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]

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]

Core Insights - Quadient S.A. reported a consolidated sales of €517 million for H1 2025, reflecting a decline of 3.2% on a reported basis and 3.0% organically compared to H1 2024 [5][7] - The company demonstrated resilience with stable current EBIT of €60 million and an EBIT margin of 11.5% despite challenges in the US mail market [3][7] - Digital and Lockers segments showed strong performance, with Digital achieving €137 million in revenue (up 7.2% organically) and Lockers reaching €55 million (up 11.2% organically) [9][21] Financial Performance - H1 2025 consolidated revenue was €517 million, down 3.2% reported and 3.0% organically, with a gross profit of €385 million and a gross margin of 74.4% [27] - EBITDA for H1 2025 was €109 million, a slight decrease from €111 million in H1 2024, with an EBITDA margin of 21.0% [28] - Current EBIT was stable at €60 million, with a current EBIT margin of 11.5% [29] Segment Analysis Digital - Digital revenue reached €137 million, with subscription-related revenue growing by 10.6% organically, accounting for 84% of total sales [11][12] - Annual recurring revenue (ARR) for Digital was €241 million, reflecting a 10.3% organic growth [12] - The segment added 1,100 new logo customers and saw significant cross-selling into Mail customers [13][14] Mail - Mail revenue was €325 million, down 10.3% reported and 8.6% organically, primarily due to a decline in hardware sales [16][19] - Hardware sales experienced a 17.5% organic decline, with North America contributing over 80% to this drop [16] - Despite lower revenue, Mail's EBITDA was €86 million, with an EBITDA margin of 26.6%, up from 25.8% in H1 2024 [20] Lockers - Lockers revenue reached €55 million, with a reported growth of 30.2% year-on-year, driven by the acquisition of Package Concierge [21] - Subscription-related revenue in Lockers increased by 15.3% organically, representing 65% of total revenue [21] - EBITDA for Lockers was €2 million, with a positive EBITDA margin of 3.6%, significantly improved from a negative margin in H1 2024 [23] Geographic Performance - North America accounted for 58% of revenue, experiencing a 3.5% organic decline, while Main European countries saw a 3.2% decline [8] - The International segment recorded a 2.0% organic growth, indicating resilience in markets outside North America and Europe [8] Outlook - The company anticipates sustained momentum in Digital and Lockers, with expectations for Mail performance to improve in the coming quarters [4][41] - FY 2025 guidance has been updated to reflect a low single-digit decline in organic revenue and a stable to low single-digit decline in current EBIT [7][45] - All 2030 ambitions remain confirmed, with a focus on maintaining strong profitability across segments [4][42]

Core Insights - Postal Center International (PCI) has made significant donations from its PCI Powerhouse Fund to two nonprofit organizations, Abby's House and SA Hope Center, to support women, children, and families in need [1][2][7] - The PCI Powerhouse Fund was launched in December 2022 and aims to uplift communities by providing resources to organizations that address social issues [7] Group 1: Donations and Impact - PCI donated to Abby's House in Worcester, Massachusetts, and SA Hope Center in San Antonio, Texas, with the handover taking place on September 4, 2025 [1] - Abby's House has been providing safe and affordable housing for nearly five decades, focusing on women and children experiencing homelessness [3] - SA Hope Center addresses generational poverty and provides services such as workforce development, childcare, and mental health support [4][6] Group 2: Leadership and Commitment - Ismael Diaz, PCI President & CEO, emphasized the company's commitment to social responsibility, stating that success is measured by the lives transformed through their initiatives [2] - Julie Orozco, Executive Director of Abby's House, expressed gratitude for PCI's support, highlighting its role in maintaining affordable housing and quality care for residents [2] - Megan Legacy, CEO of SA Hope Center, noted that PCI's investment reflects their corporate mission and values, helping families achieve stability and better-paying jobs [4] Group 3: Fund's Mission and Achievements - The PCI Powerhouse Fund has donated to numerous organizations nationwide since its inception, including 4KIDS, Franklin Food Pantry, and others [7] - The founders of PCI, Arturo and Susan Echarte, stated that the Fund aims to extend PCI's legacy into communities where the need is greatest, supporting resilience and hope [7] - PCI is recognized as a leading provider of mail, print, and marketing solutions, employing over 600 associates across various regions [9]