Q2 2026 Acast AB (publ) Earnings Call Transcript

Jul 23, 2026 / 12:00 PM GMT

Release Date Price: kr38.25 (+0.92%)

Transcript

Key Points

Positve

Acast AB (ACASF) reported a 28% increase in net sales with 29% organic growth, indicating strong performance.
The company achieved an EBITDA margin of 7% and an EBIT margin of 4%, showing improved profitability.
Acast AB (ACASF) expanded its video work with Apple Podcasts, launching video advertiser campaigns with major brands.
The company secured high-profile partnerships with The Washington Post, The Lonely Island, and Drew Aflalo, enhancing its content portfolio.
Acast AB (ACASF) won prestigious awards, including a Peabody Award and a Pulitzer Prize, highlighting its quality content and creator-centric model.

Negative

Listens and views grew only 2% year-over-year, indicating a potential challenge in audience expansion.
The gross margin slightly softened due to country and product mix, particularly as North America becomes a larger share of the group.
Operating expenses increased by 8%, partly due to share-based compensation, which may impact future cost management.
There was limited EBIT margin improvement in North America compared to Europe, reflecting challenges in market penetration and product mix.
The company faces challenges in efficiently monetizing its existing pool of content, with a focus on improving sell-through rates and inventory efficiency.

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

ACAST.ST - Acast AB (publ)
Q2 2026 Acast AB (publ) Earnings Call
Jul 23, 2026 / 12:00PM GMT

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Presentation
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Unidentified_1 [1]
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Hello, and welcome to Acas Earnings Call for the Q2 2026 Interim Report. Joining us today are our CEO Greg Glenday from New York and CFO Anders Haig from Stockholm.

You're 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 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, Lizzie. Welcome, and thanks for joining us today.

In my section, I'll

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