Q1 2026 IONOS Earnings Call Transcript (Notion)

Webcast prepared remarks

CFO prepared remarks:

• Momentum in 2025 continues in 2026.
• Quality of new customers remain excellent.
• Already generated more than 8,000 orders for the AI receptionist.
• NPS score of AI receptionist is more than 50%. Excellent for new product.
• Rollout of AI receptionist is being accelerated, having launched in November 2025.
• Pricing supported by discount period coming to an end for customers added last year.
• ITZBund is now in ramp-up phase.
• Monitoring the rise in hardware but can mitigate it.
• Reaffirming 2026 guidance. Revenue growth of around 7% in 2026 on a constant currency basis and adjusted EBITDA of EUR 530 m.
• Now starting to see full-impact of their record 2025 customer adds.
• Reaffirming mid-term targets: Revenue growth of around 10% and adjusted EBITDA margin of around 40%.

Q&A:

• CFO: He won’t bring any strategic change but will execute on the already existing ones.
• CFO: One part of capital allocation is M&A. Thinks increasingly growing for the strategic future.
• Revenue growth: one third contribution across pricing, volume and mixed.
• Overall, they see ARPU growing over the year.
• CFO: We are definitely an AI winner. Revenue from AI now around 50%, see it reaching 80% by 2028.