ZEAL Network SE (XTER:TIMA)

Half Year 2025 ZEAL Network SE Earnings Call Transcript

Aug 6, 2025 / 08:00 AM GMT

Release Date Price: €46.4 (+0.43%)

Transcript

Key Points

Positve

ZEAL Network SE (XTER:TIMA) reported a 32% increase in revenues, driven by a 4% growth in billings and strong margin growth.
The company achieved a gross margin of 17.3%, attributed to a successful price increase and an improved product market mix.
Customer acquisition reached a record high with 499,000 new customers in the first half of the year, despite a weak jackpot environment.
The games business experienced a 49% year-over-year revenue growth, indicating strong customer engagement and value perception.
ZEAL Network SE reaffirmed its full-year guidance for 2025, expecting to end in the upper range, demonstrating confidence in its strategic execution.

Negative

The first half of the year experienced a weak jackpot environment with only 2 peak jackpots compared to 6 in the previous year, impacting customer acquisition and reactivation.
Marketing spend increased by 14%, reflecting higher media costs and strategic marketing tests, which could pressure profitability if not managed effectively.
The cost per lead (CPL) was higher at €46.9, influenced by the weaker jackpot environment and strategic marketing initiatives.
The Dream House raffle, while successful, showed varying performance based on location and style, indicating potential challenges in predicting customer preferences.
The games business faces restrictions on cross-selling, which could limit growth opportunities in integrating lottery and games offerings.

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

TIMAn.DE - ZEAL Network SE
Half Year 2025 ZEAL Network SE Earnings Call
Aug 06, 2025 / 08:00AM GMT

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Presentation
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Unidentified_1 [1]
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Good morning ladies and gentlemen, and I warmly welcome you to today's earnings call of the Zar Network SE following the publication of the half year figures of 2025 earlier this morning.

I'm delighted to welcome the CEO Hemm Becker and the CFO Andrea Behrendt, who will guide us through the presentation and the results shortly. But before I hand over to the management board, let me kindly remind you that every participant is in a listen-only mode. And after the presentation, we will move on to a Q&A session in which you will be allowed to play your questions directly via the audio line. Questions via chat cannot be submitted today, and having said this, Andrea, this stage is yours.

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