MAG Interactive AB (publ) (MAGI) Q1 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Hello and welcome to the presentation of MAG's Q1 report. We're going to go through the highlights today and then end with a Q&A session and also then have online Q&A throughout the day. But today presenting the report is me, Daniel Hasselberg. I'm the CEO of MAG. And Magnus Eklander, CFO. So let's look at some highlights here. So this is September to November. Of course, we're happy with the organic growth of 18% compared to last year, measured in US dollars. And then I think a big impact on this period is the currency headwind. So in Swedish kronor, it's a 5% revenue growth. And this looking at adjusted revenues since we divested prime time last year. And then looking at the ARPDA, which is not as currency dependent, we always measure that in US dollars. So that it's a good measurement of the monetization efficiency across our games. And it's up 35% compared to last year and on a similar level as Q4. So this is kind of record levels historically for the company, something we're super happy about. And also a couple of weeks after the quarter ended, so in December, we got a record revenue day for QuizDuel. I think it's important to describe the story of how mobile games with really great long-term retention work. So this is a game we relaunched at new QuizDuel in 2020, and now five and a half years later we're still recording peak revenues for the game since launch. This is how we look at games. It's a really long-term engagement in optimizing the game experience, optimizing user acquisition, and continuously grow for many, many years. And we have a high belief in QuizDuel reaching even higher peaks in 2026. I think this plays into CrossL as well. So this is of course our latest game that we started scaling up in May, June last year. So a little bit more than six mon...