Enad Global 7 AB (publ) (EG7) Q4 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good morning, everyone, and welcome to ED7 fourth quarter earnings release. My name is Fredrik Rudén. I'm deputy CEO and CFO in the company. And with me, I have my colleague and the company's CEO, Jihan. We will start with the presentation and then end with a Q&A session. And if you have any questions, please email our investor relation email address, and then we'll take that by end of this. So by that, I hand it over to you, Eugene. Thanks, Frederik. Good morning. Thank you for joining us this morning. Let's go to the first slide. We're pleased to report 437 million SEC of net revenue for the fourth quarter, a strong ending to our 2025. Net revenue declined 4.4% from the year before, excluding foreign exchange impact. 80 million SEC of adjusted EBITDA, which represented 18.2% margin. Some of the key highlights for the quarter included Daybreak delivering strong results with 11% net revenue growth year-over-year, and that's in local currency, excluding foreign exchange, and adjusted EBITDA, which came in 26% higher at 33.4 million SEC for the quarter. Paylia continues to perform well, 146% net revenue growth year-over-year, and now it is the largest revenue contributor for Daybreak's live game portfolio. and Big Blue Bubble, even though it's a performed product, Has some difficulty throughout the year. December was a great ending to the year with a 27% growth in MAU and 59% net revenue sequentially growing from November. And that momentum is also carrying into January, which is a great sign. And Fireshine, that revenue grew by 10% year over year. And Jurassic World Evolution 3, physical release in Q4, along with digital launches of Isla and Lens Island contributed to that revenue growth. Next slide, please. For the full year 2025, 1.6 million of net revenues. When yo...