Delivery Hero SE (DLVHF) Q2 2025 Earnings Call Transcript

Delivery Hero SE (OTCPK:DLVHF) Q2 2025 Earnings Conference Call August 28, 2025 8:00 AM ET

Company Participants

Christoph Bast – Head of Investor Relations
L. Niklas Oestberg – Co-Founder, MD, CEO, Chairman of the Management Board & Member of Global Advisory Board
Marie-Anne Popp – CFO & Member of Management Board

Conference Call Participants

Andrew Geoffrey Ross – Barclays Bank PLC, Research Division
Annick Tonie Maas – Sanford C. Bernstein & Co., LLC., Research Division
Giles Thorne – Jefferies LLC, Research Division
Joseph Barnet-Lamb – UBS Investment Bank, Research Division
Jurgen Kolb – Kepler Cheuvreux, Research Division
Luke Holbrook – Morgan Stanley, Research Division
Marcus Diebel – JPMorgan Chase & Co, Research Division
Monique Pollard – Citigroup Inc., Research Division
Wolfgang Specht – Joh. Berenberg, Gossler & Co. KG, Research Division

Operator

Welcome to the Delivery Hero Q2 2025 Trading Update. Today’s presentation will be followed by a Q&A session. [Operator Instructions].

I will now hand over to Christoph Bast, Head of Investor Relations at Delivery Hero to begin the presentation.

Christoph Bast

Hello, and welcome, everyone. Thank you very much for joining our Q2 2025 earnings call. Joining me on this call today are Niklas Oestberg, CEO; and Marie-Anne Popp, CFO at Delivery Hero. And together, they will present the key highlights of our Q2 2025 results and the performance of the first half of 2025. Following the presentation, we will be delighted to address any questions you might have.

Now over to you, Niklas.

L. Niklas Oestberg

Thanks, Christoph, and hey, everyone, and thank you for tuning in. We are starting with updates on our global technology platform as it’s our #1 strength and huge competitive advantage. It’s a unified global tech platform across all verticals. What’s unique is the deep localization of the customer experience allowing us to adapt to local customer preferences and to