Germany · Delayed Price · Currency is EUR IONOS Group SE Earnings Call Transcripts
Fiscal Year 2026
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Q1 2026 delivered robust revenue and customer growth, driven by AI integration and strong performance in both Web Presence & Productivity and Cloud Solutions. Guidance for 2026 and midterm targets are reaffirmed, with continued focus on innovation, M&A, and margin expansion.
Fiscal Year 2025
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Customer growth nearly doubled in 2025, with AI now driving 20% of additional revenue and expected to reach 50% in 2026. Revenue rose 5.5% YoY to EUR 1.317 billion, Adjusted EBITDA margin expanded to 36.8%, and guidance points to further acceleration in 2026.
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Revenue grew 6.2% year-over-year to EUR 980.2 million, with adjusted EBITDA up 20.8% and strong free cash flow. The AdTech business is being divested to focus on core areas, while the new AI Momentum ecosystem and first AI agent were launched, supporting future growth.
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Strong H1 2025 results with 19% revenue growth, 23% Adjusted EBITDA increase, and robust customer additions. AI integration and digital sovereignty drive future growth, while guidance for 2025 is raised on cost discipline and ad tech outperformance.
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Q1 2025 saw 19.7% revenue growth and a 23.8% rise in adjusted EBITDA, driven by strong subscription revenue, AI integration, and robust customer additions. Ad tech guidance was raised, and cloud growth is expected to accelerate in H2.
Fiscal Year 2024
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Revenue grew 9.6% to EUR 1.56 billion in 2024, with adjusted EBITDA up 15.9% and strong customer additions. 2025 guidance targets further margin expansion and 8% digital/cloud segment growth, while AdTech faces a one-off margin impact from Google RSOC migration.
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Revenue grew 7.8% year-over-year for the first nine months, with strong core business and a recovery in aftermarket. Adjusted EBITDA margin was 29.3%, and guidance for 2024 is reaffirmed, with cloud growth in Q4 to be driven by the ITZBund contract.
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Q2 2024 saw 6.7% revenue growth and a 29.6% adjusted EBITDA margin, with strong core business and cloud solutions performance. Guidance for 2024 was revised to 9% revenue growth, with cloud expected to accelerate and aftermarket to recover in H2. AI integration and major contracts support future growth.