Q3 2025 Catena Media PLC Earnings Call Transcript

Nov 4, 2025 / 05:00 PM GMT

Release Date Price: $0.6208

Transcript

Key Points

Positve

Catena Media PLC (LTS:0RUE) reported a 9% year-on-year revenue increase, with a 15% increase when adjusted for currency fluctuations.
Adjusted EBITDA improved significantly to €2.9 million, more than doubling from the previous quarter.
The company achieved a 25% adjusted EBITDA margin, a substantial improvement from previous quarters.
Revenue diversification efforts showed positive results, with increased contributions from CRM, sub-affiliation, and paid media.
The launch of the Marketplace sub-affiliation platform is expected to enhance service delivery and expand the company's footprint in North America.

Negative

Regulatory uncertainty surrounding social sweepstakes casinos presents potential headwinds for future quarters.
The company recorded a €16.5 million impairment loss due to underperformance in certain assets.
New depositing customers decreased by 40% year-on-year in the sports segment.
The company's focus on North America has led to reduced attention on other geographical markets.
Deferred interest payments on hybrid capital securities have accumulated to €2.5 million, indicating potential financial strain.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

CATME.ST - Catena Media PLC
Q3 2025 Catena Media PLC Earnings Call
Nov 04, 2025 / 05:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning. Good evening, everyone. Welcome to Katina Media's Q3 interim report.

I am Manuel Stan and today I'm joined by our Chief Financial Officer, Mike Gro.

Today we will be speaking to our Q3 interim report, related financials, and our strategy and outlook going forward.

We'll start today's presentation with a high-level summary of the most important developments in the quarter.

I am pleased to see a solid quarter with growth in both revenue and earnings. Q3 amounted to â¬11.6 million. This represents an improvement of 9% versus Q3 2024 and 22% versus Q2 2025.

Adjusted for the weaker US dollar, our primary invoicing currency, revenue increased by 15% from Q3 2024.

The adjusted

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