IONOS Group SE (FRA:IOS)

Full Year 2025 IONOS Group SE Earnings Call Transcript

Mar 19, 2026 / 08:00AM GMT

Release Date Price: €23.25 (+8.14%)

Transcript

Key Points

Positve

IONOS Group SE (WBO:IOS) nearly doubled its net new customer additions from 160,000 in 2024 to 310,000 in 2025, reaching a total of 6.63 million customers.
The company reported a significant increase in adjusted EBITDA, reaching EUR485 million in 2025, representing a 36.8% margin, showcasing strong operating leverage.
IONOS Group SE is embedding AI across its product ecosystem, with AI accounting for approximately 20% of additional revenue in 2025, expected to grow to 50% in 2026 and 80% by 2028.
The launch of IONOS Momentum, a full-stack ecosystem for SMBs, has shown promising early results with 80% of customers completing setup and actively using the AI Phone Receptionist.
The company is expanding its cloud solutions, delivering sovereign European infrastructure, and expects its public cloud business to grow by 11% year-over-year.

Negative

Despite strong customer growth, the average revenue per user (ARPU) experienced a decline year-over-year, partly due to the influx of new customers at lower initial price points.
The company faces challenges with memory price inflation, which could impact future capital expenditures.
IONOS Group SE's AdTech business, classified as discontinued operations, still requires resolution, with ongoing discussions for its sale.
The company has a significant debt maturity of EUR800 million due in December, with no detailed refinancing strategy disclosed yet.
There is uncertainty regarding the full monetization of digital sovereignty inquiries in the cloud segment, which could impact the realization of the 20% mid-term growth target.

Stephan Gramkow

IONOS Group SE - Head of Investor Relations

Good morning, everyone, and welcome to the IONOS analyst investor call for FY 2025. Thank you for taking the time today to join us. My name is Stephan Gramkow, and I'm responsible for Investor Relations at IONOS.

Let's have a look at today's agenda. Achim Weiss, CEO of IONOS, will provide an update on the overall business and important strategic topics. Patrik Heider, CFO of IONOS, will then take you through the financial details of 2025 and Q4 in particular. Patrik will then also talk about our outlook for 2026 and mid-term targets. Achim and Patrik will then be happy to answer any open questions after the presentation.

I would now like to hand it over to Achim. The floor is yours.

Achim Weiss

IONOS Group SE - Chairman of the Management Board, Chief Executive Officer

Thank you, Stephan. Good morning, ladies and gentlemen, and welcome to our conference call. I'm Achim Weiss, CEO of IONOS. The headline from 2025 is customer growth. We nearly doubled net new customer additions from

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

30-Day 100% money back guarantee

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.