Canada · Delayed Price · Currency is CAD Sabio Holdings Earnings Call Transcripts
Fiscal Year 2026
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Q2 results highlight robust growth in U.S. Programmatic and EMEA, with gross margin expanding to 61% and adjusted EBITDA loss narrowing. Strong recurring revenue, cost efficiencies, and secured political commitments position the business for profitability in H2 2026.
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Core business grew 6% year-over-year despite a 10% revenue decline, driven by 13x growth in international and programmatic segments, which now comprise 62% of revenues. Over $5M in political commitments and $2.3M in cost cuts position the company for a record, profitable H2.
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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Streaming TV and apps are replacing traditional TV, boosting demand for targeted, multicultural ads. The company now gets 77% of revenue from CTV/OTT and is launching Creator TV to tap into the creator economy. Strong recurring revenue, cost optimization, and focus on diverse audiences support ongoing growth.
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Q2 2024 saw double-digit revenue growth, record CTV/OTT sales, and improved margins, with adjusted EBITDA loss narrowing significantly. Strong recurring revenue, new product launches, and anticipated political spend position the company for accelerated growth and profitability in H2.