Core Insights - DoubleDown Interactive Co., Ltd. reported strong financial results for Q4 and full year 2025, highlighting growth in social casino revenue and direct-to-consumer (DTC) channels [3][4][9] Q4 2025 vs. Q4 2024 Summary - Revenue for Q4 2025 was $95.8 million, up from $82.0 million in Q4 2024, marking a year-over-year increase of approximately 17.1% [4][9] - Social casino revenue reached $79.7 million in Q4 2025, a 9.3% increase from Q4 2024, driven by the acquisition of WHOW Games [4][9] - DTC revenue grew to $26.0 million, representing 33% of total social casino revenue, compared to 13% in Q4 2024 [4][9] - SuprNation, the iGaming subsidiary, saw a 78.2% increase in revenue to $16.1 million year-over-year [4][9] - Operating expenses rose to $65.9 million in Q4 2025 from $47.8 million in Q4 2024, primarily due to goodwill impairment and WHOW Games expenses [4][9] - Profit for Q4 2025 was $24.1 million, down from $35.7 million in Q4 2024, largely due to a non-cash impairment loss [4][9] - Adjusted EBITDA for Q4 2025 was $40.6 million, with a margin of 42.4% compared to 42.9% in Q4 2024 [4][9] Full Year 2025 vs. Full Year 2024 Summary - Total revenue for 2025 was $359.9 million, an increase from $341.3 million in 2024 [9] - Revenue from social casino/free-to-play games decreased by 3.0% to $299.0 million in 2025 [9] - DTC revenue for the full year rose to $62.1 million, representing 21% of total social casino revenue, up from 10% in 2024 [9] - Revenue from SuprNation increased by 84.5% to $61.0 million for the year [9] - Operating expenses for 2025 were $233.0 million, compared to $204.3 million in 2024 [9] - Profit for the year was $102.5 million, down from $124.1 million in 2024, reflecting the impact of goodwill impairment [9] - Adjusted EBITDA for 2025 was $142.3 million, slightly up from $141.9 million in 2024 [9] Key Performance Indicators (KPIs) - Payer Conversion for social casino/free-to-play games increased to 8.2% in 2025 from 6.7% in 2024 [9] - Average Revenue Per Daily Active User (ARPDAU) rose to $1.34 in 2025 from $1.30 in 2024 [9] - Average monthly revenue per payer decreased to $236 in 2025 from $283 in 2024 [9] - Net cash flows from operating activities were $136.8 million in 2025, down from $148.4 million in 2024 [9]

Core Viewpoint - DoubleDown Interactive Co., Ltd. will release its fourth quarter financial results for 2025 on February 11, 2026, and will host a conference call and webcast to discuss these results and provide a business update [1]. Financial Results Announcement - The financial results will be announced after market close on February 11, 2026 [1]. - A conference call and webcast will take place at 5:00 p.m. ET (2:00 p.m. PT) on the same day, open to the general public [1]. Access Information - Interested participants can access the call by registering through a provided link, which will send an email with dial-in details and a unique access code [2]. - It is recommended to register at least 15 minutes before the call starts to ensure connection [2]. Webcast Availability - A simultaneous webcast of the conference call will be available on the company's website, with a replay accessible shortly after the event [3]. Company Overview - DoubleDown Interactive is a leading developer and publisher of digital games, focusing on mobile and web-based platforms, and is known for its flagship title, DoubleDown Casino [4]. - The company has expanded its social casino platform through the acquisition of WHOW Games GmbH, enhancing its offerings in the online social casino space [4]. - Additionally, the company's subsidiary, SuprNation, operates three real-money iGaming sites in Western Europe [4].

Core Viewpoint - DoubleDown Interactive Co., Ltd. has announced a secondary offering of 2,330,468 American Depositary Shares (ADSs) at a price of $8.00 per ADS, which will be sold by the Selling Shareholder, STIC Special Situation Diamond Limited, without changing the number of outstanding Common Shares [1][2]. Group 1: Offering Details - The offering consists entirely of ADSs sold by the Selling Shareholder, and the company will not receive any proceeds from this sale [2]. - The offering is expected to close on or about December 18, 2025, pending customary closing conditions [2]. - Roth Capital Partners is the Lead Bookrunning Manager, while Texas Capital Securities is the Co-Bookrunning Manager for the offering [2]. Group 2: Registration and Compliance - The ADSs are being offered under a shelf registration statement on Form F-3, which was filed with the SEC on September 19, 2025, and declared effective on September 30, 2025 [3]. - The offering will be made only through a prospectus supplement and accompanying prospectus that are part of the Registration Statement [4]. Group 3: Company Overview - DoubleDown Interactive is a leading developer and publisher of digital games on mobile and web-based platforms, known for its flagship social casino title, DoubleDown Casino [7]. - The company has expanded its social casino platform through the acquisition of WHOW Games GmbH, a developer based in Hamburg, Germany [7]. - The subsidiary, SuprNation, operates three real-money iGaming sites in Western Europe [7].

