Revenue NOK 1,694m, +3/+1% vs ARCe/Cons at NOK 1,638/1,672mEBITDA NOK 583m, +21/+13% vs ARCe/Cons at NOK 481/515mKey EBITDA beat drivers are revenue/ARPA in Mobility and lower costStronger ARPA growth across the board except Finland RE 2pp. belowOpex+Capex -2% vs ARCe, -10% y/y vs -9% in Q1’25Adevinta value revised up, even after capital distribution, driven by higher multiples and weaker NOKHigh-quality beat, EBITDA estimates to come up >5% and share to follow more

18 Jul 2025
Arctic FLASH: Vend - Q2: Big EBITDA beat on stronger Mobility ARPAs and lower cost

Sign up to access
Get access to our full offering from over 30 providers
Get access to our full offering from over 30 providers
Arctic FLASH: Vend - Q2: Big EBITDA beat on stronger Mobility ARPAs and lower cost
- Published:
18 Jul 2025 -
Author:
Kristian Spetalen | Halvor Aasen Dybdahl -
Pages:
12 -
Revenue NOK 1,694m, +3/+1% vs ARCe/Cons at NOK 1,638/1,672mEBITDA NOK 583m, +21/+13% vs ARCe/Cons at NOK 481/515mKey EBITDA beat drivers are revenue/ARPA in Mobility and lower costStronger ARPA growth across the board except Finland RE 2pp. belowOpex+Capex -2% vs ARCe, -10% y/y vs -9% in Q1’25Adevinta value revised up, even after capital distribution, driven by higher multiples and weaker NOKHigh-quality beat, EBITDA estimates to come up >5% and share to follow more