MAG Interactive AB (publ) (MAGI) Earnings Call Transcripts

MAG Interactive AB (publ)'s Latest Earnings Call - April 1, 2026

In MAG Interactive AB's Q2 earnings call for the fiscal year ending February 2026, the company reported a notable organic revenue growth of 16% year-over-year, primarily driven by strong performance from QuizDuel and the addition of Crozzle to its portfolio. The average revenue per daily active user (ARPDAU) improved significantly, reaching $0.09, indicating effective monetization strategies. Management maintained a positive outlook, emphasizing ongoing product development and geographical expansion, although they acknowledged a decline in user acquisition (UA) efforts in recent quarters.

Reported metrics

Guidance from management

Management is optimistic about future growth, particularly with QuizDuel and Crozzle, and is focusing on product development and geographical expansion. They aim for long-term growth with a target of SEK 500 million in annual revenue and a 20% EBIT margin.

What management said

So we take a look at the product mix as usual, and we have the older games on the right-hand side here, typically taken care of by live ops and being slightly smaller, older games in the portfolio. And here, we show good stability with the same net sales this quarter as the previous quarter. And if we zoom out a year or even 2 years, we see stable revenues in U.S. dollars. So movements here are down to U.S. dollar ex...

And our audience KPIs. We see user acquisition is up compared to last year from 12% to 14%, but it's down sequentially as we have discussed and even more so from Q4. And at 14, we refer to it as maintenance level marketing, maintaining the business, not growing it. DAU is stable sequentially, down a bit year-over-year. And as mentioned, ARPDAU is on historically high levels at USD 0.01. And it's coming down from the ...

What analysts pressed on

Analysts expressed concerns regarding the decline in user acquisition and its potential impact on future growth. There were also questions about cost control measures and the effectiveness of current marketing strategies.

Main topics on the call

• Organic Growth — MAG reported a 16% organic growth in U.S. dollars, attributed to optimizations in QuizDuel and the addition of Crozzle. CEO Daniel Hasselberg stated, "QuizDuel, our biggest game, has seen a lot of improvements," highligh...
• ARPDAU Improvement — The ARPDAU reached $0.09, a 35% increase, driven by enhancements in QuizDuel and the higher ARPDAU from Crozzle. This improvement reflects effective monetization strategies, as noted by management.
• User Acquisition Challenges — Management acknowledged a decline in user acquisition efforts, stating that UA levels have decreased, impacting game growth. They referred to the current UA as "maintenance level marketing," indicating a focus on stabili...
• Future Product Development — Management is optimistic about future growth, with plans for new game mechanics and expansions for existing titles. They mentioned, "We have a number of games in the portfolio that are now around or even beyond 10 years ...

Read the full MAG Interactive AB (publ) transcript (April 1, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 25 MAG Interactive AB (publ) earnings call transcripts on record, spanning January 22, 2020 to April 1, 2026. Based on this history, MAG Interactive AB (publ) reports quarterly. The most recent call on file is dated April 1, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

MAGI

Exchange

OM

Country

SE

Sector

Communication Services

Industry

Entertainment

Calls on record

25

First call

January 22, 2020

Most recent

April 1, 2026

Reporting cadence

quarterly