Core Insights - Princess Cruises is launching an evolved version of the "Spellbound by Magic Castle" experience aboard the new Star Princess, enhancing the immersive entertainment offering at sea [1][2][5] Group 1: Experience Overview - The new Spellbound by Magic Castle experience pays homage to the golden age of magic, particularly honoring Richard Valentine Pitchford, known as Cardini, a master of sleight-of-hand [2] - The venue will feature uniquely themed spaces such as a whimsical ticketing booth, the Inner Circle, Cardini Bar, a backstage area, and the Peacock Theater, all designed to create a magical atmosphere [3] Group 2: Culinary Offerings - An exclusive cocktail menu will be introduced at the Cardini Bar, featuring handcrafted drinks that align with the magical theme, including innovative options like The Inner Circle and Cardini [4] Group 3: Accessibility and Pricing - The Spellbound experience will be accessible to all guests aboard Star Princess, with multiple showtimes each night. Admission is priced at $45 per guest, which includes two signature cocktails and a magic show [5] - Unlike the original concept, there will be no dinner service prior to the show, encouraging guests to dine at least two hours before their reservation [6] Group 4: Ship Features - Star Princess, currently under construction, will accommodate 4,300 guests and feature 30 distinct dining and bar venues, along with luxurious accommodations [7] - The ship will include over 1,500 balcony staterooms, providing guests with panoramic views, and notable venues like The Dome and The Princess Arena [8] Group 5: Inaugural Season - Star Princess will debut with an inaugural season featuring sailings to various destinations including the Mediterranean, Caribbean, Panama Canal, and Alaska, with bookings currently available [9]

Core Insights - The Star Princess, the second Sphere-Class ship from Princess Cruises, is set to debut on October 4, 2025, after successful sea trials [1][2] - The ship is designed to reduce emissions and is powered by liquefied natural gas (LNG), marking a significant advancement in environmental sustainability for the cruise industry [2][5] - Star Princess will feature 30 dining and bar venues, advanced entertainment options, and luxurious accommodations, catering to 4,300 guests [5][6] Company Overview - Princess Cruises is recognized as a leading cruise brand, known for delivering exceptional vacation experiences across various global destinations [8] - The company is part of Carnival Corporation & plc, which is publicly traded on NYSE and LSE [8] Technical Features - The vessel is equipped with two Azipod propulsion units for enhanced maneuverability and efficiency, along with four controllable pitch bow thrusters [3] - Star Princess has a gross tonnage of 177,800 tons and includes over 1,500 balcony staterooms for panoramic views [5][6] Inaugural Season - The inaugural season will include voyages to the Mediterranean, Caribbean, Panama Canal, and Alaska, with bookings currently available [7]

Core Points - Princess Cruises is hosting a special "Love Boat" themed cruise featuring original cast members and exclusive performances, scheduled for November 16-23, 2025 [1][2][4] - The cruise will include meet-and-greets with cast members, themed activities, and live performances by Charo, enhancing the nostalgic experience for fans [3][4] - An exclusive "Captain Package" is available, offering unique experiences such as a cocktail hour with the cast and commemorative merchandise [4] Company Overview - Princess Cruises is recognized as "The Love Boat," a brand that has become synonymous with cruising, offering vacations to millions in sought-after destinations [7] - The cruise line operates a fleet of 16 ships, providing personalized experiences and a range of activities, from world-class dining to entertainment [7] - The company is part of Carnival Corporation & plc, indicating its significant presence in the cruise industry [7]

Core Insights - Princess Cruises is launching a new entertainment lineup aboard its Sphere-class ship, Star Princess, set to sail on October 4, 2025, featuring original theatrical productions, immersive concerts, and global performances [1][12] Entertainment Offerings - The ship will host two original theatrical productions: "Meridian," a cinematic spectacle exploring themes of love and fate, and "Illuminate," a circus-themed show that reveals wonder in the unexpected [3][4] - "Viva La Música," a high-energy celebration featuring Latin music, returns with choreography by Liz Imperio, known for her work with major artists [6] - The entertainment extends beyond traditional theater, including vibrant deck soirées, themed events, and a reimagined champagne waterfall experience [7] Unique Venues - The Dome will feature the Princess Cruises Candlelight Concert Series, offering a unique blend of classical music and storytelling in a candlelit setting [8] - The Piazza will serve as a lively hub for performances, including "Princess Jamz," showcasing the talents of the Princess World Orchestra [10] Special Events - The Celestial Champagne Soirée will debut in the Piazza, combining multimedia elements with the iconic Champagne Waterfall, enhancing the onboard experience [11] Ship Specifications - Star Princess is designed to accommodate 4,300 guests and has a gross tonnage of 175,500 tons, built by Fincantieri [12]

Core Insights - Jackpot Digital Inc. has successfully installed two additional Jackpot Blitz® electronic table games at Northern Waters Casino Resort, enhancing its poker offerings [1][2][3] - The response to the Jackpot Blitz® games has been highly favorable, leading to the expansion of the poker room from two to four tables [2][3] - The company aims to strengthen its presence in the land-based casino gaming industry by providing innovative and engaging poker ETGs [4][6] Company Overview - Jackpot Digital Inc. specializes in dealerless electronic poker table games, offering solutions that are efficient and cost-effective for casino operators [8] - The company is committed to enhancing player experiences and optimizing gaming offerings for operators [8] - Jackpot Digital has established a presence in various jurisdictions, including multiple states in the U.S. and international markets [7]

