NFON (NFN) Investor presentation summary

Strategic transformation and market positioning

• Transitioning from traditional UCaaS to an AI-powered communication platform, embedding AI across all products and workflows for automation, efficiency, and enhanced customer experience.

• Strong European presence with ~55,000 customers, 3,000 partners, and operations in 23 countries, leveraging GDPR-compliant, geo-redundant infrastructure.

• Focus on sustainable growth, modular commercial models, and partner-centric sales strategies to expand market reach and drive profitable growth.

• Emphasis on digital sovereignty, compliance, and local market expertise to differentiate from global competitors.

• Recognized as a top employer with a diverse workforce and commitment to ESG principles.

Product innovation and customer value

• AI features integrated into business telephony, intelligent assistants, and omnichannel customer engagement solutions, enabling automation, transcription, and 24/7 service.

• Seamless integration with CRM, ERP, and collaboration tools, supporting flexible, scalable deployments for businesses of all sizes.

• Customer success stories highlight improved efficiency, faster onboarding, and enhanced service quality through AI-powered solutions.

• AI-driven assistants like Nia FrontDesk automate call handling, support multilingual interactions, and ensure GDPR compliance.

• High customer satisfaction with flexible, reliable, and secure cloud communication platforms.

Financial performance and operational discipline

• Revenue grew by 2.0% to €89.1 million in 2025, with recurring revenues at 92.1% of total and non-recurring revenues up 13.7%.

• Adjusted EBITDA increased by 2.4% to €12.6 million, maintaining a solid margin of 14.2% despite strategic investments.

• Operating cash flow reached €8.4 million, with disciplined cash management supporting €4.3 million in free cash flow.

• Personnel and distribution costs rose in line with strategic investments in AI and partner-driven business, while cost ratios remained stable.

• Seat base declined by 2.7% to 647,384, but ARPU increased to €10.01, reflecting pricing measures and stable usage.