Ströer SE & Co. KGaA (SOTDY) Q4 2025 Earnings Call Transcript

SA Transcripts158.9K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Ströer SE & Co. KGaA (SOTDY) Q4 2025 Earnings Call March 5, 2026 3:00 AM EST Company Participants Udo Müller - Founder, Chairman of Management Board & Co-CEOHenning Gieseke - CFO & Member of Management BoardChristian Schmalzl - Co-CEO & Member of Management Board Conference Call Participants Annick Maas - Bernstein Institutional Services LLC, Research DivisionJames Tate - Goldman Sachs Group, Inc., Research DivisionJulien Roch - Barclays Bank PLC, Research DivisionMarcus Diebel - JPMorgan Chase & Co, Research DivisionFathima-Nizla Naizer - Deutsche Bank AG, Research DivisionAnna Patrice - Joh. Berenberg, Gossler & Co. KG, Research DivisionCraig Abbott - Kepler Cheuvreux, Research Division Presentation Operator Ladies and gentlemen, welcome to the Stroer Preliminary Figures Q4 '25 Conference Call. I am Sandra, the Chorus Call operator. [Operator Instructions] And the conference is being recorded. [Operator Instructions] The conference must not be recorded for publication or broadcast. At this time, it is my pleasure to hand over to Udo Muller, CEO. Please go ahead, sir. Udo MüllerFounder, Chairman of Management Board & Co-CEO Dear, ladies and gentlemen, the analysts. Let me welcome you to our call on our Q4 and preliminary and unaudited full year results for 2025. We start the call with a short overview of the key numbers and our key strategic achievements in the context of the current market dynamics. Then I will talk about the real game changer for Stroer as recent technologic developments enable us to converge Stroer from an advertising space marketer into an AI-driven platform business, something I had in my mind for years. This will be followed by an update on t-online and Statista. Henning will then guide you through the figures of fiscal 2025 and Q4. I will close the presentation with the outlook for 2026 and open the call for Q&A.