Q3 2025 Amadeus IT Group SA Earnings Call Transcript
Key Points
- Amadeus IT Group SA (AMADF) reported an 8% revenue growth year-to-date, with adjusted EBIT increasing by 9% at constant currency.
- The company expanded its customer base, securing new clients such as Ascott Limited for its Central Reservation System, enhancing its presence in the hospitality sector.
- Amadeus IT Group SA (AMADF) has invested over EUR 1 billion in R&D, focusing on AI and cloud transformation, which is expected to drive future growth.
- The company has made significant advancements in AI, including the development of Agentic AI and strategic partnerships with Microsoft and Google to enhance AI innovation.
- Amadeus IT Group SA (AMADF) has seen strong growth in its Air IT Solutions and Hospitality and Other Solutions segments, with notable customer wins and technology implementations.
- The company experienced a moderation in PB volume growth in Q3, which was offset by revenue growth, but indicates potential challenges in maintaining volume momentum.
- Amadeus IT Group SA (AMADF) reported a slight decline in free cash flow compared to the previous year, impacted by increased capital expenditure and working capital outflows.
- There is uncertainty regarding the impact of flight restrictions in the US, which could affect the company's performance in that region.
- The company anticipates a moderation in revenue per booking and revenue per PB growth in Q4, which could impact overall revenue growth.
- Amadeus IT Group SA (AMADF) faces challenges in the competitive landscape, particularly with the potential rise of direct connect and NDC content, which could affect its traditional GDS business model.
Good day, ladies and gentlemen, and welcome to Amadeus third quarter 2025 results conference call. (Operator Instructions).
I would now like to turn the conference over to Luis Maroto, President and CEO of Amadeus. Please go ahead.
Good afternoon. Welcome to our Q3 results presentation, and thank you for attending today. I'm joined by Caroline Borg, our CFO. So let's begin.
We'll start on slide 4. Amadeus had a strong third quarter full of momentum, which drove revenue growth acceleration and margin expansion. Year-to-date, group revenue has grown by 8% and adjusted EBIT increased by 9%, both at constant currency. Our prospects remain strong, and we entered the last quarter of the year with confidence to deliver on our outlook for the year.
Amadeus is a B2B technology partner of reference in travel, and it is deeply integrated into the travel ecosystem. Many of the world's most important travel players leverage on us for their core technology. In
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