MAG Interactive AB (publ) (MAGI) Q3 2025 Earnings Call

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WEBVTT 00:00:00.031 -- 00:00:03.816 Hello and welcome to the presentation of MAG's Q3 report. 00:00:03.816 -- 00:00:06.780 So here today and present is me. I'm Daniel Hasselberg. 00:00:06.780 -- 00:00:11.146 I'm the CEO of MAG. And Magnus Viklander, CFO of MAG. 00:00:11.146 -- 00:00:15.912 So this is a bit of a special quarter as a lot of the exciting stuff actually happened 00:00:15.912 -- 00:00:19.877 in June. So it's starting of Q4 rather than during Q3. 00:00:19.877 -- 00:00:24.904 So we're going to talk about both the quarter, obviously, but also some 00:00:24.904 -- 00:00:29.588 of the events that happened in the last few weeks. 00:00:29.917 -- 00:00:35.303 So highlights from the report. When we talked about CrossFit in the Q2 00:00:35.303 -- 00:00:39.709 report, we said, OK, we're leaving soft launch now, and it's time to go and scale up 00:00:39.709 -- 00:00:43.513 the game, which for us means gradually increasing UA. 00:00:43.513 -- 00:00:47.959 And as we see data come in, double down when we see that it's working. 00:00:47.959 -- 00:00:53.185 So it's gradually been growing through April and May and really at increased speed 00:00:53.185 -- 00:00:58.503 late May and going into June. So very excited to see that momentum. 00:00:58.503 -- 00:01:03.110 Another highlight is the ARPDAU, so the average revenue per user across the entire portfolio 00:01:03.110 -- 00:01:08.157 is up 14% compared to last year. So I think this is a much bigger uplift than 00:01:08.157 -- 00:01:13.044 you usually see in a single quarter. And also, given that we're talking here about a 00:01:13.044 -- 00:01:17.591 million DEUs, it's huge to make that kind of uplift. 00:01:17.591 -- 00:01:21.277 And it's primarily QuizDuel, our biggest game, that has done a lot of really good things 00:01...