Modern Times Group MTG AB (publ) (MTG_B) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good morning everyone and thank you for joining us for our Q2 and half year 2026 results. My name is Anton Gorman and I'm the VP of Investor Relations at MTG. Hosting this call today are our CEO Maria Redin and CFO Nick Hopkins. There will be an opportunity to ask questions after the presentation. Please use the online form if you want to add questions to the live stream or follow the instructions from the operator if you are dialing in by telephone. I now hand over the call to Maria. Maria, please go ahead. Thank you, Anton, and hello, everyone. I'm very happy to deliver a second quarter with continuing good business momentum. And before we go into the detailed number, there are three things I want to call out that I'm particularly proud of. The first one is another quarter of strong financial results, combining organic growth, healthy margins, and high cash generations. This demonstrates that our portfolio and our district strategy works well. Our key growth highlights in the quarter were Play Simple, which has delivered another outstanding quarter from scaling new games, and also Raid Shadow Legends, which had a strong second quarter after the exceptional Q1 that we saw. The second is the progress that we're making across our strategic priorities, including our rapid pace of AI adaptation and also our direct consumer initiatives. By integrating AI directly into our internal tech and tools and leveraging our vast amount of data, we are accelerating and amplifying work in our marketing and data platforms in the mid-core district as well as the PlaySimple technology platforms. And to give you just one concrete example, on the marketing side, one of our best performing marketing creatives in RAID this quarter was actually produced entirely with AI tools. The third tha...