Acast Ab · OMXSTO:ACAST
Acast Ab — Q2 2026 Earnings Presentation
25 slides from Acast Ab's earnings presentation, Jul 23, 2026
Slide 1: Interim Report Apr-Jun 2026
Apr-Jun 2026 Interim Report
Slide 2: Meet the team
Meet the team Greg Glenday Anders Hägg Chief Executive Officer Chief Financial Officer & Deputy CEO in our NYC studio in our Stockholm Studio
Slide 3: Creators, Advertisers, Audiences
CREATORS 140k - World’s largest independent pure-play podcast company - Building the infrastructure that Technology People serves as the single point of entry - Platform Global talent - Ad tech for the whole industry - Data and and local expertise discoverability - Creators: grow and monetize across
Slide 4: The best place for creators to build and monetize
The best place for creators to build and monetize Premium Publishers Big Indies Niche Audiences Best-in-class monetization Full independence - Global reach and $690m paid to creators creative and monetization since launch commercial control
Slide 5: The best place for advertisers to reach audiences
The best place for advertisers to reach audiences Premium Publishers Big Indies Niche Audiences PREMIUM TALENT: UNMATCHED SCALE: Vertical Sales & Omnichannel Expertise 140k+ exclusive shows globally Contextual & Audience Buys Driving the full range of blue chip omnichannel, brand, programmatic to se
Slide 6: Robust, proprietary data underpinning our business
Robust, proprietary data underpinning our business 6M+ show transcripts and 7B+ audience signals Matching brands to the right audiences in seconds - not hours of manual research
Slide 7: Acast Intelligence
CATEGORY SNAPSHOT COMPETITOR AUDIT Acast Intelligence ● A comprehensive view into the conversations shaping specific industries and cultural categories AUDIENCE ANALYSIS CORE TAKEAWAYS ● Analyzing trends, audience behaviors, key genres, and emerging topics across podcasts ● Brands enabled to make sma
Slide 8: The earliest indicators of cultural momentum happen in podcasting
The earliest indicators of cultural momentum happen in podcasting. Before search on Google and YouTube spikes, attention on podcasts is already building – giving brands an opportunity to reach audiences before interest peaks and media becomes more crowded. 2026 World Cup 3X More attention on podcast
Slide 9: World’s largest independent pure-play podcast company
World’s largest independent pure-play podcast company US UK CA IE AU NZ FR DE SE NO DK MX SG Note: Illustrative comparison
Slide 10: Acast’s Structural Advantages
Acast’s Structural Advantages Independent: Platform Global Scale Neutrality Creator Choice Omnichannel Monetization & Pure Focus & Agnostic Distribution & Control & Advertiser Optionality Proprietary Data Transactional Workflow Trust & Transparency Network Effect & Intelligence & Proprietary Infrast
Slide 11: CEO Update
1 CEO Update
Slide 12: Financial highlights Q2 2026
Financial highlights Q2 2026 28% 29% ORGANIC GROWTH SALES GROWTH 7% ADJ. EBITDA MARGIN 4% ADJ. EBIT MARGIN Strong organic growth with increasing margins
Slide 13: Financial highlights January – June 2026
Financial highlights January – June 2026 24% 30% ORGANIC GROWTH SALES GROWTH 6% ADJ. EBITDA MARGIN 3% ADJ. EBIT MARGIN EBITDA in H1 growing by nearly 600%
Slide 14: Business events Q2 2026
Business events Q2 2026 First video advertising Washington Post,The Lonely Island Award-Winning Content campaigns launched and Seth Meyers, The Comment on Apple Podcasts Section join premium roster
Slide 15: Financials
2 Financials
Slide 16: ARPLV (Views HLS-only) grew 26%
ARPLV (Views HLS-only) grew 26% • Listens and Views expanded by 2% Y/Y. (Views HLS-only) • ARPLV (Views HLS-only) reached SEK 0.69 in Q2 26, the highest ARPLV • Average Revenue Per Listen or View (ARPLV - Views HLS-only) increased by for any quarter. 26% Y/Y.
Slide 17: 29% organic net sales growth
29% organic net sales growth 28% 29% organic growth • Organic growth in Q1 and Q2 was broadly in line (30% and 29% respectively), • Net sales increased by 28% Y/Y, while Organic growth was 29%, reflecting with the large difference in reported growth (20% vs. 28%) explained by a a slight FX headwind,
Slide 18: Stable Q2 gross margin
Stable Q2 gross margin 24% • The slight Y/Y softening of the gross margin continues to reflect country and • Gross margin of 39%, reflecting a gross profit increase of 24%. product mix, as North America — which carries a somewhat lower margin while it scales — becomes a larger share of the group.
Slide 19: Double digit growth in all segments
Double digit growth in all segments Europe North America Other markets 25% 17% 34% 26% 13% organic 37% organic growth organic growth growth
Slide 20: Adj. EBIT margin reaches 4% in the quarter
Adj. EBIT margin reaches 4% in the quarter • EBIT increased to SEK 31.6m (4% EBIT margin) in Q2 2026, from SEK-7m • Steady progress continues on an LTM basis, with Adj. EBIT margin reaching (-1% margin) a year ago. 3%, up from -1% a year ago. • The improvement reflects continued revenue growth combi
Slide 21: Improving cash flows on back of profitability increase
Improving cash flows on back of profitability increase • The SEK 103m improvement reflects a return to profitability (EBIT of SEK 32m • Q2 LTM operating cash flow improved to SEK 176m, reflecting steadily vs. SEK -66m a year ago, when results included large non-recurring costs of strengthening cash gen
Slide 22: Wrap-up
3 Wrap-up
Slide 23: Key takeaways
Key takeaways Record growth Delivering on Delivering on our Continued scaling across the board monetization strategy and targets Highest-ever quarterly ARPLV (HLS-only views) H1 EBITDA increased Our strategy is translating revenue at SEK 776m, growing 26% and new to 87m and EBIT to directly into res
Slide 24: Q&A
4 Q&A
Slide 25: Follow us
Follow usCentral Themes investors.acast.com/subscribe acast.com/news shows.acast.com/acast-financial-reporting Key dates Oct 28, 2026 - Interim report for the period January 1- September 30, 2026