Investor Insights from CEOs & CFOs | seat11a

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seat11a delivers concise, CEO-driven investor insights from publicly listed companies worldwide. Hear directly from CEOs, CFOs, and Investor Relations executives as they discuss financial results, business models, strategy updates, market trends, capital allocation, growth initiatives, and long-term opportunities. Episodes include: • Financial Results Presentations • Elevator Pitches • Deep Dive Discussions • ESG & Strategy Updates Designed for private investors, portfolio managers, analysts, and anyone seeking fast, reliable, and high-quality corporate insights across global sectors.

  1. eDreams ODIGEO Deep Dive | How eDreams Uses AI

    Jun 5

    eDreams ODIGEO Deep Dive | How eDreams Uses AI

    eDreams ODIGEO's Deep Dive: Key Takeaways eDreams ODIGEO Artificial Intelligence Deep Dive In this deep dive presentation on seat11a, David Elizaga explains how Artificial Intelligence has become a core component of eDreams ODIGEO’s business model and long-term growth strategy. Artificial Intelligence as a Core Business Component Management describes eDreams as an AI-first company for more than a decade, emphasizing that AI has been integrated into the business long before the recent surge of interest in generative AI technologies. Today, AI supports multiple areas of the company, including customer acquisition, software development, customer service, pricing, marketing, and product innovation. Prime Subscription Ecosystem and Proprietary Travel Platform A central part of the strategy is the combination of the company’s proprietary travel platform and its Prime subscription ecosystem. With approximately 8 million Prime subscribers, eDreams benefits from a large base of repeat customers, reducing dependence on highly competitive performance marketing channels and creating a relationship-based customer model that management views as a significant competitive advantage. Agentic AI and Customer Acquisition The company also sees emerging opportunities through Agentic AI. Management believes AI-powered travel assistants could become an additional customer acquisition channel while simultaneously enhancing customer experience and strengthening product capabilities. eDreams expects AI to support future growth by improving personalization, customer interactions, and operational efficiency. AI Productivity Gains in Software Development The operational impact of AI is already visible across the organization. During FY26, AI-assisted development contributed to a 47% increase in productivity, while some engineering teams now generate code entirely through AI-assisted workflows that are subsequently reviewed by humans. Agentic development has enabled the company to deliver five times more business features than before. AI in Customer Service and Cost Efficiency Customer service has also benefited from AI adoption. Approximately 30% of support calls are now solved by AI, while customer satisfaction levels remain comparable to human-assisted interactions. In addition, AI-supported automation contributed to a 13% reduction in customer service costs during FY26. AI-Driven Pricing and Marketing Capabilities Across marketing and pricing, AI is increasingly used to optimize commercial activities. The company reported a 24% increase in AI-driven pricing capabilities, while AI-generated marketing content expanded significantly, helping reduce external production costs by 75% while maintaining a stable headcount. Artificial Intelligence Supporting Long-Term Growth Overall, the presentation demonstrates how eDreams ODIGEO is applying Artificial Intelligence across its business operations and how management sees AI supporting future innovation, productivity, customer engagement, and long-term growth. ▶️ Other videos: Elevator Pitch: https://seat11a.com/investor-relations-elevator-pitch/ Company Presentation: https://seat11a.com/investor-relations-company-presentation/ Deep Dive Presentation: https://seat11a.com/investor-relations-deep-dive/ Financial Results Presentation: https://seat11a.com/investor-relations-financial-results/ ESG Presentation: https://seat11a.com/investor-relations-esg/ T&C This publication is for informational purposes only and does not constitute investment advice. Using this website, you agree to our terms and conditions outlined on www.seat11a.com/legal and www.seat11a.com/imprint.

