Storytel STORY B

Stockholm | Technology | Audiobook and ebook streaming plus publishing
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Updated: 27 Sep 2026 Base analysis: 6 Apr 2026

The news check keeps the assessment current.

General analysis — not personal advice.

HOLD Clear

Hold; consider adding 5–15% if Q1 shows strong ex-Nordics growth and stable margins.

Strong cash position, low net debt and confirmed margin expansion after the Q2 report support the continued HOLD signal despite positive development.

Market sentiment Positive ↑
Trend: Improving

Sentiment has strengthened further after the buyback programme and positive external coverage highlighting margin expansion and organic growth.

Risk assessment Medium
Dilution: Low Net cash and positive free cash flow
Jurisdiction: Low Mainly Sweden/Western Europe/US exposure
Execution: Medium Growth and M&A require consistent execution

HOLD is the call. Positive is the market mood. Medium risk means some things can go wrong.

Latest change
  • 29 Jul 2026 — The report shows margin expansion and raised full-year guidance, driving improved confidence in profitability.

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About the company

Storytel is a global subscription platform for audiobooks and ebooks, complemented by a publishing business. Profitability and cash generation improved materially in 2025, and the company reported a net cash position. Key focus areas are subscriber growth, margin sustainability, and selective expansion/M&A.

Sector: Audiobook and ebook streaming plus publishing
Type: Tech
Next report (Q3)
27 Oct 2026
Catalysts
◌
2026
M&A or partnership Medium
◦
Date TBA
Impact of Storytel Genie
Bull case

Raised EBITDA guidance and continued margin expansion strengthen confidence in the 2028 targets.

Bear case

Competition from Spotify and potential ARPU pressure from currency may limit growth pace.

Why this signal

Strong cash position, low net debt and confirmed margin expansion after the Q2 report support the continued HOLD signal despite positive development.

Recent news
  • Storytel continued B-share buybacks in weeks 37 and 38 as part of the ongoing programme. The company had strong presence at the Gothenburg Book Fair with Storytel Studio Live. Swedbank kept the stock on its prioritised small-cap list and Dagens Industri reiterated its buy recommendation.

Key figures

Revenue
Q2 2026
SEK 1.1B
Revenue TTM
R12M
SEK 4.2B
EBITDA
Q2 2026
19.2%
Net income
Q2 2026
SEK 100M
Cash
Q2 2026
SEK 536M
Total debt
R12M
SEK 14.0M
Gross margin
Q2 2026
46.3%
Exchange
Stockholm
Type
Technology
Sector
Audiobook and ebook streaming plus publishing
Storytel STORY B
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Firelda provides general information and analysis, not personal investment advice. Content does not consider your financial situation or goals. Investments can rise and fall in value. Always do your own research.