DoubleDown Interactive Co. (DDI) Investor presentation summary

Business overview and strategy

• Operates as a leading provider of free-to-play social casino and iGaming digital games with a strong competitive moat in social casino gaming.

• Differentiated by exclusive partnerships, robust technology, and a focus on player engagement and monetization.

• Expanding into real-money iGaming and casual gaming, leveraging acquisitions for growth and diversification.

• Maintains a global presence with operations in Seoul, Seattle, Malta, and Hamburg, employing around 250 people.

Financial performance and key metrics

• 2025 revenue projected at $360 million, with Adjusted EBITDA of $142 million and a 39.5% margin.

• Consistent profitability and strong cash flow, with $136.8 million cash flow from operations in 2025.

• Net cash and short-term investments of approximately $455 million as of December 2025.

• 96% of 2025 revenue generated by user cohorts from 2010–2024, highlighting strong player retention.

Market opportunity and growth drivers

• Significant opportunities in the $32 billion casual gaming and $30+ billion iGaming markets.

• European social casino and iGaming markets are key focus areas, with strong growth outpacing global averages.

• SuprNation and WHOW Games acquisitions provide access to regulated European markets and new player segments.

• Real-time data analysis and scalable cloud-based technology support rapid expansion and optimization.