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: Varun Rajwanshi - JPMorgan Chase & Co, Research Division - Analyst
: I have a couple of questions. Firstly, just a clarification on your earlier answer, what is your revenue exposure to customers exposed to the crypto
end market?
And then secondly, Yann, thanks for your comments on the overall pricing environment, inflation, et cetera. Maybe a comment on how much
flexibility do you have in terms of your cost base. Should the demand environment continue to be unfavorable for the next 6 to 12 months? And
I also noticed that your [tone] in terms of your EBITDA margin guidance for the full year did change slightly. Now you're not expecting EBITDA
margin to be close to 40% instead of approx 40%. So do you expect to fall short of that 40% number? So maybe you can clarify that point.
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JUNE 30, 2022 / 8:00AM, OVH.PA - Q3 2022 Ovh Groupe SA Corporate Sales Call
And then lastly, progress with your enterprise customers, you called this out as a driver for your performance this quarter. Can you elaborate a bit
on this? Are you seeing lower churn in this segment. Also, can you talk about the pace of new enterprise customer acquisition?
Question: Varun Rajwanshi - JPMorgan Chase & Co, Research Division - Analyst
: Thank you, Michel and Yann. Very helpful.
Question: Ben Castillo-Bernaus - BNP Paribas Exane, Research Division - Analyst
: Two for me. If I just look forward to 2023, I know you're not giving a formal guide on that today. But just taking into account the macro risks that
you flagged as well as your raise to this year's guidance. Can you just talk about your confidence level for revenue growth, taking those factors into
account into 2023? And if you look at, say, where market expectations are for roughly 16% growth next year, that would be helpful.
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JUNE 30, 2022 / 8:00AM, OVH.PA - Q3 2022 Ovh Groupe SA Corporate Sales Call
Second comment was on we've seen the Google Cloud opening that France, a cloud region today, Capgemini and Orange announcing that Bleu
will be going to customers by the end of this year. So the question is, do you believe these sort of hyperscale software and cloud offerings will
become increasingly competitive and what's the impact to you? Or is it a case of this fast-growing market should benefit all participants?
Question: Ben Castillo-Bernaus - BNP Paribas Exane, Research Division - Analyst
: I appreciate the color. Thank you.
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JUNE 30, 2022 / 8:00AM, OVH.PA - Q3 2022 Ovh Groupe SA Corporate Sales Call
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