Core Insights - DoubleDown Interactive Co., Ltd. reported strong financial results for Q3 2025, with a revenue increase of 15.5% year-over-year to $95.8 million, driven by growth in social casino games and contributions from the WHOW Games acquisition [2][4][3]. Financial Performance - Revenue for Q3 2025 was $95.8 million, up from $83.0 million in Q3 2024, marking a 15.5% increase [4][6]. - Operating expenses rose to $60.9 million in Q3 2025 from $47.6 million in Q3 2024, primarily due to increased costs associated with the WHOW Games operations and revenue growth from SuprNation [4][6]. - Profit for the interim period increased by 30.8% to $32.7 million, or $13.21 per fully diluted common share, compared to $25.0 million, or $10.10 per share, in Q3 2024 [4][6]. - Adjusted EBITDA for Q3 2025 was $37.5 million, slightly up from $36.5 million in Q3 2024, with an adjusted EBITDA margin of 39.1% [4][6]. Operational Highlights - The SuprNation iGaming business achieved record revenue of $16.2 million in Q3 2025, reflecting a 108% increase from Q3 2024 [4][6]. - Revenue from social casino/free-to-play games, including partial results from WHOW Games, was $79.6 million, a 5.9% increase from the previous year [4][6]. - Average Revenue Per Daily Active User (ARPDAU) for social casino/free-to-play games increased to $1.39 in Q3 2025 from $1.30 in Q3 2024 [4][6]. Strategic Initiatives - The company is focused on driving high conversion of revenue to cash flow, resulting in $33.4 million in cash flow from operations during Q3 2025 [3][4]. - The acquisition of WHOW Games is expected to enhance European revenue, although the company is still assessing its operational impact [3][4]. - The company ended Q3 2025 with a net cash position of approximately $404 million, providing flexibility for future growth and acquisitions [5][4].

Core Insights - Spin Master Corp. reported a decline in revenue and net income for Q3 2025 compared to Q3 2024, primarily due to a decrease in toy revenue amid macroeconomic uncertainties and changes in retailer buying behavior [2][5][7]. Financial Performance - Q3 2025 revenue was $734.7 million, a decrease of 17.0% from $885.7 million in Q3 2024 [4][5]. - Operating income for Q3 2025 was $151.0 million, down 25.7% from $203.2 million in Q3 2024 [5][7]. - Net income for Q3 2025 was $106.8 million, or $1.03 per diluted share, compared to $140.1 million, or $1.36 per diluted share, in Q3 2024 [5][6]. - Adjusted EBITDA for Q3 2025 was $195.5 million, a decrease of $82.0 million from $277.5 million in Q3 2024, with an adjusted EBITDA margin of 26.6% compared to 31.3% [5][8]. Segment Performance - Toy revenue decreased by $160.5 million to $650.4 million, with significant declines in Preschool, Infant & Toddler and Plush categories [11][12]. - The Entertainment segment saw revenue decline to $32.8 million, down 11.6%, primarily due to lower distribution revenue from PAW Patrol: The Mighty Movie [13][16]. - Digital Games revenue increased by 36.6% to $51.5 million, driven by strategic partnerships and user engagement in existing games [14][17]. Cash Flow and Liquidity - Cash provided by operating activities was $62.6 million, down from $74.9 million in Q3 2024 [21]. - Free cash flow decreased to $21.6 million from $44.7 million, attributed to higher investments in various areas [23]. - As of September 30, 2025, the company had available liquidity of $472.2 million, consisting of $127.9 million in cash and $344.3 million under credit facilities [20]. Shareholder Returns - The company repurchased and canceled 482,362 subordinate voting shares for $7.9 million during Q3 2025 [5]. - A quarterly dividend of C$0.12 per outstanding subordinate voting share and multiple voting share was declared, payable on January 9, 2026 [24]. Recent Developments - On October 8, 2025, the company completed the acquisition of a Sweden-based digital reading and storytelling company for $20.0 million, which will be reported in the Digital Games segment [26].

Core Points - DoubleDown Interactive Co., Ltd. will release its third quarter financial results for 2025 on November 10, 2025, after market close [1] - A conference call and webcast will be held at 5:00 p.m. ET on the same day, open to the public for a review of financial results and business updates [1] - The company has a strong presence in the digital gaming industry, particularly in mobile and web-based platforms, with its flagship product being DoubleDown Casino [4] Company Overview - DoubleDown Interactive is a leading developer and publisher of digital games, focusing on casual players and providing an online social casino experience [4] - The company has expanded its offerings through the acquisition of WHOW Games GmbH, enhancing its social casino platform [4] - DoubleDown's subsidiary, SuprNation, operates three real-money iGaming sites in Western Europe, indicating a diversified approach within the gaming sector [4]