    8 min
  2. Matador AG Deep Dive | SpaceX, Private Equity & Portfolio Strategy

    Jun 5

    Matador AG Deep Dive | SpaceX, Private Equity & Portfolio Strategy

    Matador AG Deep Dive: Key Takeaways Matador Secondary Private Equity AG Deep Dive Presentation In this deep dive presentation on seat11a, Alexander Lachmann, CFO of Matador Secondary Private Equity AG, explains how the company provides investors with access to a diversified private equity portfolio and a broad range of innovative private companies. Diversified Private Equity Portfolio Built Over Two Decades Over the past two decades, Matador has built a portfolio through investments with leading international private equity managers. The company focuses primarily on small and mid-market buyout strategies while selectively investing in venture capital and growth opportunities. This diversified approach provides exposure to more than one thousand underlying companies across numerous industries and regions. SpaceX and Exposure to Innovative Private Companies A key topic of the presentation is the company’s exposure to SpaceX, one of the world’s most talked-about private companies. Through its investment strategy, Matador participates in value creation generated by SpaceX alongside other innovative businesses such as Stripe, Revolut, Anduril Industries, and ByteDance. The presentation explains how these investments fit within the broader portfolio and how successful exits contribute additional capital for future investments. Secondary Private Equity Investments and Market Access The discussion also covers the role of secondary private equity investments and how Matador’s listed structure provides access to an asset class that is often difficult for individual investors to access directly. By combining diversification, manager selection, and long-term portfolio construction, the company has developed a private equity portfolio designed to participate in long-term value creation across global private markets. Investment Philosophy and Portfolio Strategy Overall, the presentation provides insight into Matador’s investment philosophy, portfolio composition, and approach to private equity investing. ▶️ Other videos: Elevator Pitch: https://seat11a.com/investor-relations-elevator-pitch/ Company Presentation: https://seat11a.com/investor-relations-company-presentation/ Deep Dive Presentation: https://seat11a.com/investor-relations-deep-dive/ Financial Results Presentation: https://seat11a.com/investor-relations-financial-results/ ESG Presentation: https://seat11a.com/investor-relations-esg/ T&C This publication is for informational purposes only and does not constitute investment advice. Using this website, you agree to our terms and conditions outlined on www.seat11a.com/legal and www.seat11a.com/imprint.

    5 min
  3. Amoeba SA Elevator Pitch | Biocontrol, Cosmetics & Commercial Growth

    Jun 4

    Amoeba SA Elevator Pitch | Biocontrol, Cosmetics & Commercial Growth

    Amoeba SA Elevator Pitch: Key Takeaways Amoéba SA Elevator Pitch Presentation In this Elevator Pitch on seat11a, Jean-François Doucet, CEO of Amoéba SA, presents the company’s strategy, technology platform and commercial development plans across agriculture and cosmetics. A Green Technology Company Built on Proprietary Amoeba Cultivation Amoéba is a French green technology company specializing in natural bio-solutions derived from proprietary amoeba cultivation technology. The company has spent more than a decade developing a unique industrial platform and has built a portfolio of intellectual property, industrial expertise and commercial partnerships designed to support future growth. Biological Crop Protection and Sustainable Agriculture The company’s agricultural activities focus on biological crop protection products designed to offer natural alternatives to conventional chemical solutions. Regulatory milestones have already been achieved, including active substance approval in Europe and product authorization in the United States. These achievements provide the foundation for commercial deployment through strategic partnerships with major industry participants. Strategic Partnerships with Koppert and Syngenta Amoéba has signed an exclusive distribution agreement with Koppert for selected crop applications and has established a memorandum of understanding with Syngenta focused on future cereal opportunities. These partnerships provide access to large agricultural markets while leveraging established commercial infrastructures. Natural Cosmetic Ingredients and Well-Ageing Solutions The company is also developing a natural cosmetic ingredient targeting skin protection, repair and well-ageing applications. Through partnerships in China and international commercialization efforts, management sees cosmetics as an additional long-term growth driver supported by attractive market dynamics and higher-margin opportunities. Transition from Development to Commercial Execution Throughout the presentation, management emphasizes that Amoéba is transitioning from a development-stage story toward commercial execution. With technology validation, regulatory approvals, industrial partners and commercial agreements already in place, the company believes it is entering a new phase focused on market adoption and growth. ▶️ Other videos: Elevator Pitch: https://seat11a.com/investor-relations-elevator-pitch/ Company Presentation: https://seat11a.com/investor-relations-company-presentation/ Deep Dive Presentation: https://seat11a.com/investor-relations-deep-dive/ Financial Results Presentation: https://seat11a.com/investor-relations-financial-results/ ESG Presentation: https://seat11a.com/investor-relations-esg/ T&C This publication is for informational purposes only and does not constitute investment advice. Using this website, you agree to our terms and conditions outlined on www.seat11a.com/legal and www.seat11a.com/imprint.

