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Qt udvider sine designværktøjer med det AI-native Clate

QTCOMAnalyst Comment28.10.2026, 05.40
Atte Riikola, Antti Luiro
Discuss

Summary

  • Qt Group har lanceret Clate, et AI-native værktøj til UI-design for indlejrede enheder, der genererer QML-kode uden behov for programmeringsfærdigheder.
  • Clate supplerer eksisterende værktøjer som Qt Design Studio og Figma to Qt, men er målrettet UI-, animations- og visuelle designere, mens Design Studio fokuserer på tekniske brugere og 3D-brugerflader.
  • Analytikernes vurdering er, at Clate's værdi primært ligger i at styrke Qt's position i kundens teknologivalg og understøtte licenssalget, da designet producerer QML-kode fra starten.
  • Clate adskiller sig ved at kunne overvåge hardwarens ydeevne i designfasen, men disse funktioner vil først blive tilgængelige i begyndelsen af 2027.

Dette indhold er genereret af AI. Du kan give feedback om det på Inderes forum.

Automatisk oversættelse: Oprindeligt udgivet på finsk 28.10.2026, 04.40 GMT. Giv feedback her.

Qt Group offentliggjorde tirsdag Clate-værktøjet til design af brugerflader til indlejrede enheder (embedded devices). Clate er rettet mod UI-designere og kræver ikke programmeringserfaring. Værktøjet genererer QML-kode ud fra designet, som Qt-udviklere kan arbejde videre med. Ifølge selskabet bringer Clate Qt-teknologien ind som en del af kundens produktudvikling allerede i designfasen, hvilket styrker den senere teknologivalg i retning af Qt.

Værdi skabes sandsynligvis som en støtte for licenssalget

Clate supplerer Qt's tidligere designværktøjer (Qt Design Studio og Figma to Qt). Selskabet afgrænser nu Design Studio til tekniske brugere og 3D-brugerflader, mens Clate er beregnet til UI-, animations- og visuelle designere. Vores vurdering er, at kunderne har klart færre designere end udviklere, og omsætningspotentialet for Clate alene vil derfor forblive begrænset. Værdien af produktet opstår efter vores opfattelse frem for alt ved, at designet producerer QML-kode fra begyndelsen. Dette styrker Qt's position i kundens teknologivalg og understøtter salget af udvikler- og distributionslicenser.

Clate er AI-native, hvilket vil sige, at brugerflader kan oprettes og redigeres ved hjælp af prompts på naturlig sprog, og værktøjet kobles til andre værktøjer via en MCP-grænseflade. Dette understøtter vores holdning om, at brugen af AI-værktøjer snarere er baseret på udnyttelse af Qt-platformen end på en erstatning af den. Clate adskiller sig fra generelle design- og AI-værktøjer frem for alt ved, at det gør det muligt at overvåge hardwarens ydeevne, såsom billedfrekvens (framerate) og hukommelsesforbrug, allerede i designfasen. Disse funktioner er dog ikke inkluderet i betaversionen, men vil ifølge selskabet blive tilgængelige i begyndelsen af 2027.

QT Group operates in the IT sector. The group develops various development tools for the global market. The technology is based on QT technology and is used to develop multi-platform interfaces and associated applications. The services are used in, among other things, industrial robots, entertainment systems, and vehicle systems. Operations are conducted on a global level and customers are found in the automotive and aerospace industries.

Read more on company page

Key Estimate Figures07.08

202526e27e
Revenue216.3239.8258.3
growth-%3.5 %10.9 %7.7 %
EBIT (adj.)51.852.681.5
EBIT-% (adj.)24.0 %21.9 %31.5 %
EPS (adj.)1.621.532.51
Dividend0.000.000.00
Dividend %
P/E (adj.)20.422.513.7
EV/EBITDA16.816.09.7

Forum discussions

In which area did QT’s results fall short, given that the market is punishing it? Many analysts raised their target prices significantly.
11/2/2026, 12:32 PM
by Pyylevä
8
Lately, I’ve been using AI to build my own research project focused on tracking Qt, which has gradually evolved into a small web service. The...
11/1/2026, 11:56 PM
by Milezka
15
ACCUMULATE recommendation and a target price bump of a few euros. Inderes – 30 Oct 26 Qt Group Q3'26: Ensi vuoden tulosloikkaa kohti - Inderes...
10/30/2026, 5:12 AM
by Jankkeri
32
Regarding a positive profit warning, I don’t think they gave an upper range in the guidance, so they probably don’t need to issue a profit warning...
10/30/2026, 3:46 AM
by Maukkaperusjätkä
16
It feels like a profit warning (positive) / guidance upgrade must surely be coming for this year, given that revenue growth is already over ...
10/29/2026, 8:11 PM
by Salkunvartija97
23
Analyst Riikola can provide a rough outline. At the time of acquisition, IAR’s revenue was well around the EUR 40M mark. Now, during the Q3 ...
10/29/2026, 3:20 PM
by Atte Riikola
39
Can anyone estimate what impact the acquisition of IAR will have on Qt’s Q3’26 figures?
10/29/2026, 2:47 PM
by TheJusa
0