LINK Mobility Group Holding ASA (OTCPK:LMGHF)

Q1 2026 Link Mobility Group Holding ASA Earnings Call Transcript

May 12, 2026 / 08:00 AM GMT

Release Date Price: $2.1

Transcript

Key Points

Positve

LINK Mobility Group Holding ASA (FRA:L1N) reported a 21% year-over-year increase in revenue, driven by recent acquisitions.
The company saw strong growth within higher-margin CPaaS solutions, with RCS and WhatsApp volumes increasing by over 100% year-over-year.
Net retention rate improved from 92% in Q4 to 96% in Q1, indicating better customer retention.
LINK Mobility Group Holding ASA (FRA:L1N) completed a bolt-on acquisition of WebSMS in Romania, enhancing its market presence.
The company maintains a strong financial position with an equity ratio of 53% and significant cash reserves.

Negative

Organic gross profit growth was negative at -1% in Q1, impacted by isolated customer declines.
Global Messaging segment saw a 19% decline in gross profit year-over-year due to reduced wallet share from larger customers.
Organic adjusted EBITDA declined by 6% year-over-year, reflecting weaker gross profit development.
The company faces challenges with isolated customer declines negatively impacting net retention rate by approximately 7 percentage points.
There is volatility in the Global Messaging segment, which could impact future profitability.

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

LINK.OL - Link Mobility Group Holding ASA
Q1 2026 Link Mobility Group Holding ASA Earnings Call
May 12, 2026 / 08:00AM GMT

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Presentation
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Unidentified_1 [1]
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Hi, and welcome to Link Mobility's first quarter 2026 presentation. With me today, I have our CEO, Thomas Bargee, and our CFO, Mohten Adwatson, who will present the QN results.

You can post questions online at any time during the presentation.

With that, I leave the word over to you, Thomas.

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Unidentified_2 [2]
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Thank you for the introduction, Christian, and good morning to everyone listening in.

We will start as normal with a brief introduction to LINQ Mobility and the platform we have built over the

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