Boku Inc (FRA:B04)

Full Year 2024 Boku Inc Earnings Call Transcript

Mar 18, 2025 / 09:30 AM GMT

Release Date Price: €1.79 (+2.87%)

Transcript

Key Points

Positve

Boku Inc (FRA:B04) reported strong organic revenue growth of 24% on a constant exchange rate basis.
The company achieved a higher adjusted EBITDA margin, maintaining above 30%, which supports strategic investments for future growth.
Monthly active users (MAUs) increased by 29%, and new users on the Boku platform grew by 26% year on year.
Boku Inc expanded its network by adding over 100 new connections and launched its first e-commerce in Japan.
The company remains debt-free with robust cash generation, reflecting financial stability and confidence in strategic investments.

Negative

Operating profit decreased to 6.2 million due to increased share-based payment expenses and FX losses, primarily related to JPY.
The company faces challenges in maintaining high take rates as it expands into high-value e-commerce transactions with lower margins.
There is a need for significant investment in automation and compliance to handle increased transaction volumes efficiently.
Boku Inc's bundling growth is dependent on merchant demand, which can be unpredictable and lumpy.
The competitive landscape varies dramatically by market, with traditional players still present in major markets like Brazil and India.

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

BOKU.L - Boku Inc
Full Year 2024 Boku Inc Earnings Call
Mar 18, 2025 / 09:30AM GMT

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Presentation
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Unidentified_1 [1]
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Right, well, good morning everybody. I think we've got most people here. Welcome to, the Bokuer Results analyst Briefing. With me today, I've got Stuart Neil and Wittick, who are going to take you through the presentation. Then at the end of the presentation, we'll have the op.

For Q&A in the normal way. If you would like to ask a question, if you can indicate to me in some way, ideally using the raise hand function, I'll come to you individually, ask you to unmute and you can put your questions to to Stuart and Rob. While they're presenting, I would be grateful if everybody could, mute so that we don't have any, interference. So, I think, as I say, most people are here and I'll hand over to Stuart and Rob to, run you through the

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