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OVH Groupe S.A. (OVHFF) Q3 2026 Sales/Trading Call Transc...
SA Transcripts · 2026-06-25 · via All Articles on Seeking Alpha

OVH Groupe S.A. (OVHFF) Q3 2026 Sales/Trading Call June 25, 2026 4:00 AM EDT

Company Participants

Octave Klaba - Founder, President, CEO & Chairman
Stephanie Besnier - Chief Financial Officer

Conference Call Participants

Emmanuel Matot - ODDO BHF Corporate & Markets, Research Division

Presentation

Operator

Ladies and gentlemen, welcome to OVHcloud Q3 FY 2026 Revenue. Today's speakers will be Octave Klaba, Chairman and CEO of OVHcloud; and Stephanie Besnier, CFO.

I now hand over to OVH management to begin today's conference. Thank you.

Octave Klaba
Founder, President, CEO & Chairman

Hello, everybody. I'm Octave Klaba, Chairman and CEO of OVHcloud. Thank you for joining us today. Let me start with the key highlights of our Q3 FY '26 on Slide 2. So this quarter, we generated EUR 290 million in revenue. We had a 6% of growth, net retention, 102%. On the revenue quarter 4 (sic) [ quarter 3 ] 9 months year-to-date, EUR 845 million, 6% of revenue like-for-like, and we confirm all guidance for FY '26.

So some business highlights. We've been -- we were selected for the European Commission deal with consortium. Very happy to be part of this journey. Also, we continue to refresh and to upgrade our entry-level offers like VPS '27, Domain Names '27, Web Hosting '27 to continue to acquire and to be really aggressive on the acquisition of the new customers. Another point is the acquisition of Gladia, AI company Speech-to-Text, STT. And the goal is to build up -- to continue to build up our sovereign and multi-modal AI to our customers. And the last one is we launched the preview of OVHai Workspace during the VivaTech that is open and collaborative agentic AI platform.

On the operational side, we finished organization on the corporate. So we have right now the new