Stillfront Group AB (publ) (SF) Q1 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good morning and welcome to the Stillfront Q1 presentation. I am Alexis Pont, the CEO of Stillfront, and I'm joined today by our CFO, Emilie Villatte. Before we get into the quarter itself, let me start with a brief reminder of who we are and how we're building the business. Front is a global gaming company focused on forging gaming's next forever game franchises, one community at a time. Today, we reach around 36 million players every month, and our strategy is centered around seven key franchises, where we focus our resources on the games with the highest long-term potential. Our key franchises have strong player communities and predictable cash flows. By concentrating capital, talent, and product development behind them, we are building a more resilient and scalable business over time. As we summarized the first quarter of 2026, we delivered a stable start to the year with flat organic growth while continuing to see strong performance in our key franchises. Our key franchises grew organically by 12%, highlighting the strength of the portfolio and the progress we are making in scaling our most important assets. This is a clear validation that our strategy to focus on our seven key franchises is yielding results with superior growth to the market. Growth was supported by several of our key franchises, with the big franchise delivering an exceptional organic growth of 88%, following the continued scaling of our new game, Big Farm Homestead, and the broader strength of the franchise. At the same time, we increased user acquisition spend to capture attractive growth opportunities, which supported scaling in key game franchises such as Brick, but also Supremacy, and that impacted profitability in the quarter. Adjusted EBITDA amounted to 211 million SEC, corresponding to...