Juha interviewed Revenio’s CEO Jouni Toijala and CFO Jukka Kainulainen about Revenio’s performance. ![]()
Topics:
(00:00) Intro
(00:13) Earnings performance of the new combined entity
(03:21) Legacy Revenio’s organic growth
(05:03) Market demand in the United States
(06:34) Country-specific differences in Asian development
(08:00) Larger competitive biddings
(09:16) Seasonally strong Q4
(10:40) Factors affecting gross margin
(12:45) Items affecting comparability
(13:26) Restructuring costs
(14:00) Targeted synergies
(15:23) Profitability of Visionix
(16:39) Next steps in the integration
(19:36) Earnings performance of legacy Revenio and Visionix
(26:13) Revenue breakdown
(27:13) Growing recurring revenue
(28:30) Differences between the growth profiles of product portfolios
(30:04) Branding and manufacturing
(31:17) Balance sheet and cash flow
(33:02) Clarification on guidance
(35:21) Key earnings drivers and risks
(36:55) Strategy and targets
(38:43) Outlook for 2027
(39:30) Progress of the integration work