    11 min
  4. eDreams ODIGEO Financial Results FY 2026 | Results & Strategic Roadmap

    Jun 3

    eDreams ODIGEO Financial Results FY 2026 | Results & Strategic Roadmap

    eDreams ODIGEO's FY 2026 Key Takeaways Presented by David Elizaga, CFO In this latest financial results presentation on seat11a, David Elizaga presents the company’s FY 2026 financial results and provides an update on Prime subscriber growth, profitability development, artificial intelligence initiatives, and the company’s long-term strategic roadmap. Record Profitability and Continued Prime Growth eDreams ODIGEO delivered results ahead of expectations during FY26, supported by continued growth of its Prime subscription platform. Prime membership increased by 9% to 7.9 million subscribers, while Adjusted EBITDA rose by 29% to a record €172.3 million. Cash EBITDA reached €157 million, exceeding management’s target for the year. Prime-related revenue now represents approximately 75% of total Cash Revenue Margin, underlining the growing importance of the subscription model within the business and the continued transformation away from a traditional online travel agency model. Prime Platform Remains the Core Growth Engine A major focus of the presentation is the continued evolution of the Prime platform. During FY26, the company continued its transition from annual upfront subscription payments toward annual subscriptions with monthly instalments. While this temporarily impacted certain cash metrics, management highlighted that the underlying profitability, subscriber economics, and operational performance of the business continued to strengthen throughout the year. The subscription-based model remains central to eDreams’ strategy of increasing customer loyalty, recurring revenue visibility, and long-term customer lifetime value. FY30 Roadmap Targets Significant Expansion The company also introduced a new long-term roadmap extending through FY30. Management outlined plans for substantial subscriber growth, expanding Prime membership toward approximately 13 million subscribers while continuing to broaden the business beyond its traditional European flight market. By FY30, management expects a significantly more diversified business mix, supported by growth in non-flight products, international opportunities, and a broader travel ecosystem. The roadmap reflects the company’s ambition to further strengthen its position as a subscription-led travel platform with increasing scale and recurring revenue characteristics. Artificial Intelligence Increasingly Embedded Across the Business Artificial intelligence remains a key component of the company’s operating model. eDreams highlighted more than a decade of AI development and discussed how AI is improving software development, customer service, pricing capabilities, marketing productivity, and customer acquisition. During FY26, AI-assisted productivity increased significantly, while support automation and content generation continued to scale across the organization. Management views artificial intelligence as both an operational efficiency tool and a strategic enabler that can support customer experience improvements, marketing effectiveness, and scalable growth over the long term. Read more on: https://seat11a.com/company/edreams-odigeo-financial-results-fy-2026/ ▶️ Other videos: Elevator Pitch: https://seat11a.com/investor-relations-elevator-pitch/ Company Presentation: https://seat11a.com/investor-relations-company-presentation/ Deep Dive Presentation: https://seat11a.com/investor-relations-deep-dive/ Financial Results Presentation: https://seat11a.com/investor-relations-financial-results/ ESG Presentation: https://seat11a.com/investor-relations-esg/ T&C This publication is for informational purposes only and does not constitute investment advice. Using this website, you agree to our terms and conditions outlined on www.seat11a.com/legal and www.seat11a.com/imprint.

    14 min
  5. BRAIN Biotech AG Financial Results H1 2025 / 26 | Enzymes, CRISPR, BioIncubator projects, and bioeconomy innovation.

    May 29

    BRAIN Biotech AG Financial Results H1 2025 / 26 | Enzymes, CRISPR, BioIncubator projects, and bioeconomy innovation.

