Rai Way SpA (MIL:RWAY)

Half Year 2025 Rai Way SpA Earnings Call Transcript

Jul 31, 2025 / 03:30 PM GMT

Release Date Price: €5.85 (+0.17%)

Transcript

Key Points

Positve

Rai Way SpA (FRA:4RW) reported a 2% increase in revenues, driven by media distribution and digital infrastructure.
Adjusted EBITDA increased by 3%, reaching €96.3 million, supported by non-core items.
The company is experiencing rising tower hosting volumes, particularly from radio broadcasters.
Framework agreements have been signed with major operators for live streaming services, enhancing commercial reach.
Rai Way SpA (FRA:4RW) raised its adjusted EBITDA guidance for the full year, reflecting favorable electricity tariffs and higher non-core benefits.

Negative

The company is undergoing extraordinary maintenance activities, impacting CapEx with a focus on maintenance rather than development.
There is a slight shift to 2026 for certain activities related to traditional business initiatives, affecting project timelines.
The market for CDNs is experiencing high competition, leading to a more gradual growth curve.
The hyperscale data center project is facing delays in authorization processes, impacting timelines.
Development CapEx is expected to decrease by 20-25% compared to 2024, indicating potential slowdowns in growth initiatives.

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

RWAY.MI - Rai Way SpA
Half Year 2025 Rai Way SpA Earnings Call
Jul 31, 2025 / 03:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good evening. This is the CORUSCO conference operator. Welcome and thank you for joining the Right Way first of 2025 results analyst presentation. All participants are in listen-only mode, and after the presentation, there will be a Q&A session. At this time, I would like to turn the conference over to Mr. Andrea Moretti, head of IR of Ryway. Please go ahead, sir.

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Unidentified_2 [2]
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Thank you operator, and good afternoon. Welcome everybody to our half year financial results call. Today's speakers will be as usual, our CEO Roberto Cecato, our CFO at Alberto

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