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

Investor webinar replay

Replay transcript excerpt

Hello and welcome to the presentation of MAG's Q3 report. So here today and present is me. I'm Daniel Hasselberg. I'm the CEO of MAG. And Magnus Viklander, CFO of MAG. So this is a bit of a special quarter as a lot of the exciting stuff actually happened in June. So it's starting of Q4 rather than during Q3. So we're going to talk about both the quarter, obviously, but also some of the events that happened in the last few weeks. So highlights from the report. When we talked about CrossFit in the Q2 report, we said, OK, we're leaving soft launch now, and it's time to go and scale up the game, which for us means gradually increasing UA. And as we see data come in, double down when we see that it's working. So it's gradually been growing through April and May and really at increased speed late May and going into June. So very excited to see that momentum. Another highlight is the ARPDAU, so the average revenue per user across the entire portfolio is up 14% compared to last year. So I think this is a much bigger uplift than you usually see in a single quarter. And also, given that we're talking here about a million DEUs, it's huge to make that kind of uplift. And it's primarily QuizDuel, our biggest game, that has done a lot of really good things during the quarter in terms of how we run the events and so on that's led to this great win. And thirdly, we have a really interesting pipeline of new games we're going to talk about in a couple of minutes. But let's start with CrossL. So this is, of course, our new game. It's a PvP crossword game, and it's currently available in all English-speaking markets. And we're scaling it up quickly, as we mentioned in the report. Already now in June, it's the third biggest game in the portfolio. So it's only WordC and QuizDuel that are ...