    BRAIN Biotech AG 6M FY 2025/26: Key Takeaways Presented by Michael Schneiders, CFO In this latest financial results presentation on seat11a, Michael Schneiders of BRAIN Biotech AG presents the company’s 6M FY 2025/26 financial results and provides an update on operational developments across its enzyme business and BioIncubator activities. Industrial Biotechnology Platform with Two-Pillar Structure BRAIN Biotech continues to position itself as a provider of industrial biotechnology solutions, combining enzyme technologies, microbial systems, and biotechnology-driven industrial applications across food, life sciences, chemicals, health, and sustainability-related markets. The company operates through its two-pillar structure consisting of the operational enzyme business BRAINBiocatalysts and the innovation-focused BRAINBioIncubator platform. Sequential Growth in the Enzyme Business During the first six months of FY 2025/26, the company reported sequential growth in the enzyme business during Q2 compared with Q1, while the enzyme-related CRO business remained solid. BRAIN Biotech also successfully commissioned its new Netherlands production facility on time and within budget, with management expecting operational synergies and efficiency improvements from the site going forward. The continued development of the enzyme business remains strategically important for the company as it seeks to expand its position in industrial biotechnology and higher-value biocatalyst applications. BioIncubator Advances Scientific and Strategic Initiatives Within the BioIncubator segment, the company continued to advance several strategic and scientific initiatives. BRAIN Biotech received a European patent for its genome editing nuclease BMC®, which management highlighted as opening additional licensing opportunities for the CRO business and biotechnology applications. In addition, portfolio company Akribion Therapeutics published research in Nature magazine related to RNA-triggered cell killing using CRISPR-Cas12a2 technology, underlining ongoing scientific progress within the BioIncubator ecosystem. Improved EBITDA and Ongoing Cost Discipline Financially, revenues reached €23.4 million during the first six months, while adjusted EBITDA improved significantly to approximately break-even. Management highlighted milestone income, operational integration measures, and ongoing cost control as important factors during the reporting period. The company continues to emphasize operational discipline, efficiency improvements, and careful capital allocation as part of its broader strategy to strengthen financial resilience while advancing biotechnology innovation. Guidance and Mid-Term Targets Confirmed BRAIN Biotech also confirmed its FY 2025/26 guidance and maintained its broader mid-term targets presented during the Capital Markets Day in December 2024. These targets include long-term growth ambitions for the enzyme business and continued expansion across biotechnology and bioeconomy applications. Investor Perspective For investors, BRAIN Biotech remains positioned around several structural growth themes, including industrial biotechnology, sustainable production processes, enzyme innovation, genome editing technologies, and bioeconomy.. Read more: https://seat11a.com/company/brain-biotech-ag-financial-results-h1-2025-26/ ▶️ Other videos: Elevator Pitch: https://seat11a.com/investor-relations-elevator-pitch/ Company Presentation: https://seat11a.com/investor-relations-company-presentation/ Deep Dive Presentation: https://seat11a.com/investor-relations-deep-dive/ Financial Results Presentation: https://seat11a.com/investor-relations-financial-results/ ESG Presentation: https://seat11a.com/investor-relations-esg/ T&C This publication is for informational purposes only and does not constitute investment advice. Using this website, you agree to our terms and conditions outlined on www.seat11a.com/legal and www.seat11a.com/imprint.

    11 min
  6. Kontron AG Financial Results Q1 2026 | Software Infrastructure Technology Developments

    May 21

    Kontron AG Financial Results Q1 2026 | Software Infrastructure Technology Developments

