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Net Insight

Interim / Quarterly Report Jul 20, 2012

3180_ir_2012-07-20_1e7fad45-a6b3-4788-ade3-ec6b597d5182.pdf

Interim / Quarterly Report

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NET INSIGHT INTERIM REPORT JANUARY - JUNE 2012

Net Insight AB [publ] Corporate Reg. No 556533-4397

Second Quarter 2012

  • Net Sales of SEK 75.0 million (72.2) corresponding to a growth of 3.9% compared to the same period previous year. The growth rate in comparable currencies amounts to -1.4%.
  • Operating earnings of SEK 3.4 million (8.3), corresponding to an operating margin of 4.6% (11.5).
  • Earnings per share of SEK 0.03 (0.02).
  • Total cash flow of SEK 14.6 million (-25.8).

January - June 2012

  • Net sales of SEK 151.7 million (138.9) corresponding to a growth of 9.2% compared with the same period previous year. The growth rate in comparable currencies amounts to 7.3%.
  • Operating earnings of SEK 8.6 million (11.2), corresponding to an operating margin of 5.7% (8.1).
  • Earnings per share of SEK 0.05 (0.04).
  • Total cash flow of SEK 3.6 million (-45.3).

Net Insight AB discloses the information provided herein pursuant to the Securities Market Act and/ or the Financial Instruments Trading Act. The information was submitted for publication on July 20, 2012 at 08.45 am CET.

REVENUE GROWTH OF FOUR PERCENT IN THE SECOND QUARTER

Revenues were up 4% compared with the same period in the previous year, currency adjusted the change was minus 1%. For the first half of the year our revenue growth was 9% and currency adjusted 7 %. The gross margin remains strong and reached 61 % (61.3) for the quarter. Operating earnings reached 3 MSEK compared with 8 MSEK in the previous year. Increased operating expenses to capture future growth and in line with earlier communications, is the main reason for the lower profitability. Cash flow during the quarter was strong and reached 15 MSEK compared with a negative 26 MSEK in second quarter the previous year. We continue to have relatively high trade receivables but the credit quality of our customer base mean a low level of risk in trade receivables.

Partners continued to generate good business during the quarter but the amount of direct business was higher than in recent periods. As stated earlier the amount of direct business will vary over time but the strong trend of doing business through our partner network remains. We also saw a large amount of repeat business with existing customers during the quarter. In line with our strategy, a major part of our business today, more than 70%, is coming from service providers i.e. network owners selling transport services. We have a special focus on fast growing economies and this time Asia represented 16 % of total revenues. The revenue split between the segments this quarter was 81% in the Broadcast and Media Networks and 19 % in DTT. We sold equipment for upgrades to DTT networks in e.g. Northern Europe and Latin America.

One of our major marketing efforts took place in the quarter when we were present at the NAB trade show 2012 announcing new partnerships and products. We started a new partnership to offer more complete wide as well as local area network solutions for the broadcast and studio environments. A new product in the Nimbra 300 series was launched, the Nimbra 310, that offers a cost effective and high performing MSR with guaranteed quality of service. This means a further expansion of our product portfolio to better address the access market.

Stockholm, July 20, 2012 Fredrik Trägårdh CEO

BUSINESS ACTIVITIES DURING THE SECOND QUARTER

During the second quarter Broadcast and Media Networks (BMN) represented 81% of total revenues and Digital Terrestrial TV networks (DTT) represented 19%. The DTT revenues are mainly coming from existing customers' network build-outs in Argentina, Belgium and Sweden. Net Insight has a great track record when it comes to supporting live events and mainly in sports. This quarter Net Insight supported e.g the Eurovision Song Contest delivering professional services to customers.

Net Insight recruited new partners in several regions during the quarter mainly in Eastern Europe and in Americas. At the end of the quarter Net Insight had more than 50 partners in its Global Partner network.

Net Insight's major broadcast industry events for the second quarter are NAB in Las Vegas and the Asian show CommunicAsia in June. Net Insight also participated in exhibitions in Belgium, Germany, Italy, Korea and Turkey.

