Q4 2024 Sabio Holdings Inc Earnings Call Transcript
Key Points
- Sabio Holdings Inc (SABOF) reported record top-line and bottom-line growth, with Q4 marking the third consecutive quarter of double-digit top-line growth.
- The company achieved a 39% compound annual growth rate since 2020, driven by a shift to a streaming sales model.
- Sabio Holdings Inc (SABOF) reported a 90% recurring business model with 70% of top customers increasing their share of voice.
- The company ended 2024 with $49.6 million in consolidated sales, up 38% from the previous year, and expanded its adjusted EBITDA margins to close to 8%.
- Sabio Holdings Inc (SABOF) has diversified its revenue streams, with ad-supported streaming sales now representing 78% of its total sales mix.
- The company faces potential challenges from tariffs and trade wars, which could impact key advertising verticals like automotive.
- There is uncertainty regarding the impact of tariffs and economic conditions on future quarters, particularly Q3 and Q4.
- International market margins are not as strong as those in the US, and the company is still in the early stages of building its household graph in these markets.
- The company is not focusing on optimizing EBITDA margins in 2025, as it plans to invest in growth areas such as programmatic, performance, and Creator TV.
- Sabio Holdings Inc (SABOF) faces increasing competition in the ad-supported streaming market from major players like Amazon and Google.
Good morning, everyone, and welcome to the Sabio Holdings Q4 and full-year 2024 earnings call. The financial statements and MD&A have been filed and can be accessed through the SEDAR website. Today is Tuesday, March 18, 2025. And joining us are Aziz Rahimtoola, founder and CEO; and Sajid Premji CFO of Sabio Holdings. They will be presenting the company's Q4 and Full-year results as well as the company's growth plans followed by a Q&A session. (Operator Instructions)
Before we begin, I would like to remind everyone that certain statements made today may contain forward-looking statements that are subject to known and unknown risks, uncertainties, and other factors. For a complete description of the risks and uncertainties facing the company, please refer to the annual information form, MD&A, and other continuous disclosure filings, which are also available on the SEDAR website. Also note that all figures discussed today are in US dollars unless stated otherwise. With that, I turn it over to Aziz.
| Access to All Earning Calls and Stock Analysis | |
| 30-Year Financial on one screen | |
| All-in-one Stock Screener with unlimited filters | |
| Customizable Stock Dashboard | |
| Real Time Insider Trading Transactions | |
| 8,000+ Institutional investors’ 13F holdings | |
| Powerful Excel Add-in and Google sheets Add-on | |
| All data downloadable | |
| Quick customer support | |
| And much more... |
Trustpilot
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
