MAG Interactive AB (publ)

Hello and welcome to the presentation of MAG's Q4 report. So here to present today is me, Daniel. I'm the CEO of MAG. And Magnus, I'm the CFO of MAG. So our Q4 is June, July and August. So that's the time period we will talk to you about mainly today. And it's a really exciting report. So I think we go straight to some highlights. So we saw the revenue grow by 29% this quarter, something we're really happy about. And I think even more exciting is the accelerating user acquisition. So we saw UA start to expand a bit in Q3 and we doubled down on that this quarter. So it's a really exciting moment in time for MAG. So we're going to talk quite a bit about that during today's presentation.

Let's start with a reflection of the year that passed. It was a record year in many aspects, actually. And starting out with net sales, we had 328 million sales, which is 14% up year over year. We saw Evergreen's growing, which is a testament of the strength and engagement of our core users, OS users, and also testament to the efficiency at which these games are operated by LiveOps team.

Yeah, and also during the Q4 months, we launched a new game. So they're super happy about that. So Tile Mansion launched in English-speaking markets. So we expanded that further into Q1 and also started to grow the user acquisition investments throughout Q1 as well. So really good start for Tile Mansion. We see strong KPIs and we expect a lot of growth for that game coming into this financial year. So looking a bit back in time as well, here we see the last nine quarters of revenue in ARPDAU. And as we see here, it's a very strong correlation between ARPDAU and revenue. So ARPDAU is really the tool we have to create growth. This is nine quarters, but our growth journey really expands back to the last 12 quarters. We've grown every quarter, year over year. And 90 million of revenues from the games is the record for the company. Last quarter, we also had an extraordinary income from switching to a new ad mediation platform. But for the games business, it's the best quarter ever in the history of the company. And this is really, as always, a combination of improving products and investing in user acquisition. But this quarter, user acquisition is extra important.