Betsson Ab Class B · OMXSTO:BETS_B
Betsson Ab Class B — Q2 2026 Earnings Presentation
15 slides from Betsson Ab Class B's earnings presentation, 2026
Slide 1: Presentation of Q2 report
Q2 2026 Presentation of Q2 report
Slide 2: Financial Highlights
Q2 2026 FINANCIAL HIGHLIGHTS EBIT CASINO SPORTSBOOK REVENUE REVENUE 42 MEUR REVENUE 310 -39% YoY 218 91 MEUR EBIT MARGIN MEUR MEUR +2% YoY +2% YoY 13.6% +1% YoY NET CASH ON ACTIVE CUSTOMER B2C REVENUE CUSTOMERS BALANCE SHEET DEPOSITS 261 128 (B2C) 1,383 MEUR MEUR 1.8 M MEUR +14% YoY +32% YoY -7% YoY
Slide 3: Our Markets – Some Activities
OUR MARKETS – SOME ACTIVITIES EXISTING MARKETS NEW MARKETS B2B M&A GLOBAL: launched campaigns for the world’s largest football tournament The Betsson Football Pride of a Nation: a football Betsson.Sportcast: a Festival: a global campaign, talk show featuring four podcast for LatAm with expert TVC an
Slide 4: Our Markets – Some Activities
OUR MARKETS – SOME ACTIVITIES EXISTING MARKETS NEW MARKETS B2B M&A ITALY + ARGENTINA: Expanded global padel footprint with partnerships in Rome and Buenos Aires 4
Slide 5: Our Markets – Some Activities
OUR MARKETS – SOME ACTIVITIES EXISTING MARKETS NEW MARKETS B2B M&A Proud sponsors of Inter: Winners of the Italian double, Serie A and Coppa Italia champions 5
Slide 6: Product & Technology Development
PRODUCT & TECHNOLOGY DEVELOPMENT Sportsbook: Casino: • World Cup readiness included capacity • 376 new games released planning for a 5x traffic uplift • 32 games with • New bet features such as Gold Rush and exclusivity Super Sub • New slots suppliers launched in several markets Argentina: Native ap
Slide 7: Customer Activity and Underlying KPIs
CUSTOMER ACTIVITY AND UNDERLYING KPIs Sportsbook revenue and margin Active customers B2C (000s) 120 12% 2 000 +32% SB revenue SB margin 1 800 100 10,5% 11% 1 600 91,3 10% 80 1 400 9% MEUR 1 200 60 1 000 8% 800 40 7% 600 20 6% 400 200 0 5% Q2-24 Q3-24 Q4-24 Q1-25 Q2-25 Q3-25 Q4-25 Q1-26 Q2-26 0 Q2-24
Slide 8: Revenue Development by Quarter
REVENUE DEVELOPMENT BY QUARTER Group revenue 307 304 304 310 294 296 271 280 285 -35% 252 248 237 238 MEUR +14% Q2-23 Q3-23 Q4-23 Q1-24 Q2-24 Q3-24 Q4-24 Q1-25 Q2-25 Q3-25 Q4-25 Q1-26 Q2-26 B2C B2B Revenue from locally regulated markets Locally regulated POS-regulated 27% 24% 34% 36% 32% 45% 42% 41%
Slide 9: Revenue Development by Region YoY
REVENUE DEVELOPMENT BY REGION YOY +2% +6% 27 2 12 RoW 6 5 18 2% Nordics 9% dffdfdf CEECA 32% MEUR 310 322 304 Latin America 36% Western Europe 21% Q2 25 Nordics Western CEECA LatAm Rest of Q2 26 FX and M&A Q2 26 revenue Europe world reported effects organic revenue revenue 9
Slide 10: EBIT Development YoY
EBIT DEVELOPMENT YOY -39% EBIT EBIT Margin MEUR Q2 2026 Q2 2025 Margin 22.7% 13.6% Revenue 310 304 6 23 Gross profit 178 194 MEUR 4 3 Gross profit 1 2 57.2% 63.9% margin 69 42 Opex 135 125 Q2-25 EBIT Revenue Cost of Marketing Personnel D&A Other Items, Q2-26 EBIT EBIT 42 69 Services Expenses Expense
Slide 11: Cash Flow & Financial Position
CASH FLOW & FINANCIAL POSITION — Operating cash flow in Q2 MEUR Q2 2026 Q2 2025 — Decreased operating income — Positive working capital effect, mainly from increased short-term liabilities and increased Operating cash flow 60.4 41.1 account payables — Investments in Q2 Cash flow from investing -14.2
Slide 12: Q3 2026 Trading Update
Q3 2026 TRADING UPDATE* Average daily revenue up to and including 13 July was 13.7% higher than the average daily revenue of the full quarter of Q3 2025. Q3 During the start of the third quarter of 2026, customer activity has been boosted by the FIFA World Cup * This is not a revenue forecast, only
Slide 13: Summary Q2 2026
SUMMARY Q2 2026 Record levels in group revenue, sportsbook revenue and active customers Continued good growth in Latin America and Western Europe, but CEECA and Nordics declined YoY B2C continued to be the growth engine, but decline in B2B Share of revenue from locally regulated markets at 7
Slide 14: Q&A
Q&A
Slide 15: Financial Calendar and Contact
FINANCIAL CONTACT CALENDAR 22 October 2026 Roland Glasfors Q3 2026 results VP Communications & Investor Relations 4 February 2027 Q4 2026 results +46 760 024 863 ir@betssonab.com