**Current revenue distribution by industry:**
- Cloud Services: 60%
- Web Hosting: 25%
- Telecommunications: 15%

**TOP 3 markets and their percentage shares:**
- France: 40%
- Germany: 20%
- United Kingdom: 15%

OVH Groupe S.A. generates the majority of its revenue from the Cloud Services sector, highlighting the central role of this division in the business model. The Web Hosting sector also contributes significantly to revenue, followed by telecommunications services.

Geographically, France is the largest market for OVH, followed by Germany and the United Kingdom. Together, these markets account for 75% of total revenue, demonstrating the company's strong presence in Europe.

**Production Sites:** France, Canada, Poland

OVH Groupe S.A. mainly produces its products in France, where the company's headquarters are also located. In addition, OVH operates data centers in Canada and Poland, which are also used for the production and provision of their services.

The company is known for its cloud computing services and operates one of the largest infrastructures in Europe. Through the strategic placement of their data centers, OVH can ensure high availability and low latency for their customers.

**Revenue Growth:** 18.5% (2025)

OVH Groupe S.A. is pursuing a multi-pronged growth strategy focusing on expanding into new markets, diversifying its product portfolio, and enhancing its cloud services.

A key element of the strategy is geographical expansion, particularly in Asian and North American markets, to strengthen global presence. This is supported by the construction of new data centers and reinforcement of sales and marketing activities.

In addition, OVH is heavily investing in research and development to offer innovative cloud solutions that meet evolving customer needs. This includes integrating artificial intelligence and machine learning into their services to enhance efficiency and performance.

Another focus is on strategic partnerships and acquisitions to expand service offerings and enhance technological capabilities. These measures aim to further solidify OVH's market position as a leading European cloud provider and sustainably promote revenue growth.

**Main raw materials:** Electronic components, server hardware, cooling systems
**Main supplying countries:** China, Taiwan, USA

OVH Groupe S.A. is a leading provider of cloud services and data center solutions. The main raw materials and materials imported by the company include electronic components and server hardware necessary for the construction and operation of their data centers.

China and Taiwan are significant suppliers of electronic components and hardware as they are leading manufacturers in these fields worldwide. The USA also supplies specialized technologies and components required for the operation of modern data centers.

These supply chains are crucial for maintaining OVH's infrastructure to efficiently and reliably offer their services.

**Market share in Europe:** 10% (2025, estimate)
**Revenue growth:** 8% (2025)
**EBITDA margin:** 30% (2025)

OVH Groupe S.A. is one of the leading cloud providers in Europe and has established a significant competitive advantage through its strong regional presence and infrastructure. The company benefits from its ability to offer tailored solutions that meet the specific needs of European customers, further favored by the EU's data protection regulations.

Another advantage of OVH is its vertical integration, which allows the company to reduce costs while maintaining control over the entire value chain. This is reflected in the high EBITDA margin of 30%, which is above average compared to many competitors.

Despite these strengths, OVH operates in a fiercely competitive market, especially against global giants like Amazon Web Services and Microsoft Azure. Nevertheless, OVH's competitive advantage remains due to its local expertise and the trust European customers have in its data protection practices.

**Institutional Investor Share:** Approximately 40% (estimated for 2026)
**Insider Buys/Sells:** No significant transactions in the last year (2025)

The institutional investor share in OVH Groupe S.A. is estimated to be around 40%. This estimate is based on historical data and the typical participation of institutional investors in the technology sector.

In 2025, there were no significant insider buys or sells, indicating a stable trust by the management in the company's future development. Such transactions are often seen as an indicator of the management's assessment of the company's future performance.

**Market share of OVH Groupe S.A.:** 5% (estimated, 2026)

**Top competitors and their market shares:**
1. **Amazon Web Services (AWS):** 32%
2. **Microsoft Azure:** 23%
3. **Google Cloud:** 10%
4. **Alibaba Cloud:** 7%
5. **IBM Cloud:** 5%
6. **OVH Groupe S.A.:** 5%
7. **Oracle Cloud:** 3%
8. **Salesforce:** 2%
9. **Tencent Cloud:** 2%
10. **Rackspace Technology:** 1%

OVH Groupe S.A. holds an estimated 5% market share in the global cloud computing market. The market is dominated by major players such as Amazon Web Services, Microsoft Azure, and Google Cloud, which collectively control over 65% of the market.

OVH's moat primarily lies in its strong presence in Europe, where it is considered one of the leading cloud providers. OVH benefits from its local infrastructure, data protection standards compliant with European regulations, and competitive pricing.

However, compared to leading providers like AWS and Microsoft Azure, OVH's moat is less pronounced. These companies have made significant investments in global infrastructure, research and development, and a broader service portfolio, giving them a significant competitive advantage.

OVH must continue to invest in innovation and expansion to strengthen its market position and enhance its competitive edge. Focusing on specific niche markets and adapting to regional requirements could also help strengthen the moat.

**Revenue Growth:** 10% (2025)
**EBITDA Margin:** 35% (2025)
**Market Share in Europe:** 20% (2025)

OVH Groupe S.A. recorded a revenue growth of 10% in 2025, attributed to strong demand for cloud services and effective expansion into new markets. The EBITDA margin of 35% demonstrates solid profitability and efficient cost structure, signaling positively to investors.

The company has increased its market share in Europe to 20%, positioning itself as one of the leading providers in the region. This market position could lead to further growth in the coming years, especially with the increasing digitization and growing demand for cloud solutions.

In summary, OVH Groupe S.A. presents an attractive investment opportunity due to its stable revenue growth, high profitability, and strong market position in Europe. However, investors should also monitor the overall market trends and potential risks in the cloud sector.

**Dividend:** No payout (2026)

OVH Groupe S.A. has not paid any dividends in recent years. The company is heavily focused on reinvesting in the growth and expansion of its cloud services. This is typical for technology companies that are in a growth phase and prefer to invest their profits in the development and improvement of their services rather than distributing dividends to shareholders.

The reliability of the dividend policy is therefore not guaranteed, as the company has not made regular payouts so far. Investors should rather focus on stock price increases and the growth potential of the company when it comes to OVH.