    Kontron AG Q1 2026: Key Takeaways Presented by Clemens Billek, CFO In this latest financial results presentation on seat11a, Clemens Billek of Kontron AG presents the company’s Q1 2026 financial results and provides an update on operational developments across its IoT, software, and digital infrastructure businesses. Positioned Across Key Digitalisation Trends Kontron continues to position itself as a leading European provider of IoT technologies, embedded computing systems, and smart infrastructure solutions, serving customers across industrial automation, transportation, telecommunications, energy, aerospace, defense, and public sector markets. The company remains active across multiple structural technology trends, including industrial digitalisation, automation, connectivity, edge computing, and AI-enabled systems. Continued Expansion of IoT and Software Activities During the first quarter of 2026, Kontron continued to expand its software and IoT-related activities, further strengthening its portfolio of digital infrastructure and embedded computing solutions. Software-enabled systems and recurring revenue activities remained an important part of the company’s operational development during the quarter. At the same time, Kontron continued to advance projects and customer activities across industrial IoT, communication systems, transportation technologies, and connected infrastructure applications. Operational Development Across Key Businesses The presentation also highlights developments across Kontron’s operational businesses, including progress in digital platform integration, software-driven solutions, and broader IoT ecosystem expansion. Kontron continues to operate across a diversified set of industries and end markets, supporting customers in areas such as industrial automation, rail and transportation systems, communication infrastructure, aerospace technologies, and critical public-sector applications. Software Integration and Digital Infrastructure Focus A key operational focus remains the increasing integration of software, connectivity, and embedded hardware solutions. Management continues to position Kontron around the growing demand for intelligent infrastructure systems that combine embedded computing capabilities with software functionality, automation, and secure digital connectivity. The company also continues to expand recurring revenue activities related to software platforms, digital infrastructure, and integrated IoT ecosystems. Industrial and Infrastructure Digitalisation Management discusses developments across end markets and how digitalisation continues to shape industrial and infrastructure environments across Europe and international markets. Automation, AI-enabled infrastructure, secure connectivity, and edge computing remain central themes across many of Kontron’s customer industries, supporting continued demand for embedded systems and digital infrastructure technologies. Investor Perspective For investors, Kontron remains positioned around several structural technology themes, including industrial IoT, embedded computing, digital infrastructure, automation, and AI-enabled industrial systems. ▶️ Other videos: Elevator Pitch: https://seat11a.com/investor-relations-elevator-pitch/ Company Presentation: https://seat11a.com/investor-relations-company-presentation/ Deep Dive Presentation: https://seat11a.com/investor-relations-deep-dive/ Financial Results Presentation: https://seat11a.com/investor-relations-financial-results/ ESG Presentation: https://seat11a.com/investor-relations-esg/ T&C This publication is for informational purposes only and does not constitute investment advice. Using this website, you agree to our terms and conditions outlined on www.seat11a.com/legal and www.seat11a.com/imprint.

    8 min
  7. Kontron AG Financial Results FY 2025 | IoT, Software & Digital Infrastructure

    May 19

    Kontron AG Financial Results FY 2025 | IoT, Software & Digital Infrastructure

    Kontron AG FY 2025: Key Takeaways Presented by Clemens Billek, CFO In this latest financial results presentation on seat11a, Clemens Billek of Kontron AG presents the company’s full year 2025 financial results and provides an update on operational developments across its IoT, software, and digital infrastructure businesses. Positioning Around Long-Term Digitalisation Trends Kontron continues to position itself as a leading European provider of IoT technologies, embedded computing systems, and smart infrastructure solutions, serving customers across industrial automation, transportation, telecommunications, energy, aerospace, and public sector applications. The company remains active across several long-term technology trends, including industrial digitalisation, connectivity, automation, edge computing, and AI-enabled infrastructure systems. Expansion of IoT and Software Activities Throughout FY 2025, Kontron continued to expand its software and IoT-related activities, further developing its portfolio of digital infrastructure and embedded computing solutions. Software-enabled systems and recurring revenue activities remained an important part of the company’s broader operational development during the year. At the same time, Kontron continued to advance projects and customer activities across industrial IoT, communication systems, transportation technologies, and connected infrastructure applications. Operational Development Across Key Business Areas The presentation also highlights developments across the company’s operational businesses, including progress in digital platform integration, software-driven solutions, and broader IoT ecosystem expansion. Kontron continues to operate across a diversified range of end markets, which include industrial automation, rail and transportation systems, communication infrastructure, aerospace applications, and smart-city related technologies. This broad exposure remains an important element of the company’s strategic positioning. Software, Connectivity and Infrastructure Integration A key focus for Kontron remains the increasing integration of software, connectivity, and embedded hardware systems. Management continues to position the company around the growing demand for intelligent infrastructure solutions that combine hardware capabilities with software functionality and long-term digital services. The company also continues to develop recurring revenue activities linked to software platforms, connectivity solutions, and integrated digital infrastructure projects. Industrial Digitalisation and AI-Enabled Infrastructure Management discusses current developments across the company’s end markets and how digitalisation continues to shape industrial and infrastructure environments across Europe and beyond. Automation, edge computing, AI-enabled systems, and secure connectivity remain central themes across many of Kontron’s customer industries, supporting continued demand for embedded computing and digital infrastructure solutions. Investor Perspective For investors, Kontron remains positioned around several structural technology themes, including industrial IoT, embedded computing, smart infrastructure, and digital transformation across critical industrial and public-sector applications. ▶️ Other videos: Elevator Pitch: https://seat11a.com/investor-relations-elevator-pitch/ Company Presentation: https://seat11a.com/investor-relations-company-presentation/ Deep Dive Presentation: https://seat11a.com/investor-relations-deep-dive/ Financial Results Presentation: https://seat11a.com/investor-relations-financial-results/ ESG Presentation: https://seat11a.com/investor-relations-esg/ T&C This publication is for informational purposes only and does not constitute investment advice. Using this website, you agree to our terms and conditions outlined on www.seat11a.com/legal and www.seat11a.com/imprint.

