Gamma Communications PLC (CHIX:GAMAl)

£ 10.94 +0.26 (+2.43%) Market Cap: 1.00 Bil Enterprise Value: 858.27 Mil PE Ratio: 15.23 PB Ratio: 2.81 GF Score: 71/100

Full Year 2024 Gamma Communications PLC Earnings Call Transcript
Mar 25, 2025

Earnings
Half Year 2024 Gamma Communications PLC Earnings Call Transcript
Sep 10, 2024

Earnings

Full Year 2024 Gamma Communications PLC Earnings Call Transcript

Mar 25, 2025 / 10:59 AM GMT

Transcript

Key Points

Positve

Gamma Communications PLC (STU:6GC) reported a strong revenue growth of 11% for FY24, reaching £579.4 million.
The company achieved an adjusted EBITDA increase of 10% to £125.5 million, despite incurring additional costs.
Gamma's enterprise division saw a 15% revenue growth, with significant new logo wins including Morrison's and the AA.
The company has successfully expanded its presence in Germany through strategic acquisitions, achieving scale with over half a million cloud seats.
Gamma maintains a high recurring revenue rate of 89%, supported by its subscription-based model.

Negative

Gamma Communications PLC (STU:6GC) is experiencing softness in the SME segment, particularly at the lower end of the market.
The company faces challenges in the Netherlands, a mature market with high cloud penetration, impacting growth prospects.
Gamma's service provider business, while growing, operates at a lower gross margin compared to other segments.
The PSTN switch-off in the UK has been delayed, potentially affecting the timing of related revenue opportunities.
Gamma's expansion in Germany is hindered by the country's slower cloud adoption and underdeveloped fiber infrastructure.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

GAMA.L - Gamma Communications PLC
Full Year 2024 Gamma Communications PLC Earnings Call
Mar 25, 2025 / NTS GMT

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Presentation
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Unidentified_1 [1]
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Well, hello and good morning. Apparently we are now online, so, welcome everybody in the room and welcome to you if you're joining us over the the web link as well.

Thank you very much indeed for making the time to come and join us for GAMA's FY24 results. We're pretty happy with the results for reasons that we'll go into, we think we've had a very good, strong year and, we hope you do too.

The.

The agenda is pretty similar to what we normally do, so I'll start with a general business update. Bill will come and talk about the financial highlights for the year. Then we'll spend a bit of time talking about the market trends and the business units, and really what I'm looking to pull out from the

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