Q3 2025 Scout24 SE Earnings Call Transcript

Oct 30, 2025 / 02:00PM GMT

Release Date Price: $58.33

Transcript

Key Points

Positve

Scout24 SE (SCCTY) reported a strong financial performance with a 15% revenue increase in Q3, maintaining a 15.3% growth over nine months.
The company achieved a 16.7% revenue growth in B2B memberships, driven by comprehensive product offerings.
Scout24 SE (SCCTY) successfully launched 'Hey Immo', an AI chatbot, enhancing user experience and productivity.
The acquisition of Fotocasa & Habitacle in Spain is expected to strengthen Scout24 SE (SCCTY)'s German B2B membership products.
The company expanded its ordinary operating EBITDA margin to 61.9% over nine months, despite integrating lower-margin acquisitions.

Negative

The integration of recent acquisitions with lower initial margin profiles led to a 60 basis points decrease in the segment margin.
Demand for mortgage, ESG, and relocation leads remained soft, impacting transaction enablement revenue.
The company anticipates a lower Q4 revenue growth compared to previous quarters due to strong prior-year customer growth and typical seasonality.
The Spanish acquisitions are expected to dilute group-reported ordinary operating EBITDA margin by low single digits in 2026.
Scout24 SE (SCCTY) faces potential challenges in reallocating costs from SEO to AI tools without incurring double costs.

Operator

Ladies and gentlemen, welcome to the Scout24 nine-month Q3 2025 results conference call. I am Shari, 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 Mr. Filip Lindvall, Vice President, Group Strategy and Investor Relations. Please go ahead.

Filip Lindvall

Scout24 SE - Vice President - Group Strategy & Investor Relations

Good afternoon, everyone, and welcome to Scout24, third quarter and nine months 2025 earnings call. My name is Filip Lindvall, and I'm Vice President, Group Strategy and Investor Relations at Scout24. With me on the call today are Ralf Weitz, our Chief Executive Officer, and Dirk Schmelzer, our Chief Financial Officer. Ralf will start the presentation with key business highlights, and Dirk will provide a detailed overview of our financial results.

As always, we will conclude the call with a Q&A session. You can find today's presentation on our website under Financial Reports and Presentations. This

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