Schibsted ASA Q4 2024 Earnings Call Transcript

The following is excerpted from the question-and-answer section of the transcript.

Question: Eirik Rafdal - Carnegie - Analyst : (Inaudible - microphone inaccessible) please and also, Christian, you commented that you said you wanted to reiterate the comments given at Q3 on ARPA growth for real estate. And if I remember correctly, you said I think, double-digit growth for ARPA in 2025 based on the actions you're taking. So my first question would be, could you just confirm that my, you remember in Q3 and double-digit ARPA is correct? And if that's also the case both for Q1 and for 2025 as a whole? Thank you.

Question: Eirik Rafdal - Carnegie - Analyst : Okay. And also a follow-up on real estate. And if I understood correctly, there's a three month notice period on the downgrades. Is it fair to kind of assume that the baseline on mix is basically reset going into 2025, you guys started talking about downgrades already at Q2. I think it was last year, we saw ARPA gradually coming down for Q3 and Q4. And is it kind of a fair estimate that baseline for mix going into '25 is yes, reset? And what I'm asking is do you expect acceleration of downgrades now? Or do you think it's over?

Question: Eirik Rafdal - Carnegie - Analyst : That's very clear. Thank you. And just a final question for me, please. The 30% ARPA growth in Sweden private mobility. Is it fair to assume that Norway Private should see sort of the same type of uplift from Q1 based on similar alterations from the 1 of January and FINN or how should we think about that?

Question: Eirik Rafdal - Carnegie - Analyst : That's very clear. Thanks for taking my questions. I'll jump back in the queue.