Digi Communications N.V. (DIGI) Earnings Call Transcripts

Digi Communications N.V.'s Latest Earnings Call - Q1 FY2026

In Q1 2026, Digi Communications N.V. reported revenues of EUR 583 million, reflecting a 10% year-on-year growth, and EBITDA of EUR 160 million, up 15% from the previous year. The company exceeded expectations with significant growth in RGUs, particularly in mobile services, which saw a 20% increase in Romania and 22% in Spain. Management maintained a positive outlook, indicating that growth could exceed 10% for the full year, driven by expansion in Spain and other markets, while also announcing an 11% increase in the proposed dividend per share.

Reported metrics

Guidance from management

Management expects growth to exceed 10% for the full year 2026, driven by expansion in Spain and other markets. They also anticipate continued improvement in EBITDA margins, targeting above 30% in the midterm.

What management said

Thank you, Daniela. EBITDA margin will continue to improve. We already provided guidance for 2026 and for midterm for EBITDA. So the guidance continues to be valid. And in this sense, for 2026, we were providing guidance for low 20s consolidating the margin for the second quarter -- the second semester of last year. And for midterm on EBITDA margin that we think that it will reach about 30%.

No, I think the answer is quite complete. I mean, we had a very good experience in interacting with investors and we've seen a lot of interest. Unfortunately, the moment where we were in the market was not the best one in order to capture the investors. So we prefer to wait for a [indiscernible] market, as you mentioned before.

What analysts pressed on

Analysts expressed concerns regarding the decline in ARPU across key markets and its potential impact on revenue growth. There were also questions about the sustainability of the current growth rates and the competitive landscape in the U.K. market.

Main topics on the call

• Strong Revenue and RGU Growth — Digi reported EUR 583 million in revenues, a 10% increase year-on-year, with RGUs exceeding 33 million, marking a 15% growth. Management noted, "I’d expect growth to be -- to exceed 10% during 2026," indicating confidenc...
• EBITDA Improvement — EBITDA grew to EUR 160 million, up from EUR 140 million a year ago, reflecting a 15% increase. Management stated, "The Q1 margin is both sustainable, and it will improve, primarily helped by our Spanish operations," sign...
• Focus on Spanish Market Expansion — Digi's Spanish operations showed impressive growth, with mobile RGUs increasing by 22% and broadband RGUs by 30%. The company aims to expand its SMART network footprint to 21 million homes by 2030, which is expected to d...
• Dividend Proposal Increase — Digi proposed a dividend of RON 0.5 per share post-split, an 11% increase from RON 1.35 previously. This reflects management's commitment to returning value to shareholders amid growth.

Read the full Digi Communications N.V. transcript (Q1 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 21 Digi Communications N.V. earnings call transcripts on record, spanning May 15, 2020 to May 15, 2026. Based on this history, Digi Communications N.V. reports quarterly. The most recent call on file is dated May 15, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

DIGI

Exchange

BVB

Country

RO

Sector

Communication Services

Industry

Diversified Telecommunication Services

Calls on record

21

First call

May 15, 2020

Most recent

May 15, 2026

Reporting cadence

quarterly