Asmodee Group AB (publ) (ASMDEE_B) Q2 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Welcome to ASMODE Q2 Report 2025-26. 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 Q2 2025-26 results presentation. It's great to be back in Stockholm today together with Andrea Gasparini, our CFO. I will start with an overview of some highlights from the second quarter, after which Andrea will walk you through the financials. I'll then return with a few concluding remarks before we open up for questions. Sales in games published by Asmodee Studios were driven by long-selling lines, such as Kitan with its sixth edition, Ticket to Ride, with a new refresh, Double Spotted, and a notably strong performance from Exploding Kitten's product lines. It was further supported by successful new releases, including Lego Brick Like This, Exploding Kitten's The Board Game, The Lord of the Rings Fellowship of the Ring, and Star Wars Battle of Hop, Sales of Star Wars Unlimited were also sustained by the release of the Legends of the Force set and took center stage at our highly successful international tournament in Las Vegas, the Galactic Championship, which welcomed over 3,500 players from around the world. The strong growth in games published by partners was mainly driven by successful trading card game releases, including Scarlet and Violet Black Bolt and Scarlet and Violet White Flare, the latest Pokemon TCG expansions. Sales were further supported by pre-selling of the Pokemon TCG Mega Evolution. We also saw strong performance in trading card games published by Bandai, including the continued success of One Piece and its latest set, Royal Blood, as well as the lau...