London · Delayed Price · Currency is GBP · Price in GBX Boku, Inc. Earnings Call Transcripts
Fiscal Year 2025
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Revenue grew 30% to $128.8M and adjusted EBITDA rose 36% to $41.3M, both ahead of guidance. Diversification into digital wallets and bundling drove strong growth, with robust cash generation and a debt-free balance sheet supporting ongoing investment and expansion.
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Revised summary: The company is executing a growth strategy by expanding its global payment network, driving recurring revenue with innovative products, and investing in scalable technology. Financial guidance targets 20%+ organic revenue growth and 30%+ EBITDA margins, with new products and cross-border capabilities set to diversify future revenue streams.
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H1 2025 saw over 30% revenue growth and a 50%+ rise in adjusted EBITDA, driven by digital wallets, A2A schemes, and DCB products. Guidance for 27% full-year revenue growth and 30%+ EBITDA margin is reiterated, with strong cash generation and ongoing investment in innovation.
Fiscal Year 2024
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Delivered 24% organic revenue growth and 22% higher Adjusted EBITDA in 2024, with strong user and TPV gains. Expanded network, diversified revenue streams, and maintained robust cash generation, while guiding to over 20% CAGR revenue growth and rising EBITDA margins from 2026.
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Monthly active users rose 30% and revenue grew 24% to GBP 47.3 million, with adjusted EBITDA up 18% and margin above 30%. Expansion into new markets and products, strategic investments, and a strengthened executive team position the business for continued growth and margin improvement.