Adtraction Group AB (ADTR) Q4 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

hello and welcome to the presentation of attractions fourth quarter results as usual if you have any questions please post them online and we will answer after the presentation so this time we're going back to the basics we will talk about numbers and attractions goals and we will talk less about our business model and positioning. We will not even talk about Google or AI. Well, maybe a little bit about Google, of course. So with that, let's get started. And let's talk about the fourth quarter. Attraction is back to a little bit of growth in the fourth quarter. Sales increased by 3%, gross profit by 5%. This gross profit growth, of course, is helped by our acquisition of Affiliate Future, but we're also showing a little bit of organic growth in the quarter. Whenever we manage to grow gross profit, we typically manage to grow operating profit at a quicker rate. This happens also this quarter where EBITDA grows by 18% and we end up at 22 million. We have strong cash flows in the quarter. This is something that we are constantly working with and we're constantly trying to improve cash flows. Other stands out a little bit. Other is one of the segments that we report together with finance and e-commerce. Other is a good proxy for Bundler, and you can see a growth rate there of 345% in the quarter. I would like to point out that Other is not only Bundler, but again, it's a fairly good proxy for Bundler. I would also like to point out that this growth rate is from low levels. The story of 2025 is this, we have seen three quarters with a small negative growth and we've seen again a fourth quarter with a small positive growth. I think it's important to point out that in the beginning of 2024 we still were consolidating Clara Loan and that of course has an impact on the base n...