Q3 2025 Gentoo Media Inc Earnings Call Transcript
Key Points
- Gentoo Media Inc (FRA:GI11) reported an increase in EBITDA before special items, reaching EUR9.3 million with a margin improvement to 41%.
- The company has successfully reduced its cost base, with personnel expenses and other OpEx down to EUR7.4 million from EUR8.9 million the previous year.
- October delivered a 15% revenue growth compared to September, with mid-November trending even further ahead.
- The strategic realignment has resulted in a more efficient organization, ready to maximize year-end peak season performance and accelerate growth into 2026.
- Free cash flow from operations has been adjusted up to EUR31 million to EUR34 million from the previous guidance of EUR27 million to EUR30 million.
- Revenue for Q3 2025 came in below expectations at EUR22.7 million, down from EUR29.5 million in Q3 last year.
- The company faced unusually weak September sports margins and immature market conditions, particularly in Brazil.
- Marketing expenses were reduced significantly, impacting player acquisition despite improvements in efficiency.
- The company is still dealing with the effects of partner and portfolio optimization efforts, which had a short-term negative impact on revenue.
- The market in Brazil remains unpredictable, posing challenges for stable revenue generation.
Hi, and welcome to Redeye, and today's presentation of Gentoo Media's Q3 result, will be presented by the CEO, Jonas Warrer, and followed by Q&A moderated by me. And if you have any questions, please send them through on the website.
With that, I'll leave over to you, Jonas. Please go ahead.
Thank you very much, and good morning all. So welcome to the presentation today for our Q3 interim report. We are Gentoo Media. I just wanted to say a little bit about that for those of you out there that are new to the business and to the industry. So what we do is that we work as an affiliate in iGaming.
And that means in layman's terms that we connect operators with players. So what we say is when high-value players find the right brand at the right time, attention turns into action. And that's the shape and the business that we shape.
Why does iGaming affiliation matter? I think most operators would say that affiliates, they can drive high-intent traffic. We can also build trust to content and to
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