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Acast
Acast (ACAST) investor relations material
Acast Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary11 Feb, 2026
Executive summary
Achieved 29% year-over-year net sales growth to SEK 2,516.9m, with North America up 60% and now the largest market, driven by strong podcast ad demand and strategic acquisitions.
Delivered first-ever full-year positive adjusted operating profit and cash flow, marking a significant milestone in scalability and operational leverage.
Expanded global footprint through strategic acquisitions in Germany and the US, and exclusive partnerships in France.
Relisted on Nasdaq Stockholm's main market in November 2025, signaling maturity and growth.
CEO transition in June 2025 and new CFO appointed in January 2026.
Financial highlights
Q4 net sales rose 27% year-over-year to SEK 732.6m, with organic growth at 31%.
Full-year revenue reached SEK 2.5 billion, up 29% from last year.
Q4 adjusted EBITDA margin reached 9%; adjusted EBIT margin 6%.
Full-year adjusted EBITDA margin 5%; adjusted EBIT margin positive at 1%.
Operating cash flow for Q4 was SEK 67m; full-year operating cash flow SEK 62m; year-end cash position SEK 589m.
Outlook and guidance
New financial targets: organic net sales CAGR above 15% for 2025–2028 and EBIT margin of 10% by 2028.
Entering 2026 with a strong market position, proven scalable model, and focus on further US and European expansion.
How does Acast's pure-play focus differentiate it in the fragmented US market?
Detail levers for continued ARPL and sell-through growth
Explain the strategic long-term upside of German acquisitions
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Latest events from Acast
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Next Acast earnings date
Q1 20265 May, 2026
Acast
Next Acast earnings date
Q1 20265 May, 2026
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Leroy DaleyApp Store
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Eferix Drawings Google Play
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@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
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