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Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
Camplify Holdings (CHL) investor relations material
Camplify Holdings Investor Update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor Update summary16 Dec, 2025
Business overview and platform operations
Operates a platform connecting RV owners and hirers, providing full-service rental management, insurance, payments, and contracts.
Brands include Camplify (Australia, NZ, Spain, UK), PaulCamper (Germany, Austria, Netherlands), and Rent A Tent (Australia).
Offers flexible rental types (self-drive, self-tow, drop-off) and supports both small and large fleet owners.
Revenue generated from commissions, insurance products, and premium memberships.
Proprietary tech stack and AI investments streamline operations, customer service, and scalability.
Financial and operational performance
GTV declined 15% year-on-year to $139.5m, with revenue down 12% to $42.0m, but fleet size grew 5% to 34,398 units.
Achieved significant reductions in marketing and employee costs, improving cost control.
Membership income rose to $5.5m, with paid memberships increasing from 4,908 to 5,360.
Closed Q1 with positive cash flow and aims for full-year profitability, targeting break-even in H1 and profit in H2.
Future bookings as of August 2025 reached $22.9m, up 8% from the previous year.
Technology and operational improvements
Significant investment in proprietary technology has enabled scalability and global expansion.
Automation and AI have reduced employee costs and improved customer experience.
Implementation of global CMS, CRM, and finance systems has enhanced reporting and customer management.
Enhanced payment gateways and search algorithms have improved conversion rates and operational efficiency.
Key achievements include automation, cost reduction, improved marketing, and a restructured executive team.
FY25 GTV/Revenue declined. FY26 EBITDA plan?
Myway Mutual: Impact on FY26 profitability?
JB Group partnership: Expected fleet/member impact?
What new revenue streams does JB Group enable?
How does AI reduce customer service costs?
When will Club Camplify launch in Europe?
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Next Camplify Holdings earnings date
Q2 202628 Jan, 2026
Next Camplify Holdings earnings date
Q2 202628 Jan, 2026
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