Q1 2025 IONOS Group SE Earnings Call Transcript
Key Points
- IONOS Group SE (WBO:IOS) reported a strong Q1 2025 with total revenues reaching EUR446.3 million, reflecting a 19.7% year-on-year growth.
- The company achieved an adjusted EBITDA of EUR131 million, up 23.8% compared to the previous year, resulting in a 29.4% margin.
- IONOS Group SE's marketing engine is performing well, with a CLTV over CAC ratio exceeding 15 times and a customer acquisition payback period of just 12 months.
- The company added 80,000 net new customers in Q1 2025, bringing the total to approximately 6.4 million customers, indicating strong alignment with customer needs.
- IONOS Group SE's leverage ratio improved to 1.8 times net debt to adjusted EBITDA, compared to 2.5 times a year ago, enhancing financial stability.
- The AdTech segment, despite impressive revenue growth of 77.7% year-over-year, experienced a decrease in EBITDA margin from 19% to 15.6%.
- IONOS Group SE anticipates potential short-term volatility in the AdTech segment due to ongoing product migration to RSOC.
- The company expects a temporary decrease in revenue growth in the AdTech segment as the migration affects some customers and partners.
- CapEx for Q1 2025 was EUR14.9 million, slightly down from the previous year, indicating potential constraints in investment.
- Free cash flow after leasing decreased to EUR59 million from EUR66 million in Q1 2024, reflecting a slight decline in cash generation.
Ladies and gentlemen, welcome to the IONOS Group SE Publication of the Q1 2025 Results Conference and Live Webcast. I am [Myra], the Chorus Call Operator. (Operator Instructions)
And the conference has been recorded. (Operator Instructions) at this time, it's my pleasure to hand over to Stephan Gramkow. Please go ahead
Good morning, everyone, and welcome to our analyst investor call for Q1 2025. Thank you for taking the time to join us today. My name is Stephan Gramkow and I'm responsible for Investor Relations at IONOS.
Let me briefly walk you through today's agenda. Our CFO, Britta Schmidt, will present the operational and financial performance of IONOS for the first quarter. She will also outline our guidance and strategic outlook for the remainder of the year. Following her presentation, Britta will be available to answer your questions.
With that, I'd like to hand it over to Britta. The floor is yours.
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