Cost Efficiency IssuesRevenue met expectations, but AEBITDA fell short in Q4, reflecting weaker-than-expected cost efficiencies.
Market Transition ChallengesManagement commentary suggests a cautious outlook as the company navigates a softening social casino market and transitions into new growth verticals such as sweepstakes and the Tetris game launch.
Profitability ConcernsFY 2025 guidance was below consensus, particularly on profitability, raising concerns about near-term margin expansion and cash generation.