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Werner Kapp

CEO of the Allied Electronics Corp. Ltd.

Jun 11, 2026

9:40
in one place in one ultron for example does the data from one platform make another platform better shared services synergies maybe just explain to us why ultron looks the way it does because as you said at the capital markets day there isn't actually another group that someone can directly compare you to
9:56
Yeah, it's a very, very good question.
9:58
I mean, if I could maybe touch on the moat, maybe for two minutes.
10:01
You're 100% right.
10:02
Our platform businesses are a 30-year overnight success, right? And I think a moat is a combination of the software.
10:09
We're talking about people consuming services on mobile applications.
10:12
That experience comes across as very simplistic and very seamless for the consumer.
13:54
So what exactly are you building there and why is it exciting?
25:33
What's pushing that so strongly? Why is there so much demand in the tracking business at the moment?
25:39
Hi, Stephen.
25:40
Thanks for having me.
25:41
Um, I think, um...
25:42
Yeah, firstly, obviously delighted with, uh, y-you know, with those results.
25:46
Um, uh, I think there's a couple of, I, I think there's a couple of things.
25:49
Obviously, there's external factors.
29:14
Is that still the problem? I mean, are you maybe losing share or is there just less demand at the moment for various reasons?

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