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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
NFON
NFON (NFN) investor relations material
NFON Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary20 Aug, 2026
Executive summary
Revenue for H1 2026 declined by 3.8% year-over-year to EUR 42.5 million, mainly due to weaker Business Telephony, challenging macroeconomic conditions, and cautious customer investment.
Recurring revenue fell 3.0% to EUR 40.0 million, with Intelligent Assistant and Customer Engagement segments showing strong growth but not enough to offset core declines.
Adjusted EBITDA dropped 22.9% to EUR 4.4 million, with margin at 10.4% (down from 12.9%).
Strategic transformation focused on AI integration, portfolio simplification, and a scalable platform business, including legal integration of botario and new partner programs.
Full-year 2026 guidance was revised downward due to slower opportunity conversion and persistent market headwinds.
Financial highlights
Group revenues for H1 2026 were EUR 42.5 million, recurring revenues EUR 40.0 million (94.1% of total), and non-recurring revenues EUR 2.5 million.
Adjusted EBITDA was EUR 4.4 million; adjusted EBITDA margin declined to 10.4%.
Gross profit declined 4.2% to EUR 36.4 million; gross margin stable at 85.6%.
Seat base declined 4.2% to 629,869; blended ARPU stable at EUR 9.98.
Free cash flow was EUR 0.8 million, slightly up year-on-year.
Outlook and guidance
Full-year 2026 revenue guidance revised to EUR 84.5–86.0 million, down from previous low to mid single-digit growth expectations.
Adjusted EBITDA guidance lowered to EUR 9.5–10.5 million, down from above EUR 12 million.
Strategic focus remains on recurring revenue growth, AI-driven solutions, and partner enablement.
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Latest events from NFON
- Recurring revenue reached 93.7% of sales as adjusted EBITDA rebounded to €8.4m.NFN
Q4 2023 - Revenue and EBITDA fell, but ARPU and 2026 growth targets remain strong.NFNQ1 2026
- AI-driven transformation and disciplined growth set the stage for higher margins and scalability.NFNInvestor presentation
- AI-driven business communications platform delivers resilient growth and targets margin expansion.NFNInvestor presentation
- Revenue and profitability grew, driven by AI solutions and higher ARPU despite fewer seats.NFNH2 2025
- Stable 2025 growth driven by AI solutions, with revenue up 2.0% and EBITDA up 2.4%.NFNQ4 2025 TU
- Recurring revenue at 94.3% and EBITDA up 50.9%, with botario acquisition fueling growth.NFNQ3 2024
- Adjusted EBITDA up 62.3% to €5.5m, recurring revenue share at 94.3% in H1 2024.NFNQ2 2024
- AI-led strategy and Botario integration drive strong growth, margin gains, and 2025 optimism.NFNH2 2024
Next NFON earnings date
Q3 202619 Nov, 2026
NFON
Next NFON earnings date
Q3 202619 Nov, 2026
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Frequently asked questions
NFON AG is a leading European provider of cloud-based business communication solutions. The company specializes in delivering integrated cloud telephony services, primarily through its flagship product, Cloudya. Cloudya is a comprehensive platform that offers voice communication, video conferencing, and integration with CRM and collaboration tools, catering mainly to small and medium-sized businesses. NFON's services also include cloud-based PBX systems, customer contact solutions, and various enablement tools designed to streamline business communications. The company is headquartered in Munich, Germany, and its shares are listed on the Frankfurt Stock Exchange.