Core Insights - Princess Cruises has launched its new 2026-27 South America and Antarctica season, featuring scenic routes and immersive itineraries, now available for booking [1][2] Itinerary Highlights - The 3,560-guest Majestic Princess will debut in this season, with a commitment to safe and environmentally responsible travel to Antarctica as a member of IAATO [2] - New scenic cruising routes include the Beagle Channel Fjords and Glacier Alley, showcasing glaciers from the Darwin Mountain Range [3] - The season includes five itineraries and six departures, ranging from 15 to 33 days, covering 17 destinations across 10 countries, including 10 UNESCO World Heritage Sites [8] Wildlife and Scenic Experiences - Guests can expect to see over one million penguins from five species in the Falkland Islands, along with whales, porpoises, and leopard seals during the cruise [5] - Scenic highlights include iconic locations such as Rio's skyline, Gerlache Strait, Elephant Island, and Cape Horn [6] Cultural Experiences - The itineraries will immerse guests in the local culture, featuring samba in Brazil and tango in Argentina and Uruguay, along with culinary experiences like caipirinhas and world-renowned steaks [7] Booking Incentives - Early booking discounts are available until June 14, 2025, offering perks such as onboard credits up to $1,200 and shore excursion credits up to $400 per stateroom [8][9]

Financial Data and Key Metrics Changes - Stagwell reported net revenue of $564 million for Q1 2025, an increase of 6% over the prior period, with a 9% growth excluding advocacy [23][24] - Adjusted EBITDA for the quarter was $81 million, with a margin of 14.3%, an improvement of approximately 50 basis points over the same period in 2023 [29] - The company achieved a net revenue ratio of 65.3%, an improvement of 175 basis points compared to the same period in 2023 [6] Business Line Data and Key Metrics Changes - Digital transformation net revenue grew 8% to $106 million, with a 15% growth excluding advocacy [24] - Stagwell Marketing Cloud posted $63 million in net revenue, a 32% year-over-year increase, and 45% growth excluding advocacy [24] - Creativity and communications generated $242 million in net revenue, a 7% increase, with a 10% growth excluding advocacy [25] - Performance Media and Data reported $104 million in net revenue, a decline of 10% compared to the prior period [27] Market Data and Key Metrics Changes - Technology clients increased their spending by 18%, while retail clients saw a 52% increase in spending [10] - The Middle East market experienced over 250% year-over-year net revenue growth in Q1 [13] - The company noted a significant increase in revenue from technology clients, driven by expansions at Apple and Google [24] Company Strategy and Development Direction - Stagwell aims to grow, scale, and innovate, focusing on digital transformation and creative capabilities [4][5] - The company is actively pursuing M&A opportunities to expand internationally and strengthen its capabilities [11] - Stagwell is investing in AI and technology solutions to enhance its service offerings and operational efficiency [17][18] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's growth trajectory, reiterating guidance for 2025 with expected total net revenue growth of approximately 8% [32] - The impact of tariffs on business has been minimal, with management emphasizing that the company is not directly affected by tariff-related issues [49][50] - Management anticipates that new business wins will start reflecting in revenue growth in the second half of the year [44] Other Important Information - The company completed the refinancing of its revolving credit facility, increasing capacity to $750 million [31] - Stagwell's recent acquisitions, including Jet Fuel and Unicepta, are expected to enhance its capabilities in experiential marketing and analytics [12] Q&A Session Summary Question: Can you provide more color on why you're winning more despite a cautious macro environment? - Management noted that the AI era is driving increased assignments to remake consumer experiences, and Stagwell's creative capabilities are being recognized as top-tier amidst industry reorganizations [36][38] Question: Are you getting new clients due to consolidation among larger players? - Management indicated that Stagwell is well-positioned to meet client needs as larger holding companies struggle with their offerings, allowing Stagwell to capture new business [41][42] Question: When will new wins start to be reflected in net revenue growth? - Management expects to see the impact of new wins in the second half of the year, as the first quarter reflects wins from the previous half-year [44] Question: Can you provide details on the turnaround for Performance Media and Data in Q2? - Management explained that a reduction in spend from a single client affected Q1 results, but expects a rebound in Q2 as new clients come on board [46] Question: Have you seen changes in client behavior amid macro uncertainty? - Management reported minimal direct impacts from tariffs and emphasized that the company is not on the front lines of tariff issues, maintaining confidence in their full-year guidance [49][50]

Core Insights - The 129-day World Cruise Grand Circle Pacific Voyage by Princess Cruises is set to depart from Ft. Lauderdale on January 6, 2027, visiting 61 destinations across 20 countries and three continents, offering a unique exploration experience [1][3] Itinerary Highlights - The cruise includes access to 23 UNESCO World Heritage Sites and features nine late-night stays, with an overnight in Hong Kong and late nights in cities such as Anchorage, Cairns, Honolulu, Osaka, Singapore, Suva, Sydney, and Tokyo [4][8] - The journey covers a distance of 35,400 nautical miles, crossing the Equator and International Date Line twice [4] Cruise Options - Three departure options are available: a 129-day journey from Ft. Lauderdale to Los Angeles, a 114-day roundtrip from Los Angeles, and a 110-day cruise from Los Angeles to Vancouver, all starting in January 2027 [2] Onboard Experience - The Coral Princess accommodates 2,000 guests and offers gourmet dining, world-class entertainment, and various onboard activities, including enrichment speakers and local performers [6] - Early booking perks include complimentary Wi-Fi and onboard credits based on accommodation levels booked [7][11] Destinations - The cruise itinerary features diverse locations, including the historic Panama Canal, Hawaiian Islands, South Pacific nations, Australia, New Zealand, Southeast Asia, Japan, Alaska, and ends in Los Angeles [8]