IONOS Group (IOS) Corporate Presentation summary

Strategic vision and market positioning

• Aims to be the leading SMB digitalization partner and trusted cloud enabler, focusing on secure, scalable, and sovereign cloud solutions for European customers.

• Holds #1 or #2 market positions in six core European markets, with a strong presence in North America.

• Addresses a large, fast-growing SMB market, with over 90 million SMBs in North America and Europe, and 6.4 million customers.

• Emphasizes digital sovereignty, security, and independence from US hyperscalers, appealing to both private and public sectors.

• Leverages a unified product platform and strategic acquisitions to expand market share and customer base.

Financial performance and growth

• Achieved €1.56bn total revenue in FY 2024, up 9.6% year-over-year, with 29.0% adjusted EBITDA margin and ~95% cash conversion rate.

• Q1 2025 revenue grew 19.7% to €446.3mn, with adjusted EBITDA up 23.8% to €131mn and margin at 29.4%.

• Digital Solutions & Cloud segment saw 7.3% revenue growth in Q1 2025, while AdTech revenue surged 77.7%.

• Maintains low leverage (~1.8x) and fixed-interest debt, reducing refinancing risk and supporting financial stability.

• Guidance for FY 2025 targets ~8% revenue growth in Digital Solutions & Cloud, 15-17% in Cloud Solutions, and ~35% adjusted EBITDA margin.

Product innovation and customer value

• Offers all-in-one digital solutions for SMBs, including web presence, productivity, cloud, and value-added services.

• AI integrated in 8 of 10 product lines, driving efficiency, ease-of-use, and new revenue streams; 64% of website builder users choose AI onboarding.

• Strong up- and cross-selling increases ARPU and services per customer, with ARPU up 7.5% year-over-year.

• Customer acquisition efficiency improving, with CLTV/CAC rising and churn at best-in-class ~1% per month.

• High customer loyalty reflected in NPS increase and a loyal, growing customer base of over 6.3 million.