Slides
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STOCKHOLM & BRIGHTON 350 m+ downloads data & creativity! 1001001 0111010
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Yearl y Highlights Highest arpdau in history - 9c (+21%) Full year profitability Platform expansion
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Q4 yearl y change 21 MSEK less UA (launch quarter) Much higher pace in new games Two of our biggest games on the platform
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To be done Friends games launching now!
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To be done Heart Flow: New major game mode in our biggest game Change to multiplayer focus
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To be done Change to multiplayer focus Compounding benefits platform unlocking potential Faster time to market Reusable systems ship new features and games faster More ua capacity Higher returns let us invest more in user acquisition Higher l tv Better engagement, retention and monetisation. Better margins Operating leverage drives profitability as we scale
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To be done Change to multiplayer focus Build powerful features Once Dail y missions Events & Competitions Season pass Meta progression Economy & live ops And many many more…
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CATALOGnew games & cores Live ops WordBrain Ruzzle Wordalot WordBrain 2 Growth WordBubbles! WordWhizzle Word Peace WordBlobs Product Mix Tile Mansion MSEK 47 MSEK 2 MSEK 15 Word Mansion WordWhizzle wordzee Quizduel Word Domination Crozzle High PACE in new games
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ARPDAU US cents 0 5 10 Q4 24/25 Q4 25/26 9.1 9.5 Q4 Audience KPIs Compared to Q4 2024/25 Continued strong arpdau Lower ua volumes and DAU decline User Acquisition MSEK 0 35 Q4 24/25 Q4 25/26 13 34 Q4 25/26 DAU Millions 0 0.5 1 Q4 24/25 Q4 25/26 0.8 0.9Q4 25/26 Q4 25/26
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EBITDA BOUNCE BACK 85 MSEK CASH BALANCE EBITDA MSEK 0 7 13 20 Q4 24/25 Q4 25/26 19 5 Net sales MSEK 0 40 80 Q4 24/25 Q4 25/26 64 77Q4 25/26 Q4 25/26 NET SALES USD MUSD 0 4 8 Q4 24/25 Q4 25/26 6.6 8.0Q4 25/26 FINANCIAL KPIs UA affecting Y/Y comp
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Growth Engines Increased Ua for live Games Improved L TV for live gamesIncreased UA for live games Expanded portfolio (Organic + M&A)
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Looking Ahead Crozzle friend games Accelerated game road maps New major game mode in QuizDuel