Cloud Technologies (CLD) Q2 2025 earnings summary

Executive summary

• Achieved record data monetization and sales in Q2 and H1 2025, with Q2 being the best in company history and 80% of data sales revenue from the US market.

• Continued investment in international sales, technology, and strategic acquisitions, including the purchase of Data Desk Inc. in Canada.

• Launched new AI-powered Audience Intelligence tool and developed proprietary DMP platform in March 2025.

• Strategic focus on organic growth, targeted acquisitions, and expanding North American presence.

Financial highlights

• Q2 2025 data monetization revenue grew 5.2% YoY in PLN (12% in USD), reaching PLN 11.3M; H1 2025 totaled PLN 21.3M, up 3.5% YoY.

• H1 2025 consolidated revenue was PLN 22.6M (down 1.7% YoY); Q2 2025 total revenue was PLN 11.9M, down 1.1% YoY.

• Q2 2025 EBITDA was PLN 5.9M (down 14.9% YoY); H1 2025 EBITDA was PLN 10.8M (down 21% YoY); EBITDA margin at 47.7%.

• Q2 2025 net profit was PLN 0.2M (down 94.1% YoY); H1 2025 net profit was PLN 0.8M (down 89% YoY); net margin at 3.5%.

• Negative FX differences impacted net profit by up to PLN 2.7M in H1 2025.

Outlook and guidance

• Focus remains on data monetization growth, data set expansion, and exploring new data exploitation areas.

• Management plans continued investments in technology and acquisitions, with no threat to business continuity.

• Data sales expected to remain the main growth driver, with ongoing double-digit monthly growth rates.

• FX volatility and macroeconomic conditions in the US and EU are key factors for future results.