Canada · Delayed Price · Currency is CAD Sabio Holdings Earnings Call Transcripts
Fiscal Year 2025
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Despite a challenging Q3 with front-loaded ad budgets and macro headwinds, the business achieved strong growth in programmatic and international segments, maintained stable gross margins, and is entering 2026 with a record pipeline and significant political cycle tailwinds. Investments in new products and efficiency are expected to drive improved profitability.
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The company highlighted rapid revenue growth, international expansion, and the launch of new products like Creator Television and Creator Sports. With a strong recurring revenue model and proprietary analytics, it is positioned for further gains, especially in 2026.
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Record Q2 revenue and strong recurring sales were driven by ad-supported streaming, international expansion, and new product launches. Investments in programmatic and Creator TV are expected to yield significant growth and margin expansion in 2026.
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Record Q1 revenue growth of 43% was driven by streaming TV and international expansion, with strong gross margins and high customer retention. Investments in sales and technology are expected to fuel continued double-digit growth, though macroeconomic and policy risks remain.
Fiscal Year 2024
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Record 2024 results with 38% revenue growth and $3.8M adjusted EBITDA, driven by ad-supported streaming and strong customer retention. New products and international expansion set the stage for continued double-digit growth in 2025, despite potential tariff headwinds.
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Record Q3 revenue and profitability were driven by strong growth in ad-supported streaming and core branded advertising, with gross margin rising to 63% and Adjusted EBITDA reaching $2.6 million. Management expects continued double-digit growth and new product momentum into 2025.
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The company leverages proprietary analytics to help brands reach diverse audiences on streaming and mobile platforms, achieving strong revenue growth and high advertiser retention. Strategic initiatives include launching Creator TV and expanding self-serve analytics, while maintaining profitability and positioning for continued double-digit growth into 2025.
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Q2 2024 saw 11% revenue growth and a 39% surge in CTV/OTT sales, with adjusted EBITDA loss narrowing to under $300,000. Strong recurring revenue, new product launches, and accelerating political spend position the company for double-digit growth and profitability in H2.