Gentoo Media Inc. (G2M) Q4 2025 Earnings Call

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WEBVTT 00:00:00.689 -- 00:00:07.035 Hi, welcome to Gentoo Media's quarterly presentation for Q4 2025. 00:00:07.399 -- 00:00:11.906 My name is Jonas Rohrl, I'm the CEO of Gentoo Media and I've been looking forward to 00:00:11.906 -- 00:00:15.711 present our business and our business results to you today. 00:00:15.711 -- 00:00:19.737 Gentoo Media is a leading affiliate in the iGaming industry. 00:00:19.737 -- 00:00:24.925 We help online sportsbooks and casinos acquire higher value players, acting as the bridge 00:00:24.925 -- 00:00:28.187 between players and operators. 00:00:28.600 -- 00:00:32.325 Affiliates are a vital part of the iGaming ecosystem. 00:00:32.325 -- 00:00:37.731 For many operators, affiliates are the main driver for player intake. 00:00:37.731 -- 00:00:42.297 You can say that we have the online stores that players visit before they decide where 00:00:42.297 -- 00:00:45.999 to place a bet or open an account. 00:00:46.041 -- 00:00:48.384 Getting to the Q4 2025 00:00:48.384 -- 00:00:50.487 executive summary. 00:00:50.487 -- 00:00:56.495 Strongest quarter of 2025 for revenue, profitability and cash flow generation. 00:00:56.495 -- 00:01:03.221 margin expansion driven by a structurally stronger cost base and disciplined execution. 00:01:03.384 -- 00:01:09.171 Q4 delivered record end-user deposits. We also strengthened visibility across search, 00:01:09.171 -- 00:01:14.458 emerging AI-powered platforms and paid campaigns, supported by product 00:01:14.458 -- 00:01:18.623 enhancements and a positive December Google Core update. 00:01:18.623 -- 00:01:23.769 We see strong EBITDA to operating cash flow conversion, delivering full-year operating 00:01:23.769 -- 00:01:27.528 cash flow of 33 million euros. 00:01:27.528 -- 00:01:33.171 Q4 demonstrated operational re...