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6 - Month 2026 Results Webcast 06 August 2026 IONOS
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Certain information set forth in this presentation contains “forward-looking information”, including “future-oriented financial information” and “financial outlook” , under applicable securities laws (collectively referred to herein as forward-looking statements). Except for statements of historical fact, the information contained herein constitutes forward-looking statements and includes, but is not limited to, the (i) projected financial performance of the Company; (ii) the expected development of the Company’s business, projects, and participations; (iii) execution of the Company’s vision and growth strategy; (iv) completion of the Company’s projects that are currently underway, in development or otherwise under consideration; (v) renewal of the Company’s current supplier and other material agreements; and (vi) future liquidity, working capital, and capital requirements; (vii) currency exchange rates, most notably the EUR/USD exchange rates; (viii) changes in laws and regulations, including tax regulations; (ix) the impact of acquisitions including and related integration issues and reorganization measures, and (x) the general competitive conditions that, in each individual case, apply at a local, regional, national, and/or global level. Forward-looking statements are provided to allow (potential) investors the opportunity to understand management’s beliefs and opinions in respect of the future so that they may use such beliefs and opinions as one factor in evaluating an investment. These statements are not guarantees of future performance and undue reliance should not be placed on them. Such forward-looking statements necessarily involve known and unknown risks and uncertainties, which may cause actual performance and financial results in future periods to differ materially from any projections of future performance or results expressed or implied by such forward-looking statements. Even if future results of IONOS Group SE meet the expectations expressed, they may not be indicative of the results or developments in any subsequent periods. Although forward-looking statements contained in this presentation are based upon what management of the Company believes are reasonable assumptions, there can be no assurance that forward-looking statements will prove to be accurate, as actual results and future events could differ materially from those anticipated in such statements. The Company undertakes no obligation to update forward-looking statements if circumstances or management’s estimatesor opinions should change except as required by applicable securities laws. The reader is cautioned not to place undue reliance on forward-looking statements. In the interests of clear and transparent reporting, financial presentations, the annual financial statements and interim statements of IONOS Group SE, as well as any ad- hoc announcements pursuant to Art. 17 MAR and other financial information contain additional financial performance indicatorsto those required under International Financial Reporting Standards (IFRS), such as EBITDA, EBITDA margin, adjusted EBITDA, adjusted EBITDA margin, EBIT and free cashflow. Information on the use, definition and calculation of these performance measures is provided in the Annual Consolidated Financial Statements 2025 of IONOS Group SE or is explained in an associated footnote. 2 Disclaimer
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3 Agenda Product / Business Update Financials Q2 / H1 2026 Outlook Q&A Achim Weiß CEO Patrik Heider CFO
