The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Oscar Ronnkvist - ABG Sundal Collier - Analyst
: Thank you. Good morning, Pontus, Martin. Just a few questions for me. So first one just on the trading update appeared quite strong, I would say.
So just wanted to hear your thoughts about the Brazil launch. If we could see, big contribution from that going into the April numbers or if we still
expect quite a limited contribution from that in the beginning and then to maybe ramp up in the following few quarters. Thanks.
Question: Oscar Ronnkvist - ABG Sundal Collier - Analyst
: Perfect. Got it.
Then my next question would be on the B2B development. It appears also quite strong. I think it's up to 31% of the group's revenue at the moment
and grew over 30%. So just wanted to hear your thoughts about the B2B customer concentration, so. I know that you don't comment that a lot,
but can you say something about, I mean, how many new B2B clients you have expanded with and how the development of the customer
concentration has come over the last few quarters and years, please.
Question: Oscar Ronnkvist - ABG Sundal Collier - Analyst
: All right, got it. Then just a quick one for maybe for Martin detail one, but the depreciation or especially the amortization level dropped quite
significantly between Q4 and Q1. Just wondered if there's any sort of non-recurring effects or if we should extrapolate the Q1 number please.
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APRIL 29, 2025 / 7:00AM, BETSb.ST - Q1 2025 Betsson AB Earnings Call
Question: Oscar Ronnkvist - ABG Sundal Collier - Analyst
: Perfect. That was all for me.
Thank you.
Question: Martin Arnell - DNB - Analyst
: Good morning guys. I, want to follow up on the last, discussion there. Yeah, it was a great quarter there and, what were the main drivers, for the
improved revenue growth in the quarter?
Question: Martin Arnell - DNB - Analyst
: Mm, and on the Q2 trading if it's not really boosted by Brazil, you mentioned, so what is, sort of supporting and driving there? Is it Paraguay
oranything else?
Question: Martin Arnell - DNB - Analyst
: Mm, okay, thanks, and on the negative point I know that.
If we TRY to exclude the [bit to revv] system revenue, it looks a little bit weaker this quarter. Is there anything that stands out there, that you can
comment on?
Question: Martin Arnell - DNB - Analyst
: Was there a specific sport, or a specific league that you can comment on why the sports margin would lower, in, some market there.
Question: Martin Arnell - DNB - Analyst
: Okay, thank you. And my final question is, we see that you're absorbing the higher gaming tax, we can see your betting duties as percent of sales
continues to go up, but you're scaling and you're increasing the earnings, you expect the betting.
To just to continue up I guess in in percent of sales will you be able to continue to defend your your margins and absorb that higher tax do you
think?
And what are your tools here that you can work with?
Question: Martin Arnell - DNB - Analyst
: Going forward.
Yeah.
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APRIL 29, 2025 / 7:00AM, BETSb.ST - Q1 2025 Betsson AB Earnings Call
But yeah, I'm and I'm not asking for guidance at all. I'm just asking sort of how can you protect your margins because I guess you are doing that
really well and you can work with payments, there are other items, there are ops, etc. What are you focusing on when you're seeing and focusing
on improving, increasing your percent from locally licensed markets.
.
Question: Martin Arnell - DNB - Analyst
: Perfect, thank you guys. That's all for me.
Question: Dennis Peterson - Private Investor - Analyst
: Hello Pontus and Martin.
I have, 3.
I have 3 questions. The first one, I guess, I might have been missing some kind of press release or some comments, but what has happened with
the acquisition you made in the Netherlands that was, presented a few quarters ago and was pending the KSA approval.
Question: Dennis Peterson - Private Investor - Analyst
: I see, are you having any communications with them, or are you just in a sort of a quiet period and waiting.
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Question: Dennis Peterson - Private Investor - Analyst
: Okay.
Thank you. And do you see any impact in the start of Q2 in terms of, customer deposits, subject to the, that increase in Colombia?
Question: Dennis Peterson - Private Investor - Analyst
: Okay, thank you. And there's been some, talk about the Brazilian market, but, what can we expect, going forward? I mean, I guess, that will start
from a different level in terms of brand recognitions compared to the launch in the USA. But do you see any risk that, you get the same outcome
as in the USA and in the Colorado launch that Wasn't that successful, I guess that we all hoped.
Question: Dennis Peterson - Private Investor - Analyst
: Okay.
Thank you. That was all from me.
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