LINK Mobility – Q2 2026 – Return to organic gross profit growth and 2H guidance reiterated
(Oslo, 19 August 2026) – LINK Mobility returned to organic gross profit growth in Q2'26 in line with expectations and reiterates its H2'26 guidance. Record contract wins, scaling OTT channels and continued strength across the broader customer base reinforce confidence in delivering mid- to high-single digit organic gross profit growth in the second half of the year.
Q2’26 performance supports confidence in H2'26 growth outlook • Organic gross profit growth returned to positive territory at 2% in Q2'26, improving 3 percentage points QoQ and in line with expectations.
• Commercial momentum remained strong, with record contract wins of NOK 53 million during the quarter. On an LTM basis, contract wins reached NOK 184 million, up 16% year-over-year.
• OTT solutions represented a significant portion of record contract wins during the quarter. At the same time, RCS and WhatsApp volumes continued to deliver triple-digit year-over-year growth.
• The broader customer base continued to perform well, with net retention improving from 96% to 101% QoQ
Record profitability, strong cash generation and disciplined capital allocation Gross profit reached NOK 492 million in Q2'26. Foreign exchange movements had a negative impact of NOK 21 million during the quarter, implying gross profit of NOK 513 million adjusted for currency effects. Supported by the strong gross profit performance and continued operational discipline, adjusted EBITDA and EBITDA reached record levels of NOK 272 million and NOK 252 million, respectively. Strong cash generation resulted in NOK 192 million of operating cash flow during the quarter and an LTM adjusted EBITDA cash conversion ratio of 87%. LINK also completed two accretive bolt-on acquisitions during the quarter, demonstrating continued execution of its disciplined capital allocation strategy.
"LINK delivered on its commitment to return to organic gross profit growth in Q2'26. Record contract wins, growing OTT volumes and healthy development across the broader customer base reinforce our confidence in delivering mid- to high-single digit organic gross profit growth in H2'26. At the same time, we are seeing growing enterprise interest in AI-enabled customer engagement solutions, which we believe supports the long-term opportunity for LINK. Combined with record profitability, strong cash generation and continued execution of our accretive bolt-on M&A strategy, we believe LINK is well positioned to create long-term shareholder value," says Thomas Berge, CEO of LINK Mobility.
The quarterly results will be presented in an audio webcast at 10:00 CET today by Thomas Berge, CEO and Morten Edvardsen, CFO & VP Investor Relations.
The audio webcast targets investors, analysts and media. Attendees will be able to post questions in a Q&A session following the webcast.
To join the audiocast and post questions, please go to:
https://qcnl.tv/p/4euFhLebOM031BEtZF5G-A
The webcast is also available from LINK’s investor relations pages:
https://linkmobility.com/investor-relations/
For further information, please contact:
Christian Nygaard, IR & Corporate Strategy Manager +47 45 40 33 22
ir@linkmobility.com
About LINK Mobility LINK is an award-winning, leading global provider of mobile messaging and communications platform as a service (CPaaS) solutions for increased engagement. The company serves enterprise, SME and government customers. LINK offers a wide range of innovative and scalable mobile solutions, creating valuable digital convergence between businesses and customers, governments and citizens, platforms and users. LINK has 68,000 active customer accounts globally and exchanges more than 40 billion messages a year on a proforma basis. LINK is listed on the Oslo Stock Exchange under the ticker LINK. For more information about LINK, please see www.linkmobility.com and follow LINK Mobility on LinkedIn.
This information is subject to the disclosure requirements pursuant to section 5-12 of the Norwegian Securities Trading Act.