Physitrack's Q2 2026 report came in slightly ahead of our expectations. Revenue grew 8% YoY to EUR 3.4m — while the quality of earnings continued to improve. Group ARR reached EUR 13.6m, ahead of our EUR 13.0m estimate and the clearest evidence of the return to growth. Remote Therapeutic Monitoring (RTM) went live commercially in the US with first paying customers and the Wellness division returned to profit. We expect only limited, positive changes to our estimates.
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