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Deezer
Deezer (DEEZR) investor relations material
Deezer Q3 2025 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 TU earnings summary23 Oct, 2025
Executive summary
Q3 2025 revenue reached €131.4 million, down 1.9% year-over-year and 1.1% at constant currency, with 9M 2025 revenue at €398.5 million, down 0.9% year-over-year but up 0.4% at constant currency, in line with expectations.
Direct segment revenue grew 2.4% year-over-year in Q3, supported by strong subscriber momentum, especially in France, while Partnerships revenue declined 14.2% due to strategic shifts.
Direct subscribers increased 9.7% like-for-like, with France up 11.7% and Rest of World up 6.1% year-over-year.
Partnerships subscribers fell to 3.5 million from 4.7 million, reflecting a strategic focus on higher ARPU and the impact of the Mercado Libre model shift.
Other revenue, mainly from advertising and white-label solutions, rose 17.4% year-over-year in Q3.
Financial highlights
Q3 2025 total revenue: €131.4 million (-1.9% YoY); 9M 2025: €398.5 million (-0.9% YoY).
Direct segment Q3 revenue: €87.9 million (+2.4% YoY); Partnerships: €35.6 million (-14.2% YoY); Other: €7.9 million (+17.4% YoY).
France Q3 revenue: €81.6 million (+3.9% YoY); Rest of World: €49.8 million (-10.2% YoY).
Direct ARPU in Q3: €5.4 (-4.8% YoY); Partnerships ARPU: €3.2 (+11.2% YoY).
Outlook and guidance
Full-year 2025 revenue expected to be flat to slightly declining year-over-year.
Positive adjusted EBITDA anticipated for H2 2025, with positive free cash flow expected for the full year.
What is the business impact of AI content tagging?
Why is Direct ARPU declining YoY?
Explain the Partnerships segment strategy
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Next Deezer earnings date
H2 202519 Mar, 2026
Deezer
Next Deezer earnings date
H2 202519 Mar, 2026
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Frequently asked questions
Deezer S.A. is a global music streaming service offering access to a catalog of songs, podcasts, and radio content. The platform includes personalized recommendations, curated playlists, and social features for user engagement. Deezer operates through direct subscriptions and partnerships with telecom providers and device manufacturers. The company is headquartered in Paris, France, and its shares are listed on the Euronext Paris.
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