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Growth is accelerating — and so is the AI contribution Customer growth Quarterly net additions (k) and customer inventory in mn Revenue mix — WPP Quarterly revenue by product line (€mn) AI driving growth1 AI share of new WPP revenue 50 100 150 200 250 300 2023 2024 2025 2026 Dedicated Server eBusiness Website Builder Online Marketing Domains Webhosting Communications & Backoffice 2026e 1) Definition: Share of AI revenues in additional revenue WPP; AI revenue is defined as share of AI in MyWebsite, share of AI in Wordpress, Mail AI, Momentum; the size of the columns is for illustrative purposes only 180 FY 2025 6.63 100 Q4 100 Q3 60 Q2 70 Q1 80 6.16 6.32 6.91 FY 2024 Q4 50 Q3FY 2023 20 Q2 20 Q1 70 Q2 H1 2026 Q1 FY 2024 +160k FY 2025 +310k ~20% ~80% FY 2025 ~50% ~50% FY 2026e ~70% ~30% FY 2027e ~80% ~20% FY 2028e AI revenue Non-AI revenue 4 H1 2026 +280k
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AI is live across every product line Web Presence & Productivity One-stop-shop for all digitalisation needs of SMBs and solo entrepreneurs. AI-powered Website Builder AI App & Site Builder WordPress AI Assistant AI Mail AI Email Marketing AI Online Marketing AI SEO Tooling AI Domain Search AI-powered e-commerce Reputation Management AI Phone Receptionist IONOS GPT Cloud Solutions Trusted European cloud provider for SMBs and enterprises. AI Model Hub Model Fine-Tuning GPU Server n8n Image on VPS Nextcloud AI Integration Sovereign, EU-hosted infrastructure — the foundation for data-sovereign AI. E-mail & Office Value Added Services Domains Web Hosting & Sitebuilder Server Hosting E-commerce Public Cloud Private Cloud Managed Services Bare Metal Cloud 5
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AI Phone Receptionist: strong early traction • Virtual employee that answers and manages business calls in natural, human-like speech across 20+ languages. • Handles inquiries, books appointments, captures leads 24/ 7, a n ddelivers structured call transcripts. • Trained on the customer's website and uploaded knowledge – responds accurately and on-brand. • Initially launched in Germany and the US in early access and with limited marketing spend – further rollout of the product across all of our markets. • Early experience survey showing high satisfaction. ~15,000 total services (since launch) >€70 ARPU IN (> 2x versus Q1 2026) NPS >50 high customer satisfaction 1–4 employees — our core SMB group 6
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AI App & Site Builder: describe it, and build it Build any app or website, just by describing it – domain, hosting and email included 7 7 Develop a dashboard for my construction company to track custom projects. Modern, structured, and with a clear overview of relevant project details. Create a product configurator that allows my customers to design and plan panel systems tailored to their property.
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Momentum – modular and interoperable ecosystem 8 Smart CRM Booking Document Management • Primary access point for customer communication • Handles voice, chat, e-mail and messengers • Provides information, manages appointments, prioritizes requests AI Frontdesk • Online identity for your business • Website / eshop • Web application AI Presence Suite • The hub for all marketing activities • SEO / GEO / listings • Manages campaigns & reputation AI Marketing Our vision – Momentum as an intelligent and agentic operation system for your entire organization – a hub for managing all digital workflows, no matter your company size or technical expertise. AI Knowledge Hub Generic company information (e. g. provided via website) Individual customer information (e.g. via document uploads) Dynamic enriched information (generated by customer interaction) LivePartially live Partially live Planned Planned
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Our financial performance and guidance for sustainable growth