At the NAB show Net Insight announced a partnership with Miranda Technologies with the purpose to simplify remote workflows and production for live events.

Net Insights' PR activities have resulted in good media coverage around topics such as the London Olympics, remote production and our new products launched at NAB.

Net Insight is working to increase awareness about the company and our solutions. In the newly published "Big Broadcast survey" by Devoncroft, a market research company, it is shown that Net Insight has increased its awareness significantly since the 2011 report.

NEW PRODUCT INTRODUCTION

In April Net Insight launch several new products and features to the market. A new product in the Nimbra MSR 300 series, Nimbra 310 was introduced to address the need of, a costefficient compact one-box access MSR for true multi-service transport of media and data services. New protection scheme features on the Nimbra platform were launched to offer enhanced Ethernet service protection to offer high availability mission-critical services. The product portfolio was also broadened by adding smart form-factor pluggable transceivers (SFPs) to its existing interfaces, enabling interconnectivity with new technologies resulting in cost savings for our customers.

SALES AND EARNINGS

Net Sales for the second quarter amounted to SEK 75.0 million (72.2), which represents a year over year growth of 3.9%. In comparable currencies the growth amounted to -1.4%. Revaluation of accounts receivables in foreign currencies had a positive effect on Net Sales of SEK 1.6 million compared to SEK 1.4 million for the same period last year.

APAC shows good growth compared to last year mainly related to China whereas the Americas were not able to repeat the strong volumes reached during the second quarter 2011 which included large orders from The Switch. EMEA came in on par with previous year.

NET SALES PER REGION

Q2 Q2 Q3 Q4 Q1 Q3'11- Full year
Amount in SEK million 2012 2011 2011 2011 2012 Q2'12 2011
EMEA 45,6 45,1 51,8 56,7 54,6 208,7 203,9
Americas 17,5 21,8 16,8 18,3 13,7 66,3 70,1
APAC 11,9 5,3 6,8 5,3 8,3 32,3 20,5
Totalt 75,0 72,2 75,4 80,3 76,6 307,3 294,5

Sales in the Broadcast & Media business area amount to 81% (65) of total sales and Digital Terrestrial TV accounted for 19% (23). IPTV/CATV accounted for 0% (12) of the turnover.

Hardware revenue amounted to SEK 52.8 million (48.9). Sales of software licenses declined slightly to SEK 6.2 million (8.1) whereas support and service revenues were in line with previous year at SEK 13.1 million (13.1). The above figures are exclusive of other revenues of SEK 2.9 million (0.4) which mainly consists of revaluation of the accounts receivables stock in foreign currencies and leasing revenues.

As shown in the condensed income statement on page 11, the Gross margin is 60.8% (61.3). The decline is related to increased amounts of depreciation of capitalized R&D expenditures.

Total operating expenses for the first quarter amounted to SEK 42.2 million (35.9). Sales and marketing expenses amounted to SEK 25 million (21.9). The increase is related to an increased number of sales and sales support staff. Administrative expenses are in line with previous year at SEK 7.8 million to SEK 7.2. R&D expenses have increased to SEK 9.4 million (6.7) as more resources have been added and the rate of capitalization has decreased somewhat.

Operating earnings amounted to SEK 3.4 million (8.3), which correspond to an operating margin of 4.6% (11.5). The decrease is related to higher operating expenses related to hiring of staff, mainly in the R&D and sales areas.

The financial net amounted to SEK 0.6 million (1.4). The decrease is mainly attributable to translation differences on intra Group balances and revaluation effects on bank balances held in foreign currencies.

Earnings before tax amounted to SEK 4.1 million (9.7), which corresponds to a profit margin of 5.4% (13.5).

Net income amounted to SEK 12.5 million (9.3) resulting in a Net Profit margin of 16.7% (12.9). A positive tax adjustment with the net effect of SEK 8.4 million has been made for capitalized loss carry forwards.

