Ovh Groupe (OVHFF) Q2 2025 Earnings Call

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WEBVTT 00:00:00.168 -- 00:00:05.353 Ladies and gentlemen, welcome to the OVHcloud H1 Full Year 2025 Results Conference 00:00:05.353 -- 00:00:10.478 Call. Today's speakers will be Benjamin Revkolevski, CEO, and 00:00:10.478 -- 00:00:13.501 Stephanie Bisnyi, CFO. 00:00:13.501 -- 00:00:16.124 And I hand over to the OVH team to begin today's conference. 00:00:16.124 -- 00:00:18.324 Thank you. 00:00:18.666 -- 00:00:25.631 Thank you. Hello, everyone. I'm Benjamin Revkolevski, CEO of OVHcloud. 00:00:25.815 -- 00:00:29.077 So we published our H1 FY25 00:00:29.077 -- 00:00:33.119 results this morning, and we thank you for being with us on this call. 00:00:33.119 -- 00:00:38.242 So let's start with slide three for the key highlights of our solid set 00:00:38.242 -- 00:00:40.462 of results. 00:00:40.724 -- 00:00:44.906 As you can see, H1 FY25 was a solid semester. 00:00:44.906 -- 00:00:47.568 We generated 536 00:00:47.568 -- 00:00:53.131 million euros in revenue and grew by 10.2% like-for-like 00:00:53.131 -- 00:00:56.572 compared to the same period last year. 00:00:56.572 -- 00:01:01.836 This growth was fueled by a continued demand for public clouds and also 00:01:01.836 -- 00:01:04.678 data sovereignty offers. 00:01:04.678 -- 00:01:09.581 We also saw a high revenue retention rate of 107% 00:01:09.581 -- 00:01:11.502 of our customers 00:01:11.502 -- 00:01:17.707 and also solid international growth as we will highlight in the next slide. 00:01:17.707 -- 00:01:19.908 So looking at our profitability, 00:01:19.908 -- 00:01:25.052 our discipline was unchanged and we have demonstrated in this semester a strong operating 00:01:25.052 -- 00:01:30.717 leverage with our adjusted EBITDA reaching 214.6 00:01:30.798 -- 00:01:35.941 million euros which is corresponding to a 40% margin. 00:0...