Inspired Entertainment, Inc. (NASDAQ:INSE) Q4 2024 Earnings Conference Call March 17, 2025 8:30 AM ET Company Participants Lorne Weil - Executive Chairman Brooks Pierce - President & CEO Eric Carrera - Corporate Finance Professional James Richardson - CFO Conference Call Participants Jordan Bender - Citizens JMP Ryan Sigdahl - Craig-Hallum Capital Group Aaron Lee - Macquarie Operator Good morning, everyone, and welcome to the Inspired Entertainment Fourth Quarter 2024 Conference Call. All lines have been pl ...

Fourth Quarter Revenue of $83.0 million, driven primarily by record Interactive revenue, up 45% year-over-yearFourth Quarter Net Income of $68.0 million and Adjusted Net Income of $4.7 millionFourth Quarter Adjusted EBITDA of $30.9 million, up 22% from last year and driven by record Interactive Adjusted EBITDA, up 105% year-over-year NEW YORK, March 17, 2025 (GLOBE NEWSWIRE) -- Inspired Entertainment, Inc. (“Inspired” or the “Company”) (NASDAQ: INSE), a leading B2B provider of gaming content, technology, ha ...

NEW YORK, March 14, 2025 (GLOBE NEWSWIRE) -- Inspired Entertainment, Inc. (“Inspired” or the “Company”) (NASDAQ: INSE), a leading B2B provider of gaming content, technology, hardware, and services, today announced the extension of its long-standing partnership with Welcome Break, one of the UK’s leading motorway service area operators, running 60 service areas and 31 hotels across the UK. Under this new agreement, Inspired will serve as the sole supplier of gaming machines to Welcome Break. The agreement in ...

Financial Results - Inspired Entertainment, Inc. is set to release its fourth-quarter financial results on March 17, with expected earnings of 15 cents per share, a decrease from 17 cents per share in the previous year [1] - The projected quarterly revenue is $79.19 million, down from $81.2 million a year earlier [1] Partnership Expansion - On March 10, Inspired Entertainment announced an expansion of its partnership with Rush Street Interactive, Inc. [2] - Following the announcement, Inspired Entertainment shares fell by 6.4%, closing at $8.03 [2] Analyst Ratings - JMP Securities analyst David Scharf has a Market Outperform rating with a price target of $14, with an accuracy rate of 66% [3] - B. Riley Securities analyst David Bain reinstated a Buy rating with a price target of $21, achieving an accuracy rate of 65% [3] - Truist Securities analyst Barry Jonas maintained a Buy rating but reduced the price target from $21 to $19, also with an accuracy rate of 65% [3]

Core Insights - Inspired Entertainment, Inc. has expanded its partnership with Rush Street Interactive, Inc. to introduce iGaming content to new markets including Mexico, Colombia, Peru, and Delaware, building on previous successes in New Jersey, Michigan, and Pennsylvania [1][2][3] Company Overview - Inspired Entertainment is a leading B2B provider of gaming content, technology, hardware, and services, operating in approximately 35 jurisdictions worldwide [4] - The company supplies gaming systems and associated terminals for around 50,000 gaming machines and offers virtual sports products through more than 32,000 retail venues [4] - Inspired's digital games are available on over 170 websites, and it has a total installed base of more than 16,000 terminals for amusement entertainment solutions [4] Partnership Details - The iGaming content will be launched through RSI's RushBet platform in Mexico, Colombia, and Peru, and the BetRivers platform in Delaware [2] - Both companies express optimism about the partnership, highlighting the potential for success in the expanding gaming landscape [3]

Core Insights - Inspired Entertainment, Inc. has announced a partnership with Altenar to integrate its Virtual Sports products into Altenar's sportsbook platform, marking the first time this content will be available to Altenar's customers [1][3] - Altenar is expanding its presence in South America, including countries like Peru and Brazil, and is known for providing a range of services from software-only solutions to fully managed sportsbooks [2][6] Company Overview - Inspired Entertainment offers a diverse portfolio of gaming content, technology, hardware, and services for regulated gaming and betting operators across various channels globally, operating in approximately 35 jurisdictions [5] - The company supplies gaming systems for around 50,000 gaming machines and virtual sports products through over 32,000 retail venues and various online platforms [5] - Inspired's Virtual Sports products are popular worldwide, available through more than 40,000 retail channels and 100+ websites in 35 countries [4] Partnership Details - The partnership aims to enhance Altenar's sportsbook services by integrating Inspired's award-winning Virtual Sports technology, which is expected to open new revenue streams for operators [3][4] - Altenar's Director of Operations expressed excitement about the collaboration, highlighting the versatility of their platform and the enhancement of their sportsbook offerings with Inspired's technology [4]

