Full Year 2023 Ovh Groupe SA Earnings Call Transcript - Thomson StreetEvents

Full Year 2023 Ovh Groupe SA Earnings Call Transcript

Full Year 2023 Ovh Groupe SA Earnings Call Transcript - Thomson StreetEvents
Full Year 2023 Ovh Groupe SA Earnings Call Transcript
Published Oct 25, 2023
11 pages (8107 words) — Published Oct 25, 2023
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About This Report

  
Abstract:

Edited Transcript of OVH.PA earnings conference call or presentation 25-Oct-23 8:00am GMT

  
Brief Excerpt:

...Operator Hello, and welcome the Full-Year OVHcloud 2023 Annual Results. My name is George. I'll be a coordinator for today's event. (Operator Instructions) Please note, this conference is being recorded. Today's speakers will be Mr. Michel Paulin, CEO; and Ms. Stephanie Besnier, CFO. I'll now hand the call over to the OVH team to begin today's conference. Thank you. Michel Paulin ...

  
Report Type:

Transcript

Source:
Thomson StreetEvents
Company:
Ovh Groupe SA
Ticker
OVH.PA
Time
8:00am GMT
Format:
PDF Adobe Acrobat
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The following is excerpted from the question-and-answer section of the transcript.

(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)

Question: Emmanuel Matot - ODDO BHF Corporate & Markets, Research Division - Analyst : Emmanuel Matot speaking from ODDO. Several questions for me, please. First, you made a lot of progress in terms of CapEx. Do you think you can still do better in the future, moving significantly below 40% of revenue and still delivering at the same time, double-digit sales growth? REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. OCTOBER 25, 2023 / 8:00AM, OVH.PA - Full Year 2023 Ovh Groupe SA Earnings Call Second question, why do you have cautious forecast on customer acquisition for next year? Third question, you do not target a [NIM] of 25% of organic sales growth in fiscal year '25. Is that just due to the negative macro environment? Or are there any issues specific to OVH? And my last question, if I may. Do you consider that competition is becoming more fair from hyperscalers? Do you see improvement on that side? Or you consider there is still abuse of dominant position from some of them?

Table Of Contents

Q1 2025 Ovh Groupe SA Corporate Sales Call Transcript – 2025-01-09 – US$ 54.00 – Edited Transcript of OVH.PA sales update conference call or presentation 9-Jan-25 9:00am GMT

Full Year 2024 Ovh Groupe SA Earnings Call Transcript – 2024-10-24 – US$ 54.00 – Edited Transcript of OVH.PA earnings conference call or presentation 24-Oct-24 8:00am GMT

Ovh Groupe SA Q3 2024 Earnings Call Transcript – 2024-06-27 – US$ 54.00 – Edited Transcript of OVH.PA earnings conference call or presentation 27-Jun-24 8:00am GMT

Ovh Groupe SA Investor Day Transcript – 2024-01-17 – US$ 54.00 – Edited Transcript of OVH.PA corporate analyst meeting</ 17-Jan-24 10:00am GMT

Q1 2024 Ovh Groupe SA Corporate Sales Call Transcript – 2024-01-11 – US$ 54.00 – Edited Transcript of OVH.PA sales update conference call or presentation 11-Jan-24 9:00am GMT

Q3 2023 Ovh Groupe SA Corporate Sales Call Transcript – 2023-06-29 – US$ 54.00 – Edited Transcript of OVH.PA sales update conference call or presentation 29-Jun-23 8:00am GMT

Half Year 2023 Ovh Groupe SA Earnings Call Transcript – 2023-04-19 – US$ 54.00 – Edited Transcript of OVH.PA earnings conference call or presentation 19-Apr-23 8:00am GMT

Q1 2023 Ovh Groupe SA Corporate Sales Call Transcript – 2023-01-13 – US$ 54.00 – Edited Transcript of OVH.PA sales update conference call or presentation 13-Jan-23 9:00am GMT

Q3 2022 Ovh Groupe SA Corporate Sales Call Transcript – 2022-06-30 – US$ 54.00 – Edited Transcript of OVH.PA sales update conference call or presentation 30-Jun-22 8:00am GMT

Full Year 2022 Ovh Groupe SA Earnings Call Transcript – 2022-04-14 – US$ 54.00 – Edited Transcript of OVH.PA earnings conference call or presentation 14-Apr-22 9:00pm GMT

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MLA:
Thomson StreetEvents. "Full Year 2023 Ovh Groupe SA Earnings Call Transcript" Oct 25, 2023. Alacra Store. May 02, 2025. <http://www.alacrastore.com/thomson-streetevents-transcripts/Full-Year-2023-Ovh-Groupe-SA-Earnings-Call-T15680535>
  
APA:
Thomson StreetEvents. (2023). Full Year 2023 Ovh Groupe SA Earnings Call Transcript Oct 25, 2023. New York, NY: Alacra Store. Retrieved May 02, 2025 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Full-Year-2023-Ovh-Groupe-SA-Earnings-Call-T15680535>
  
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