MAG Interactive AB (publ) (MAGI) Q4 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Hello and welcome to the presentation of MAG's Q4 report. So here to talk about it is me, Daniel Hasselberg. I'm the CEO of MAG. And me, Magnus Viklander, the CFO of MAG. So as usual, we're going to walk through a bit of the highlights of the report and then we round off with a Q&A, any questions that might have come in during this presentation or maybe some things that we've seen online already. And then throughout the day, we'll answer questions on our X and Blue Sky accounts. So let's get into this. Q4 is June, July and August. And if we look at some of the highlights here, it's of course CrossL, our new game, scaling up. We had really great UA throughout Q4 and the game, we talked about it in June, we presented Q3, that this might become the second biggest game of the portfolio already during Q4. And that also happened. We also saw on the ARPDAU number here, plus 46% year over year. And that's of course related to the significantly higher ARPDAU in CrossFit compared to our other games. And I also want to mention QuizDuel that had another top year. Our biggest game keeps on growing and we're very optimistic about the future for QuizDuel into the coming year as well. So if we zoom in on Crossell and look at that game a little bit. So as I mentioned, it's now the second biggest game in the portfolio. And it's a really strong game in the crossword category. In Q4, we were in the English-speaking markets only and mainly growing in the US. Now in Q1, we're going to open up gradually for more and more markets, starting with Sweden last week. And we also talked about in the report that the UA volumes fluctuate a bit from time to time. We so far in Q1 have a lower investment level than we had in Q4. And this is something we see as a very normal kind of start of a life for...