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Link Mobility Group (LINK) investor relations material
Link Mobility Group Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary5 Nov, 2025
Executive summary
Achieved robust growth and margin expansion in Q3 2025, introducing a shareholder return policy targeting NOK 300 million distribution for 2025, while prioritizing accretive M&A opportunities.
Pro forma gross profit grew 6% year-over-year and adjusted EBITDA rose 9%, driven by high-margin conversational solutions and a scalable business model, despite some clients reducing messaging spend.
Closed and consolidated acquisitions contributed significantly to revenue and profit, with a robust pipeline of further M&A targets.
Order intake reached a record NOK 43 million, up 53% year-over-year, despite headwinds from reduced messaging spend by select large clients.
Europe's leading digital messaging provider, serving 60,000 customers and processing 43 billion messages annually, with a strong local presence across 18 European markets and select international regions.
Financial highlights
Reported Q3 2025 revenue was NOK 1,694 million, up 2% year-over-year, with organic revenue down 7% due to global messaging segment headwinds.
Gross profit reached NOK 401 million, up 12% year-over-year, with organic growth of 5% and group gross margin expanding to 23.7%.
Adjusted EBITDA was NOK 195 million, up 17% year-over-year, with margin improving to 11.5%.
Reported EBITDA after non-recurring items was NOK 171 million, impacted by M&A costs.
Net profit for the quarter was NOK 17 million, with non-recurring items totaling NOK 24 million, mainly related to M&A and restructuring.
Cash and cash equivalents at NOK 1.85 billion; net interest-bearing debt at NOK 809 million, leverage ratio 1x adjusted EBITDA.
Outlook and guidance
Targeting ordinary shareholder distribution of NOK 300 million (~NOK 1/share) for 2025, with flexibility between dividends and buybacks.
Medium-term ambition remains high single-digit gross profit growth, with adjusted EBITDA expected to grow faster due to scalability.
Temporary 2-3 percentage point headwind from large enterprise clients moderating spend expected to fade by end-2025.
RCS and WhatsApp adoption, especially in the Nordics, expected to drive margin accretion and growth from 2026.
CapEx for full year 2025 expected around NOK 190 million.
M&A: Impact of 'level-up' deals on valuation
How will OTT/conversational offset client spend
Basis for future distribution growth given M&A
What is the expected success rate for larger M&A?
What guides the Board's dividend vs. buyback choice?
Describe the nature of enterprise client spend reduction
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Next Link Mobility Group earnings date
Q4 202512 Feb, 2026
Next Link Mobility Group earnings date
Q4 202512 Feb, 2026
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Frequently asked questions
LINK Mobility Group Holding ASA provides mobile communication services in Europe and internationally. LINK Mobility Group Holding ASA offers prepaid and postpaid mobile, data, and fixed-line telephony products and services; mobile virtual network operators (MVNOs); Internet Protocol television (IPTV) services on broadband networks, which are supplied at different levels of capacity; and managed network services. It also provides Broadband Fixed Services (BFS); MVNO wholesale services for other MVNOs; and wireless equipment rental service for end users. In addition, the company develops RFID tags through its subsidiary, Samsniff AS.
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