Q2 2025 Storytel AB (publ) Earnings Call Transcript

Jul 29, 2025 / 07:30 AM GMT

Release Date Price: $5.68

Transcript

Key Points

Positve

Storytel AB (FRA:DST) reported a strong 11% year-on-year increase in paying subscribers, reaching nearly 2,550,000.
The company achieved an 8% growth in constant currency, driven by robust performance in both streaming and publishing segments.
Gross profit increased by 6%, with a margin expansion of 0.9 percentage points, supported by cost-efficient content and stronger margins in high-growth streaming markets.
Adjusted EBITDA increased by 28% year-over-year, reaching 163 million, with a margin improvement to 17%.
The publishing segment saw a 14% revenue growth year-over-year, driven by strong digital and physical sales, and improved profitability.

Negative

Storytel AB (FRA:DST) faced significant currency headwinds, impacting top-line growth.
The strategic expansion into growth markets outside the Nordics resulted in an expected decrease in average revenue per user (ARPU).
The company is experiencing intense competition in the market, requiring constant monitoring and reallocation of marketing investments.
The leverage ratio increased slightly compared to 2024 due to the acquisition of Book Fabricia.
There is uncertainty regarding the utilization of significant unutilized tax losses, which could impact future tax rates.

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

STORYb.ST - Storytel AB (publ)
Q2 2025 Storytel AB (publ) Earnings Call
Jul 29, 2025 / 07:30AM GMT

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Presentation
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Unidentified_1 [1]
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Welcome to Storytell Q2 report 2025. During the questions and answer session, participants are able to ask questions by dialing pound key 5 on their telephone keypad. Now, I will hand the conference over to the CEO Bottle Eriksson Thorp. Please go ahead.

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Unidentified_2 [2]
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Hi and good morning everyone and welcome to Starel Group's Q2 2025 earnings call. We are pleased to report continued solid financial performance across both our streaming and publishing segments despite an uncertain environment and also a strong currency headwind with a significant

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