Earnings Call Summary | Inspired Entertainment(INSE.US) Q2 2024 Earnings Conference
Earnings Call Summary | Inspired Entertainment(INSE.US) Q2 2024 Earnings Conference
The following is a summary of the Inspired Entertainment, Inc. (INSE) Q2 2024 Earnings Call Transcript:
以下是Inspired Entertainment, Inc. (INSE) Q2 2024業績會簡報摘要：
Financial Performance:
金融業績：
Q2 EBITDA increased by 56.5% from Q1.
Interactive segment revenue and EBITDA up 40% and 69% YoY respectively.
Q2 EBITDA較Q1增長56.5%。
交互式業務板塊收入和EBITDA分別同比增長40%和69%。
Business Progress:
業務進展：
Introduced 40% more games in Q2; launched in Connecticut.
Plans for expansion in West Virginia, Delaware, Brazil, and South Africa.
Q2推出了更多的遊戲，並在康涅狄格州推出新遊戲。
計劃在西弗吉尼亞州、特拉華州、巴西和南非擴張。
Opportunity:
機會：
Plans to expand into Brazil and South Africa; introducing new gaming products.
Integrating 5000 Vantage gaming terminals across U.K. betting shops in Q4.
計劃擴展到巴西和南非，推出新的遊戲產品。
在Q4，將在英國投注店整合5000個Vantage遊戲終端。
Risk:
風險：
Virtual Sports revenue flat due to no recent product or geographic expansion.
Implementation risks for upcoming product launches and market expansions.
由於沒有最新的產品或地理擴張，虛擬體育收入持平。
即將推出的產品上市和市場擴張存在風險。
Financial Performance:
金融業績：
Second-quarter EBITDA grew by approximately 56.5% over the first quarter.
Interactive segment reported revenue growth of 40% year-over-year and EBITDA growth of 69% compared to Q2 2023.
Virtual Sports maintained high performance with EBITDA margins over 80% and high cash conversion, despite revenue being flat due to lack of recent product and geographic expansion.
Significant growth expected in the second half of the year due to recent expansions.
Q2 revenue from largest betting shop operators, Betfred and Patty Power, showed strong growth; new installations planned with William Hill could drive further growth in 2025.
第二季度EBITDA與上一季度相比增長了大約56.5%。
交互式業務板塊收入同比增長40%，EBITDA增長69%，與Q2 2023相比。
儘管由於缺乏最新的產品和地理擴張，收入持平，但虛擬體育EBITDA利潤率仍保持在80%以上，現金轉換率高，表現良好。
由於最近的擴張，預計下半年將迎來顯著增長。
來自最大的投注店業務Betfred和Patty Power的Q2收入增長強勁，預計與William Hill的新安裝將進一步推動2025年的增長。
Business Progress:
業務進展：
Introduction of 40% more games in Q2 compared to Q1, with many exclusive games launched.
Expanding geographical presence with new launches in Connecticut, and plans for West Virginia and Delaware.
Market share for slots in the UK reached 8%, and overall blended market share increased significantly.
Introduction of a progressive game in North America and plans for further rollout.
Expect significant contributions from the hybrid dealer and virtual sports segments in 2025, with expansions in product offerings and entering new geographies like Brazil and South Africa.
Q2推出了比Q1多40%的遊戲，並推出了許多獨家遊戲。
通過在康涅狄格州推出新產品和計劃在西弗吉尼亞和特拉華推出，擴大了地理覆蓋範圍。
英國老虎機市場份額達到8%，總體混合市場份額有了顯著增長。
在北美推出一個逐步增加的遊戲，並計劃進一步推廣。
預計在2025年，混合荷官和虛擬體育板塊將有顯著貢獻，並拓展產品供應和進入巴西和南非等新地區。
Opportunities:
機會：
Expansion into new geographic markets, including Brazil and South Africa, and potential market share increase with hybrid dealer technology.
Introduction of new gaming products and progressive games in key markets,
Growth potential from the integration and deployment of about 5000 Vantage gaming terminals starting Q4 across U.K. betting shops.
Potential increased adoption of hybrid dealer products by tier 2 and tier 3 operators due to lower production costs compared to traditional game offerings.
通過採用混合荷官技術，進入新的地理市場（包括巴西和南非），可能會增加市場份額。
在關鍵市場推出新的ARVR遊戲產品和進階遊戲。
從第四季度開始，在英國投注店部署大約5000個萬博娛樂終端機，具有增長潛力。
由於低於傳統遊戲的生產成本，因此2、3級運營商可能會更多地採用混合代理產品。
Risks:
風險：
Virtual Sports segment saw revenues treading water due to lack of recent product and geographic expansion.
Implementation risks related to upcoming product launches and market expansions, which are crucial for second-half performance improvement.
由於缺少最近的產品和地理拓展，虛擬體育賽事部門的收入持平。
即將推出的產品和市場擴展將面臨實施風險，這對於下半年的業績改進至關重要。
More details: Inspired Entertainment IR
更多詳情：inspired entertainment IR
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：如需更全面的詳情，請參閱投資人關係網站。本文僅供投資者參考，不作任何指引或建議。
譯文內容由第三人軟體翻譯。