Asmodee Group AB (publ) (ASMDEE_B) Q1 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Welcome to Asmodee Q1 Report 2025-26. For the first part of the conference call, the participants will be in listen-only mode. During the questions and answers session, participants are able to ask questions by dialing pound key 5 on their telephone keypad. Now I will hand the conference over to CEO Thomas Kogler and CFO Andrea Gasparini. Please go ahead. Good morning and welcome to our Q1-25-26 results presentation. As many of you are joining us during the summer break, thank you for taking the time. I'm speaking to you today from our offices in sunny Paris. I will begin with a brief overview of the key highlights from the quarter, then Andrea will take you through the financials in more detail before I return with a few closing remarks and we open the floor for your questions. The activity in games published by Asmodee Studios in the quarter was driven by sales of Star Wars Unlimited, including continued demand for the Jump to Light speed set and early selling of the Legends of the Force ahead of its public release in July, with most board game sales driven by long-selling games. Notable board game releases in the quarter included the sixth edition of Catan, Toy Battle, and Double Spotted Stitch, which sold out at launch. During the quarter, we saw strong performance in games published by partners, driven by even stronger new releases than in Q1 last year, such as Scarlet and Violet, Glory of the Team Rocket, in the latest set of the Pokémon trading card game, Sales of this set were further boosted by official complementary Pokémon SKUs, including special boxes and gift items containing cards. The quarter also saw solid performance from other trading card games, including the continued success of One Piece, which Asmodee distributes in English and French across sev...