LINK Mobility Group Holding ASA (LTS:0A5Q)

Q4 2025 Link Mobility Group Holding ASA Earnings Call Transcript

Feb 12, 2026 / 09:00 AM GMT

Release Date Price: kr23 (-8.73%)

Transcript

Key Points

Positve

LINK Mobility Group Holding ASA (FRA:L1N) achieved a 48% year-on-year increase in adjusted EBITDA, demonstrating strong profitability growth.
The company completed three acquisitions in 2025, including SMS Portal, which added significant cash EBITDA to the group.
LINK Mobility Group Holding ASA introduced its first-ever shareholder distribution policy, reinforcing its commitment to capital return.
The company reported strong cash generation with over $400 million in free cash flow, providing flexibility for future investments and shareholder returns.
LINK Mobility Group Holding ASA was recognized with two major awards by Juniper Research, highlighting its strong position in customer interaction and RCS monetization solutions.

Negative

The company experienced a 5% decline in organic growth, which was below its target, due to a softer fourth quarter.
Gross profit declined by 2% on a pro forma basis, primarily due to weaker performance in parts of the European footprint.
The fourth quarter was impacted by an unexpected reduction in share wallet from several large customers, contributing to a decline in gross profit.
There was an increase in enterprise churn, partly due to a high-volume SMS customer with low margin reducing their spend.
The company faced a decline in the global messaging segment, with a 24% decrease in the quarter, driven by loss of wallet with larger aggregator clients.

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

LINK.OL - Link Mobility Group Holding ASA
Q4 2025 Link Mobility Group Holding ASA Earnings Call
Feb 12, 2026 / 09:00AM GMT

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Presentation
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Unidentified_1 [1]
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Good morning and welcome to Link Mobility's 4th quarter 2025 presentation. With me today are our CEO Thomas Ber and our CFO Mochnad Watson, who will walk you through the key developments and financial performance for the quarter. Throughout the presentation, you are welcome to submit your questions online, and we will address them during the Q&A session at the end.

With that, I'll hand it over to our CEO Thomas Bayer.

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

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