Germany · Delayed Price · Currency is EUR Ströer SE & Co. KGaA Earnings Call Transcripts
Fiscal Year 2026
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Q1 2026 saw 4% revenue growth and stable profitability, with Out-of-Home and Digital & Dialog segments driving performance. Free cash flow improved significantly, while restructuring led to higher exceptionals. Guidance remains unchanged amid macro uncertainty.
Fiscal Year 2025
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Revenue and EBITDA remained stable in 2025, with digital and out-of-home segments showing resilience. Strategic transformation to an AI-driven platform is underway, with new tools expected to drive efficiency and growth. 2026 guidance anticipates low to mid single-digit organic revenue growth.
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Revenue grew 1% in the first nine months of 2025, with Out-of-Home showing resilience and Digital Out-of-Home outperforming traditional channels. Statista is transitioning to an API-based model, and management expects double-digit growth as market conditions normalize.
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H1 2025 saw modest revenue and EBITDA growth amid tough comps, with digital out-of-home and Statista's AI-driven data business as key growth drivers. Guidance for 2025 is maintained, but macroeconomic and ad market uncertainties persist.
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Revenue grew 5% year-over-year, led by strong Digital and Programmatic Out-of-Home growth, with EBITDA and net income rising faster than sales. Full-year guidance is unchanged, with double-digit core business growth expected and continued portfolio optimization under review.
Fiscal Year 2024
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Record 2024 results with revenue up 7% to €2.05B, driven by 23% growth in Digital Out-of-Home. Adjusted EBITDA rose 10% to €626M, and free cash flow nearly doubled. Q1 2025 outlook is strong, with DOOH expected to grow in the mid to high 20% range.
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Q3 and nine-month results showed strong revenue and cash flow, led by double-digit growth in Digital Out-of-Home. The RBL Media acquisition expands digital reach, with integration underway and expected midterm earnings contribution. Statista is accelerating, with >20% growth expected in Q4.
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Record H1 sales and double-digit growth driven by digital out-of-home, with strong margin and cash flow improvements. Guidance for 2024 remains unchanged, with further digital expansion and stable leverage expected.