LINK Mobility Group Holding ASA (OSL:LINK)

Half Year 2025 Link Mobility Group Holding ASA Earnings Call Transcript

Aug 20, 2025 / 08:00 AM GMT

Release Date Price: kr33.55 (-5.89%)

Transcript

Key Points

Positve

LINK Mobility Group Holding ASA (FRA:L1N) reported a strong Q2 with solid growth and strategic progress, including the acquisition of SMS Portal in South Africa.
The acquisition of SMS Portal is expected to enhance profitability, with pro forma adjusted EBITDA and cash EBITDA reaching 1.1 billion and 0.9 billion respectively.
Gross profit for Q2, including SMS Portal, was over 500 million, representing a 7% year-over-year growth.
The company achieved a record high in new contract wins, with CA contract wins exceeding A2P contracts for the first time.
LINK Mobility's scalable business model allows gross profit growth to effectively flow through to EBITDA, with a reported 12% growth in pro forma adjusted EBITDA.

Negative

A handful of larger enterprise clients reduced non-critical communication spend, lowering growth momentum by 2 to 3% points.
Reported revenues for the quarter were down 3% year-on-year, with an 11% decline on an organic basis.
Net retention rate came in at 84% in the quarter, impacted by the termination of low-value traffic and elevated comparables.
There was a slight decline in organic growth, influenced by elevated comparables from campaign-driven peaks in the same quarter last year.
The company faces challenges with the delayed launch of RCS for iOS in the Nordics, expected only by early 2026.

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

LINK.OL - Link Mobility Group Holding ASA
Half Year 2025 Link Mobility Group Holding ASA Earnings Call
Aug 20, 2025 / 08:00AM GMT

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Presentation
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Unidentified_1 [1]
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Hi and welcome to Lin Mobility's 2nd quarter presentation. My name is Hisa Ngo, and I'm the IR and corporate strategy manager Eric Link. Joining me today are CEO Thomas Ber and our CFO Morten Adwatson. We'll start with the presentation, and afterwards we'll open up for questions. Please feel free to post your questions online at any time during the session. With that, I'll hand it over to our CEO, Thomas Baer.

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Unidentified_2 [2]
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Thank you for the introduction, Christian. This year marks a major milestone for linked mobility

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