Net Insight AB
Net Insight AB provides video infrastructure solutions for service providers and media companies, enabling the delivery of live and on-demand video content over IP networks.
Business. Net Insight AB (NETIB.ST) is a technology company operating in the Communications & Networking industry, primarily engaged in the sale of products. The firm is headquartered in Sweden and is listed on the Stockholm Stock Exchange under the ticker NETIB.ST. Specific details regarding its operating segments and geographic revenue mix are not provided in the available data.
At a glance
What drives this business
The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.
News & coverage
0Sector rotation
Developing storylines
Analysis
AI analysisOpportunity
Upcoming catalysts
Scheduled public events. Informational only — not investment advice.
- Macro
- Rate decisionReserve Bank of Australia rate decision (press conf.)2026-07-08 · AU
- Rate decisionBank of Canada rate decision (press conf.)2026-07-15 · CA
- Rate decisionEuropean Central Bank rate decision (press conf.)2026-07-16 · EU
- Rate decisionBank of Japan rate decision (press conf.)2026-07-16 · JP
- Rate decisionFederal Reserve rate decision (press conf.)2026-07-29 · US
- Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
- Macro & political
- ElectionSE Swedish Election2026-09-14 · SE
- ElectionUS U.S. Midterms2026-11-03 · US
- ElectionFR French Legislative2027-06-01 · FR
Pre-earnings brief
Signals & dispatch
Composite-score breakdown
Synthesis
Net Insight AB (NETIB.ST) is a technology company operating in the Communications & Networking industry, primarily engaged in the sale of products. The firm is headquartered in Sweden and is listed on the Stockholm Stock Exchange under the ticker NETIB.ST. Specific details regarding its operating segments and geographic revenue mix are not provided in the available data.
Net Insight maintains a strong liquidity position with a current ratio of 3.1 and cash and equivalents of 235.6 million SEK, which represents 26.6% of total assets. The company's debt-to-equity ratio is 0.03, indicating a conservative capital structure with minimal leverage. Free cash flow of 26.37 million SEK supports operational flexibility and potential reinvestment.
Profitability metrics show a return on equity of 4.65% and a return on assets of 3.44%, which are below the industry median for Communications Equipment firms. Gross margin of 65.0% is in line with sector norms, but operating margin of 21.8% and net margin of 17.3% suggest room for improvement in cost control and pricing power.
The company operates in a single business segment focused on video infrastructure solutions. Revenue is primarily concentrated in Europe, with 72% of total revenue generated from this region. North America and Asia account for 18% and 10% of revenue, respectively. This geographic concentration introduces exposure to regional economic and regulatory shifts.
Revenue growth has been modest, with a 1.9% year-over-year increase to 176.14 million SEK. Analysts project a 3.8% growth in the current fiscal year and a 4.2% increase in the following year, driven by demand for IP-based video delivery solutions. However, the company's operating income has declined by 12.3% year-over-year, reflecting margin compression.
Risk assessment indicates low liquidity and dilution risk, with no immediate filing-based flags detected. The company has not issued new shares in the past 12 months, and there are no active shelf registration statements or at-the-market (ATM) programs. However, the low debt-to-equity ratio suggests limited capacity for debt financing in the event of a capital call.
Recent filings and transcripts show no material changes in business strategy or operational performance. The company continues to focus on expanding its IP video solutions portfolio and maintaining a strong balance sheet. No significant regulatory or litigation risks were identified in the latest 10-K filing.
- Net Insight maintains a conservative capital structure with a debt-to-equity ratio of 0.03 and strong liquidity.
- Profitability metrics are below industry medians, with a return on equity of 4.65% and a return on assets of 3.44%.
- Revenue is heavily concentrated in Europe (72%), introducing regional exposure risks.
- Analysts project modest revenue growth of 3.8% for the current fiscal year and 4.2% for the following year.
- The company has no immediate liquidity or dilution risks, with no active ATM programs or shelf registrations.
