Slide 1: Stockholm & Brighton
STOCKHOLM & BRIGHTON 1001001 350 m+ 0111010 downloads data & creativity!
Slide 2: Q2 Highlights
Q2 Highlights 16% USD Revenue growth Overall arpdau +35% record quarter for QuizDuel
Slide 3: Geo expansion in Q3 - Italian, Spanish, Dutch, Danish, Norwegian
geo expansion in q3 - Italian, Spanish, Dutch, Danish, Norwegian
Slide 4: Product Mix
Product Mix 48 MSEK 15 MSEK Word Domination Ruzzle WordBrain Quizduel wordzee Crozzle Growth Live ops Tile Mansion Word Mansion WordBubbles! 2 MSEK ? ? ? Wordalot Word Peace new games & cores CATALOG WordBrain 2 WordBlobs WordWhizzle WordWhizzle Currency and divestment impact YOY
Slide 5: Audience KPIs
Audience KPIs Compared to q2 2024/25 User Acquisition DAU ARPDAU 20 1.2 10 US cents Millions MSEK 10 0.6 5 1.0 8.8 14 0.9 6.5 12 0 0 0 Q2 24/25 Q2 25/26 Q2 24/25 Q2 25/26 Q2 24/25 Q2 25/26 User acquisition volumes lower SEQUENTIALLY ARPDAU CONTINUES AT STRONG LEVELS
Slide 6: Financial KPIs
FINANCIAL KPIs USD SALES GROWTH Adj NET SALES Adj Net sales USD Adj EBITDA 80 8 20 MUSD MSEK MSEK 40 4 10 67 64 6.1 7.1 18 17 0 0 0 Q2 24/25 Q2 25/26 Q2 24/25 Q2 25/26 Q2 24/25 Q2 25/26 Organic growth in usD 16% MARGINS RECOVERING - 84 MSEK CASH BALANCE
Slide 7: Stronger Margins
STRONGER MARGINS MARGINS RECOVER AFTER LOWER UA SPEND 100,000 40 % Adj Net sales Adj EBITDA margin 75,000 30 % KSEK 50,000 20 % 25,000 10 % 0 0% Q Q Q Q Q Q Q Q Q Q 4 2 4 2 4 2 4 2 4 2 20 20 23 24 25 20 20 22 23 24 /2 /2 /2 /2 /2 22 23 /2 21 22 4 6 5 4 3 5
Slide 8: Growth Engines
Growth Engines Expanded portfolio (Organic + M&A) Improved LTV for live Increased games Increased UA for live Ua games Games
Slide 9: Looking Ahead
Looking Ahead Continued expansion of crozzle quizDuel & wordzee operations New cores to boost arpdau