Group 1 - Azerion has sold its subsidiary Whow Games to DoubleDown Interactive for a total consideration of €65 million, consisting of an upfront payment of €55 million and an earn-out of up to €10 million [1] - The sale is part of Azerion's strategy to reinforce digital advertising as its core business while expanding into cloud infrastructure and AI-driven solutions [2][3] - The company has previously optimized its portfolio, including the divestment of its social card games portfolio in 2023 for €81.3 million [3] Group 2 - Founded in 2014, Azerion has become a major player in digital advertising, generating €551 million in revenue in 2024, a 7% year-on-year increase, with a revenue guidance for 2025 between €600–650 million [4] - In Q1 2025, Azerion reported a 68% growth in EBITDA compared to the same period last year, attributed to a focus on efficiency and profitability [4] - The company has launched Azerion Intelligence, a platform providing affordable cloud hosting and access to open-source AI tools, addressing the growing demand for local alternatives to major cloud providers [5]

Core Insights - Azerion, a prominent European digital advertising platform, has sold its subsidiary Whow Games to DoubleDown Interactive for €65 million, consisting of an upfront payment of €55 million and an earn-out of up to €10 million [1][2][3] Company Strategy - The sale is part of Azerion's strategy to reinforce digital advertising as its core business while expanding into cloud infrastructure and AI-driven solutions [2][3] - The company has been optimizing its portfolio, including the divestment of its social card games portfolio in 2023 for €81.3 million [3] Financial Performance - Azerion generated €551 million in revenue in 2024, reflecting a 7% year-on-year increase, with revenue guidance for 2025 projected between €600 million and €650 million [4] - In Q1 2025, the company reported a 68% growth in EBITDA compared to the same period last year, attributed to a focus on efficiency and profitability [4] Market Position - Azerion is positioned as one of Europe's innovative players in digital advertising and is addressing the growing demand for scalable cloud and AI alternatives to large US providers [3][5] - The company recently launched Azerion Intelligence, a platform offering affordable cloud hosting and access to open-source AI tools, catering to the increasing demand for local and cost-efficient AI services [5]

Core Insights - The company achieved a total revenue of €128.0 million in Q1 2025, marking a 7% increase from €119.7 million in Q1 2024, representing the fourth consecutive year-on-year growth in Q1 revenue [4] - Adjusted EBITDA for Q1 2025 was €11.7 million, up 19% from €9.8 million in Q1 2024, also reflecting the fourth consecutive year-on-year increase [4] - The company reported an EBITDA of €7.9 million in Q1 2025, a significant increase of 68% compared to €4.7 million in Q1 2024, driven by synergies from acquisitions and a focus on efficiency [4] Revenue Drivers - The revenue growth was primarily driven by increased spending across the Platform Segment, particularly in AAA Game Distribution, and the integration of past acquisitions such as The Moneytizer, Goldbach Austria, and Produpress [4] - The company signed 80 new publishers and connected 6 additional SSPs, 3 new DSPs, and 1 supplementary data source to enhance its digital audience reach across Europe and the Americas [4] Product and Technology Development - Significant advancements were made in the product and technology roadmap, including the consolidation of Azerion's ID Graph into one DMP and the introduction of new features and automation for DSP and SSP interfaces [4] - The company is investing in Azerion Intelligence, a Multi-Cloud and AI platform aimed at providing European businesses with affordable access to open-source AI models and scalable cloud hosting, which is expected to drive revenue growth in the future [4]

Core Insights - Azerion is launching a new Multi-Cloud and AI platform named Azerion Intelligence, aimed at providing European businesses with affordable and independent cloud hosting and access to open-source AI capabilities [1][5] - The platform enables AI-enhanced business solutions to operate across multiple global cloud providers, enhancing operational agility, cost efficiency, and reducing dependencies [2][3] Company Offerings - The new platform offers instant access to leading open-source large language models such as Deepseek, Llama, Mistral, and Anthropic, along with a marketplace for advanced AI agents and applications tailored for digital marketing [3][4] - Azerion's platform supports various marketing functions including dynamic ad creation, campaign execution, content creation, and social media management, providing a competitive pay-per-use model [3][4] Expertise and Experience - Azerion has over a decade of experience in high-availability cloud services and machine intelligence, handling approximately half a million advertising auctions every second [4] - The company has developed AI agents to automate tasks such as campaign setup and social media management, facilitating a quick start for partners in their AI journey [4] Mission and Vision - The mission of Azerion is to democratize AI, equipping every European business with the necessary tools and infrastructure to innovate and thrive [5]