Half Year 2025 Stroeer SE & Co KgaA Earnings Call Transcript
Key Points
- Stroeer SE & Co KGaA (SOTDY) reported a 2% increase in overall revenue for the first half of 2025, reaching EUR980 million.
- The Out-of-Home advertising segment demonstrated resilience, growing by 5% and outperforming other media categories in the German advertising market.
- Digital Outdoor Advertising saw a significant growth of 17%, with Programmatic Digital Out-of-Home growing by 26%, indicating strong momentum in digital advertising.
- Statista is well-positioned to leverage AI technologies, aiming to become the world's leading data engine for AI-powered business intelligence.
- The company maintains a positive outlook for Q4 2025, expecting growth driven by Programmatic Digital Out-of-Home and Digital Out-of-Home, with lower comparables benefiting the quarter.
- Adjusted EBITDA for the first half of 2025 rose only slightly by 1%, with a decline of 4% compared to the previous year due to increased costs.
- Net income adjusted declined by 5% to EUR52 million, reflecting challenges in maintaining profitability.
- Free cash flow adjusted was negative at minus EUR1.6 million, a significant drop from EUR21.7 million in the same period last year.
- The Digital and Dialogue Media segment experienced a revenue decline, with Digital Media sales unable to fully compensate for declines in third-party portfolios.
- The company faces challenges in the inbound platform business of Statista, with smaller businesses and freelancers reducing their subscriptions, impacting revenue growth.
Ladies and gentlemen, welcome to the [Ströer S] Q2 figures 2025 conference call. I am Valentina, the chorus call operator. (Operator Instructions) The conference must not be recorded for publication or broadcast. At this time, it's my pleasure to hand over to Christian Schmalzl. Please go ahead.
Dear ladies and gentlemen, welcome to our Q2 H1 2025 call. As always, I will begin the presentation with a brief overview of the key figures. Our strategic focus topic in this quarter's presentation besides our core Out-of-Home business, will be a deeper dive into Statista, as we want to share with you some interesting developments and potentials we see going forward.
Any will then comment on the developments and effects of our Q2 figures in more detail. This will be followed by remarks on what we expect for the third quarter and the remainder of the year. As always, we are looking forward to your questions after our presentation.
With that, let us start the call with a short
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