Core Insights - Meridianbet, part of Golden Matrix Group (NASDAQ: GMGI), has been supporting user-generated real-world prediction markets for over a decade through its Free Bet product [1][2] Group 1: Customer Engagement and Market Performance - For the second half of 2025, customer participation on the Free Bet platform has seen an 11.5% increase in ticket volumes, indicating renewed engagement in prediction markets related to major elections, entertainment outcomes, weather forecasting, and novelty events [2] - Free Bet represents a relatively small and non-material portion of Meridianbet's overall wagering activity [2] Group 2: Product Functionality and Market Creation - Free Bet allows customers to propose wagers on measurable real-world outcomes across various categories, including sports, politics, entertainment, weather, financial milestones, and social statistics [3] - Customers initiate Free Bet markets by submitting proposed prediction events, which are then reviewed for legality, ethical appropriateness, and measurability before being accepted and priced by Meridianbet's trading operators [4] Group 3: Popular Prediction Markets - Over the past five years, Meridianbet customers have created and wagered on thousands of custom prediction markets, with the following being the most actively played: - U.S. Presidential Election outcomes [6] - Global Entertainment Awards, including Oscars and BBC Sports Personality of the Year [7] - Weather Prediction Markets for seasonal forecasts [8] - Social Outcome Markets related to demographic statistics [9] Group 4: Regulatory Compliance - The Free Bet product and related offerings are provided in accordance with applicable national and local regulatory requirements, available only in jurisdictions where such wagering formats are authorized by law [10] Group 5: Company Overview - Founded in 2001, Meridianbet Group operates in 18 jurisdictions across Europe, Africa, and South America, utilizing proprietary technology and scalable systems for its online sports betting and gaming operations [11] - Golden Matrix Group (NASDAQ: GMGI) operates globally through B2B and B2C divisions, including Meridianbet, which is a leading sportsbook [13]

Core Insights - Meridianbet, a subsidiary of Golden Matrix Group Inc., is committed to disability inclusion across its operations, aligning with the International Day of Persons with Disabilities [1][2] - The company integrates disability inclusion into its core business rather than treating it as a separate corporate social responsibility initiative [2] Operational Commitments - In Malta, Meridianbet has partnered with Inspire Malta to support individuals with disabilities, linking charitable contributions to sporting outcomes through its FA Trophy sponsorship [3] - The company has raised awareness of disability services in Malta through fundraising events and media campaigns [3] Corporate Sustainability - Meridianbet is a member of the UN Global Compact, adhering to principles on human rights, labor, environment, and anti-corruption, which aligns with licensing requirements in regulated gaming markets [4] Charitable Initiatives - The Meridian Donate platform, integrated into its gaming technology, has facilitated numerous charitable initiatives across various markets in 2024 [5] - This platform allows users to support nonprofit organizations as part of their standard engagement, creating sustained charitable impact [5] Workforce Development - Over the past three years, Meridianbet has increased the employment of individuals with disabilities by over 20%, while also growing its overall workforce [6] - The company has invested in employee training and maintained strong retention rates during its international expansion [6] Regulatory and Investor Considerations - Operational indicators related to disability inclusion have become increasingly important for licensed gaming operators, with European regulators incorporating these criteria into licensing frameworks [7] - Institutional investors now routinely request data on workforce composition and ESG performance when evaluating opportunities in the gaming sector [7] Strategic Positioning - For Meridianbet, disability inclusion serves as both an operational commitment and a means of regulatory positioning, impacting licensing, market access, and capital availability [8] - The company's consistent workforce development and community partnerships provide the documented operational history required by regulators and investors [8] Integrated ESG Execution - Meridianbet's model combines sports sponsorship with charitable outcomes, integrates donation technology into its platform, and maintains workforce inclusion during international expansion, showcasing effective ESG execution [9]

Core Viewpoint - Aleksandar Milovanović, founder and largest shareholder of Meridianbet, has converted $8 million of cash consideration into equity, reinforcing Golden Matrix's balance sheet and signaling confidence in its long-term growth trajectory [1][3]. Financial Impact - The conversion involved Mr. Milovanović exchanging $8 million of 18-Month Non-Contingent Post-Closing Cash Consideration for 8 million shares of Golden Matrix common stock at a price of $1.00 per share [2]. - This debt-to-equity conversion significantly improves Golden Matrix's financial position by eliminating $8 million in near-term cash obligations, preserving capital for growth initiatives and operational expansion [8]. Strategic Significance - Mr. Milovanović's decision to increase his equity stake rather than receive cash aligns his interests with public shareholders, indicating strong belief in the company's value creation potential [3][4]. - Following the transaction, Mr. Milovanović owns approximately 93.3 million shares of Golden Matrix, solidifying his role as a significant long-term stakeholder [4]. Company Overview - Meridianbet Group, established in 2001, operates in 18 jurisdictions across Europe, Africa, and South America, utilizing proprietary technology for its online sports betting and gaming operations [5]. - Golden Matrix Group, based in Las Vegas, NV, is a B2B and B2C gaming technology company, developing proprietary gaming platforms and operating an online casino in Mexico [6].

Core Viewpoint - Super Group (SGHC) Limited is highlighted as a strong investment opportunity, with positive analyst ratings and significant financial growth reported in recent quarters [1][2]. Financial Performance - Super Group reported a 65% increase in adjusted EBITDA, reaching $152 million, and a 26% rise in revenue to $556.9 million compared to $442.9 million in the same quarter last year [2]. - The profit for the quarter was $95.8 million, a substantial increase from $10.3 million in the same quarter last year [2]. Customer Growth and Guidance - The company experienced an 18% increase in monthly active customers, totaling 5.5 million [3]. - Super Group raised its revenue guidance to between $2.17 billion and $2.27 billion, up from the previous range of $2.125 billion to $2.20 billion [3]. - Adjusted EBITDA guidance was also increased to a range of $555 million to $565 million, compared to the prior guidance of $550 million to $560 million [3]. Company Overview - Super Group (SGHC) Limited operates as a global holding company for online sports betting and gaming, offering platforms such as Betway and Spin [4].

