Core Insights - Quadient reported EUR 248 million in revenue for Q3 2025, reflecting a 3.5% organic decline year-on-year [2] - The company's digital segment experienced a 9.2% organic growth, driven by sustained subscription growth across all regions [2] - The Lockers business showed double-digit subscription revenue growth, fueled by increasing customer adoption and modernization of locker networks in the U.S., Japan, and Europe [3] Business Performance - The Mail segment remained consistent with previous quarter trends, with expectations for a rebound in U.S. hardware sales in Q4 [3] - Quadient's digital SaaS-based intelligent automation platform is ranked 1 worldwide for customer communication management, holding an 11% market share according to the latest IDC ranking [4]

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Core Insights - Quadient reported strong performance in Digital and Lockers, with both segments achieving double-digit growth in subscription-related revenue, now constituting 40% of total subscription revenue [3][4] - The company confirmed its FY 2025 guidance, anticipating year-on-year EBITDA margin improvement in Digital and Lockers, while Mail performance remained stable [3][5] Financial Performance - For the first nine months of 2025, Quadient's consolidated revenue was €765 million, reflecting a 3.1% organic decline and a 4.0% decrease on a reported basis compared to the same period in 2024 [4][6] - Q3 2025 revenue was €248 million, down 3.5% organically and 5.6% on a reported basis compared to Q3 2024 [4][8] - Subscription-related revenue reached €569 million, accounting for 74% of total sales, with a 0.8% organic increase compared to 9M 2024 [6][10] Segment Performance Digital - Digital revenue for 9M 2025 was €206 million, up 7.9% organically, driven by a 10.0% growth in subscription-related revenue [10][11] - In Q3 2025, Digital revenue grew by 9.2% organically, supported by strong subscription growth across regions [11][12] Mail - Mail revenue for 9M 2025 was €476 million, down 9.0% organically and 11.2% on a reported basis [15] - Q3 2025 Mail revenue declined 9.8% organically, primarily due to a drop in hardware sales [16][17] Lockers - Lockers revenue reached €84 million in 9M 2025, reflecting a 9.4% organic increase [20] - Subscription-related revenue in Lockers grew by 16.1% organically in 9M 2025, with a significant acceleration to 17.6% in Q3 2025 [21][22] Geographic Performance - North America, which accounts for 58% of revenue, saw a 3.7% organic decline, largely due to a low mail equipment renewal cycle [7][35] - Main European countries experienced a 3.2% organic decline, while the International segment grew by 1.2% organically [7][35] Strategic Developments - Quadient was ranked No. 1 in Customer Communications Management (CCM) by IDC, holding an 11% market share [4][12] - The company announced the acquisition of CDP Communications to enhance its CCM capabilities, expected to positively impact Digital EBITDA margins [13][14]

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Core Insights - Quadient S.A. reported a consolidated revenue of €258 million for Q1 2025, reflecting a decrease of 1.1% on a reported basis and 2.5% organically compared to Q1 2024, with a positive scope effect from the acquisition of Package Concierge [5][7][46] - The company experienced strong organic growth in its Digital and Lockers solutions, with subscription-related revenue increasing by 11.1% for Digital and 12.7% for Lockers, indicating robust demand for these services [2][6][19] - The Mail segment faced challenges, with revenue declining by 7.9% due to a low point in the renewal cycle and a tough comparison base from the previous year [3][13][24] Financial Performance - Subscription-related revenue accounted for €193 million, representing 75% of total sales, and increased by 1.2% organically [6][19] - Non-recurring revenue saw a decline of 12.0% organically, primarily due to reduced hardware sales amid a challenging macroeconomic environment in the U.S. [6][13] - Annual recurring revenue (ARR) reached €237 million, marking a 9.6% organic growth compared to the end of FY 2024 [11] Geographic Performance - North America, contributing 59% of revenue, experienced a 2.4% organic decline, influenced by macroeconomic uncertainty and a strong comparison base from Q1 2024 [7][8] - Main European countries recorded a 2.8% organic decline, while the International segment saw a 2.0% organic decrease [8][45] Strategic Developments - The acquisition of Serensia, a French electronic invoicing platform, is expected to enhance Quadient's digital financial automation strategy and support its customers in transitioning to mandatory e-invoicing in France [4][12][38] - Quadient's digital automation platform received recognition in multiple analyst rankings, indicating its strong market position and growth potential [11][27][30] Future Outlook - The company anticipates continued uncertainty in Q2 but remains confident in delivering stronger performance in the second half of 2025, maintaining its full-year guidance for organic revenue and EBIT growth acceleration compared to 2024 [5][26][32] - A promising order pipeline across solutions is expected to support recovery in the Mail segment and further growth in Digital and Lockers [32][17]

Group 1 - The total number of shares for Quadient S.A. as of February 28, 2025, is 34,468,912 [2] - The theoretical total number of voting rights is also 34,468,912, indicating that each share has one voting right [2] - The net total number of voting rights is reported as 33,724,081, suggesting that there are some shares that may not have voting rights [2]