Below is a summary of the latest quarterly update from Yabie AB. The information is based on the company's own mailing and is therefore first-hand information.
Financial highlights Q1
- Net sales: 34.3 MSEK (+26% YoY)
- Core revenue (licences + payments): 22.9 MSEK (+33% YoY), which continues to grow faster than total revenue
- Service revenue: 6.4 MSEK (+28% YoY)
- Hardware revenue: 3.6 MSEK (-16% YoY; low margin and not material to profitability)
- Gross profit: 27.8 MSEK (+30% YoY), driven by an increased share of recurring high-margin revenue
- Operating expenses: 31 MSEK (-14% YoY, excluding one-off items), continued cost discipline
InfraSec divestment completed – strengthened balance sheet
InfraSec divestment completed – strengthened balance sheet
The divestment of InfraSec was completed on 30 January. The company is now fully focused on its core business within the POS platform. The transaction substantially strengthens the balance sheet and enables continued expansion without the need for further external financing.
Large retail customer live in Denmark – further roll-out in Europe
The previously announced retail customer went live in Denmark in Q1.
• Confirms the platform's scalability in complex, multi-local environments
• Roll-out is beginning in additional European markets
• Demonstrates the ability to carry out structured implementations across different regulatory environments
Strategic partnerships
The collaboration with Worldpay is progressing according to plan.
• Worldpay360 Software by Yabie launched in the United Kingdom
• New agreement signed for launch in Ireland, with go-live planned for late spring
• Dialogues with additional payment players have moved from strategic alignment to commercial structuring
Outlook
The company expects continued revenue growth and gradually improving EBITDA towards summer 2026 and beyond. The long-term goal remains: 400 MSEK in annual revenue and a 40% EBITDA margin by 2029.
Read more about Yabie and its share HERE.