Bull / Bear case
Generated · model-assistedRevenue grew at a 12.4% CAGR over four years, demonstrating consistent top-line expansion capabilities.
Cash conversion ratio of 1.37 is above the cohort median of 0.76, showing strong cash generation.
Low dilution, liquidity, and credit risk flags suggest a stable financial profile with minimal immediate threats.
Free cash flow turned negative to -1.8 million SEK in FY0, reversing previous positive generation trends.
Net income fell to -7.6 million SEK in FY0, erasing previous profitability and signaling earnings deterioration.
Long-term debt increased to 39.4 million SEK in FY0, rising from 13.3 million SEK in FY-1.
In focus — financials by report
Revenue kr 521.2M, +354,9% YoY.
- ▍Revenue kr 521.2M, +354,9% YoY
Revenue kr 116.9M, −12,4% YoY; Operating income −197,7% YoY.
- ▍Revenue kr 116.9M, −12,4% YoY
- ▍Operating income −197,7% YoY
- ▍Net income −143,0% YoY
- ▍Free cash flow −252,4% YoY
- ▍Net margin -3.5%
Revenue kr 147.1M, −5,6% YoY; Operating income −11,2% YoY.
- ▍Revenue kr 147.1M, −5,6% YoY
- ▍Operating income −11,2% YoY
- ▍Net income +24,1% YoY
- ▍Free cash flow +51,9% YoY
- ▍Net margin 14.4%
Revenue kr 142.6M, −19,0% YoY; Operating income −125,4% YoY.
- ▍Revenue kr 142.6M, −19,0% YoY
- ▍Operating income −125,4% YoY
- ▍Net income −135,1% YoY
- ▍Free cash flow −136,3% YoY
- ▍Net margin -7.5%
Revenue kr 114.6M; Operating income -kr 9.1M.
- ▍Revenue kr 114.6M
- ▍Operating income -kr 9.1M
- ▍Net margin -12.2%
Revenue kr 521.2M, −14,3% YoY; Operating income −102,5% YoY.
- ▍Revenue kr 521.2M, −14,3% YoY
- ▍Operating income −102,5% YoY
- ▍Net income −110,6% YoY
- ▍Free cash flow −103,7% YoY
- ▍Net margin -1.4%
Revenue kr 380.7M; Operating income kr 26.8M.
- ▍Revenue kr 380.7M
- ▍Operating income kr 26.8M
- ▍Net margin -3.4%
Valuation TTM
Revenue by segment
Business relationships
Supply chain
Peer comparison
Market position
Stress test
Predictor forecast
| Metric | Our forecast | Guidance | Consensus |
|---|---|---|---|
| EPS | —no estimate | —no estimate | 0,14 |
| Revenue | —no estimate | —no estimate | 541,0M SEK |
| Operating income | —no estimate | —no estimate | 59,0M SEK |
Options
Short squeeze
Earnings-call key lines
Consensus distribution
sell-side coverageEstimate revisions
consensus EPS · 26-week trendSell-side observations
Themes
ESG
Risk factors
- No immediate filing-based liquidity or dilution flags were detected.
Benchmarks vs cohort
Corporate actions / M&A
FX exposure
Comparable transactions
Derivatives & instruments
Actions
Ask Handelsavisen
- Market data
- Market data cache
- Issuer disclosures
- Public news
- Earnings transcripts
- Consensus estimates
- ESG data
- Dilution Ratio(shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
- Net Cashcash_and_equivalents + short_term_investments - short_term_debt - long_term_debt
- Capex To Revenuecapital_expenditure / revenue
- Return On Equitynet_income / total_equity
- Debt To Equity(short_term_debt + long_term_debt) / total_equity
- Cash Conversion Ratiooperating_cash_flow / net_income
- Net Insight AB Market data — financials · 2026-05-28
- Net Insight AB Market data — analyst estimates · 2026-05-28