Earnings ExpectationsA headline +6.1% constant currency revenue growth rate (+3.9% reported) and -4% below consensus expectation, with a negative -9% EBITDA miss implication for the year (-6% miss for 1Q).
Regulatory ConcernsEvolution has confirmed that the UK regulator, the Gambling Commission (UKGC), has announced a review of EVO’s UK operating licence.
Revenue GrowthRevenue growth slowed in all regions globally, most notably in Europe (-1% vs +9% in 4Q24) and Asia (+2% vs +11%).