Q4 2025 Better Collective A/S Earnings Call Transcript
Key Points
- Better Collective AS (BTRCF) delivered on its full-year guidance despite significant external headwinds, showcasing resilience.
- The company achieved record EBITDA before special items of €37 million in Q4, translating into a 39% margin and a 10% growth year over year.
- Strategic acquisitions and organic growth have strengthened Better Collective AS (BTRCF)'s market presence, particularly in North America, the UK, and Brazil.
- The introduction of AI-powered solutions like Playbook has enhanced user engagement and conversion rates, opening new avenues for growth.
- The company has successfully implemented a €50 million efficiency program, resulting in a leaner and more scalable platform for long-term growth.
- Revenue declined from €371 million in 2024 to €337 million in 2025, corresponding to a 9% year-over-year decrease.
- The regulatory transition in Brazil negatively impacted revenue by €3 million, affecting new customer acquisition.
- Foreign exchange movements and sports win margin volatility reduced revenue by €9 million and €17 million, respectively.
- The company faces potential risks from AI-driven changes in search and discovery, which could influence future publishing growth.
- Free cash flow was lower than expected at €38 million due to short-term working capital timing effects and investments in new partnerships.
(Operator Instruction)
Good day and thank you for standing by. Welcome to the Better Collective annual report 2025 presentation conference call. At this time, all participants are in a listen-only mode.
I would now like to hand the conference over to your speaker today, Better Collective Jesper Sogaard co-founder and co-CEO Please go ahead.
/-- -
Thanks a lot, and good morning and welcome everyone to Better Collective's full year 2025 webcast.
My name is Jesper Sogaard, co-founder and co-CEO of Better Collective. Normally our VP of Investor relations, {Migel} opens the call, but as he's currently out sick, I'll have the pleasure of doing so today.
I am joined today by our CFO, Fleming Petersen, and I will provide today's business update in connection with our full year report that was disclosed yesterday. Please follow me to the next slide.
We ask you to pay attention to this slide
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