Q3 2025 Acast AB (publ) Earnings Call Transcript

Oct 30, 2025 / 09:00 AM GMT

Release Date Price: $1.34

Transcript

Key Points

Positve

Acast AB (STU:0PN) reported a strong 35% net sales increase in Q3 2025, with 41% of this growth being organic.
The company has maintained a solid gross margin of 39%, resulting in a 31% increase in gross profit compared to the previous year.
Acast AB (STU:0PN) has successfully scaled global costs down from 33% of sales to 17%, demonstrating significant operational leverage.
The company has a robust cash position of SEK548 million at the end of Q3 2025.
Acast AB (STU:0PN) has announced a new partnership with Magnite, enhancing its programmatic advertising capabilities and expanding its reach.

Negative

The company's Europe segment experienced a slightly lower contribution margin due to product mix changes.
Despite strong growth, the company's EBIT margin is relatively low at 2% for the quarter.
Foreign exchange movements negatively affected sales growth in other markets, resulting in only a 4% reported growth.
The company faces a highly competitive market in the US, with no dominant market share in the ad marketplace.
Acast AB (STU:0PN) has not provided specific guidance on future gross profit margins, creating uncertainty about future profitability.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

ACAST.ST - Acast AB (publ)
Q3 2025 Acast AB (publ) Earnings Call
Oct 30, 2025 / 09:00AM GMT

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Presentation
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Unidentified_1 [1]
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Good morning and welcome to ACOSS earnings call for the interim report covering the period January to September 2025. We have our CEO Greg Glenday and CFO Emily Vilatt, who will present ACAS results for the quarter.

You're welcome to submit questions throughout the presentation using the form next to the stream and we will answer them during the Q&A held after the presentation.

I'd now like to start the presentation by handing over to our CEO Greg Glenday. Greg, the floor is yours.

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Unidentified_2 [2]
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Thank you, LP. Good morning, everyone.

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