Core Insights - DoubleDown Interactive Co., Ltd. reported its unaudited financial results for Q2 2025, transitioning to IFRS reporting standards from US GAAP [1][3] - The company generated $19.7 million in cash flow from operations, reflecting strong execution of strategic priorities [3] - Revenue for Q2 2025 was $84.8 million, a decrease of 3.8% from $88.2 million in Q2 2024, with social casino revenue declining by 14% [6][7] Financial Performance - Revenue from the social casino/free-to-play games was $69.3 million in Q2 2025, down from $80.7 million in Q2 2024 [6] - SuprNation, the iGaming subsidiary, achieved record revenue of $15.5 million, up 96% year-over-year [4][6] - Operating expenses increased to $52.4 million in Q2 2025 from $51.9 million in Q2 2024, primarily due to higher costs associated with SuprNation [6] Profitability Metrics - Profit for the interim period was $21.8 million, down from $33.1 million in Q2 2024, with earnings per diluted share of $8.82 compared to $13.35 [6][7] - Adjusted EBITDA for Q2 2025 was $33.5 million, a decrease from $37.5 million in Q2 2024, with an adjusted EBITDA margin of 39.5% [6][7] - Average Revenue Per Daily Active User (ARPDAU) remained stable at $1.33, while average monthly revenue per payer decreased slightly to $286 [6][7] Cash Flow and Balance Sheet - The company ended Q2 2025 with a net cash position of approximately $444 million, or about $8.96 per American Depositary Share (ADS) [5] - Net cash flows from operating activities fell to $19.7 million in Q2 2025 from $34.8 million in Q2 2024, primarily due to increased income taxes [6][7] - Total assets increased to $971.2 million as of June 30, 2025, compared to $906.2 million at the end of June 2024 [20][21]

Core Viewpoint - DoubleDown Interactive Co., Ltd. is set to release its second quarter financial results for 2025 on August 12, 2025, and will host a conference call to discuss these results and provide a business update [1]. Group 1: Financial Results Announcement - The financial results will be released after market close on August 12, 2025 [1]. - A conference call and webcast will take place at 5:00 p.m. ET (2:00 p.m. PT) on the same day [1]. - The call will be open to the general public, allowing for a review of financial results and a question-and-answer session [1]. Group 2: Access Information - Participants can access the call by registering through a provided link, which will send an email with dial-in details and a unique access code [2]. - It is recommended to register at least 15 minutes before the call starts to ensure connection [2]. Group 3: Webcast Availability - A simultaneous webcast of the conference call will be available on the company's website and a replay will be accessible shortly after the event [3]. Group 4: Company Overview - DoubleDown Interactive is a leading developer and publisher of digital games, focusing on mobile and web-based platforms [4]. - The company is known for its flagship social casino title, DoubleDown Casino, which has entertained millions of players globally [4]. - Recently, DoubleDown expanded its platform by acquiring WHOW Games GmbH, enhancing its offerings in the social casino space [4].

Core Points - DoubleDown Interactive Co., Ltd. announced a $10,000 donation to the ASPCA to support animal welfare in the United States [1] - The company is organizing a play-to-enter giveaway event called "Giving Meow" on June 18, 2025, to engage players and promote the ASPCA's mission [2] - CEO In Keuk Kim emphasized the company's commitment to animal welfare and the importance of supporting the ASPCA during kitten season [3] - ASPCA's Director of Cause Partnerships, Matthew Carroll, expressed gratitude for the donation, highlighting its significance during a critical time for animal shelters [3] Company Overview - DoubleDown Interactive is a leading developer and publisher of digital games, focusing on mobile and web-based platforms [4] - The flagship product, DoubleDown Casino, has been popular among players, providing a range of classic and modern games [4] - The company also operates real-money iGaming sites in Western Europe through its subsidiary, SuprNation [4]

Core Viewpoint - DoubleDown Interactive Co., Ltd. has announced a secondary offering of 4,347,827 American Depositary Shares (ADSs) at a price of $8.50 per ADS, with the offering being made by STIC Special Situation Diamond Limited, the Selling Shareholder [1][2]. Group 1: Offering Details - The offering consists entirely of ADSs sold by the Selling Shareholder and will not affect the number of outstanding Common Shares [1]. - The Selling Shareholder has granted underwriters a 30-day option to purchase up to 652,173 additional ADSs at the public offering price [1]. - The offering is expected to close on or about June 13, 2025, subject to customary closing conditions [2]. Group 2: Financial and Regulatory Information - The Company will not receive any proceeds from the sale of the ADSs by the Selling Shareholder [2]. - The ADSs are being offered under a shelf registration statement filed with the SEC on September 14, 2022, which was declared effective on September 27, 2022 [3]. - A prospectus supplement and accompanying prospectus will be filed with the SEC, detailing the terms of the offering [4]. Group 3: Company Overview - DoubleDown Interactive Co., Ltd. is a leading developer and publisher of digital games on mobile and web-based platforms, known for its flagship social casino title, DoubleDown Casino [7]. - The Company provides authentic Vegas entertainment experiences to casual players worldwide through its online social casino [7]. - The subsidiary, SuprNation, operates three real-money iGaming sites in Western Europe [7].