)
Edge3 Oct 2025
Epiroc: A Culture of Moving Mountains
From automation to electrification, Swedish industrial giant Epiroc is leading a transformation in how the world mines.
Link Mobility Group (LINK) investor relations material
Link Mobility Group Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary20 Aug, 2025
Executive summary
Celebrated 25th anniversary, marking transformation from Norwegian startup to global leader with over 55,000 customers in 18 countries and major expansion into South Africa via SMSPortal acquisition.
Q2 2025 featured strong growth, record CPaaS contract wins surpassing A2P, and RCS contracts quadrupling, with new contract wins totaling NOK 50 million.
Proforma gross profit grew 7% year-over-year, driven by high-margin conversational solutions and advanced CPaaS/OTT channels.
Strategic acquisitions in South Africa (SMSPortal) and the UK (The SMS Works, FireText) expanded the global footprint and synergy opportunities.
Focus remains on high-margin solutions, scalable business model, and continued accretive M&A.
Financial highlights
Proforma gross profit (including SMSPortal) exceeded NOK 500 million in Q2, up 7% year-over-year, with reported gross profit up 11% to NOK 422 million and gross margin expanding to 24%.
Adjusted EBITDA grew 18% to NOK 212 million, with margin up to 12.1%; proforma adjusted EBITDA reached NOK 1.1 billion LTM.
Q2 2025 reported revenue was NOK 1,758 million, down 3% year-over-year, mainly due to termination of low-value clients and campaign-driven peaks last year.
Net profit for the period was a loss of NOK 3 million, impacted by non-recurring items and negative net financials.
Cash EBITDA was NOK 900 million, with a leverage ratio of 1.1x adjusted EBITDA post-SMSPortal acquisition.
Outlook and guidance
Headwinds from reduced enterprise client spend and campaign-driven comparables expected to fade by year-end, with recovery in organic gross profit growth anticipated in 2026.
Targeting high single-digit organic gross profit growth and adjusted EBITDA growth outpacing gross profit.
CapEx expected at NOK 180–190 million for the year, normalizing to NOK 150–190 million in 2026.
Continued focus on accretive M&A as first priority, with leverage policy maintained at 2.0–2.5x adjusted EBITDA.
Explain SMSPortal's integration priorities.
How will reduced enterprise spend normalize?
Detail CPaaS contract win composition.
SMSPortal Q2 growth performance vs. expectations?
Cannibalization effect of CPaaS on A2P?
Expected impact of AI adoption on LINK?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Link Mobility Group earnings date
Q3 20255 Nov, 2025
Next Link Mobility Group earnings date
Q3 20255 Nov, 2025
The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
Related articles
)
Company Research22 Sep 2025
Moody's: Shaping Global Credit
Explore Moody's evolution from publishing manuals to becoming a giant in credit ratings, guiding issuers, investors, and regulators worldwide.
)
Edge19 Sep 2025
American Express: An Empire of Plastic
How history, brand, and structure have steadily built American Express' moat, and why Warren Buffett still calls it a one-of-a-kind business.
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.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage