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Greek Organization of Football Prognostics SA (GOFPY) Q2 2026 Earnings Report
GOFPY Q2 2026 EPS Results
- Actual EPS
- $0.03
- Consensus EPS
- ―
- Beat/Miss
- ―
- One Year Ago EPS
- $0.17
GOFPY Q2 2026 Revenue Results
- Actual Revenue
- $1.21B
- Expected Revenue
- ―
- Beat/Miss
- ―
- YoY Revenue Growth
- +248.36%
Earnings Announcement Details
- Quarter
- Q2 2026
- Date
- 08/27/2026
- Time
- Before Open
- Conference Call
- Thursday, August 27, 2026
GOFPY Upcoming Earnings
Greek Organization of Football Prognostics SA's next earnings date is estimated for November 19, 2026, based on past reporting schedules.
Q2 2026 Earnings Call Audio
GOFPY Q2 2026 Earnings Call
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Q2 2026 Earnings Slide Deck
Q2 2026 Earnings Call Summary
Earnings Call Sentiment|Positive
The call was strongly positive overall. Management reported 27% net revenue growth, 29% adjusted EBITDA growth, 43% adjusted EBITDA minus CapEx growth, continued Betano and digital momentum, strong PrizePicks engagement, lower CapEx, shareholder distributions, and reaffirmed 2026 guidance. The main challenges were weaker U.K. GGR and expected U.K. revenue below the initial range, lower North America EBITDA due to World Cup marketing and variable costs, elevated EBITDA adjustments, leverage at the high end of its historic range, and regulatory and competitive uncertainty in the U.S.
Company Guidance
Allwyn reaffirmed its group outlook for 2026, continuing to expect consolidated net revenue growth in the mid to high twenties before one-off impacts and an adjusted EBITDA margin of 37% of net revenue; for the rest of 2026, net revenue in the U.K. is expected to be below the range that was initially anticipated, although guidance for net revenue in aggregate is unchanged. The company said the guidance previously provided on one-offs is still good indication of where it expects those to be, with the brand investment expected to be the key component of adjustments to EBITDA in subsequent quarters, and said the rebranding in Greece is expected to continue to run for a number of quarters still. Q4 is typically the biggest quarter of the year, the Austria tax headwind will fall away in Q3, and the Lottoitalia headwind will fall away starting in Q4.
- Strong Group Revenue and EBITDA GrowthQ2 net revenue increased 27% year-on-year, adjusted EBITDA increased 29%, and adjusted EBITDA minus CapEx grew 43%, reflecting continued momentum in Continental Europe, the consolidation of PrizePicks, and higher contribution and cash flow from the U.K. following the completion of retail and digital transitions.
- Strong Organic EBITDA PerformanceExcluding PrizePicks and the Austria tax impact, net revenue growth was 5% year-on-year. Adjusted EBITDA increased 9% year-on-year on a like-for-like basis, despite a demanding comparative period and headwinds of EUR 13 million from Austria and EUR 9 million from Italy.
- Shareholder Distributions and Share BuybackThe board confirmed a EUR 0.20 per share interim distribution, taking dividends paid during the year to EUR 1 per share. Allwyn had completed approximately 60% of its EUR 150 million share buyback program, with EUR 89 million completed by the end of the prior week.
- Continental Europe Digital Growth and Brand ExpansionDigital growth across Continental Europe increased 21% year-on-year. Allwyn launched its consumer-facing brand in Austria and continued rebranding in the Czech Republic and Greece; brand awareness climbed over 70% in eight months.
- Expansion Through Next Lotto and Illinois ExtensionAllwyn agreed to increase its stake in Next Lotto to a controlling position. In Illinois, legislation was enacted enabling a three-year extension of the private management agreement, and discussions on commercial terms for the next three years were initiated.
- Lottery Product Innovation and License WinsAllwyn introduced enhanced Lotto formats in Austria and the U.K., launched new Lotto in the U.K. with two draws and two chances to win, introduced Eurojackpot online in Greece, launched the 20 Mega daily lottery in the Czech Republic, and brought Powerball to the U.K. as its first market outside the U.S. Allwyn also secured an exclusive scratch card license in Greece for the next 12 years.
- PrizePicks Engagement and Player GrowthPrizePicks remained the clear leader in daily fantasy sport in the U.S. Combined DFS entry fees and prediction market volumes increased 35% year-on-year, average DFS entry fees per player showed strong double-digit growth, and the active player base increased approximately 18% year-on-year despite the seasonally quiet summer period.
- PrizePicks Marketing Generated Strong Acquisition and EngagementPrizePicks increased marketing spend around the U.S. World Cup to acquire and engage customers. Results included 26 million associated lineups in June and July, record player acquisition, elevated retention, increased engagement, and a significantly larger active player base entering the NFL season.
- Prediction Market Product DevelopmentPrizePicks expanded into Team Picks and Culture Picks, introduced blended lineups in May 2026, and planned to launch fully blended lineups before the NFL season. The fully blended product is intended to let customers combine Player Picks, Team Picks, and Culture Picks within a single lineup.
- Responsible Gaming and Strategic ExecutionManagement reaffirmed its commitment to responsible gaming and CSR, stating that being at the forefront of a safe place to play is key to the long-term strength of the business. Management also said the group continued executing its strategic priorities, including new products, the One Brand initiative, and its own technology stack.
- Board Governance EnhancementPetra Ehrmann was nominated for election as an independent director. If appointed, independent representation would reach 50%, consistent with the commitment made during the business combination with OPAP.
- Adjusted EBITDA Margin and Product GrowthAdjusted EBITDA was 37% of net revenue, slightly higher year-on-year despite a lower share of profit from equity-method investees. Sports betting MGR increased 12% and iGaming MGR increased 24%.
- Continental Europe Revenue MomentumContinental Europe net revenue increased 4% year-on-year, or 6% excluding the Austria tax impact, following underlying growth of 7% in Q1 on the same basis. Performance was led by iGaming, sports betting, and continued digital lottery growth.
- North America Revenue Growth Excluding PrizePicksNorth America delivered 6% constant-currency net revenue growth on a pro forma basis. The remainder of the North America business, excluding PrizePicks, delivered 21% constant-currency revenue growth.
- U.K. Profitability and Cash Flow ImprovementU.K. net revenue increased 3% year-on-year in constant currency. EBITDA increased by EUR 18 million year-on-year to EUR 23 million as cost recovery began under the National Lottery economic model, while CapEx fell to a more normalized level and EBITDA adjustments fell away entirely.
- Betano Continued Strong GrowthBetano total revenue increased 26% year-on-year on both a constant-currency and reported basis, following 27% growth in the prior quarter. EBITDA increased 24% year-on-year, and dividends for the first half of the year increased almost 60% year-on-year.
- Lower Capital ExpenditureTotal CapEx decreased 39% year-on-year to EUR 38 million, equivalent to 3% of net revenue in the quarter, as the elevated U.K. technology investment was completed.
- Diversified Business ModelManagement emphasized that Allwyn is diversified across geographies, products, channels, licenses, and fiscal and regulatory regimes. This diversification was stated to help smooth volatility between quarters and provide strategic optionality.
- Conservative Leverage and Capital Allocation FrameworkManagement reaffirmed its commitment to disciplined balance-sheet management, value-accretive investment, capital returns, and a conservative, efficient balance sheet. The company stated that it had maintained low leverage while making significant growth investments and shareholder distributions.
- 2026 Guidance ReaffirmedAllwyn reaffirmed its 2026 group outlook, including consolidated net revenue growth in the mid to high twenties before one-off impacts and an adjusted EBITDA margin of 37% of net revenue.
- Long-Term Growth Track RecordSince 2019, Allwyn has delivered a compound annual growth rate of around 20% in net revenue, adjusted EBITDA, and adjusted EBITDA minus CapEx, more than tripling the size of the business across those metrics without raising equity while making large shareholder distributions and maintaining conservative leverage.
- Additional Cash Flow InflowsQ2 cash flow benefited from higher dividends from equity-method investees, primarily Lottoitalia, lower CapEx, and the receipt of EUR 70 million from Novibet as repayment of a loan made ahead of the expected closing of that transaction.
GOFPY Earnings History
| Report Date | Fiscal Quarter | Forecast / EPS | Last Year's EPS | EPS YoY Change | Press Release |
|---|---|---|---|---|---|
| Nov 19, 2026 | 2026 (Q3) | ―- | 0.21 | ― | ― |
| Aug 27, 2026 | 2026 (Q2) | ―0.03 | 0.17 | -81.03% (-0.14) | |
| Jun 04, 2026 | 2026 (Q1) | ―0.16 | 0.18 | -9.39% (-0.02) | |
| Mar 03, 2026 | 2025 (Q4) | ―0.20 | 0.2 | -0.50% (-0.00) | |
| Nov 25, 2025 | 2025 (Q3) | ―0.21 | 0.18 | 13.04% (+0.02) | |
| Sep 03, 2025 | 2025 (Q2) | ―0.17 | 0.18 | -1.14% (-0.00) | |
| May 28, 2025 | 2025 (Q1) | ―0.18 | 0.17 | 7.74% (+0.01) | |
| Mar 19, 2025 | 2024 (Q4) | ―0.20 | 0.15 | 35.37% (+0.05) | |
| Nov 20, 2024 | 2024 (Q3) | ―0.18 | 0.12 | 49.59% (+0.06) | |
| Sep 03, 2024 | 2024 (Q2) | ―0.18 | 0.16 | 10.00% (+0.02) |
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