Six Months

Net Sales for the six months period amounted to SEK 151.7 million (138.9), which is an improvement of 9.2% over last year. In comparable currencies the growth amounts to 7.3%. There were no significant effects on Net Sales from revaluation of the accounts receivables stock.

The EMEA region accounted for SEK 100.2 million (95.4), Americas SEK 31.2 million (35.0) and APAC SEK 20.2 million (8.4).

Sales by business area are distributed between Broadcast & Media 79% (64), DTT 21% (28) and IPTV/CATV 0% (8).

Hardware sales amounted to SEK 107.2 million (101.2), support and service revenue SEK 24.5 million (22.9) and software licenses SEK 18.1 million (13.8).

As shown in the condensed income statement on page 11, the Gross margin is 60.9% (59.6).

Operating earnings amounted to SEK 8.6 million (11.2), which correspond to an Operating Margin of 5.7% (8.1).

The financial net amount to SEK 0.7 million (2.3).

Earnings before tax amounted to SEK 9.3 million (13.6) and the corresponding profit margin amounts to 6.1% (9.8)

Net Income amounted to SEK 17.7 million (14.1). A positive tax adjustment with the net effect of SEK 8.4 has been made for capitalization of loss carry forwards.

CASH FLOW AND FINANCIAL POSITION

Cash flow in the second quarter amounted to SEK 14.6 million (-25.8). The strong Q2 cash flow is mainly related to collections partially offset by inventory build-up of safety stock.

Cash flow for the six month period amounted to SEK 3.6 million (-45.3). The cash flow is mainly derived from improved collections, increased current liabilities but partially offset by build-up of safety stock.

Liquid funds at the end of the period totaled SEK199.8 million (190.6).

Total shareholders' equity amounted to SEK 509.7 million (454.7) with a resulting equity ratio of 85.4% (86.6).

INVESTMENTS

Second quarter investments in tangible assets amounted to SEK 0.1 million (0.9) and depreciation of tangible assets amounted to SEK 0.3 million (0.2). Investments in other intangible assets amount to SEK 2.4 million (0). Capitalization of development expenditures totaled SEK 16.8 million (15.5). Depreciation of capitalized development expenditures totaled SEK 9.8 million (6.7).

Investments in tangible assets for the six month period amounted to SEK 0.3 million (1.0) and depreciation of tangible assets amounted to SEK 0.6 million (0.4). Investments in other intangible assets amounted to SEK 2.4 million and depreciation amounted to SEK 0.5 million (0). Capitalization of development expenditures amounted to SEK 35.7 million (31.5) and depreciation of capitalized development expenditures amounted to SEK 18.0 million (13.2)

At the end of the period, net book value of capitalized development expenditures amounted to SEK 174.4 million (139.9).

EMPLOYEES

At the end of the period Net Insight had 155 (138) employees. The parent company Net Insight AB had 145 (129) employees, Net Insight Intellectual Property AB 5 (4) and the US subsidiary Net Insight Inc. had 5 (5) employees.

PARENT COMPANY

The parent company's net sales during the second quarter amounted to SEK 101.9 million (94.9). Net income amounted to SEK 20.6 million (13.5). During the quarter tax loss carried forwards has been booked giving a net positive tax effect of SEK 14.5 million. Sales for the six month period amount to SEK 199.5 million (183.2) and Net Income to a loss of SEK 40.9 million (21.8). The loss relates to the first quarter adjustment regarding Group internal charges for development expenditures, which resulted in a one-time charge affecting the Net Income by SEK 68.3 million. This adjustment does not affect over-all Group results

Remaining tax losses carried forwards amount to SEK 179 million.

RISK AND SENSITIVITY ANALYSIS

Net Insight's operation and results are impacted by a number of external and internal factors. A continuous process identifies existing risks and assesses how each risk shall be managed and mitigated.

The risks to which, the company is exposed are divided into market related risks (including competition, technology development, political risks), operational risks (including product reliability, intellectual property rights, litigation and customer dependence) and financial risks.

No additional significant risks or uncertainties than those described in the annual report 2011 have developed in the second quarter.

For a complete description of the Company's risk analysis and risk management, see page 23 in the 2011 Annual report.

