Mag Interactive Ab · OMXSTO:MAGI
Mag Interactive Ab — Q3 2025/26 Earnings Presentation
11 slides from Mag Interactive Ab's earnings presentation, 2025
Slide 1: Stockholm & Brighton, 350m+ downloads
STOCKHOLM & BRIGHTON 1001001 350 m+ 0111010 downloads data & creativity!
Slide 2: Q3 Highlights
Q3 Highlights 9% USD Revenue growth Overall arpdau +24% Platform expansion
Slide 3: Back to growth in Q3 - thanks to geo expansion
Back to growth in q3 - thanks to geo expansion
Slide 4: Compounding benefits
Compounding benefits platform unlocking potential Faster time to market Higher ltv Reusable systems ship new features Better engagement, retention and and games faster monetisation. More ua capacity Better margins Higher returns let us invest more Operating leverage drives in user acquisition pro ta
Slide 5: Build powerful features once
Build powerful features Once Daily missions Season pass Events & Competitions Meta progression Economy & live ops And many many more…
Slide 6: 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 impact YOY
Slide 7: Audience KPIs
Audience KPIs Compared to q3 2024/25 User Acquisition DAU ARPDAU 20 1.2 10 US cents Millions MSEK 10 0.6 5 18 1.0 8.8 13 0.9 7.1 0 0 0 Q3 24/25 Q3 25/26 Q3 24/25 Q3 25/26 Q3 24/25 Q3 25/26 User acquisition volumes growing ARPDAU and dau sequentially flat
Slide 8: Financial KPIs
FINANCIAL KPIs USD SALES GROWTH Net sales NET SALES USD Adj EBITDA 80 8 15 10 MUSD MSEK MSEK 40 4 63 65 6.4 7.0 12 13 5 0 0 0 Q3 24/25 Q3 25/26 Q3 24/25 Q3 25/26 Q3 24/25 Q3 25/26 Organic growth in usD 9% Margin pressure from ua - 85 MSEK CASH BALANCE
Slide 9: Sales and margins
Sales and margins MARGIN pressure during higher 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 Q / 4 2 4 2 4 2 4 2 4 2 3 2 20 20 23 24 25 25 6 20 20 22 23 24 /2 /2 /2 /2 /2 22 23 /2 21 22 4 5 4 6 3 5
Slide 10: Growth Engines
Growth Engines Expanded portfolio (Organic + M&A) Improved LTV for live Increased games Increased UA for live Ua games Games
Slide 11: Looking Ahead
Looking Ahead Crozzle on new platform quizDuel & wordzee operations Acceleration of new games