Q3 2025 Inspired Entertainment Inc Earnings Call Transcript
Key Points
- Inspired Entertainment Inc (INSE) reported third quarter and trailing 12-month adjusted EBITDA of $32.3 million and $110 million, respectively, both exceeding consensus and previous year figures.
- The Interactive segment achieved more than 40% year-over-year adjusted EBITDA growth for the ninth consecutive quarter, with October being the largest revenue month in its history.
- The sale of the holiday parks business is expected to improve net leverage and contribute to higher adjusted EBITDA margins and lower CapEx.
- The company announced a $25 million share buyback plan, indicating confidence in its financial position and future prospects.
- The Gaming segment is performing well across key markets, with significant growth in North America and Greece, and gaining market share in the UK.
- Potential tax changes in the UK gaming industry could impact future performance, although the company is confident in its ability to manage these changes.
- The Virtual Sports segment continues to be impacted by taxation in Brazil, although improvements are expected in the fourth quarter.
- The divestiture of the holiday parks business will result in a decrease in revenue, although it is expected to improve margins.
- The company faces challenges in expanding its Virtual Sports segment in North America, with slower-than-expected adoption by operators.
- The Interactive segment's growth may face challenges in sustaining its high growth rate due to increasing competition and the need for more content.
Good morning, and welcome to the Inspired Entertainment Third Quarter 2025 Conference Call. (Operator Instructions) Please note that today's event is being recorded.
Before we begin, please refer to the company's forward-looking statements that appear in the third quarter 2025 earnings press release and in accompanying slide presentation, both of which are available in the Investors section of the company's website at www.inseinc.com. These also apply to today's conference call.
Management will be making forward-looking statements within the meaning of United States securities laws. These statements are based on management's current expectations and beliefs and are subject to various risks, uncertainties and other factors that may cause actual results to differ materially from those exposed or implied in such statements. For a discussion of these risks and uncertainties, please refer to the company's filings with the Securities and Exchange Commission. The company assumes no obligation to update or review any forward-looking
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