Kambi Group PLC (FRA:7KB)

Q4 2025 Kambi Group PLC Earnings Call Transcript

Feb 18, 2026 / 09:00 AM GMT

Release Date Price: €9.21 (-0.43%)

Transcript

Key Points

Positve

Kambi Group PLC (KMBIF) reported a 16% growth in adjusted EBITDA for Q4 2025, indicating strong financial performance.
The company added four new partnerships at the start of 2026, totaling 15 since the beginning of Q4 2025, showcasing robust business development.
Kambi Group PLC (KMBIF) successfully launched with the Ontario Lottery, marking a significant milestone in expanding its market presence.
The company ended 2025 with a healthy balance sheet, being debt-free and holding €32.9 million in the bank.
AI-driven systems now handle over 50% of bets, enhancing efficiency and product quality, which is a competitive advantage.

Negative

Revenue for the full year 2025 was down 1.2% when excluding transition fees, impacted by factors such as the Colombia deposit tax and market migrations.
The company faces headwinds from increased gaming taxes in several markets, including the Dutch, Brazilian, and Illinois markets.
There is uncertainty regarding the introduction of a new sports betting tax in Colombia, which could impact future profitability.
The company anticipates increased costs of sales due to higher data supply and other supply costs.
Kambi Group PLC (KMBIF) is facing competitive pressure in the odds feed market, despite recent traction with tier 1 customers.

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

KAMBI.ST - Kambi Group PLC
Q4 2025 Kambi Group PLC Earnings Call
Feb 18, 2026 / 09:00AM GMT

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Presentation
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Unidentified_1 [1]
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Mr.

As we look back on 2025, we closed the year on a strong footing. Our adjusted EPIDA for Q4 grew 16%.

That momentum has not slowed as we have entered 2026. Since the start of the year we have added another 4 partnerships, taking us to 15 since the start of Q4. We were also pleased to launch with Ontario Lottery in late January, making another major milestone for the business. So we ended the year with strong operational progress across the business, and we have started a new one with the same pace and conviction.

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Unidentified_2 [2]
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I will

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