NASDAQ$INSE

Inspired Entertainment Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Delivered solid results driven by interactive business and stable gaming performance.

Inspired Entertainment reported solid second quarter 2024 results, driven by a strong performance in the Interactive segment, which achieved record-breaking revenue and Adjusted EBITDA. The company is focused on expanding its Hybrid Dealer offering and anticipates growth in Virtual Sports revenue in the second half of the year. The gaming and leisure segments continue to provide a core foundation to earnings and cash flow.

  • Interactive segment achieved record-breaking revenue and Adjusted EBITDA, up 40% and 69%, respectively, compared to the same period last year.
  • Expansion of Hybrid Dealer offering remains a top priority, with successful launch of game show wheel with BetMGM in Michigan in July.
  • Expects revenue and Adjusted EBITDA during the second half of the year from Virtual Sports will exceed the revenues and Adjusted EBITDA from the first half of 2024.
  • Extended long-term partnership agreement with William Hill, covering approximately 1,300 betting shops in the United Kingdom, with William Hill set to add 5,000 new Vantage® cabinets.

Headline financials

Total Revenue

$75.6M

Previous: $80.4M-6.0%
EPS

$0.07

Previous: $0.18-61.1%
Adjusted EBITDA

$24.7M

No prior period
Adjusted EBITDA Margin

33.0%

No prior period
Capital Expenditures

-$7.3M

Previous: -$9.3M+21.5%
Free Cash Flow

-$5.3M

Previous: -$5.2M-1.9%
Net Income

$2M

Previous: $4.1M-51.2%
Operating Income

$9.4M

Previous: $12.4M-24.2%
Gross Profit

$900K

Previous: $67M-98.7%
Cash & Equivalents

$23.5M

Previous: $42.1M-44.2%
Total Assets

$327M

Previous: $354M-7.6%
Stock-Based Comp

$1.6M

Previous: $3.1M-48.4%

Revenue & EPS history

Inspired · Revenue · Quarterly

$75.6M

Q2 2024-6%vs Q2 2023
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Revenue by segment

Inspired · $72.5M total across 4 segments · Q4 2022

  • Gaming
    $31.9M
  • Leisure
    $19.4M
  • Virtual Sports
    $14.9M
  • Interactive
    $6.3M

Forward guidance

Inspired Entertainment anticipates continued growth and innovation, with a focus on expanding its Hybrid Dealer product, strategic partnerships, and a range of initiatives in Virtual Sports, remaining committed to delivering long-term value for its shareholders.

Tailwinds

  • Expansion of Hybrid Dealer offering with successful launch in Michigan.
  • Anticipated growth in Virtual Sports revenue in the second half of the year.
  • Strategic partnership with William Hill and deployment of new Vantage cabinets.
  • Continued innovation and adaptation to market dynamics.
  • Commitment to delivering long-term value for shareholders.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2024

Historical avgQ2 2024

+2.8%

Avg return

Earnings day

+2.5%

Avg return

5 days after

+2.6%

Avg return

30 days after

45%

20 / 44 earnings

Positive

+23.3%

Q1 2022

Best reaction

-11.8%

Q4 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+12.2%+1.9%+3.6%
Q4 2025-4.4%-21.1%-18.0%
Q3 2025+12.8%+9.9%+15.7%
Q1 2025+4.6%+13.7%+8.4%
Q4 2024+9.6%+5.6%-12.4%
Q3 2024+4.6%+6.6%-4.3%
Q2 2024+5.1%+2.9%+7.0%
Q1 2024-6.5%-7.2%-3.1%
Q4 2023-3.9%-7.1%-8.5%
Q3 2023-7.6%-6.9%-4.8%
Q2 2023-4.5%-2.4%-6.0%
Q1 2023+11.1%+12.3%+19.9%
Q4 2022-11.8%-17.8%-23.7%
Q3 2022+16.5%+21.5%+25.3%
Q2 2022+14.8%+11.8%+1.0%
Q1 2022+23.3%+25.2%+35.2%
Q4 2021+10.7%+18.1%-16.9%
Q3 2021+6.0%-0.2%-19.3%
Q2 2021+4.1%+2.1%+3.4%
Q1 2021-0.9%-7.0%+37.7%
Q4 2020+23.2%+29.4%+19.8%
Q3 2020+18.0%+12.0%+32.0%
Q2 2020-3.6%+3.9%-10.9%
Q1 2020+7.6%+16.1%+60.2%
Q4 2019-11.8%-17.9%-51.8%
Q3 2019+0.2%-3.3%-6.9%
Q2 2019+14.3%+7.5%+7.5%
Q1 2019-5.1%-3.0%-2.1%
Q4 2018-3.4%-5.6%+5.1%
Q3 2018-6.9%-7.9%-17.1%
Q2 2018+22.1%+22.1%+9.6%
Q1 2018-7.6%-14.5%-19.1%
Q4 2017-8.4%-5.8%+2.9%
Q3 2017-0.5%+0.5%+22.3%
Q1 2017-2.8%+1.9%+18.0%
Q4 2016-5.3%-5.7%-9.5%
Q3 2016+0.0%-1.5%+0.5%
Q2 2016+0.0%+3.2%+0.0%
Q1 2016+0.0%
Q4 2015+0.1%
Q3 2015+0.0%
Q2 2015+0.0%
Q1 2015-0.4%
Q4 2014+0.0%
Q3 2014

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro