Q2 2025 Raketech Group Holding PLC Earnings Call Transcript
Key Points
- Raketech Group Holding PLC (OSTO:RAKE) achieved cost savings of 35% in Q2 compared to Q1 of the previous year, excluding publisher costs.
- The company successfully divested its non-core US tipster and subscription assets, which is expected to improve profitability by approximately EUR150,000 per month.
- Excluding the underperforming Casumba assets, the remaining affiliation marketing portfolio grew by 5% quarter on quarter.
- Raketech has launched four new partnerships with entrepreneurs, contributing to strong operational momentum and accounting for more than 60% of total affiliation marketing revenues.
- The development of the Affiliation Cloud platform is progressing well, with new features like automated reporting and a flexible wallet solution enhancing data accuracy and user experience.
- Raketech Group Holding PLC (OSTO:RAKE) reported a significant organic revenue decrease of 53.8% year on year in Q2.
- The Casumba assets continue to decline, and the overall market conditions for these assets remain challenging.
- Sub-affiliation revenues have not recovered following a marked decline in March, with current volumes remaining low.
- The divested US tipster and subscription assets had a negative EBITDA impact of EUR0.5 million in Q2.
- The company faces ongoing challenges in the paid publisher network, with no meaningful recovery expected in the near term.
Welcome to the Raketech Q2 2025 report presentation.
(Operator Instructions)
Now I will hand the conference over to speakers CEO Johan Svensson and CFO Mans Svalborn. Please go ahead.
Good morning and welcome to Rick's Q2 2025 presentation.
My name is Johan Svensson, and I'm the CEO of Raketech. Today, CFO Mans Svalborn and I are here to present out our Q2 reports.
Starting with financial highlights, we came in at EUR7.8 million in revenues in Q2, an organic decrease of 53.8% year on year, and negative 47.9%, excluding the divested advisory tips to business. The vast majority of the revenue decline comes from the Casumba assets, the paid publisher segment within subaffiliation, and the now full divested US hits the business. I would give more details around this on the next slide.
Adjusted EBITDA amounted to EUR2.1 million while reported EBITDA was EUR2 million. During the quarter, we divested our non-core US tipster and subscription assets.
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