Acast AB (publ) (ACAST) Earnings Call Transcripts

Acast AB (publ)'s Latest Earnings Call - Q1 FY2026

In Q1 2026, Acast AB reported a significant 20% year-over-year increase in net sales, reaching SEK 645 million, driven by a remarkable 31% organic growth. Notably, this quarter marked Acast's first profitable Q1 with an adjusted EBIT of SEK 5 million, a major milestone for the company. Management expressed confidence in their strategic positioning and growth momentum, particularly in North America, which saw a 43% organic growth, while also indicating a robust cash position of SEK 602 million to support future investments.

Reported metrics

Guidance from management

Management expressed confidence in sustaining growth momentum and indicated that revenue will continue to outpace costs. They did not provide specific numerical guidance but emphasized the strategic focus on expanding monetization and operational efficiency.

What management said

Good morning, and welcome to Acast Earnings Call for the Q1 2026 interim report. Joining us today are our CEO, Greg Glenday; and CFO, Anders Hagg. [Operator Instructions] I'd now like to start by handing over to our CEO, Greg Glenday. Greg, the floor is yours.

Thank you, Anders. Q1 was exactly what we set out to do. We delivered 31% organic growth in what is seasonally our softest quarter. We achieved our first ever profitable Q1 with adjusted EBIT positive and improving cash generation. The additions of SLATE and Perfect Day Media reinforce our content leadership and our video distribution now spans Apple Podcast, Spotify and YouTube.

What analysts pressed on

Analysts raised questions about the sustainability of ARPU growth and the impact of increased sales organization costs. There were also inquiries regarding the competitive dynamics in North America and how Acast plans to maintain its margins amid rising competition.

Main topics on the call

• First Profitable Q1 — Acast achieved its first ever profitable Q1 with an adjusted EBIT of SEK 5 million, representing a 1% margin, a significant improvement from a loss of SEK 26 million in Q1 2025. CEO Greg Glenday noted, "Q1 was exactly wh...
• Strong Organic Growth — The company reported 31% organic growth when adjusted for FX and M&A, with North America being the primary growth driver at 43% organic growth year-over-year. This growth reflects strong underlying demand from advertiser...
• Increased Average Revenue Per Listen (ARPU) — Acast's ARPU reached SEK 0.58, the highest Q1 ARPU recorded, marking a 19% year-over-year growth. This increase is attributed to improved monetization strategies and premium pricing through integrated campaigns, indicati...
• Expansion of Video Podcasting — Acast is expanding its video podcast distribution, with partnerships established with major platforms like Apple and Spotify. CEO Glenday emphasized that video optionality is now one of the "most exciting work streams at...

Read the full Acast AB (publ) transcript (Q1 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 22 Acast AB (publ) earnings call transcripts on record, spanning February 11, 2022 to July 23, 2026. Based on this history, Acast AB (publ) reports quarterly. The most recent call on file is dated July 23, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

ACAST

Exchange

OM

Country

SE

Sector

Communication Services

Industry

Interactive Media and Services

Calls on record

22

First call

February 11, 2022

Most recent

July 23, 2026

Reporting cadence

quarterly