)
Edge17 Oct 2025
A Castle in the Sky: The Story of Oracle
Oracle's journey from database innovator to disciplined enterprise backbone, now shaping the AI buildout with a standardized cloud infrastructure.
Next 15 Group (NFG) investor relations material
Next 15 Group H1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2026 earnings summary30 Sep, 2025
Executive summary
Decisive leadership in the first 100 days addressed legacy issues, simplified the portfolio from 22 to 12 businesses, and clarified strategic direction.
Resilient trading and margin discipline maintained despite macroeconomic pressures, with strong growth in Consumer, Retail, Government, and Digital Transformation offsetting technology sector weakness.
Financial strength preserved through reduced net debt, a strong balance sheet, and maintained dividend.
Portfolio simplification and integration of key businesses delivered immediate cost efficiencies.
Strong culture, talent retention, and engagement highlighted as key strengths.
Financial highlights
Net revenue down 3.6% year-over-year to £230.8m, impacted by currency and tech sector weakness.
Adjusted operating margin improved to 14.2% from 14.1% year-over-year.
Adjusted profit before tax at £30.9m; statutory PBT fell to £2.8m due to Mach49 write-downs.
Adjusted diluted EPS increased to 21.4p, driven by reduced minority interests and cash earn-out settlements.
Net debt reduced to £45.3m from £74.8m a year ago; leverage at 0.5x EBITDA.
Interim dividend maintained at 4.75p per share.
Outlook and guidance
H1 performance in line with projections; early H2 trading also as expected, with full-year results anticipated to meet market expectations.
Growth expected in Digital Transformation, Retail Media, and data-driven services, with continued focus on cost and margin discipline.
FY26 results anticipated to be in line with market expectations: Net Revenue (excl. Mach49 and disposals) £454m, adjusted operating profit £66.5m.
Early signs of recovery in technology clients, but no rapid reversal anticipated.
Mach49 arbitration: expected resolution timeline?
How does AI adoption affect tech client spend?
Quantify H1 margin impact from simplification.
MAC49 arbitration outcome timeline?
How will AI reshape group revenue models?
Explain the three strategic pillars
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Next 15 Group earnings date
H2 202613 Apr, 2026
Next Next 15 Group earnings date
H2 202613 Apr, 2026
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 Research17 Oct 2025
Beneath the Surface: A Conversation with Epiroc CEO Helena Hedblom
Legacy, innovation, and leading one of Sweden's most influential industrial companies into a new era.
)
Investor Relations14 Oct 2025
Boost Your Earnings Season Strategy With Real‑Time Alerts
Quartr Pro provides real time alerts, trend analysis and live coverage, giving analysts and investors instant insights to act faster in earnings.
Frequently asked questions
Next 15 Group plc, previously known as Next Fifteen Communications Group plc, is a conglomerate that focuses on public relations and communications. The company provides a wide range of services including digital content, marketing, public relations (PR), consumer engagement, technology solutions, marketing software, market research, public affairs, and policy communications. These services are offered under various brands such as Charterhouse, Morar, Circle, Text 100, Bite, Beyond, Connections Media, Vrge, Elvis, OutCast, Twogether, Publitek, The Blueshirt Group, Agent3, Velocity, and M Booth. The company is headquartered in London, England, and its shares are listed on the London Stock Exchange.
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