Q1 2025 QBeyond AG Earnings Call Transcript
Key Points
- Q.Beyond AG (QSCGF) reported significant growth in key earning figures, with gross profit increasing to EUR8.9 million and EBITDA rising by 15%.
- The company is on track to achieve a positive consolidated net income for the first time since 2018, marking a significant milestone.
- Q.Beyond AG has a solid order book with a constant share of recurring revenues, indicating a stable revenue stream.
- The consulting segment saw a significant increase in gross profit, from 8% to 14%, due to improved capacity utilization and reorganization efforts.
- The company is continuously increasing its cash positions and expects to secure EUR5 million in liquidity in Q3 2025.
- Q.Beyond AG faced a customer insolvency, resulting in a EUR0.3 million EBITDA loss, highlighting potential vulnerabilities in customer financial stability.
- Despite growth, the adjusted revenue only increased by 2% compared to the last quarter, which may indicate slower-than-expected revenue expansion.
- The company is still primarily focused on the German market, with only 1-2% of its business outside Germany, limiting its international growth potential.
- There is a reliance on external growth strategies, such as M&A, to boost margins, which can be risky and may not always yield the desired results.
- The company aims for a 10% EBITDA margin by 2027-2028, which may be challenging to achieve given current market conditions and competition.
Good day, ladies and gentlemen, and I warmly welcome you to today's earnings call of the QBeyond AG following the publication of the Q1 figures of 2025.
With me today is CEO, Thies Rixen; and CFO, Nora Wolters. So the management board will speak shortly and guide us through the presentation and the results. And after the presentation, we will move on to a Q&A session in which you will be allowed to place your questions directly to them.
And having said this, Mr. Rixen, I hand over to you. Yeah.
Thank you, moderator.
Hello, everybody. We both are very happy to announce Q1 figures to you. Headline is growth, earnings and financial strengths. Overall, the Q1 is for us is delivered as we plan more or less. We are quite happy with this. We are on the way to have a positive group income this year, the first one since 2018. If I'm not and we do it as always, Nora will guide you
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