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Link Mobility Group Holding ASA
OSE:LINK

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Link Mobility Group Holding ASA
OSE:LINK
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Price: 21.2 NOK 0.47% Market Closed
Market Cap: kr6.5B

Link Mobility Group Holding ASA
Investor Relations

LINK Mobility Group Holding ASA provides a mobile messaging and communication platform as a service (CPaaS) solutions for customer engagement serving enterprise, SME and government customers. The company is headquartered in Oslo, Oslo. The company went IPO on 2020-10-21. The company is a provider of mobile solutions and communication platform as a service (CPaaS). The firm offers a wide range of mobile solutions, creating digital convergence between businesses and customers, platforms and users.

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Last Earnings Call
Fiscal Period
Q4 2025
Call Date
Feb 12, 2026
AI Summary
Q4 2025

Mixed Q4 Performance: LINK Mobility reported a soft fourth quarter, with organic gross profit down 4% year-over-year, mainly due to lower volumes from a handful of large customers, though management views this as a temporary issue.

Acquisition Impact: The acquisition of SMSPortal was completed in December and is already margin accretive, with expectations for further positive impact in coming quarters.

Revenue & Profit: Reported revenue grew 7% year-on-year to nearly NOK 2 billion, but organic revenue declined 5% as M&A offset weakness in Global Messaging.

Cash Generation: Cash flow from operations remained strong at NOK 236 million in Q4, with full-year operating cash flow of NOK 700 million and a healthy cash position.

M&A Pipeline: The company has an active pipeline with EUR 50 million in potential cash EBITDA from new acquisitions, and management is confident of closing further deals in 2026.

Strategic Focus: Management is prioritizing improved organic growth, margin expansion via higher-value CPaaS and OTT channels, and disciplined capital allocation.

Guidance: LINK expects organic growth to recover in coming quarters, supported by solid new contract wins and normalization of customer trends.

No Structural Threats: Management does not see AI or market changes as structural threats, and pricing remains stable in core markets.

Key Financials
Revenue
NOK 2 billion
Gross Profit
NOK 461 million
Pro Forma Gross Profit (incl. full SMSPortal)
NOK 531 million
Gross Margin
23.3%
Adjusted EBITDA
NOK 216 million
Pro Forma Adjusted EBITDA (incl. full SMSPortal)
NOK 293 million
Adjusted EBITDA Margin
10.9%
Reported EBITDA
NOK 195 million
Operating Cash Flow (Q4)
NOK 236 million
Operating Cash Flow (Full Year)
NOK 700 million
Adjusted Cash Flow from Operations (Q4)
NOK 257 million
Cash Position
NOK 1 billion
Net Debt
NOK 1.6 billion
Leverage
1.5x adjusted EBITDA
Equity
NOK 5.7 billion
Equity Ratio
52%
Contract Wins (Full Year Gross Profit)
NOK 175 million
Contract Wins (Q4 Estimated Gross Profit)
NOK 40 million
CPaaS Share of Contract Value (2025)
over 40%
OTT Gross Profit (Q4)
NOK 12 million
RCS Billable Volumes
up 113% year-on-year
WhatsApp Volumes
up 177% year-on-year
SMSPortal Gross Profit Growth
5% year-on-year
SMSPortal EBITDA Margin
22%
Top 1 Customer Share of Gross Profit
4%
Top 10 Customers Share of Gross Profit
14%
Earnings Call Recording
Other Earnings Calls

Management

Mr. Thomas Berge
Chief Executive Officer
No Bio Available
Mr. Morten Loeken Edvardsen
Chief Financial Officer
No Bio Available
Mr. Rune Eivind Strandli
Chief Technology Officer
No Bio Available
Ms. Lin Austbo
Chief People & Strategy Officer
No Bio Available
Mr. Benoit Bole
Chief Operating Officer of Western Europe
No Bio Available
Ms. Ina Christiansen Rasmussen
Chief Operating Officer of Northern Europe
No Bio Available
Pal Marius Brun
C.P.O
No Bio Available
Riccardo Dragoni
COO Central Europe
No Bio Available
Mr. Tom Rogn
Vice President Investor Relations
No Bio Available
Mr. James O'Hare
Managing Director of UK
No Bio Available

Contacts

Address
OSLO
Oslo
Universitetsgata 2
Contacts
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