Oslo, 2nd February 2026: LINK Mobility Group Holding ASA (“LINK” or the “Group”) provides a trading update for the fourth quarter which is indicating lower growth compared to the two previous quarters, following a year of significant progress.
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2025 marked a year of solid progress. The Group completed three acquisitions, broadening its geographical presence beyond Europe and adding more than NOK 300 million in cash EBITDA, at a blended acquisition multiple below 6x cash EBITDA. SMSPortal in South Africa was the largest contributor. LINK also delivered record-high customer contract wins, corresponding to NOK 175 million in expected annual gross profit value, up 17% compared to 2024. Demand for CPaaS solutions strengthened during the year, with CPaaS contracts now representing more than 40% of total contract wins. These developments support our confidence in LINK’s trajectory and position the company for continued profitable growth.
Q4 preliminary results
Preliminary Q4 2025 results indicate reported gross profit of NOK 461 million, representing a reported gross profit growth of 6% including M&A. On a constant-currency basis, this represents an organic decline of approximately 4% year-on-year, equivalent to a decrease in gross profit of NOK 17 million due to:
• A shortfall within the Global Messaging* segment, reducing gross profit by NOK 14 million year-on-year. This was driven by an existing client losing one of their end-customers and temporary reduction in share of wallet with three other customers, with a combined negative impact on gross profit of NOK 18 million. LINK expects gradual improvement over the next quarters, supported by ongoing execution of targeted commercial initiatives.
• Year-end accounting adjustments to accruals and COGS discounts had a negative NOK 7 million impact in the quarter which are non-recurring in nature and were connected to the Enterprise segment.
• Underlying Enterprise growth was NOK 4 million year-on-year. Underlying Enterprise growth trends approximately NOK 12 million behind the previous two quarters, primarily driven by NOK 9 million in lower-than-expected retail campaign volumes in a seasonally strong campaign quarter and NOK 3 million from Q4 churn.
“LINK has delivered strong and consistent growth over the past three years. The fourth quarter was weak with a decline in organic performance compared to the previous quarters. We consider this temporary and expect to return to growth over the following quarters, supported by strong CPaaS momentum and solid contract wins. We remain confident in our strategy, competitive position, and long-term growth trajectory”, says Thomas Berge, CEO of LINK.
LINK will release its Q4 2025 financial results on Thursday, 12 February 2026, at 06:00 CET. An audio webcast will be held later that day at 10:00 CET.
*Following an internal re-organisation in Q4, adjustments to segments, and hence segment reporting, have been made. Further details will be provided in the Q4 reporting.
For further information, please contact:
Morten Løken Edvardsen, CFO & VP Investor Relations
+47 90 56 15 89
ir@linkmobility.com
About LINK Mobility
LINK is an award-winning, leading global provider of mobile messaging and communications platform as a service (CPaaS) solutions for increased engagement. The company serves enterprise, SME and government customers. LINK offers a wide range of innovative and scalable mobile solutions, creating valuable digital convergence between businesses and customers, governments and citizens, platforms and users. LINK has 60,000 active customer accounts globally and exchanges 23 billion messages a year. LINK is listed on the Oslo stock Exchange under the ticker LINK. For more information about LINK, please see www.linkmobility.com and follow LINK Mobility on LinkedIn.
This information is considered inside information pursuant to the EU Market Abuse Regulation and is subject to the disclosure requirements pursuant to Section 5-12 the Norwegian Securities Trading Act.
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