Core Viewpoint - Inspired Entertainment, Inc. will report its financial results for Q4 and the fiscal year ended December 31, 2024, on March 17, 2025, before market opening, followed by a conference call to discuss results and business trends [1]. Group 1: Financial Reporting - The financial results will be announced on March 17, 2025, before the market opens [1]. - A conference call and webcast will be held at 8:30 a.m. ET / 12:30 p.m. GMT to discuss the results [1]. Group 2: Company Overview - Inspired Entertainment is a leading B2B provider of gaming content, technology, hardware, and services [1]. - The company operates in approximately 35 jurisdictions worldwide, supplying gaming systems and content for around 50,000 gaming machines [4]. - Inspired offers a diverse portfolio that includes gaming, Virtual Sports, interactive products, and leisure solutions, appealing to a wide variety of players [4].

Core Viewpoint - Momentum investing focuses on "buying high and selling higher" rather than the traditional "buying low and selling high" approach, aiming for quicker profits [1] Group 1: Momentum Investing Characteristics - Fast-moving trending stocks can be difficult to enter at the right time, as they may lose momentum if future growth does not justify their high valuations [2] - Investing in bargain stocks that have recently shown price momentum can be a safer strategy, utilizing tools like the Zacks Momentum Style Score to identify potential opportunities [3] Group 2: Case Study - Inspired Entertainment (INSE) - Inspired Entertainment (INSE) has shown a four-week price change of 16.6%, indicating strong investor interest [4] - INSE has gained 2% over the past 12 weeks and has a beta of 1.4, suggesting it moves 40% more than the market in either direction [5] - The stock has a Momentum Score of B, indicating a favorable time to invest [6] - INSE has a Zacks Rank 2 (Buy) due to upward revisions in earnings estimates, which attract more investors [7] - The stock is trading at a Price-to-Sales ratio of 0.92, suggesting it is undervalued at 92 cents for each dollar of sales [7] Group 3: Additional Opportunities - Besides INSE, there are other stocks that meet the criteria of the 'Fast-Paced Momentum at a Bargain' screen, presenting further investment opportunities [8] - Investors can explore over 45 Zacks Premium Screens tailored to different investing styles to identify potential winning stocks [9]

Core Insights - Inspired Entertainment, Inc. has announced an early extension of its partnership with Moto Hospitality for an additional five years, marking a significant milestone in their collaboration [1][2] - The extension will see Inspired enhance Moto's offerings by introducing the Vantage B3 terminal, which will replace the existing Flex cabinets, aimed at fostering growth and improving service delivery [2][3] Company Overview - Inspired Entertainment provides a diverse portfolio of gaming content, technology, hardware, and services for regulated gaming, betting, lottery, social, and leisure operators globally [4] - The company operates in approximately 35 jurisdictions, supplying gaming systems and associated terminals for around 50,000 gaming machines, virtual sports products through over 32,000 retail venues, and digital games for more than 170 websites [4]

Core Insights - Inspired Entertainment, Inc. is showcasing its latest gaming products and solutions at the ICE tradeshow in Barcelona from January 20-22, 2025 [1] - The company emphasizes its commitment to innovation in gaming content and technology, particularly through its Hybrid Dealer and Vantage Slant offerings [2][4] Group 1: Hybrid Dealer Innovations - The Hybrid Dealer® is a new category created by the company, providing branded table and gameshow content for online play, addressing challenges associated with live dealer products [2] - Inspired is launching Roulette 4 Ball Extra Bet™, enhancing player engagement and operator portfolios through advanced technology [3] Group 2: Vantage Slant Cabinet - The Vantage Slant™ cabinet combines performance and compliance in a compact design, featuring immersive sound and twin 32" HD screens [4] - It includes next-generation menu capabilities with smart search and a game recommendation engine for improved player experience [5] Group 3: iGaming Content Expansion - Inspired is presenting a lineup of interactive content, including classics like Gold Cash Free Spins™ and recent hits like Cops 'n' Robbers Bigger Big Money™ [6] - Upcoming titles such as Reel King Big Money™ and seasonal highlights are also being showcased, aligning with the horse racing season [6] Group 4: Virtual Sports Developments - The company is highlighting its new partnership with the NHL, resulting in the first branded virtual Hockey product, alongside an updated NFL Virtual Sports product [7] Group 5: Community Gaming Experience - The Astra B3 Community Party £500™ is being introduced, featuring familiar game titles and a unique community feature called Tombola [8] Group 6: Company Overview - Inspired operates in approximately 35 jurisdictions worldwide, supplying gaming systems and content for around 50,000 gaming machines and virtual sports products through over 32,000 retail venues [11]