NASDAQ$INSE
Inspired Entertainment Inc · Q4 2020 earnings
Q4 2020 earnings · · Investor relations
Briefing
Inspired Entertainment reported Q4 2020 results, which were impacted by COVID-19 closures but showed strength in online channels.
Inspired Entertainment reported Total Revenue of $71.7 million and Adjusted EBITDA of $34.9 million in the fourth quarter 2020. Results include a $32.5 million revenue and $31.7 million Adjusted EBITDA payment from a UK LBO customer related to a VAT rebate.
- October revenue was $21.2 million and Adjusted EBITDA was $6.8 million, nearly 20% above October 2019.
- Revenue and Adjusted EBITDA were negatively impacted in November and December by COVID-19 closures.
- Aggregate business across Online Virtuals and Interactive channels showed strength, with revenues increasing sequentially.
- The company expects the UK business to be on a run rate similar to Q3 2020 by the end of Q2 2021, assuming the UK ends its lockdown.
Headline financials
Revenue & EPS history
Inspired · Revenue · Quarterly
$71.7M
Revenue by segment
Inspired · $71.7M total across 4 segments · Q4 2020
- Gaming$50.5M—70.4%
- Virtual Sports$8.7M+93548287.1%12.1%
- Leisure$8.3M—11.6%
- Interactive$4.2M—5.9%
Forward guidance
The UK is expected to remain on lockdown through the first quarter 2021, and the UK will ease lockdown restrictions in stages with LBOs reopening in April, pubs and holiday parks reopening in May and an end of the lockdown by June 21st.
Tailwinds
- UK will ease lockdown restrictions in stages with LBOs reopening in April
- Pubs and holiday parks reopening in May
- End of the lockdown by June 21st
- Online business having grown substantially year over year with continuing expectations for growth from that higher starting point due to a strong business development pipeline
- Holiday park business back to pre-pandemic levels
Headwinds
- The UK is expected to remain on lockdown through the first quarter 2021
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 Q4 2020
+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
| Quarter | Report date | Reaction (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 | — | — | — |
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