Q1 2026 IONOS Group SE Earnings Call Transcript
Key Points
- IONOS Group SE (WBO:IOS) added 180,000 net new customers in Q1 2026, increasing the total customer base to 6.81 million.
- AI integration is expected to significantly boost revenue, with AI accounting for 50% of additional revenue in 2026 and projected to reach 80% by 2028.
- The AI phone receptionist, launched in Germany and the U.S., has already generated over 8,600 orders with an ARPU of around EUR30.
- Revenue for Q1 2026 grew by 5.7% year-over-year, with stronger growth of 7.6% on a constant currency basis.
- IONOS Group SE (WBO:IOS) is on track to achieve its full-year 2026 guidance, with expected revenue growth of approximately 7% on a constant currency basis.
- Adjusted EBITDA margin slightly decreased to 33.9% in Q1 2026 from 34.2% in Q1 2025, reflecting a shift in marketing investments.
- Intercompany hosting services revenue decreased from EUR10.7 million in Q1 2025 to EUR9 million in Q1 2026.
- The leverage ratio stands at approximately 1.3 times net debt to adjusted EBITDA, indicating a need for continued focus on deleveraging.
- CapEx ratio increased to 4.9% of revenue in Q1 2026 from 4.5% in the previous year, with potential pressure from rising hardware prices.
- ARPU growth is flat year-on-year, with challenges in achieving the targeted 5% growth due to new customers entering at lower rates.
Hey, good morning, everyone, and welcome to the IONOS Analyst Investor Call on the first quarter 2026.
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 walk you through today's agenda.
Patrik Heider, CFO of IONOS, will provide an update on the overall business performance and guide you through the financial details of the first quarter.
He will also share our outlook for 2026, as well as our midterm targets. Following the presentation, Patrik will be happy to take your questions.
I would now like to hand it over to Patrik. The floor is yours.
Thank you, Stephan. Good morning, ladies and gentlemen, and welcome to our Q1 2026 conference call. I'm Patrik Heider, CFO of IONOS.
The momentum from 2025 continues into 2026. In Q1 2026, we added 180,000 net new customers, lifting our total base to 6.81 million
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