Vusion releases transcript of H1 2026 revenue webcast and conference call

Reuters2026/08/04 08:54

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Vusion discussed H1 2026 sales on a webcast and conference call attended by CEO Thierry Gadou, Deputy CEO Thierry Lemaitre, IR officer Olivier Gernandt, analysts.
Adjusted revenue EUR 839 million, up 29% organically; order intake EUR 681 million, down 22% on a tough Walmart comparison, expected to grow in H2.
VAS revenue EUR 125 million, up 39%; recurring VAS EUR 61 million, up 73%, driven by VusionCloud with more than 500 million connected ESLs.
Guidance reiterated: adjusted revenue growth 15%-20% at constant FX and tariffs; VAS growth around 40%; adjusted EBITDA margin seen up more than 100 bps.
Tariff refunds could total about USD 80 million in 2026, to be returned via revenue and COGS credit notes; IFRS revenue growth likely below guidance range.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Vusion SA published the original content used to generate this news brief on August 04, 2026, and is solely responsible for the information contained therein.

Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.

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Vusion releases transcript of H1 2026 revenue webcast and conference call

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