Group 1 - Super Group (SGHC) Limited operates global online sports betting and gaming services through its Betway sportsbook and casino platform, as well as its Spin multi-brand online casino business [1] - The company reported a profit of $95.8 million and revenue of $556.9 million for the latest earnings period, reflecting a 38% year-over-year increase and outperforming estimates by $46.51 million [1] - Super Group raised its full-year revenue guidance to between $2.17 billion and $2.27 billion, up from the previous guidance of $2.125 billion to $2.20 billion [2] Group 2 - The adjusted EBITDA guidance has also been increased to between $555 million and $565 million, compared to the previous range of $550 million to $560 million [2]

Q3 2025 EARNINGS PRESENTATION November 6, 2025 | 1 Legal Disclaimer Forward-Looking Statements This presentation contains forward-looking statements within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended, and the Private Securities Litigation Reform Act of 1995, including statements about DraftKings Inc. ("DraftKings", the "Company", "we", "us" and "our") and its industry that involve substantial risks and uncertainties. All statements, other than statements of historical fact, ...

Core Insights - Banijay Group reported a revenue increase of 4.0% to €3,224 million for the first nine months of 2025, with adjusted EBITDA rising by 9.8% to €597 million, reflecting strong performance across its diversified business model [7][12][40]. Financial Performance - Revenue for 9M 2025 reached €3,224 million, up from €3,125 million in 9M 2024, marking a 4.0% increase [12][25]. - Adjusted EBITDA increased to €597 million, a 9.8% rise compared to €546 million in the same period last year, with an adjusted EBITDA margin improvement of 100 basis points to 18.5% [7][40]. - Adjusted net income rose by 9.3% to €271 million, compared to €248 million in 9M 2024 [12][43]. - Adjusted free cash flow reached €465 million, up 6.4% year-on-year, with a conversion rate of 78% [8][44]. Business Segments Banijay Entertainment & Live - Revenue from Banijay Entertainment & Live grew by 1.7% to €2,094 million, driven by live experience activities and a robust pipeline of scripted content [7][25]. - The segment experienced low-single digit organic revenue growth, impacted by the postponement of some deliveries [23][27]. - Live experiences revenue surged by 15.1% to €248 million, reflecting the consolidation of Lotchi and strong performance at Balich Wonder Studio [33][34]. Banijay Gaming - Banijay Gaming's revenue increased by 8.5% to €1,130 million, with a notable 23% growth in Unique Active Players [7][36]. - Online poker revenue saw a significant rise of 32.7%, while online casino revenue grew by 16.4% [38][39]. - The segment's organic revenue growth was around 10%, despite temporary impacts from adverse sports results in September 2025 [23][36]. Strategic Developments - The acquisition of Tipico Group was announced, positioning Banijay as a leader in sports betting in Continental Europe, expected to double revenue and free cash flow at Banijay Gaming [10][17]. - The company continues to focus on digital transformation and AI integration to enhance content distribution and monetization capabilities [13][9]. Outlook - The company confirmed its FY 2025 guidance on adjusted EBITDA growth and free cash flow conversion, while adjusting revenue growth expectations due to adverse sports results and delivery postponements [20][6].

Core Insights - DraftKings is a significant player in the online sports betting and gaming industry, offering products such as daily fantasy sports, sports betting, and online casino games [1] - The company faces competition from FanDuel, owned by Flutter Entertainment, in a challenging market environment [1] Stock Performance - Mizuho Securities has set a price target of $54 for DraftKings, indicating a potential upside of 63.88% from its current trading price of $32.95 [2][5] - DraftKings' stock has experienced a decline of over 20% in the past month, alongside its competitor FanDuel, attributed to the rising popularity of prediction markets [2][5] - Currently, DraftKings' stock price is $32.95, reflecting a decrease of 5.80% or $2.03, with a trading range today between $32.78 and $35.01 [3] - Over the past year, the stock reached a high of $53.61 and a low of $29.64, maintaining a market capitalization of approximately $16.36 billion [3][5] Trading Activity - The trading volume for DraftKings today is 28.67 million shares on the NASDAQ exchange, indicating active investor interest despite recent price declines [4]

Core Insights - Meridianbet, a leading global sports betting and iGaming operator, has achieved significant ESG milestones in 2024, focusing on community engagement, technology-driven operations, and resource efficiency [1][2][4] - The company reported $151.1 million in FY24 GAAP revenue and $159.7 million in organic revenue, driven by its core operations [2] ESG Highlights - Meridianbet executed nearly 300 CSR actions across 25 markets, focusing on healthcare, education, sports development, and local institution support [6] - The company maintains a strong governance structure with over 60% of managerial positions held by women, reflecting its commitment to diversity [6] - Meridianbet's public uplisting as part of Golden Matrix Group's NASDAQ structure enhances transparency and investor access [4] Community Engagement - The company has partnered with Crvena Zvezda, integrating its logo with the elite Euroleague basketball club [6] - Initiatives include a global book donation campaign and the "Scan. Help." campaign to fund essential equipment for maternity hospitals [6] - The rollout of the Meridian Donate platform across LATAM and Africa allows users to support verified NGOs directly [6] Operational Efficiency - Energy usage has been reduced through digitalization and infrastructure upgrades [6] - Meridianbet is a member of the "5% Club," developing and maintaining its entire technology stack in-house [6]