Q3 2025 Verve Group SE Earnings Call Transcript
Key Points
- Verve Group SE (MGIMF) successfully finalized the unification of its in-app platform, leading to cost efficiencies and improved performance.
- The company is investing in growth by expanding its sales team and acquiring demand-side oriented companies.
- Verve Group SE (MGIMF) reported a 25% revenue growth for Q3 2025, driven by changes in revenue recognition and strong IOS growth.
- The company is seeing positive effects from its investments in AI and data, contributing to improved platform performance.
- Verve Group SE (MGIMF) expects strong organic growth in upcoming quarters due to efficient platforms and a strong product portfolio.
- Q3 2025 revenues and EBITDA were down compared to the previous year, impacted by platform unification and market softness.
- The company faced a weaker US dollar, affecting revenues as most are in USD while costs are in euros.
- Verve Group SE (MGIMF) experienced lower cash generation due to reduced utilization of its securitization program.
- The company reported a decline in EBITDA margin due to increased costs from growth investments and platform unification.
- There is increased short-term booking in the ad market, leading to unpredictability in revenue forecasting.
So, good morning to our guests in America. Good afternoon to our guests in Europe. My name is Ingle Middleman, and as the head of investor relations of Worth Group, I'd like to cordially invite you, I'd like to cordially welcome you to today's earnings call of our company.
As you see, we're using a new conferencing system from today onwards. It now allows our pri private investors to participate live in a listen-only mode.
Our institutional investors and analysts will be able to ask their questions live in the Q&A session. For doing so, you can always click the blue live Q&A button, which will automatically put you in the queue for later.
We have had an intense quarter behind us with all the effects and initiatives for us to explain.
As usual, we have prepared a presentation for you to provide you with some additional insight to increase transparency for you. After this presentation, We will of course take the time to answer your questions.
Please be reminded that the entire call,
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