Digia

The company lowered its earnings guidance and kept its revenue guidance unchanged.

The divide deepened: the turnaround seen at the end of last year did not extend to the sector as a whole, and differences between companies widened even further in Q2.

Digia's Q2 was again slightly softer than our estimates, as performance in Finland was weak. Internationally, things are going well. However, in our view, there is no major drama.

In the report, we will focus on comments regarding the demand outlook for the IT services market and the progress of the new strategy period's priorities.

The main phases of strategy implementation are: 2026 – Renew, 2027 – Grow, 2028 – Scale.

The Capital Markets Day will provide a deeper look into Digia’s updated strategy for 2026–2028 and cover Digia’s business operations, the opportunities and impacts brought by artificial intelligence, as well as the market outlook.

The IT service sector's revenue organically returned to a downward trend, and profitability improved in Q1. Differences between companies deepened.

The big picture remains unchanged, and the company appears to be one of the sector’s winners and a long-term earnings growth engine.

This morning, Digia published its Q1 business review, which showed figures that were slightly softer than expected.