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-CEO
Henning Gieseke – CFO & Member of Management Board
Christian Schmalzl – Co-CEO & Member of Management Board
Conference Call Participants
Annick Maas – Bernstein Institutional Services LLC, Research Division
James Tate – Goldman Sachs Group, Inc., Research Division
Julien Roch – Barclays Bank PLC, Research Division
Marcus Diebel – JPMorgan Chase & Co, Research Division
Fathima-Nizla Naizer – Deutsche Bank AG, Research Division
Anna Patrice – Joh. Berenberg, Gossler & Co. KG, Research Division
Craig 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 Müller
Founder, 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.
