Betsson Ab Class B · OMXSTO:BETS_B
Betsson Ab Class B — Q1 2026 Earnings Presentation
16 slides from Betsson Ab Class B's earnings presentation, Apr 24, 2026
Slide 1: Q1 2026 Presentation of Q1 report
Q1 2026 Presentation of Q1 report
Slide 2: Q1 2026 Financial Highlights
Q1 2026 FINANCIAL HIGHLIGHTS EBIT CUSTOMER CASINO REVENUE REVENUE 34 MEUR DEPOSITS 285 -47% YoY 1,360 204 MEUR EBIT MARGIN MEUR MEUR -3% YoY -14% YoY -4% YoY 11.9% NET CASH ON ACTIVE SPORTSBOOK B2C REVENUE BALANCE SHEET CUSTOMERS REVENUE 234 165 (B2C) 80 MEUR 1.5 M +15% YoY MEUR +11% YoY MEUR +1% Yo
Slide 3: Acquisition of Rhino
ACQUISITION OF RHINO EXISTING MARKETS NEW MARKETS B2B M&A Casino: — Acquisition announced in March of Rhino Entertainment Group’s B2C business licensed in Canada, •together 553 newwith games released assets technology supporting B2B operations • 35 with exclusivity • New slots suppliers launched — T
Slide 4: Our Markets – Some Activities
OUR MARKETS – SOME ACTIVITIES EXISTING MARKETS NEW MARKETS B2B M&A GLOBAL Global sponsor of Davis Cup 4
Slide 5: Our Markets – Some Activities
OUR MARKETS – SOME ACTIVITIES EXISTING MARKETS NEW MARKETS B2B M&A ITALY ARGENTINA New TVC featuring Cannavaro, Totti and Baggio Title sponsor of Summer Pro Padel 5
Slide 6: Product & Technology Development
PRODUCT & TECHNOLOGY DEVELOPMENT Casino: Sportsbook: • 594 new games released • Preparations ahead of FIFA World Cup • 28 with exclusivity • Betbuilder expansion • New slots suppliers launched in several markets • AI-driven match previews • Enriched live stats Peru: • New app launched for Inkabet Pl
Slide 7: Sustainability
SUSTAINABILITY Sustainability report 2025 Betsson supported the Betsson Group Donates Front- published, according to CSRD Sustainable Gambling Zone at the of-Shirt Space as Club Brugge gaming fair ICE Barcelona for the Use Champions League Stage to fourth consecutive year Drive Blood Donation Climat
Slide 8: Customer Activity and Underlying KPIs
CUSTOMER ACTIVITY AND UNDERLYING KPIs Active customers (000s) Sportsbook revenue and margin 1 600 +11% 120 12% SB revenue SB margin 1 400 11% 100 1 200 80,2 10% 80 1 000 9% MEUR 60 8,4% 800 8% 40 600 7% 20 6% 400 200 0 5% Q1-24 Q2-24 Q3-24 Q4-24 Q1-25 Q2-25 Q3-25 Q4-25 Q1-26 0 Q1-24 Q2-24 Q3-24 Q4-2
Slide 9: Revenue Development by Quarter
REVENUE DEVELOPMENT BY QUARTER Group revenue 307 304 296 304 300 294 280 285 271 252 248 250 237 238 222 200 MEUR 150 100 50 0 Q1-23 Q2-23 Q3-23 Q4-23 Q1-24 Q2-24 Q3-24 Q4-24 Q1-25 Q2-25 Q3-25 Q4-25 Q1-26 B2C B2B Revenue from locally regulated markets Locally regulated POS-regulated 34% 32% 27% 42%
Slide 10: Revenue Development by Region YoY
REVENUE DEVELOPMENT BY REGION YOY -3% +4% RoW 1% 6 6 0 21 19 27 Nordics 11% dffdfdf CEECA 34% MEUR 306 Latin 294 285 America 33% Western Europe 21% Q1 25 revenue Nordics Western CEECA LatAm Rest of world Q1 26 reported FX and M&A Q1 26 organic Europe revenue effects revenue 10
Slide 11: EBIT Development YoY
EBIT DEVELOPMENT YOY -47% EBIT EBIT Margin MEUR Q1 2026 Q1 2025 Margin 21.8% 11.9% Revenue 285 294 8 Gross profit 164 188 15 MEUR 1 3 Gross profit 2 57.6% 64.0% 64 0 margin 34 Opex 130 124 EBIT 34 64 Q1-25 EBIT Revenue Cost of Marketing Personnel D&A Other Items, Q1-26 EBIT Services Expenses Expense
Slide 12: Cash Flow & Financial Position
CASH FLOW & FINANCIAL POSITION — Operating cash flow in Q1 MEUR Q1 2026 Q1 2025 — Decreased operating income — Increased taxes paid — Positive working capital effect, mainly from lower Operating cash flow 58.1 86.4 payment service provider balances and accounts receivable Cash flow from investing -1
Slide 13: Q2 2026 Trading Update
Q2 2026 TRADING UPDATE* Average daily revenue up to and including 21 April was 3.7% higher than the average daily revenue of the full quarter of Q2 2025. Q2 During the start of the second quarter of 2026, the sportsbook margin has been higher than the average for the last eight quarters. * This is n
Slide 14: Summary Q1 2026
SUMMARY Q1 2026 Continued strong performance in B2C (+15% YoY), but decline in B2B Continued growth in Western Europe and Latin America, but further slowdown in CEECA and Nordics Share of revenue from locally regulated markets at 73 (59)%, driving higher gaming taxes YoY Continued investment
Slide 15: Q&A
Q&A
Slide 16: Financial Calendar Contact
FINANCIAL CONTACT CALENDAR 17 July 2026 Roland Glasfors Q2 2026 results VP Communications & Investor Relations 22 October 2026 Q3 2026 results +46 760 024 863 4 February 2027 Q4 2026 results ir@betssonab.com