SEASONALITY

Based on the last three fiscal years, there has been a relatively weak seasonality pattern where Net Sales in the first quarter amount to 23% of annual Net Sales and the fourth quarter amount to 27% of annual sales and the second and third quarter amount to 25% of annual sales respectively.

KEY FIGURES

Q2 Q1 Q4 Q3 Q2 Q1 Q4 Q3
2012 2012 2011 2011 2011 2011 2010 2010
Net sales 75 038 76 627 80 303 75 367 72 236 66 618 88 060 67 644
Profit/loss after financial items 4 068 5 254 16 503 17 008 9 745 3 815 16 293 9 580
Earnings per share, SEK 0,03 0,01 0,06 0,04 0,02 0,01 0,05 0,03
Cash flow from operations per share, SEK 0,04 -0,03 0,00 0,01 -0,12 -0,05 0,08 -0,01
Return on capital employed (%) 0,8% 1,1% 3,4% 3,7% 2,2% 0,9% 3,8% 2,3%
Return on equity (%) 2,5% 1,1% 4,5% 3,1% 2,1% 1,1% 4,4% 2,7%
Equity per share, SEK
- before dilution, SEK 1,31 1,27 1,26 1,20 1,17 1,14 1,13 1,08
- after dilution, SEK 1,31 1,27 1,26 1,20 1,17 1,14 1,13 1,08

CONSOLIDATED INCOME STATEMENT

Q2 Q2 Jan-Jun Jan-Jun Q3'11-Q2'12 Fully year
Amount in SEK thousands 2012 2011 2012 2011 12 months 2011
Net sales 75 038 72 236 151 665 138 855 307 334 294 524
Cost of goods & service sold -29 421 -27 990 -59 251 -56 095 -115 508 -112 352
Gross earnings 45 617 44 246 92 414 82 760 183 543 182 172
Sales and marketing expenses -24 967 -21 947 -51 719 -44 335 -99 302 -91 918
Administration expenses -7 803 -7 206 -14 595 -15 228 -26 732 -27 365
Development expenses -9 424 -6 745 -17 527 -11 968 -25 624 -20 065
Operating earnings 3 423 8 348 8 573 11 229 40 168 42 824
Net financial items 645 1 397 748 2 331 2 664 4 247
Earnings before tax 4 068 9 745 9 321 13 560 42 832 47 071
Tax 8 420 -405 8 420 510 10 767 2 857
Net income
Net income for the period attributable to the stockholders of
12 488 9 340 17 741 14 070 53 599 49 928
the parent company 12 488 9 340 17 741 14 070 53 599 49 928
Earnings/loss per share, based on net profit attributable to
the parent company's shareholders during the period (in SEK
per share)
Earnings per share before dilution 0,03 0,02 0,05 0,04 0,11 0,13
Earnings per share after dilution 0,03 0,02 0,05 0,04 0,11 0,13
0,00
Average number of shares in thousands before dilution 389 933 389 933 389 933 389 933 389 933 389 933

CONSOLIDATED STATEMENT OF COMPREHENSIVE INCOME

Amount in SEK thousands
Net income 12 488 9 340 17 741 14 070 53 599 49 928
Other comprehensive income
Exchange rate differences -302 9 5 -494 638 139
Total other comprehensive income, net after tax -302 9 5 -494 638 139
Total comprehensive income for the period
Total comprehensive income for the period attributable to the
12 186 9 349 17 746 13 576 54 237 50 067
stockholders of the parent company 12 186 9 349 17 746 13 576 54 237 50 067

Average number of shares in thousands after dilution 389 933 389 933 389 933 389 933 389 933 389 933

