Preliminary Q4 2025 Stroeer SE & Co KgaA Earnings Call Transcript
Key Points
- Stroeer SE & Co KGaA (SOTDY) reported a slight increase in total revenues by 1% year over year, aligning with their expectations and guidance.
- The company is transitioning into an AI-driven platform business, which is expected to enhance speed, transparency, and scalability.
- Digital out-of-home revenue grew by around 8%, and programmatic digital out-of-home increased by 12%, indicating strong performance in these segments.
- The introduction of the Stroeer Ad Manager is set to automate transactional processes, potentially reducing errors and increasing speed.
- T-Online has been transformed into the number one news platform in the market, with strong reach and trust scores, enhancing its attractiveness to advertisers.
- EBIT adjusted declined by 4% to EUR307 million, indicating some pressure on profitability.
- The company faced challenges in the consumer environment, impacting segments like Azam, which experienced a sluggish Christmas business.
- There were exceptional items amounting to EUR25 million, including restructuring costs and expenses for ERP transformation.
- The Data as a Service and e-commerce segment saw a 4% decline in revenue, with challenges in inbound sales and a small non-core business unit disposal.
- The company anticipates stable adjusted EBITDA for 2026 despite organic revenue growth, suggesting potential margin pressures.
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Dear, ladies and gentlemen, the analysts. Let me welcome you to our call on our Q4 and preliminary and unaudited full year results for 2025. We start the call with a short overview of the key numbers and our key strategic achievements in the context of the current market dynamics. Then I will talk about the real game changer for Ströer as recent technologic developments enable us to converge Ströer from advertising space marketer into an AI-driven platform business, something I had in my mind for years. This will be followed by an update on the T-Online and Statista.
Henning will then guide you through the figures of fiscal 2025 and Q4. I will close the presentation with the outlook for '26 and open the call for Q&A.
Our total revenues rose slightly increasing by 1% year over year from EUR2.05 billion to EUR2.08 billion, in line with our expectations and our guidance. Our revenue were up by 4% to EUR989 million, digital out-of-home by around 8% to EUR398 million and
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