    8 min
  8. JOST Werke SE Financial Results Q1 2026 | Truck market, CV demand, margins, and operations insights.

    May 14

    JOST Werke SE Financial Results Q1 2026 | Truck market, CV demand, margins, and operations insights.

    JOST Werke SE Q1 2026: Key Takeaways Presented by Romy Acosta, Head of Investor Relations In this latest financial results presentation on seat11a, Romy Acosta of JOST Werke SE presents the company’s Q1 2026 financial results and provides an update on current developments across the global commercial vehicle market. Mixed Market Conditions Across Global Transport Markets JOST operates as a leading supplier of safety-critical systems for trucks, trailers, agricultural machinery, and off-highway applications. As a globally diversified supplier to transport and logistics markets, the company remains exposed to broader developments in industrial production, freight demand, and commercial vehicle activity across key regions. During Q1 2026, market conditions remained mixed across different geographies and customer groups. Demand trends in truck and trailer markets continued to reflect ongoing macroeconomic uncertainty, while agricultural and off-highway markets developed differently across regions. Against this backdrop, JOST continued to focus on operational discipline, efficiency measures, and maintaining profitability through the cycle. Diversified Business Model Supports Resilience A key theme of the quarter remains the company’s ability to balance cyclical market fluctuations through its diversified business model and broad product portfolio. JOST’s portfolio spans multiple commercial vehicle and industrial applications, including truck and trailer systems, agricultural components, and off-highway technologies. This diversification continues to support resilience across varying regional and sector-specific demand environments. The company also benefits from its broad international footprint across Europe, North America, and Asia, as well as long-standing relationships with OEM customers and aftermarket partners. Operational Discipline and Efficiency Measures Remain a Priority In the current environment, management continues to prioritize operational execution, cost efficiency, and disciplined resource allocation. JOST remains focused on protecting profitability and maintaining flexibility while navigating cyclical fluctuations in global transport and industrial markets. Supply chain management, production flexibility, and operational efficiency programs remain important levers in balancing market volatility and supporting stable financial performance. Innovation and Long-Term Product Development Alongside short-term operational priorities, JOST continues to invest in innovation and long-term product development. The company remains focused on safety-critical technologies, efficiency-enhancing systems, and solutions aligned with evolving transport and logistics requirements. Electrification, digital integration, and efficiency improvements across commercial vehicle systems continue to shape the long-term strategic direction of the business. Investor Perspective For investors, the key focus remains on developments in global truck production, trailer demand, freight activity, and broader transport market trends, all of which continue to influence the operating environment for the company. JOST’s investment case continues to center around its diversified market exposure, resilient business model, operational discipline, and positioning within global transport and logistics supply chains.... ▶️ Other videos: Elevator Pitch: https://seat11a.com/investor-relations-elevator-pitch/ Company Presentation: https://seat11a.com/investor-relations-company-presentation/ Deep Dive Presentation: https://seat11a.com/investor-relations-deep-dive/ Financial Results Presentation: https://seat11a.com/investor-relations-financial-results/ ESG Presentation: https://seat11a.com/investor-relations-esg/ T&C This publication is for informational purposes only and does not constitute investment advice. Using this website, you agree to our terms and conditions outlined on www.seat11a.com/legal and www.seat11a.com/imprint

    9 min
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seat11a delivers concise, CEO-driven investor insights from publicly listed companies worldwide. Hear directly from CEOs, CFOs, and Investor Relations executives as they discuss financial results, business models, strategy updates, market trends, capital allocation, growth initiatives, and long-term opportunities. Episodes include: • Financial Results Presentations • Elevator Pitches • Deep Dive Discussions • ESG & Strategy Updates Designed for private investors, portfolio managers, analysts, and anyone seeking fast, reliable, and high-quality corporate insights across global sectors.

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