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01/10 16:34
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Access earnings results, analyst expectations, report, slides, earnings call, and transcript.
The earnings call indicates strong financial performance with a 25% revenue increase and a 120% rise in adjusted EBITDA. The company is maintaining revenue guidance above $2 billion, and has increased dividends, signaling confidence. Despite some regulatory and competitive challenges, optimistic guidance and strategic expansion plans, including the U.S. iGaming market and potential Canadian market entry, contribute to a positive sentiment. The market cap suggests moderate sensitivity, leading to a predicted positive stock price movement of 2% to 8% over the next two weeks.
Total Revenue $517 million, growing 25% year-over-year.
Adjusted EBITDA $111 million, increased by 120% year-over-year, with a combined margin of approximately 22%.
Total Revenue ex-U.S. $502 million, growing 24% year-over-year.
Adjusted EBITDA ex-U.S. $121 million, grew 62% year-over-year, with a margin of 24%.
Unique Monthly Active Customers Average of $5.4 million for the quarter.
Total Sports Wagering ex-India $899 million, up 7% year-over-year.
Gross Margin in Sportsbook Improved from 11.1% in Q1 2024 to 13.8% in Q1 2025.
Unrestricted Cash $351 million.
Quarterly Dividend Target Increased to $0.04 per share, resulting in $20 million declared and paid to shareholders.
Total Shareholder Returns $146 million returned to shareholders in the last 12 months.
New Product Launch: Introduced Spin Palace Casino in New Jersey and Pennsylvania, replacing the sports-focused brand Betway.
Market Expansion: Africa grew 54% year-over-year, with successful launches in Botswana and strategic focus on Nigeria. Europe up 53% year-over-year, with UK revenue up 87%.
Market Performance: Canada grew 13% year-over-year, with Ontario up 2% and the rest of Canada up 16%. APAC down 13% year-over-year due to currency weakness and market closures.
Operational Efficiency: Adjusted EBITDA increased by 120% year-over-year to $111 million, with a combined margin of approximately 22%.
Cost Management: Maintained marketing spend stable as a percentage of revenue while controlling overhead.
Strategic Shift: From now on, financial results will be reported in U.S. dollars to enhance comparability with U.S. peers.
Future Guidance: Maintaining guidance for fiscal year group revenue of greater than $2 billion and adjusted EBITDA of greater than $421 million.
Regulatory Issues: The company is monitoring a proposed tax hike in New Jersey that could impact profitability.
Supply Chain Challenges: The APAC region was significantly affected by currency weakness and the closure of non-performing markets.
Competitive Pressures: The company faces competitive pressures in the U.S. iGaming market, with a focus on meeting KPI goals and achieving breakeven by 2027.
Economic Factors: Growth in New Zealand is constrained by regulatory limits on marketing, affecting overall performance in the APAC region.
Strategic Focus: Super Group is strategically focused on making smart adjustments to global operations, cultivating growth areas, enhancing technology and product offerings, and spending wisely on operations and marketing.
U.S. Business Progress: The iGaming business in the U.S. is progressing according to plan, with expectations for breakeven in 2027.
Market Expansion: Super Group is preparing for potential launch of local regulations in Alberta, Canada, in 2026.
New Product Launch: Introduced Spin Palace Casino in New Jersey and Pennsylvania, replacing the sports-focused brand Betway.
Investor Day: An upcoming Investor Day is scheduled for September 18, 2025, in London to showcase the company's transformation.
Revenue Guidance: Maintaining guidance for fiscal year group revenue of greater than $2 billion.
EBITDA Guidance: Maintaining guidance for group adjusted EBITDA of greater than $421 million.
Performance Assessment: Super Group does not update guidance quarterly but continuously assesses performance throughout the year.
Minimum Quarterly Dividend Target: Increased to $0.04 per share, resulting in $20 million declared and paid to shareholders at the end of March 2025.
Total Shareholder Returns: In the last 12 months, Super Group has returned $146 million to shareholders.
Shareholder Return Strategy: Super Group is focused on delivering meaningful shareholder returns while reinvesting for growth.
The earnings call summary and Q&A reflect a positive outlook with raised guidance, sustainable margins, and strategic market expansions. Despite the exit from the U.S. market, the company is making significant investments in technology and new product launches, which are expected to drive growth. The raised EBITDA guidance and strong market-specific strategies, such as in Africa and Spain, further support a positive sentiment. The market cap suggests a moderate reaction, leading to a 'Positive' prediction of 2% to 8% stock price increase.
The earnings call reveals strong financial performance with a 15% YoY revenue increase and a robust balance sheet with $393 million in cash and no debt. Management's strategic exit from the U.S. market is aimed at reallocating resources to more profitable regions, with expected cost savings. The company's marketing strategy and product innovations are driving growth. Despite concerns about lower H2 guidance, management attributes this to a disciplined forecasting approach. The market cap suggests moderate volatility, and overall, the positive financial health and strategic focus are likely to result in a 2% to 8% stock price increase.
The earnings call indicates strong financial performance with a 25% revenue increase and a 120% rise in adjusted EBITDA. The company is maintaining revenue guidance above $2 billion, and has increased dividends, signaling confidence. Despite some regulatory and competitive challenges, optimistic guidance and strategic expansion plans, including the U.S. iGaming market and potential Canadian market entry, contribute to a positive sentiment. The market cap suggests moderate sensitivity, leading to a predicted positive stock price movement of 2% to 8% over the next two weeks.
The earnings call presents strong financial performance with significant revenue and EBITDA growth, especially ex-US. Positive sentiment is reinforced by increased dividends and optimistic guidance. However, regulatory and competitive risks, along with unclear responses on acquisitions and tax impacts, temper enthusiasm. Overall, the positive aspects, including a special cash dividend and strong growth figures, outweigh the negatives, suggesting a moderate stock price increase.
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