CONSOLIDATED CASH FLOW STATEMENT

Q2 Q2 Jan-Jun Jan-Jun Q3´11-Q2´12 Full year
Amount in SEK thousands 2012 2011 2012 2011 12 months 2011
Ongoing operations
Net income before tax 4 068 9 745 9 321 13 560 42 832 47 071
Depreciation 10 416 7 149 19 153 14 047 34 562 29 456
Other items not affecting liquidity 311 -1 991 2 441 -275 3 156 440
Cash flow from ongoing operations
before change in working capital 14 795 14 903 30 915 27 332 80 550 76 967
Change in working capital
Increase-/decrease+ in inventories -3 897 -2 044 -10 916 -12 513 -6 528 -8 125
Increase-/decrease+ in receivables 18 550 -3 397 12 209 -7 085 -8 651 -27 945
Increase+/decrease- in current liabilities 4 375 -18 843 9 649 -20 565 19 174 -11 040
Cash flow from ongoing operations 33 823 -9 381 41 857 -12 831 84 545 29 857
Investment activity
Acquisitions of intangible fixed assets -19 219 -15 484 -38 122 -31 464 -72 664 -66 006
Acquisitions of tangible fixed assets -59 -878 -256 -1 017 -2 693 -3 454
Acquistion of net assets 0 0 0 0 0 0
Increase-/decrease+ in long-term receivables 34 -8 139 24 71 -44
Cash flow from investment activity -19 244 -16 370 -38 239 -32 457 -75 286 -69 504
Increase/decrease in liquid funds 14 579 -25 763 3 618 -45 288 9 259 -39 647
Liquid funds, opening balance 185 249 216 332 196 210 235 857 190 569 235 857
Liquid funds, closing balance 199 828 190 569 199 828 190 569 199 828 196 210

CONSOLIDATED BALANCE SHEET

Amount in SEK thousands Jun 30, 2012 Jun 30, 2011 Dec 31, 2011
ASSETS
Intangible assets
Capitalized expenditure for development 174 384 139 889 158 871
Goodwill 4 354 4 354 4 354
Other intangible assets 3 234 1 724 1 291
Tangible fixed assets
Equipment 3 631 2 279 4 075
Equipment for leasing 0 0 0
Financial assets
Deferred tax asset 40 351 29 585 31 932
Deposits paid, long-term 258 329 397
Total fixed assets 226 212 178 160 200 920
Current assets
Inventory 47 269 41 540 36 353
Customer receivables 110 380 104 123 123 896
Other receivables 12 822 10 900 11 513
Cash and bank balances 199 828 190 569 196 210
Total current assets 370 299 347 132 367 972
Total assets 596 511 525 292 568 892
SHAREHOLDERS' EQUITY AND LIABILITIES
Shareholders' equity
Restricted shareholders' equity
Share capital 15 597 15 597 15 597
Other contributed capital 1 192 727 1 192 727 1 192 727
Translation difference -1 515 -2 155 -1 520
Accumulated deficit -697 122 -751 483 -715 088
Total shareholders' equity 509 687 454 686 491 716
Long-term liabilities
Long-term liabilities 0 0 0
Provisions 4 154 5 958 7 771
Total long-term liabilities 4 154 5 958 5 001
Current liabilities
Accounts payable 30 300 18 763 26 130
Other liabilities 52 370 45 885 43 275
Total current liabilities 82 670 64 648 69 405
Total liabilities and equity 596 511 525 292 568 892

CHANGES IN GROUP SHAREHOLDERS' EQUITY

Other Total
Share contributed Translation Accumulated shareholders'
Amount in SEK thousands capital capital difference deficit equity
2011-01-01 15 597 1 192 727 -1 659 -766 091 440 574
Total comprehensive income 0 0 -496 14 070 13 574
New shares issued - employee stock options 0 0 0 0 0
Employee stock option program:
Value of employees' services 0 0 0 538 538
2011-06-30 15 597 1 192 727 -2 155 -751 483 454 686
2011-07-01
Total comprehensive income 0 0 635 35 858 36 493
New shares issued - employee stock options 0 0 0 0 0
Employee stock option program:
Value of employees' services 0 0 0 537 537
2011-12-31 15 597 1 192 727 -1 520 -715 088 491 716
2012-01-01 15 597 1 192 727 -1 520 -715 088 491 716
Total comprehensive income 0 0 5 17 741 17 746
Employee stock option program:
Value of employees' services 0 0 0 225 225
2012-06-30 15 597 1 192 727 -1 515 -697 122 509 687

