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 grew 1% year-over-year, with digital out-of-home and programmatic segments driving growth. The company is transforming into an AI-driven platform, launching Ströer Ad Manager and Public Mind to automate and optimize advertising. 2026 guidance anticipates low to mid single-digit organic revenue growth and stable adjusted EBITDA.
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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, driven by strong Digital and Programmatic Out-of-Home growth, with adjusted net income up 30%. Out-of-Home media outperformed the ad market, while Statista and Asam showed mixed results amid macro uncertainty. Full-year guidance and double-digit core business growth expectations remain unchanged.
Fiscal Year 2024
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Revenue grew 7% to €2.05 billion, with Digital Out-of-Home up 23% and adjusted EBITDA up 10%. Free cash flow nearly doubled, and the outlook for 2025 remains strong, with double-digit growth expected in core segments and continued margin expansion.
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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.