)
Gentoo Media (G2M) investor relations material
Gentoo Media ABGSC Investor Days summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Business Overview and Strategy
Operates in online player-operator connection with 450 employees from 47 nationalities across five European offices and 150+ websites, serving 3,000 partners in over 100 markets.
Revenue model is 60% recurring (revenue share), 30% listing fees, and 10% CPA, with a focus on casino (75% of revenue) and sports betting (25%).
Emphasizes a product-driven approach over SEO, with flagship and local champion sites, and a strong tech platform managed by over 100 employees supporting efficiency and scalability.
Offers compliance and complaint services, helping players recover approximately EUR 80 million from operators and supporting operators in regulated markets.
Maintains a diversified presence to adapt to regulatory changes and market shifts.
Financial Performance and Targets
Last twelve months revenue reached EUR 104 million, with EBITDA close to EUR 37 million; guidance for the year is EUR 40–41 million.
Free cash flow stands at EUR 28 million, with leverage expected to fall below 3 by year-end.
Quarterly player deposits for partners total around EUR 200 million.
Bond financing is stable, with outstanding bonds totaling EUR 60m and SEK 350m, maturing December 18, 2026; coupon rates are 3m EURIBOR/STIBOR + 7.25% p.a., with current interest rates near 9.7%.
Trading at approximately 35% below peer multiples.
Market and Regulatory Landscape
Operates mainly in regulated markets, with about 70% of the market regulated in 2025 and 30% of global gaming markets still unregulated, presenting growth potential.
Estimated iGaming market size for 2025 is $216.7 billion, with a 10.7% CAGR projected to 2030.
Affiliation market size in 2025 estimated at $13-21.7 billion, with 30-40% of players coming from affiliates.
Sees continued shift from offline to online gaming as a positive industry trend.
Brazilian market viewed as important but immature, with cautious investment due to low revenue share and slow regulatory progress.
Next Gentoo Media earnings date
Next Gentoo Media earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage
)
)