Q4 2025 Acast AB (publ) Earnings Call Transcript

Feb 11, 2026 / 09:00 AM GMT

Release Date Price: $3.21 (+0.42%)

Transcript

Key Points

Positve

Acast AB (ACASF) reported a 27% revenue growth in Q4 2025, with 31% of that being organic growth.
The company achieved its first-ever full-year positive operating profit and cash flow in 2025.
North America continues to be a major growth engine, with revenue up 50% year over year.
Acast AB (ACASF) expanded its footprint in Germany with the acquisition of Wakewood Studios and Podeus.
The company has a robust cash position of SEK589 million, indicating strong financial health.

Negative

The UK market experienced a negative currency impact on the reported top-line, affecting overall performance.
Contribution margins in Europe remained flat year on year, despite revenue growth.
The contribution margin in Sweden was slightly lower year over year.
Administration costs increased by SEK20 million from Q3, partly due to the LTI program and consultancy costs.
The company faces challenges with unrealized currency exchange losses, which have had an outsized impact this year.

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

ACAST.ST - Acast AB (publ)
Q4 2025 Acast AB (publ) Earnings Call
Feb 11, 2026 / 09:00AM GMT

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Presentation
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Unidentified_1 [1]
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Good morning and welcome to ACA's earnings call for the year-end report 2025. We have our CEO Greg Glenday and CFO Anders Hegg, who will present ACA's results for the quarter.

You are welcome to submit questions throughout the presentation using the form next to the stream, and we will raise the questions during the Q&A held after the presentation.

I would 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 so much, Lucy. Good morning everyone. Greg Glenday

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