Logotype for 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.
Logotype for Acast
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
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next Acast earnings date

Logotype for Acast
Q1 20265 May, 2026
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next Acast earnings date

Logotype for Acast
Q1 20265 May, 2026

The essential earnings season companion

The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@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.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@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.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

Frequently asked questions

Acast operates a podcast marketplace that connects podcasters, advertisers, and listeners in a single ecosystem. It offers access to podcast analytics and sponsorship marketplace for advertisers; and services, such as planning and ad booking, media hosting, and production toolkits. The company also provides publisher tools, including hosting and migration, monetization tools, publishing workflows, global distribution tools, audience growth tools to podcasters; listening applications for listeners; and advertising tools for advertisers. Acast AB was founded in 2014 and is headquartered in Stockholm, Sweden.

Quartr provides global coverage of all investor relation material from public companies.

  • Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

  • Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.

  • Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage