Stuart Neil
Chief Executive Officer
Replay available
Boku, Inc. (BOKU) Q2 2026 Earnings Call
Boku, Inc. (LSE: BOKU) Q2 2026 earnings conference call, held 2026-09-23. Replay captured from the company's public earnings webcast.
Investor webinar replay
Meeting Overview The meeting focused on BOKU's interim results for the first half of 2026, highlighting significant strategic progress, financial performance, and future growth opportunities. Both Stuart Neill and CFO Rob Wittig presented key metrics and discussed the company's channel strategy and product diversification efforts. Key Discussion Points - Overview of H1 2026 performance, including strategic progress and financial metrics. - Underlying revenue growth of 11% and an EBITDA margin of 29.4%. - Expansion of the company's network and treasury capabilities. - Discussion of headwinds faced in H1, primarily due to delays in launches. - Insights into total payment volumes and operational metrics supporting growth. - Performance of different product lines, including DCB and digital wallets. - Growth in bundling services and diversification of revenue streams. - Cost efficiencies resulting from previous investments in transformation. Decisions Made - No explicit decisions recorde...
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Replay transcript excerpt
Speaker 1: Good morning everybody and welcome to the BOKU's Speaker 1: 2026 Speaker 1: interim results presentation. Speaker 1: I'm Stuart Neill, I'm sure most of you know me already and I'm joined this morning by my CFO Rob Wittig. Speaker 1: Firstly apologies for the minor delays, some gremlins in the machine, but hopefully we're now good to go and you can see and hear us nice and clearly. Speaker 1: Before we get into the numbers which I'm sure you're dying to do, let me just give you a couple of Speaker 1: contextual headlines of the period. Speaker 1: Firstly, I would say H1 was a period of significant strategic progress Speaker 1: and combined with underlying double digit revenue growth and 29 percent EBITDA profit margin. So Speaker 1: resilient financials Speaker 1: and strong strategic progress. Speaker 1: On that note, we are very happy with the strides that we are making towards our channel strategy. Speaker 1: We've continued to expand our network and build out the money movement and treasury capabilities that we've talked to you about before. Speaker 1: We did note in our trading update in July that there were some minor headwinds in the 1st 0.5 of the year that we do believe were contained to H1 Speaker 1: and mostly Speaker 1: candidly centered around delays to launches Speaker 1: that we are now happy to say have gone live. Speaker 1: And in fact, if you take our full year guidance for this year, which is a range, Speaker 1: and look backwards 3 years, we have delivered Speaker 1: a CAGR of somewhere between 18 and 20 per cent at the top line. So again, solid financial performance, good strategic progress. Speaker 1: And let me just remind ourselves Speaker 1: why we're doing this. Speaker 1: The market opportunity, the structural tailwinds Speaker 1:...