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101) Including ~€18mn revenue from hosting services to United Internet companies (2% of total revenue) 2) Annual revenue USA, Canada, Mexico Leading the European SMB digitalization Market positions in 6 core European markets #1 #2 Exceptional EBITDA margins and cash conversion rates paired with strong growth Ready for profitability EBITDA reinvested into future growth Web Presence & Productivity €581mn Revenue (83%) Cloud Solutions Annual revenue in North America ~€130mn2 €701mn Revenue 1 €245mn Adjusted EBITDA 35.0 % Adj. EBITDA margin €102mn Revenue (15%) H1 2026 figures
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af 656.0 701.1 H1 2026 delivered strong growth Industry leading growth with high visibility Total revenue (€mn) Adj. EBITDA margin H1 2025 H1 2026 Attractive profitability Adj. EBITDA (€mn) 236.9 253.2 +8.0 36.1% 35.0% 245.2 +3.5% (+5.0% excl. FX) 11 H1 2025 H1 2026 +6.9% (+8.2% excl. FX) Adjusted for higher marketing expenses, partially due to different phasing compared to prev. year: +6.9%
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124.1 130.1326.4 352.7 Q2 2026 with continued growth and strong profitability Robust growth with high visibility Total revenue (€mn) Adj. EBITDA margin Q2 2025 Q2 2026 Attractive profitability Adj. EBITDA (€mn) +3.1 38.0% 36.0% 127.0 12 Q2 2025 Q2 2026 +8.1% (+8.8% excl. FX) Adjusted for higher marketing expenses, partially due to different phasing compared to prev. year: +4.8% +2.3% (+2.9% excl. FX)
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104.8 28.1%23.0% 45.1 53.9270.5 290.3 Core business delivering solid growth Web Presence & Productivity Revenue (€mn) +7.3% (+8.1% excl. FX) €8.5mn Hosting services to United Internet group companies in Q2 2026 (Q2 2025: €10.9mn) +9.1% Q2 2026 External revenue yoy Q2 2025 Q2 2026 Q2 2025 Q2 2026 13 Cloud Solutions Revenue (€mn) Solid growth of the Web Presence & Productivity business due to customer growth and successful cross- and upselling +19.5% (+20.4% excl. FX)
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Successful up- & cross selling and pricing power Churn remains at best-in-class level of ~1% per month 141) Based on external revenues The core business delivers strong operational performance Customer net additions in k Growing ARPU and customer inventory ARPU in € per month1 Customers in millions 70 20 20 50 80 70 60 100 180 100 2024 Q4Q3Q2Q1 Q1 2024 Q2 2025 Q3 15.0 6.16 Q4 15.9 6.23 Q1 15.7 6.25 Q2 15.9 6.27 Q3 16.6 6.32 Q4 16.7 6.40 Q1 16.3 6.47 Q2 16.1 6.53 Q3 16.5 6.6314.5 16.8 6.81 Q1 16.7 6.04 6.91 Q4Q1 14.7 6.08 Q2 14.6 6.11 Q2 ARPU Customers CAGR ~4% CAGR ~4% 2025 Q2Q3 Q4 202620232026 Q1
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7 7 25 28 13 19 +19.5% (+20.4% excl. FX) yoy growth Public Cloud Managed Cloud Private Cloud Strategic Focus: Converting Data Sovereign Cloud demand into growth Q2 2025 Q2 2026 45 54 +48% +12% -2% 15 • Significantly higher interest in digital sovereignty. • Acceleration of revenue growth, mainly from SME and mid- market, but also higher revenues from the public sector. • Further expansion of the Cloud product portfolio (GPUs, Private Cloud features, etc). • Expansion of our successful partner network strategy, by adding new partners and leveraging our existing global partner relationships. • After 2025 was a ramp-up phase, ITZBund is now in “continuous operations”. • Public Cloud business is expected to grow >20% yoy in FY 2026e
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3.4 7. 0 19.6 45.3 Well invested asset base ensures low, predictable maintenance CAPEX • Total CAPEX as % of total revenue at 7.5% (prev. year: 3.5%) • Low and predictable maintenance CAPEX requirements • Majority of growth capex is related to Cloud Solutions • Expected CAPEX for FY 2026E: €75 - 85mn (CAPEX/total revenue of ~6%) 16CAPEX figures refer to CAPEX excl. leasing; 1) Maintenance capital expenditures (excl. additions to right-of-use assets) include capital expenditures for replacements in the ordinary course of business; 2) Growth capital expenditures defined as total CAPEX, excluding maintenance CAPEX Maintenance CAPEX 1 Growth CAPEX 2 Total CAPEX 0.5% 3.0% 1.0% 6.5% 3.5% 7.5% H1 2025 H1 2026 23.0 52.3 % Total revenue
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-13 -6 -52 -37 4 134 -8 126 -21 -84 21 245 -7 17 1) Free cash flow (FCF) is defined as cash flow from operating activities, less capital expenditures, plus payments from disposals of intangible assets and property, plant and equipment (incl. AdTech) 2) Adjustments for either non-recurring items or non-operating items (i.e. LTIP, stand-alone costs) Strong and highly predictable Free Cash Flow generation H1 2026 adjusted EBITDA to (adjusted) Free Cash Flow 1 (FCF) bridge in €mn FCF Leasing FCF aLAdj. EBITDA Interest Share buyback FCF comparable Adjustments2 CAPEX Taxes LTIP/SAR Working Capital/others H1 2025 FCF aL: €168mn EBITDA AdTe ch H1 2025: EBITDA Adtech +€32mn H1 2025: CAPEX -€23mn
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786 741 697 645 676 18 1) Net Debt is the sum of liabilities to banks (30.06.2026: €799mn), current liabilities to related parties (30.06.2026: €6mn), less receivables from related parties (30.06.2026: €82mn), less cash and cash equivalents (30.06.2026: €47mn) at the end of the period; 2) as of 30.06.2026; 3) Calculated as Net Debt / Adj. EBITDA LTM Fixed -interest debt secures stability and removes refinancing risk Q2 2025 4.7%2 Fixed annual interest rate, maturity on December 15, 2026 ~1.4x Leverage3 as of June 30, 2026 Net Debt 1 €676mn1 Net debt as of June 30, 2026, comprising of an external bank loan, less receivables UI Leverage 3 (Net debt/adj. EBITDA) Q3 Q4 Q1 Q2 2026 2025 202620252025 2026 20252025 2026 Without AdTech 1.6 1.4 1.3 1.3 1.4 1.7 1.6 1.4 1.3 1.4 Q2 Q3 Q4 Q1 Q2
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Accelerating growth with our revised 2026 guidance 6.1% ~7% FY 2025 FY 2026e before Cloud Solutions Adj. EBITDA 6.6% ~10% ~€530mn€485mn 1) Revenue based on constant currency; 2) excl. Intercompany revenue with UI 19 Revenue1 Adj. EBITDA margin 36.8% 37 - 38% Web Presence & Productivity 6.5% 7-8% Intercompany UI €43mn ~€30-40mn External revenue2 6.5% ~8% 8.2% H1 2026 14.9% €245mn 35.0% 8.2% €18mn 9.1% ~8% FY 2026e new ~10-15% ~€530mn 37 - 38% ~8% ~€30-40mn ~9%
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20 Reaffirming our mid -term guidance for continued growth ~10% Total revenue growth ~40% Adj. EBITDA margin ~6% CAPEX (% on revenue) Maintenance ~8% CAGR & Growth ~4% of total revenue ~9% Web Presence & Productivity revenue growth ~20% Cloud Solutions revenue growth
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6-Month 2026 Results Webcast 6 August
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1 2 Billing carve-out / stand- alone costs / others EBITDA to adj. EBITDA bridge Employee stock ownership program Costs for the establishment of IONOS as an independent group, i.e. cost of the billing carve-out from United Internet Group, and others EBITDA reported LTIP EBITDA adjusted H1 2026 EBITDA, adjustments and adj. EBITDA (in €mn) 1 2 Margin33.2% Margin35.0% 22 232.6 245.2 4.8 7. 8
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Financial Overview in €mn Q2 2025 Q2 2026 Change yoy H1 2025 H1 2026 Change yoy Total Revenue (continued) Discontinued 326.4 122.3 352.7 3.2 +8.1% -97.4% 656.0 239.0 701.1 6.9 +6.9% -97.1% Adj. gross profit (continued)1 251.5 275.4 +9.5% 509.6 5 4 7. 0+7. 3% Adj. EBITDA (continued) Discontinued 124.1 13.6 1 27. 0 -0.8 +2.3% n/a 236.9 31.8 245.2 -2.6 +3.5% n/a EBIT (continued) Discontinued 93.1 13.6 94.5 -4.0 +1.5% n/a 172.1 31.8 182.4 -6.3 +6.0% n/a Adjusted EBT (continued) excl. non-cash valuation effects from a contingent purchase price liability Discontinued 80.3 13.6 84.1 -4.0 +4.7% n/a 145.9 31.7 161.6 -6.3 +10.8% n/a Adjusted EPS in €/share (continued) excl. non-cash valuation effects from a contingent purchase price liability Discontinued 0.36 0.10 0.44 -0.03 +22.2% n/a 0.69 0.22 0.84 -0.05 +21.7% n/a 231) Adjusted gross profit is calculated as revenue less cost of sales (excl. T&D and D&A)