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Edge10 Jul 2026
Inside Take-Two: The Grand Anticipation
The story of how Take-Two Interactive built the empire behind Grand Theft Auto, Red Dead Redemption, and one of gaming's largest mobile portfolios.
Allegro
Allegro (ALE) investor relations material
Allegro Investor presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor presentation summary6 Jul, 2026
Business model and market position
Seamlessly connects over 20.4 million buyers and 150,000+ selling partners across Poland, Czechia, Hungary, and Slovakia, with a total addressable retail market exceeding $416 billion in 2025.
Operates a marketplace model enhanced by advertising, fintech, and logistics growth engines, driving a powerful flywheel effect for both merchants and consumers.
Holds the #1 position in Poland and is rapidly expanding in Central and Eastern Europe (CEE), leveraging unmatched scale and reach.
Strategic priorities and growth engines
Focuses on supercharging the core marketplace, expanding internationally, and leveraging AI for productivity and customer experience.
Advertising, fintech (notably Allegro Pay), and logistics are key drivers of revenue growth and margin expansion.
Smart! loyalty program accelerates engagement, with over 8.5 million subscribers across markets and enhanced benefits introduced in 2025.
Financial performance and outlook
Achieved PLN 19.4bn+ GMV in 2025, with a 5-year GMV CAGR of 14.5% and adjusted EBITDA surpassing $970m.
Strong cash conversion (73%+ in 2025) and consistent deleveraging, with net leverage reduced to 0.72x by end-2025.
2026 guidance targets 10-12% group GMV growth, 12-15% revenue growth, and 9-13% adjusted EBITDA growth.
International segment break-even target year
Impact of supplier indexation on delivery costs
Allegro Pay credit loss and incrementality
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Latest events from Allegro
- GMV rose 9% to PLN 69.7bn, Adjusted EBITDA up 15.4%, and PLN 1.6bn buyback planned.ALE
Q4 20258 Jul 2026 - Strong Q1 growth, international expansion, and a PLN 1.4bn buyback proposal boost outlook.ALEQ1 20258 Jul 2026
- Strong Q1 growth, margin expansion, and upgraded international outlook for FY 2026.ALEQ1 202614 May 2026
- Double-digit growth, margin gains, and strong cash flow, with leverage at 1.04x.ALEQ2 202420 Jan 2026
- Polish growth offset international decline as leverage improved and investments accelerated.ALEQ3 202414 Jan 2026
- Double-digit growth, margin gains, and strong cash flow drive an optimistic 2025 outlook.ALEQ4 20241 Dec 2025
- Polish growth and innovation drove Q3 profit surge, with international losses narrowing.ALEQ3 202520 Nov 2025
- Strong growth in revenue, GMV, and profit, with upgraded guidance and major capital actions.ALEQ2 202518 Sep 2025
Next Allegro earnings date
Q2 202617 Sep, 2026
Allegro
Next Allegro earnings date
Q2 202617 Sep, 2026
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Eferix Drawings Google Play
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@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
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