Ovh Groupe (OVHFF) Q3 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Ladies and gentlemen, welcome to OVHcloud Q3 FY2025 Revenue Conference Call. Today's speakers will be Benjamin Revkolevski, CEO, and Stéphanie Bisnier, CFO. I will now hand over to OVH Management to begin today's conference. Thank you. Hello, everyone. I am Benjamin Revkolevski, CEO of OVHcloud, and I'm very glad to be with you today. for our Q3 FY25 revenue conference call. So let's start with slide three for the key highlights of this quarter. So our performance in Q3 was resilient. We generated 271.9 million euros in revenue and the like-for-like growth of 9.3%. meaning that on a nine month basis we generated 807.9 million euros and grew by 9.9% like for like. We have demonstrated quarter after quarter the stickiness of our customers and even in this context we had a net revenue retention rate of 104% in 2003 which was underpinned by a solid customer acquisition and also a well-performing FY25 Court of recently acquired customers. Also during this quarter, we had a strong confirmation that demand for sovereign alternatives has never been more vivid, with an acceleration of inquiries for sovereign solutions from customers. So we have an unchanged discipline on costs, a sustained focus on profitability, and cash levers. And finally, we confirm all our FY25 guidance. So let's move now to slide four and our strategic pillars. Indeed, in this rapidly evolving geopolitical environment where we see that public entities and private companies are looking to preserve their strategic autonomy, I would like to remind you of our vision at OVH Clouds and how we answer to our customer needs. Indeed, OVHLAB has succeeded in building up strong core business fundamentals, and we will continue to leverage them to deliver our two priorities. First, we are focusing on operational effi...