Norway · Delayed Price · Currency is NOK LINK Mobility Group Holding ASA Earnings Call Transcripts
Fiscal Year 2026
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Q1 saw stabilization and early signs of organic growth, with strong contract momentum and a shift toward higher-margin CPaaS solutions. Revenue and gross profit rose mainly due to acquisitions, while net retention and adjusted EBITDA improved sequentially. Outlook for H2 is mid to high single-digit gross profit growth.
Fiscal Year 2025
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Adjusted EBITDA grew 48% year-on-year, driven by acquisitions and operational improvements, despite a soft Q4 due to temporary volume declines from large customers. Strong cash flow, a robust M&A pipeline, and continued momentum in OTT channels support a positive outlook for 2026.
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Q3 saw robust growth, margin expansion, and strong cash generation, with a 2% revenue increase and 12% gross profit growth. The company targets NOK 300 million in shareholder distributions for 2025, supported by a strong M&A pipeline and continued demand for high-margin conversational solutions.
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Q2 saw strong gross profit and margin growth, driven by high-margin CPaaS and the SMSPortal acquisition. Revenue declined due to reduced low-value traffic, but profitability and cash generation improved, with leverage remaining well within policy limits.
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The acquisition secures a leading position in South Africa's growing messaging market, with strong financials, high customer retention, and significant synergy potential from advanced CPaaS offerings. The deal is attractively valued, with low execution risk and a clear path to long-term growth.
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Q1 2025 saw strong organic gross profit and EBITDA growth, driven by advanced CPaaS solutions and margin expansion, despite a 7% organic revenue decline from terminated low-margin traffic. Two U.K. acquisitions boosted market share, and further M&A is planned.
Fiscal Year 2024
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Delivered strong Q4 and full-year 2024 results with 8% organic gross profit growth and 12% organic adjusted EBITDA growth, driven by advanced CPaaS solutions and margin expansion. Maintains robust cash reserves, active M&A pipeline, and expects continued high single-digit profit growth in 2025.
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Q3 2024 saw stable revenue and strong gross profit and adjusted EBITDA growth, driven by a focus on profitability and proactive client management. M&A activity remained robust, with successful acquisitions and refinancing, while the company maintained strong cash reserves and low leverage.
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Q2 2024 delivered strong growth with revenue up 17% and adjusted EBITDA up 16% year-over-year, driven by robust enterprise and CPaaS performance. Record new contract wins and a solid M&A pipeline support a positive outlook, with no macroeconomic headwinds expected.