SEGMENT REPORT

Q2 2012 Q2 2011 Jan-Jun 2012 Jan-Jun 2011
Amount in SEK million EMEA APAC AM Total EMEA APAC AM Total EMEA APAC AM Total EMEA APAC AM Total
Net Sales 46 12 17 75 40 5 27 72 101 20 31 152 90 8 41 139
Regional Contribution 12 2 6 19 9 0 9 18 27 3 9 39 19 -1 14 32
Regional Contribution (%) 25% 14% 35% 25% 22% -2% 31% 25% 27% 15% 29% 26% 21% -9% 33% 23%
Adjusted for R&D Depreciation 6 2 2 10 4 0 3 7 12 3 3 18 9 1 4 13
Adjusted Regional Contribution 18 3 8 29 13 0 11 25 39 5 12 56 27 0 17 45
Adjusted Regional Contribution (%) 38% 28% 46% 38% 34% 8% 41% 31% 39% 25% 39% 37% 30% 0% 43% 32%

Regional Contribution is defined as Gross earnings less Sales and Marketing expenses. AM is short for Americas.

CONDENSED CONSOLIDATED INCOME STATEMENT

Jan-Jun Jan-Jun
Amount in SEK, millions Q2 2012 Q2 2011 Q3 2011 Q4 2011 Q1 2012 2012 2011
Net Sales 75,0 72,2 75,4 80,3 76,6 151,6 138,8
Gross earnings 45,6 44,2 49,6 49,9 46,8 92,4 82,7
Gross margin 60,8% 61,3% 65,8% 62,1% 61,1% 60,9% 59,6%
Operating earnings 3,4 8,3 15,5 16,1 5,2 8,6 11,2
Operating margin 4,6% 11,5% 20,6% 20,0% 6,8% 5,7% 8,1%
Pretax profit 4,1 9,7 17,0 16,5 5,3 9,4 13,6
Net income 12,5 9,3 14,3 21,5 5,3 17,8 14,0
Net margin 16,7% 12,9% 19,0% 26,8% 6,9% 11,7% 10,1%

PARENT COMPANY INCOME STATEMENT

Q2 Q2 Jan-Jun Jan-Jun Q3'11-Q2'12 Full Year
Amount in SEK thousands 2012 2011 2012 2011 12 months 2011
Net Sales 101 850 94 944 199 499 183 224 397 486 381 211
Cost of goods & services sold -35 566 -45 825 -30 362 -91 602 -126 457 -187 697
Gross earnings 66 284 49 119 169 137 91 622 271 029 193 514
Sales and marketing expenses -24 545 -16 504 -50 036 -37 714 -98 987 -86 665
Administration expenses -8 687 -11 566 -15 477 -19 586 -23 255 -27 364
Development expenses -27 221 -6 746 -159 074 -11 968 -167 171 -20 065
Operating earnings 5 831 14 303 -55 450 22 354 -18 384 59 420
Net financial items 334 1 055 92 1 720 -137 367 -135 739
Earnings before tax 6 165 15 358 -55 358 24 074 -155 751 -76 319
Tax 14 450 -1 897 14 450 -2 282 15 396 -1 336
Net income 20 615 13 461 -40 908 21 792 -140 355 -77 655

