Q4 2025 Storytel AB (publ) Earnings Call Transcript

Feb 11, 2026 / 08:30 AM GMT

Release Date Price: $5.68

Transcript

Key Points

Positve

Storytel AB (FRA:DST) reported record high profitability and strong cash flow generation for Q4 and the full year 2025.
The streaming business saw a 9% increase in subscribers, reaching 2.7 million paying subscribers by the end of 2025.
The publishing segment achieved an 18% external revenue growth in constant currency, with expanding profitability.
The company announced plans to transfer its listing to NASDAQ Stockholm's main market, expected to be completed in 2026.
Storytel AB (FRA:DST) delivered a 12% sales growth in constant currencies and a 15% EBD growth in Q4.

Negative

The average ARPU is declining due to a higher ARPU in Nordic markets compared to non-Nordic markets.
There was a negative impact from working capital of 75 million due to internal issues, although these have been resolved.
Operating expenses increased significantly in Q4, primarily due to higher marketing spend.
The company faces a challenging competitive environment, particularly in Sweden, with new entrants like Spotify.
Churn levels in non-Nordic core markets remain higher compared to Nordic markets, attributed to the maturity profile and aggressive subscriber intake.

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

STORYb.ST - Storytel AB (publ)
Q4 2025 Storytel AB (publ) Earnings Call
Feb 11, 2026 / 08:30AM GMT

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Presentation
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Unidentified_1 [1]
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Welcome to Storytell Q4 Report 2025. During the questions and answer session, participants are able to ask questions by dialing 5 on their telephone keypad. Now I will hand the conference over to the CEO Bottle Eriksson Torp and CFO Stefan Vard. Please go ahead.

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Unidentified_2 [2]
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Good morning and welcome everyone. I'm Juli Santor, the CEO of Storytell Group, and together with me here today is, of course, our group CFO Stefan Board.

We are happy to deliver record strong Q4 and full year for Storytell with good financial and operational

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