Q1 2026 Stillfront Group AB (publ) Earnings Call Transcript
Key Points
- Stillfront Group AB (STLFF) reported a stable start to 2026 with flat organic growth, driven by strong performance in key franchises.
- The BIG franchise delivered exceptional organic growth of 88%, supported by the successful launch of Big Farm: Homestead.
- The company strengthened its financial platform with a SEK1 billion refinancing transaction, improving its debt maturity profile.
- Direct-to-consumer revenue accounted for 44% of bookings, up from 36% last year, enhancing margins and player engagement.
- The company successfully launched Albion on Xbox Series X and S, expanding its reach and potential revenue streams.
- Adjusted EBITDAC declined to SEK311 million, with a margin of 23%, impacted by higher user acquisition investments and FX headwinds.
- Net revenue was down 14% year-on-year, affected by FX impacts and the divestment of the narrative portfolio.
- The Jawaker franchise experienced slowed growth due to geopolitical tensions and the timing of Ramadan.
- BitLife saw a revenue decline of 19% due to a more disciplined user acquisition approach.
- Free cash flow for the quarter declined to SEK44 million, heavily impacted by higher UA investments and FX headwinds.
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Good morning, and welcome to the Stillfront Q1 presentation. I am Alexis Bonte, the CEO of Stillfront, and I'm joined today by our CFO, Emily Villatte.
Before we get into the quarter itself, let me start with a brief reminder of who we are and how we're building the business. Stillfront is a global gaming company focused on forging gaming's next forever game franchises, one community at a time. Today, we reach around 36 million players every month. And our strategy is centered around seven key franchises, where we focus our resources on the games with the highest long-term potential.
Our key franchises have strong player communities and predictable cash flows, and by concentrating capital, talent, and product development behind them, we are building a more resilient and scalable business over time. As we summarize the first quarter of 2026, we delivered a stable start for the year with flat organic growth, while continuing to see strong performance in our key
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