PARENT COMPANY BALANCE SHEET

Amount in SEK thousands Jun 30, 2012 Jun 30, 2011 Dec 31, 2011
ASSETS
Intangible assets
Capitalized expenditure for development 0 139 889 158 871
Other intangible assets 3 234 1 724 1 291
Tangible fixed assets
Equipment 3 631 2 279 4 075
Financial assets
Shares in group companies 117 427 18 398 18 398
Deferred tax asset 31 559 23 297 17 109
Deposits paid, long-term 258 329 397
Total fixed assets 156 109 185 916 200 141
Current assets
Inventory 47 269 41 540 36 353
Customer receivables 110 380 104 124 123 896
receivables, subsidiaries 482 471 589 892 429 097
Other receivables 12 446 11 138 13 390
Cash and bank balances 137 546 125 034 123 670
Total current assets 790 112 871 728 726 406
Total assets 946 221 1 057 644 926 547
SHAREHOLDERS' EQUITY AND LIABILITIES
Shareholders' equity
Restricted shareholders' equity
Share capital 15 597 15 597 15 597
Other contributed capital 112 822 112 822 112 822
Non-restricted equity/Accumulated deficit 667 182 786 779 707 865
Total shareholders' equity 795 601 915 198 836 284
Long-term liabilities
Other provisions 4 017 5 333 7 771
Total long-term liabilities 4 017 5 333 7 771
Current liabilities
Accounts payable 29 978 18 687 25 839
Liabilitis, subsidiaries 66 683 74 562 16 618
Other liabilities 49 942 43 864 40 035
Total current liabilities 146 603 137 113 82 492
Total liabilities and equity 946 221 1 057 644 926 547

ADDITIONAL INFORMATION

This interim report has been prepared in accordance with IAS 34 Interim financial Reporting and applicable rules in the Annual Accounting Act. The interims report for the parent company was prepared in accordance with Chapter 9 of the annual Accounts Act, interim report. The accounting policies applied are consistent with those of the annual financial statements for the year ended 31 December 2011, as described in those annual financial statements.

The company's auditors have not examined this report.

REPORTING DATES

Interim Report January – September 24 October, 2012

CERTIFICATION BY THE BOARD OF DIRECTORS AND CEO

The Board of Directors and the CEO certify that the Interim report for the period January - June 2012 gives a true and fair overview of the Parent Company Net Insight AB and the Group's operations, their financial position and results of operations, and describes significant risks and uncertainties facing the Parent Company and other companies in the Group.

NET INSIGHT

Business concept and model

Net Insight's business concept is to develop, market and sell products to public and private network owners that need high-quality transport for media-rich traffic. Net Insight's customers benefit from the opportunity to introduce new revenue-generating services while reducing their capital expenditures and operating costs. Revenue is generated through direct and indirect sales of products and licenses, support and maintenance services, installation services and training.

Strategy

Net Insight's objective is to grow faster than the market with good profitability. Net Insight's growth strategy is based on five pillars: segment focus, geographical expansion, reseller partnerships, partnerships with the global telecom equipment providers, and partnerships with service providers.

Value Drivers

Net Insight benefits from the general increase in video traffic such as higher consumption of mobile and broadband TV (OTT), adoption of remote workflows and production as well a wider coverage of live events. An important driver is also the conversion to new TV formats in the broadcast and media industry.

Stockholm, July 20, 2012

Lars Berg Bernt Magnusson Styrelseordförande Board member

Board member Board member

Clifford H Friedman Anders Harrysson Board member Board member

Fredrik Trägårdh Board member and Chief Executive Officer

Arne Wessberg Gunilla Fransson

For more information, please contact:

Fredrik Trägårdh, CEO Net Insight AB Tel: +46 (0) 8-685 04 00, email: [email protected]

Thomas Bergström, CFO, Net Insight AB Tel: +46 (0) 8-685 06 05, email: [email protected]

Net Insight AB Box 42093 126 14 Stockholm Tel +46 (0) 8 685 04 00 www.netinsight.net Corporate Reg. No. 556533-4397

Net Insight delivers the world´s most efficient and scalable transport solution for Broadcast and IP Media, Digital Terrestrial TV, Mobile TV and IPTV/CATV networks.

Net Insight products truly deliver 100 percent Quality of Service with three times improvement in utilization of bandwidth for a converged transport infrastructure. Net Insights Nimbra™ platform is the industry solution for video, voice and data, reducing operational costs by 50 percent and enhancing competitiveness in delivery of existing and new media services.

World class customers run mission critical video services over Net Insight products for more than 100 million people in more than 50 countries. Net Insight is quoted on the NASDAQ OMX, Stockholm.

For more information, visit www.netinsight.net

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