Full Year 2025 Scout24 SE Earnings Call Transcript

Feb 26, 2026 / 02:00PM GMT

Release Date Price: $115.36

Transcript

Key Points

Positve

Scout24 SE (SCCTY) reported a strong financial performance for 2025, with revenue growth of 15% and an ordinary operating EBITDA increase of 17%.
The company successfully integrated AI across its platform, enhancing user engagement and cross-selling opportunities.
Scout24 SE (SCCTY) expanded its ecosystem, gaining more customers and content, and introduced innovative products.
The company maintained a high EBITDA margin of 62.5% and expects further margin expansion in 2026.
Scout24 SE (SCCTY) demonstrated strong cash generation, with operating cash flow reaching EUR284.8 million, up 11% year-on-year.

Negative

Growth in the private segment moderated in Q4 due to normal year-end seasonality, softer rental demand, and the rollout of a new ERP system.
The company faces challenges in maintaining ARPU growth in the private segment, with a focus on elongating subscription duration.
There are concerns about the impact of system migration on private customer growth, which affected Q4 performance.
The Spanish acquisition is expected to have a lower margin in 2026 due to transition-related costs and changes in the user interface.
Scout24 SE (SCCTY) anticipates potential impacts on growth rates in Q1 2026 due to testing new product tiering and pricing initiatives.

Operator

Ladies and gentlemen, welcome to the Scout24 preliminary full-year 2025 results conference call. I'm Matt, the Chorus Call operator. I would like to remind you that all participants will be in a listen-only mode, and the conference is being recorded. (Operator Instructions) The conference must not be recorded for publication or broadcast.

At this time, it's my pleasure to hand over to Filip Lindvall, Vice President, Group Strategy and Investor Relations.

Filip Lindvall

Scout24 SE - Vice President - Group Strategy & Investor Relations

Good afternoon, everyone, and welcome to Scout24's earnings call for the preliminary fourth quarter and full year 2025 results.

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

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