Sleep Cycle AB (publ) (SLEEP) Q2 2026 Earnings Call

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WEBVTT NOTE Transcription provided by Deepgram Request Id: 01a03f60-7d05-7f53-a9cc-003cf434cfd0 Created: 2026-08-26T18:41:34.540Z Duration: 1345.728 Channels: 1 00:00:00.000 -- 00:00:03.280 Good morning, everyone, and welcome to Sleep Cycle's 00:00:03.280 -- 00:00:06.879 Second Quarter Earnings Call. I'm Georg Gidemeich. I'm 00:00:06.879 -- 00:00:10.080 the CEO, and I'm joined by Elisabeth Hiedmann, 00:00:10.240 -- 00:00:13.679 our CFO and Head of Relations Investor Relations. 00:00:14.155 -- 00:00:17.035 So, q two was a demanding quarter for 00:00:17.035 -- 00:00:18.235 the consumer business, 00:00:18.875 -- 00:00:20.715 but it was also a quarter where the 00:00:20.715 -- 00:00:24.075 strategic shift we have been building towards became 00:00:24.474 -- 00:00:25.435 increasingly, 00:00:25.835 -- 00:00:26.395 tangible. 00:00:27.140 -- 00:00:29.060 So today, I want to spend most of 00:00:29.060 -- 00:00:30.579 my time on that shift. 00:00:30.980 -- 00:00:32.739 What is changing in our market? 00:00:33.220 -- 00:00:36.260 How we are broadening the business beyond the 00:00:36.260 -- 00:00:39.220 app? And the progress we're seeing across the 00:00:39.220 -- 00:00:40.260 three growth pillars. 00:00:42.535 -- 00:00:43.495 But first, 00:00:43.894 -- 00:00:46.214 our mission, it has not changed. 00:00:46.375 -- 00:00:48.855 We want to improve global health by helping 00:00:48.855 -- 00:00:51.495 people to take control over their sleep. 00:00:51.975 -- 00:00:54.135 What is changing though is how we scale 00:00:54.135 -- 00:00:57.175 that mission. We're moving beyond App Stores. 00:00:59.530 -- 00:01:02.650 So Sleep Cycle starts from a position that 00:01:02.650 -- 00:01:04.170 is difficult to replicate. 00:01:04.489 -- 00:01:07.370 We have analyzed more than 4,000,000,000 nig...