Australia · Delayed Price · Currency is AUD Jumbo Interactive Earnings Call Transcripts
Fiscal Year 2026
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Delivered double-digit growth in revenue and EBITDA, with international operations now 34% of profit. Upgraded guidance for Stride and Dream U.K., and maintained strong cash flow and balance sheet flexibility.
Fiscal Year 2025
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The AGM highlighted strong financial results, major international acquisitions, and a shift in capital management to support growth and debt reduction. Governance, sustainability, and digital innovation remain key priorities, with the Board focused on integrating new businesses and maintaining shareholder value.
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The acquisition of Dream Giveaway USA provides immediate B2C access to the U.S. market, leveraging digital expertise to accelerate growth and diversify earnings. Funded through cash and debt, the deal is expected to be EPS accretive and enhances international expansion, with integration and optimization as near-term priorities.
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Acquisition of a leading U.K. prize draw operator for up to AUD 134 million accelerates international B2C growth, leveraging digital expertise and a scalable business model. Integration is structured, with founders retained through 2026 and strong growth expected in a regulated, expanding market.
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Second-best annual result achieved despite lower jackpots, with strong digital growth, robust margins, and a record-matching dividend. SaaS and Managed Services segments outperformed, while new marketing and product initiatives drove market share recovery and player engagement.
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First half 2025 results were impacted by a subdued jackpot environment, leading to declines in TTV, revenue, and EBITDA, but new initiatives like the Daily Winners loyalty program and a shift in marketing strategy supported engagement and set the stage for recovery as jackpots improve. Early second half trading shows strong TTV growth.
Fiscal Year 2024
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Record financial results were achieved with strong growth in revenue, profit, and dividends, supported by digital expansion and new product launches. The board emphasized governance, cybersecurity, and international growth, with all AGM resolutions passed and robust engagement with shareholders.
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Record FY 2024 growth with TTV up 24% and revenue up 34%, driven by strong jackpots, digital expansion, and disciplined M&A. Dividend rose 27%, and a new debt facility enhances flexibility. FY 2025 targets stable margins and continued SaaS and managed services growth.