Q4 2025 TradeDoubler AB Earnings Call Transcript
Key Points
- TradeDoubler AB (FRA:T1D) reported a revenue growth of 5% in 2025, reaching over SEK2.2 billion, with an organic growth rate of 8%.
- Gross profit increased by 11% to SEK493 million, and EBITDA rose to SEK112 million with a margin improvement from 21% to 23%.
- The company expanded its global operations, opening a new office in the United States and acquiring over 800 new clients, including major brands like L'Oreal and Warner Brothers.
- Influencer marketing saw a significant increase, with a 32% growth to SEK238 million, indicating strong performance in this segment.
- TradeDoubler AB (FRA:T1D) maintains a solid financial position with a net cash position of SEK94 million, supported by strong operating cash flow.
- Net profit for the year was only SEK1 million, impacted by a revaluation of the performance-based purchase price for Kahagi in Vira.
- Partner marketing revenue remained flat, indicating challenges in this segment compared to the growth seen in influencer marketing.
- The UK market experienced a decline due to reduced volumes from key clients, including a supermarket chain and ticketing clients.
- The economic environment remains challenging, with brands exhibiting cautious spending behavior across various verticals.
- Q4 results could have been better, with a potential improvement of SEK23 million in gross profit and revenue, highlighting some underperformance in certain client segments.
Good day and a warm welcome to TradeDoubler's live Q&A conference call hosted by Redeye. My name is Jacob Benon. I'm an equity analyst here at Redeye, and we will start a conference call as usual with a presentation by the company, followed by a Q&A session, and I, will remind all investors right now watching to send in your questions in the chat function on our website already, and I will ask them afterwards. So, now I would like to hand the stage over to Matthias S Studelmeyer, CEO of TradeDoubler. Matias. The stage is yours.
Thank you so much, Jacob. Very warm welcome from me as well. Good morning. Thank you very much for your interest in Trade Dor and for joining this meeting. My name is Matthias. I'm the CEO of Trade Dor.
I start with a brief introduction of the company. Treyabler is a leading digital marketing player, being active mainly in partner and in influencer marketing. We are a Swedish company headquartered in Stockholm,
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