Redeye flags Wizz Air counterparty risk following the Iran-driven jet fuel shock and a rise in Wizz Air short interest to ~15%. The AVTECH–Wizz Air agreement is worth SEK4.2m–5.8m, or ~10% of Q1 2026 ARR; a full customer loss is not in Redeye's estimates but would reduce the Base Case by SEK 1.5. Wizz Air's EUR2bn cash position and 70% summer fuel hedge provide near-term offsets.
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