer has a 5-year prevalence of over 120,000 patients, with 52,000 new cases annually. Jejula, a PARP inhibitor, is expected to be eligible for at least 5,000 patients. For endometrial cancer, Jimurli is currently indicated for second-line treatment, with about 1,000 eligible patients. We are also pursuing first-line indications and have ongoing clinical trials for other cancer types. Q: What is the reason for the muted growth in the respiratory and derma segments, and do you expect a pickup in July? A: (Unidentified_2) The derm's portfolio, particularly the topical steroids, saw significant volume declines due to a delayed monsoon season. Although we gained market share, the external growth was muted. We are seeing a recovery in recent weeks and expect growth to return in Q2. Q: What are the operational cost implications for the two new oncology drugs? A: (Unidentified_3) These are hospital-based, highly specialized products, so the incremental operating cost will be minimal. We will reallocate resources within our existing budget, and the team size is focused and small, given the limited number of oncologists in the country. Q: How is the company preparing for the launch of Jejula and Jimurli, and what is the expected market impact? A: (Unidentified_2) We have recruited a team of about 20 key account specialists and a separate access team. The launch is set for mid-August, and the cost of treatment is in line with standard care, ranging from 12 to 18 lakhs. The target market includes about 750 to 1,000 eligible patients for second-line endometrial cancer and 5,000 for ovarian cancer. For the complete transcript of the earnings call, please refer to the full earnings call transcript. This article first appeared on GuruFocus. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data

Trending tickers: latest investor updates on Palantir, AMD, Boeing, Opendoor and BP
Trending tickers: latest investor updates on Palantir, AMD, Boeing, Opendoor and BP

Yahoo

time30 minutes ago

  • Yahoo

Trending tickers: latest investor updates on Palantir, AMD, Boeing, Opendoor and BP

