LINK Mobility Group Holding ASA (LMGHF) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good morning and welcome to Link Mobility's second quarter 2026 presentation. Joining me today are CEO Thomas Dage and CFO Morten Advarsen. Following the presentation, we will open the floor for questions, which can be submitted through the audio cast at any time during the presentation. With that, Thomas, over to you. Thank you, Christian, for the introduction and good morning to everybody listening in. Before going into the quarterly results, I would like to outline how Link is positioned to capture both today's messaging demand and the next generation of customer engagement. We're still in the early stages of a broader shift over mobile-first customer engagement. As consumers increasingly live their digital lives through their mobile devices, businesses are recognizing that the most effective way to engage the customers is through the mobile folk. At the same time, richer channels, improved technology and AI-enabled capabilities are significantly expanding what can be delivered through these interactions. As a result, the market for mobile engagement will become substantially larger and more valuable over time. With strong operator relationships, extensive channel connectivity, a solid customer base and a broad customer engagement platform already in place, Link is uniquely positioned to benefit from this evolution. AI is enabling more and new customer engagement solutions by automating conversations, personalized campaigns, and content creation, increasing the value of trusted communication infrastructure, channel connectivity, and orchestration capabilities. As businesses increasingly deploy AI-driven customer engagement solutions, we see a driver for higher volume of customer interactions and messaging traffic, creating additional growth for the industry. We co...