The earnings call reflects a mixed sentiment with significant growth in iGaming revenues and cash flow improvements being overshadowed by challenges in Social Casino revenue declines and increased user acquisition costs. Despite strong monetization metrics, the company faces competitive pressures and difficulties in launching new games.
Company Guidance
During DoubleDown Interactive's first quarter earnings call for fiscal year 2025, management provided key financial metrics and guidance. The company reported consolidated revenue of $83.5 million and an adjusted EBITDA of $30.8 million. The Social Casino segment contributed $70.3 million, while the iGaming business, SuperNation, generated $13.2 million, marking the highest quarterly revenue for SuperNation since its acquisition in late 2023. Despite a year-over-year revenue decline in the Social Casino segment by 12%, the company achieved strong performance in monetization KPIs, with an increase in ARPDAU to $1.29 and payer conversion rate rising to 6.9%. Cash flow from operations rose to $41.1 million, up from $35.7 million in Q1 2024. The company highlighted a focus on maintaining strong cash flow conversion and profitability, with an emphasis on expanding direct-to-consumer revenue in the Social Casino business to exceed 15% in 2025. Additionally, DoubleDown expressed confidence in further scaling SuperNation within existing markets and exploring expansion into other regulated European iGaming markets, while also actively seeking potential acquisitions to diversify revenue sources.
Strong iGaming Revenue Growth
SuperNation iGaming revenues increased by 59% year-over-year, reaching $13.2 million, the highest quarterly performance since acquisition.
Increased Cash Flow from Operations
Cash flow from operations in Q1 2025 was $41.1 million, up more than $5 million from Q1 2024.
Improved Monetization Metrics
ARPDAU increased to $1.29 from $1.26, and payer conversion rate increased to 6.9% from 6.4% year-over-year.
Strong Cash Position
DoubleDown maintains a net cash position of approximately $422 million as of March 31, 2025.
Doubledown Interactive Co (DDI) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
DDI Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
May 13, 2025
$10.20
$9.94
-2.55%
Feb 11, 2025
$10.80
$10.01
-7.31%
Nov 11, 2024
$17.00
$16.20
-4.71%
Aug 12, 2024
$12.06
$11.94
-1.00%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Doubledown Interactive Co (DDI) report earnings?
Doubledown Interactive Co (DDI) is schdueled to report earning on Aug 12, 2025, TBA Not Confirmed.
What is Doubledown Interactive Co (DDI) earnings time?
Doubledown Interactive Co (DDI) earnings time is at Aug 12, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
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