Palantir (PLTR) Shares in Palantir (PLTR) rose in pre-market trading on Monday morning as the US data analytics company heads into its second-quarter earnings announcement, buoyed by investor enthusiasm over a new long-term military contract and continued demand for artificial intelligence (AI) infrastructure. The company, known for supplying AI-driven software to government and commercial clients, has forecast second-quarter revenue between $934m and $938m (£704m) £706m), ahead of Wall Street's consensus estimate of $899.1m. Palantir (PLTR) is scheduled to report earnings this Monday, after the US market close. Investors pushed the stock to an all-time i) on Friday disclosed a new agreement with the US Army worth up to $10bn over the next decade. According to a company release, the deal will enable Palantir to deliver a 'comprehensive framework for the army's future software and data needs,' consolidating multiple existing projects under a single procurement umbrella. Adding to investor optimism, Palantir (PLTR) on Friday disclosed a new agreement with the US Army worth up to $10bn over the next decade. According to a company release, the deal will enable Palantir to deliver a 'comprehensive framework for the Army's future software and data needs", consolidating multiple existing projects under a single procurement umbrella. While the agreement was heralded by some as a win, analysts urged caution. 'Palantir (PLTR) has had a monster run this year, up over 100%, fuelled by AI optimism and strong government demand,' said Lale Akoner, global market strategist at eToro. 'But heading into Monday's earnings, the stock feels priced for perfection.' Read more: 'I've seen F1 go from a man's world to women at the front of the queue' Akoner noted that Palantir's (PLTR) AI platform is gaining traction in the commercial sector, particularly in the US where company-led bootcamps have driven faster adoption. However, she cautioned that the path from early-stage pilots to large-scale recurring revenue 'remains more promise than proof". She also offered a measured view of the US Army contract, describing the $10bn figure as 'a bit misleading". 'It's not new money, but rather a bundling of existing contracts into a single agreement,' Akoner said. 'It streamlines procurement but doesn't guarantee future spending or revenue growth.' 'What matters now is whether Palantir (PLTR) can deliver consistent topline growth, margin expansion, and clear signs of AI monetisation. With the stock trading at a sky-high multiple, any softness in results or guidance could trigger a sharp pullback. This quarter needs to deliver.' AMD (AMD) Shares in AMD (AMD) were higher ahead of the US opening bell on Monday, as the chipmaker prepares to report second-quarter earnings after markets close on Tuesday. Investors are focused on GPU sales, AI revenue, and the company's outlook for the second half of the year. AMD (AMD) is expected to post Q2 revenue of $7.43bn, up 27% year-on-year, driven by strong data centre demand, according to estimates compiled by Visible Alpha. However, adjusted net income is projected to fall to $796.6m, or 48 cents per share, down from $1.26bn, or 69 cents per share, a year ago. In May, AMD (AMD) warned it would take an $800m hit in the quarter due to tighter US export restrictions on its chips to China. Despite that headwind, AMD (AMD) has a track record of outperforming Wall Street expectations, having beaten revenue estimates in every quarter over the past two years, with an average upside of 1.5%. The stock has gained more than 40% in 2025 so far, closing Friday near $172, buoyed by investor optimism around its AI strategy. Last week, UBS (UBS) raised its price target for AMD to $210 from $160, citing confidence in the company's ability to secure regulatory approvals to resume sales of its MI308 chips to China. Bank of America (BAC) also lifted its target, increasing it to $200 from $175. Boeing (BA) Shares in Boeing (BA) were lower in pre-market trading on Monday after union members who build the company's fighter jets in the St Louis area voted to reject its latest contract offer and will begin to strike, according to the International Association of Machinists and Aerospace Workers. The walkout adds further strain to Boeing's (BA) defence and space unit, which accounted for roughly 30% of the company's revenue in the second quarter. It marks the first time in nearly three decades that unionised defence workers at Boeing's St Louis-area facilities have gone on strike. Boeing's (BA) proposal included a 20% general wage increase over four years, a $5,000 ratification bonus, and enhanced vacation and sick leave. However, the union rejected the offer, calling it insufficient. Read more: Stocks to watch this week: BP, Diageo, Disney, Uber and WPP "We're disappointed our employees rejected an offer that featured 40% average wage growth and resolved their primary issue on alternative work schedules," Boeing said in a statement on Sunday. Boeing (BA) added: "We are prepared for a strike and have fully implemented our contingency plan to ensure our non-striking workforce can continue supporting our customers." Boeing (BA) has been hit by a series of crises in recent years, including two fatal crashes and a mid-air blowout of a piece of one of its planes. Opendoor (OPEN) Shares in Opendoor (OPEN) rose 8% in early trading on Monday, ahead of the technology-driven real estate platform's second-quarter earnings report, due after the US market close on Tuesday. The company has seen a sharp rebound in investor attention, with the stock up 271% over the past 30 days, fuelled by a wave of retail enthusiasm and a high-profile endorsement from EMJ Capital founder Eric Jackson. In a widely circulated post on X, Jackson laid out his investment thesis and set an ambitious $82 price target for the shares, helping propel Opendoor (OPEN) into the memestock spotlight. Last quarter, Opendoor (OPEN) beat analysts' revenue estimates by 9.3%, reporting $1.15bn in revenue, down 2.4% year-on-year, and selling 2,946 homes, a 4.3% decline. Still, it was a standout quarter: the company exceeded EBITDA forecasts and issued guidance for the following quarter that came in ahead of analyst expectations. Jackson described Opendoor (OPEN) as a 'deep value turnaround' story, with the potential to grow annual revenue from approximately $5bn in 2024 to $12bn by 2029. He pointed to the company's aggressive cost-cutting, leadership in its market niche, and the prospect of interest rate cuts as key tailwinds. He also called for improved management execution and operational discipline. Retail traders piled into the stock following Jackson's post, but some of the momentum has since cooled. Goldman Sachs (GS) currently maintains a sell rating on Opendoor, with a price target of just $0.90. BP (BP.L) Shares in BP (BP.L) rose 1% in London on Monday after the oil major announced its largest oil discovery in 25 years, located offshore Brazil, in a move the company says underscores its upstream ambitions at a time of rising investor pressure to cut costs. BP (BP.L) told the City it had made a significant oil and gas find at the Bumerangue prospect in Brazil's deepwater Santos Basin, 404km from Rio de Janeiro. The exploration well was drilled to a depth of 5,855m in waters 2,372m deep. The company said it encountered a 500m hydrocarbon column in a 'pre-salt carbonate reservoir' spanning over 300 sq km. 'We are excited to announce this significant discovery at Bumerangue, BP's largest in 25 years,' said Gordon Birrell, BP's executive vice president for production and operations. 'This is another success in what has been an exceptional year so far for our exploration team, underscoring our commitment to growing our upstream. Brazil is an important country for BP, and our ambition is to explore the potential of establishing a material and advantaged production hub in the country.' The announcement comes as BP (BP.L) prepares to update investors on Tuesday about its $5bn cost-cutting programme, under intensifying scrutiny from activist investor Elliott Management. The US hedge fund, which has built a 5% stake in BP, is pushing for deeper operating expense reductions, urging the group to target $20bn of free cash flow by 2027. Elliott wants chief executive Murray Auchincloss to increase cost savings by an additional $5bn on top of the $4bn–$5bn target he outlined in February, based on a 2023 baseline. A person familiar with Elliott's thinking told the Financial Times the fund had 'identified tens of thousands of BP support staff globally' as an example of what it sees as an overly large and inefficient cost while retrieving data Sign in to access your portfolio Error while retrieving data Error while retrieving data Error while retrieving data Error while retrieving data

DOWNLOAD THE APP

Get Started Now: Download the App

Ready to dive into a world of global content with local flavor? Download Daily8 app today from your preferred app store and start exploring.
app-storeplay-store