Financial Data and Key Metrics Changes - Revenue for H1 2025 reached $135.1 million, showing an increase compared to the previous year, with a focus on delivering higher quality revenue [14] - Gross profit increased by 30% year-on-year to $7.4 million, reflecting the company's strategy to enhance revenue quality [14] - Adjusted EBITDA for H1 2025 was $1.8 million, up 500% from the same period last year, indicating significant operational improvement [15] Business Line Data and Key Metrics Changes - Premium ad product revenue grew by 9% to $19.5 million, while Showcase revenue increased by 24% to $11.6 million [18] - Sonic, the third product, saw a decrease of 43% to $3.9 million, indicating a shift in spending patterns [19] - Showcase continues to be the fastest-growing part of the revenue mix, contributing to a higher gross margin [17] Market Data and Key Metrics Changes - Audioboom is now the fifth largest podcast network in the US, with a significant presence in the UK following the acquisition of Abalicious, which positions the company as the second largest podcast network in the UK [34][41] - The UK podcast industry is underinvested compared to the US, with brands investing $1.60 per capita in the UK versus $7 in the US, indicating potential growth opportunities [44] Company Strategy and Development Direction - The acquisition of Abalicious is part of Audioboom's accelerated growth plan and M&A strategy, aimed at consolidating the podcasting market [5][39] - The company aims to leverage its platform to integrate new acquisitions quickly and efficiently, enhancing its market position [50] - Audioboom is focused on expanding its operations in the UK, which has been less prioritized compared to the US market [36] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the stability of the advertising market despite macroeconomic uncertainties, noting that advertisers have not significantly pulled back on budgets [75] - The company anticipates continued growth in revenue and EBITDA, with expectations for 2026 revenue reaching $94.5 million [56] - Management highlighted the importance of integrating Abalicious into the existing operations to maximize synergies and revenue potential [53] Other Important Information - The company has maintained a stable operating expense base, with 60% of costs related to salaries and commissions [26] - Cash collection remains strong, with a 103% collection rate in H1 2025, although it dropped to 93% in Q2 due to slower payment terms from new agencies [28] - The acquisition of Abalicious is expected to be immediately earnings accretive, enhancing the company's financial performance from day one [46] Q&A Session Summary Question: What are the expectations for the US ad market in H2? - Management described the current position as stable, with no significant pullback from advertisers despite macroeconomic uncertainties [75] Question: Will there be any improvement in the margins for Abalicious? - Margins for Abalicious are expected to remain around 20%, with slight improvements anticipated across the group due to increased contributions from Showcase [78] Question: What is the rationale behind the recent share placement? - The placement aimed to bolster long-term institutional holdings and reduce volatility, despite some disappointment with the share price [62]

H1 2025 Performance - Audioboom's gross revenue reached $35.1 million, a 3% increase compared to H1 2024[8] - Gross profit increased by 30% to $7.4 million compared to H1 2024[8] - Adjusted EBITDA saw a significant increase of 500% to $1.8 million compared to H1 2024[8] - Showcase revenue grew by 24% year-on-year[9] Updated Outlook & Adelicious Acquisition - Market expectations for 2025 are upgraded to $83.2 million of revenue and $4.9 million adjusted EBITDA following the Adelicious acquisition[9] - The acquisition of Adelicious is expected to add 20 million monthly downloads and 5 million unique listeners to Audioboom[56] - Audioboom expects to recognize $3.2 million of Adelicious's 2025 revenue in FY 2025[33, 53] - Updated 2026 market expectations include revenue of $94.5 million and adjusted EBITDA of $7.2 million[53] Strategic Initiatives - Audioboom initiated its M&A strategy with the acquisition of Adelicious Ltd at a <1X revenue multiple[2] - The acquisition of Adelicious creates the 2nd largest podcast network in the UK[2] - Brand investment in podcasting is 4.5X higher on a per capita basis in the USA than the UK[40]

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