The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Karl NorTn - Danske Bank A/S, Research Division - Analyst
: So a couple of questions from my side as well. And if we start with 2 questions on the U.S., I'm just wondering if you could give any kind of indication
of how the pipeline of larger contract is developing in the States? I think you wrote in a report that you have several larger procurement processes
or that you are within several procurement processes. I'm just wondering if you could explain and elaborate a bit on how those ones are progressing
and what kind of time frame we should expect before this one closes? And then a question on the competitive landscape in the U.S. Have you seen
any changes in the competitive landscape? Are there any new competitors in the market or any other dynamic that we should be aware of? That
will be my first 2 questions, please.
Question: Karl NorTn - Danske Bank A/S, Research Division - Analyst
: Yes, it's on the competitive landscape in the U.S. and also in the Europe maybe that are you seeing any new competitors in the market or has the
kind of dynamic changed or how would you describe it over the last, let's say, a year or so?
Question: Karl NorTn - Danske Bank A/S, Research Division - Analyst
: Okay. And then just a question on the outlook for Q4. I think you stated in the report that earnings in the next quarter will be impacted negatively
by Secure Communications and a continued strengthening of the organization in Imaging IT. I'm just wondering, have we also -- have we seen this
already in Q3 or I'm just trying to understand what's your kind of message is this year?
Question: Karl NorTn - Danske Bank A/S, Research Division - Analyst
: Okay. So it's not that Imaging IT margins will go down significantly? Because that's also maybe my last question on the long-term margins within
Imaging IT, and also relating back to Kristofer's question that if you look at the Group EBIT margins are still about your target, but if we look for
Imaging IT, it's, I think 28% on a rolling 12-month basis. I'm just wondering how we should see this developing going forward? I mean, you're saying
that you are going to invest, but this is also your fastest-growing business area. So is this a stable sustainable margin level in Imaging IT or should
we expect it to decline back to maybe 20% again?
Question: Karl NorTn - Danske Bank A/S, Research Division - Analyst
: It's Karl here again. Maybe one -- just one last question from my side as well. On the financial targets, Torbjorn, I think we've discussed this a bit
before, but when you now move into the cloud, do you see any reason to maybe revise your financial targets as of now, given that this will impact
revenue growth and also earnings growth? I guess that's quite reasonable to see, but how do you see this?
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MARCH 09, 2022 / 9:00AM, SECTb.ST - Q3 2022 Sectra AB Earnings Call
Question: Karl NorTn - Danske Bank A/S, Research Division - Analyst
: Okay. And maybe just if I may, just one more because I listened to ProMedica's earnings call, and I mean they are also going in and focusing more
on the European market. Can you say anything? You said earlier that you don't really see them yet, but what do you expect when they do more of
a target that may be, what do you say, entrance into the European market, and I think the older have some contracts in Germany, for example?
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