BTS Group - Feedback from ABGSC's Investor Days
22 maj, 14:30
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More clarity on the AI opportunityWe hosted BTS' CEO Jessica Skon today at ABGSC's Investor Days, where she framed the current business momentum as "AI is a big friend to our firm at the moment". What she refers to is both increased demand from customers on implementing AI use cases as well as customer wins from AI companies, combined with internal productivity gains through AI workflows. This combination is well needed to improve sentiment for the share, given recent challenging market and AI uncertainties to the consulting sector. BTS reported that direct AI bookings in Q1 increased 35% y-o-y and that AI product bookings (within license revenues) increased 3x y-o-y. It has reached SEK 74m in 2026 annual cost savings due to AI workflow and product innovations in 2025, that will boost profits ahead. Mrs Skon mentioned that Anthropic is a client since 9 months ago, and that BTS will help Anthropic with leadership development in the new management team as well as assignments for the Chief Revenue Officer in forming a global sales force with the decided go-to-market model and scale it over time, from for example 500 to 2,000 sales people aligning with the strategy. On the contrary to this tailwind, the software sector is not doing great in North America at the moment due to delayed projects and hesistance about the future path. North America set to grow, Other markets recovery in H2Mrs Skon was clear that the turnaround in North America is completed, and the region is back to positive organic growth again (after three negative quarters). With a continued solid momentum in Europe, BTS' internal actions will be concentrated to turn Other markets (and particularly southeast Asia) into growth again. This should be managable during H2'26e, as BTS has historically solved internal |
Läsaren av innehållet kan anta att ABG Sundal Collier har erhållit eller kommer att erhålla betalning för utförandet av finansiella företagstjänster från bolaget. Ersättningen är på förhand avtalad och är inte beroende av innehållet.
Ämnen i artikeln
BTS Group - Feedback from ABGSC's Investor Days
22 maj, 14:30
|
...
More clarity on the AI opportunityWe hosted BTS' CEO Jessica Skon today at ABGSC's Investor Days, where she framed the current business momentum as "AI is a big friend to our firm at the moment". What she refers to is both increased demand from customers on implementing AI use cases as well as customer wins from AI companies, combined with internal productivity gains through AI workflows. This combination is well needed to improve sentiment for the share, given recent challenging market and AI uncertainties to the consulting sector. BTS reported that direct AI bookings in Q1 increased 35% y-o-y and that AI product bookings (within license revenues) increased 3x y-o-y. It has reached SEK 74m in 2026 annual cost savings due to AI workflow and product innovations in 2025, that will boost profits ahead. Mrs Skon mentioned that Anthropic is a client since 9 months ago, and that BTS will help Anthropic with leadership development in the new management team as well as assignments for the Chief Revenue Officer in forming a global sales force with the decided go-to-market model and scale it over time, from for example 500 to 2,000 sales people aligning with the strategy. On the contrary to this tailwind, the software sector is not doing great in North America at the moment due to delayed projects and hesistance about the future path. North America set to grow, Other markets recovery in H2Mrs Skon was clear that the turnaround in North America is completed, and the region is back to positive organic growth again (after three negative quarters). With a continued solid momentum in Europe, BTS' internal actions will be concentrated to turn Other markets (and particularly southeast Asia) into growth again. This should be managable during H2'26e, as BTS has historically solved internal |
Läsaren av innehållet kan anta att ABG Sundal Collier har erhållit eller kommer att erhålla betalning för utförandet av finansiella företagstjänster från bolaget. Ersättningen är på förhand avtalad och är inte beroende av innehållet.
Ämnen i artikeln
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