Ovh Groupe Sas · EURONEXT:OVH
Ovh Groupe Sas — Ovh Groupe — Q3 2025 Earnings Presentation
19 slides from Ovh Groupe Sas's earnings presentation, Jun 24, 2025
Slide 1: Q3 FY25 Revenue
Q3 FY25 Revenue J u n e 2 4 th, 2 0 2 5
Slide 2: Forward looking statement
Forward looking statement Important notice – You must read the following before continuing The following applies to this document, the oral presentation of the information contained in this document made by OVHcloud (the “Company”) or any person on behalf of the Company and any question-and-answer s
Slide 3: Q3 FY25 – Key highlights
Q3 FY25 – Key highlights €271.9m €807.9m ✔ A resilient quarter with an Q3 Revenue 9M Revenue acceleration of enquiries in sovereign solutions ✔ Continued discipline on costs and +9.3% +9.9% sustained focus on profitability and Q3 LFL1 Revenue growth 9M LFL Revenue growth cash levers ✔ Confirmed FY20
Slide 4: Strategic goals to Shape the Future
Strategic Our vision goals to Shape the Future for OVHcloud Leveraging strong core business Strengthening fundamentals to deliver: future revenue growth levers: Predictable and Higher cash Data sovereignty Public Cloud profitable generation solutions at products matching growth global scale strong c
Slide 5: Q3 FY25 – Business highlights
Q3 FY25 – Business highlights Products Customers Datacenters One of Europe's leading Dataplatform manufacturers of Milan datacenter A unified platform for integrating, armoured vehicles, on Official commercial launch of Milan storing, preparing, and leveraging SecNumCloud offers datacenter during Q4
Slide 6: Successful customer acquisition strategy in Bare Metal Private Cloud
Successful customer acquisition strategy in Bare Metal Private Cloud Key figures Key highlights +8.6% +9.8% Bare Metal Successful strategic repositioning for entry-range servers : Q3 FY25 LFL 9M FY25 LFL +25% YoY in customer acquisition vs. Q3FY24 growth growth €169.3m €503.5m Hosted Private Cloud
Slide 7: Solid growth driven by products and customer acquisition Public Cloud
Solid growth driven by products and customer acquisition Public Cloud Key figures Key highlights +17.2% +17.3% Strong performance of existing Public Cloud products Q3 FY25 LFL 9M FY25 LFL Acceleration of customer acquisition at +12% YoY vs. Q3 FY24, growth growth and strong growth in ARPAC, driv
Slide 8: Growth driven by a strong performance in Domain Names Webcloud & Others
Growth driven by a strong performance in Domain Names Webcloud & Others Key figures Key highlights +3.8% +3.2% Q3 FY25 LFL 9M FY25 LFL “Web Presence” Q3 LFL revenue growth reached +6.8% growth growth Solid growth in Domain Names, driven by market share gains €49.0m €147.0m Action plans rolled
Slide 9: Q3 FY25 Financials
Wa OVHcloud Q3 FY25 Financials
Slide 10: Sound and resilient growth, driven by Public cloud
Sound and resilient growth, driven by Public cloud Q3 FY25 reported growth +8.4% Q3 FY25 LFL growth +9.3% +17.2% +3.8% +8.6% 1.8 271.9 7.9 250.8 248.8 13.4 (2.0) Reported LFL In € million Q3 FY24 LFL adjustments Q3 FY24 LFL Private cloud Public cloud Webcloud & Q3 FY25 (Forex, Scope) LFL growth LFL
Slide 11: Continuous strong momentum in the Rest of the World
Continuous strong momentum in the Rest of the World, fueled by the US X% % of Q3 FY25 Group revenue 52% France 48% Europe (excl. France) 29% Rest of World 23% Q3 FY25 9M FY25 Q3 FY25 9M FY25 Q3 FY25 9M FY25 LFL growth +7.2% +7.8% +8.1% +9.1% +15.6% +15.5% Reported growth +7.2% +7.8% +8.4% +9.8% +11.
Slide 12: Outlook
Wa OVHcloud Outlook
Slide 13: Confirmed FY2025 guidance
Confirmed FY2025 guidance FY2025 guidance LFL revenue growth 9-11% Adjusted EBITDA margin c.40% Recurring 11-13% Capex 30-34% as a % of revenue Growth 19-21% Unlevered Free Cash Flow >€25m, improving vs FY24 Q3 FY25 Revenue 13
Slide 14: Q&A
Wa OVHcloud Q&A
Slide 15: Key takeaways
Key takeaways Continued discipline on costs Resilient quarter Key business highlights and Confirmed FY25 guidance ✔ Continued discipline on costs ✔ €272m revenue in Q3 FY25, ✔ Acceleration of enquiries for and sustained focus on +9.3% LFL revenue growth sovereign solutions profitability and cash lev
Slide 16: Appendices
Wa OVHcloud Appendices 16
Slide 17: Glossary
Glossary Like-for-like is calculated at constant exchange rates and constant scopes. Scope adjustments correspond to M&A. The net revenue retention rate for any period is equal to the percentage calculated by dividing (i) the revenue generated in such period with customers that were present during t
Slide 18: Revenue by segment and geography
Revenue by segment and geography By segment By geography Q1 FY2024 Q2 FY2024 Q3 FY2024 9M FY2024 Q1 FY2025 Q2 FY2025 Q3 FY2025 9M FY2025 Q1 FY2024 Q2 FY2024 Q3 FY2024 9M FY2024 Q1 FY2025 Q2 FY2025 Q3 FY2025 9M FY2025 In € million In € million Reported Reported Reported Reported Reported Reported Rep
Slide 19: Reconciliation reported & like-for-like
Reconciliation reported & like-for-like By segment By geography Q3 FY24 FX Scope Q3 FY24 FX Scope In € million Q3 FY24 LFL In € million Q3 FY24 LFL Reported impacts impacts Reported impacts impacts Private Cloud 157.6 (1.7) 0.0 155.8 France 121.6 0.0 0.0 121.6 Public Cloud 46.0 (0.3) 0.0 45.7 Europe