DoubleDown Interactive Co., Ltd. (NASDAQ: DDI ) recently reported Q3 results , so I wanted to take a look at the numbers in more detail and give some comments on its outlook and my concerns. The company has a greatMSc in Finance. Long-term horizon investor mostly with 5-10 year horizon. I like to keep investing simple. I believe a portfolio should consist of a mix of growth, value, and dividend-paying stocks but usually end up looking for value more than anything. I also sell options from time to time.Analy ...

While "the trend is your friend" when it comes to short-term investing or trading, timing entries into the trend is a key determinant of success. And increasing the odds of success by making sure the sustainability of a trend isn't easy.Often, the direction of a stock's price movement reverses quickly after taking a position in it, making investors incur a short-term capital loss. So, it's important to ensure that there are enough factors -- such as sound fundamentals, positive earnings estimate revisions, ...

DoubleDown Interactive Co., Ltd.'s (DDI) third-quarter 2024 earnings and revenues missed the Zacks Consensus Estimate. Following the results, the company’s shares declined nearly 1% in the after-hours trading session yesterday.During the third quarter, DoubleDown benefited from steady growth in its core social casino and SuprNation iGaming businesses. The company’s social casino segment saw a consistent revenue increase for the fourth quarter in a row, indicating DoubleDown's expertise in engaging and monet ...

财务数据和关键指标变化 - 2024年第三季度综合营收同比增长14%至8300万美元，推动调整后EBITDA增长22%至3610万美元[5] - 2024年第三季度净收入为2510万美元，即每股摊薄收益10.11美元，美国存托凭证每股0.51美元，相比2023年第三季度净收入2690万美元，即每股摊薄收益10.87美元，美国存托凭证每股0.54美元[16] - 2024年第三季度调整后EBITDA利润率为43.5%，较2023年第三季度的40.7%提高了280个基点[16] - 2024年第三季度经营活动提供的净现金流量为3180万美元，相比2023年第三季度的2870万美元有所增加[17] - 2024年第三季度销售和营销费用为890万美元，较2023年第三季度下降16%，较上季度下降20%[15] 各条业务线数据和关键指标变化 - 社交赌场/免费游戏业务2024年第三季度营收7520万美元，较2023年第三季度增长3%，为连续第四个同比增长季度[5][11] - 社交赌场业务的平均日活跃用户收入（ARPDAU）从2023年第三季度的1.06美元增加到2024年第三季度的1.30美元，增长23%；付费用户转化率从2023年第三季度的5.9%提高到2024年第三季度的6.8%；平均每月付费用户收入从2023年第三季度的245美元增长15%至2024年第三季度的281美元[12] - 2023年第四季度收购的iGaming业务SuprNation在2024年第三季度营收为780万美元，高于收购前的预期[8] 各个市场数据和关键指标变化 - 文档未涉及，无相关内容 公司战略和发展方向和行业竞争 - 公司将继续利用自身优势（如产品开发专长和营销平台）来提升SuprNation的盈利能力，认为SuprNation将成为公司营收和现金流增长的长期驱动力[9] - 公司对内部开发的meta 3 - type游戏的发布持乐观态度，且2025年有望推出更多内部开发的手机游戏，同时继续评估并购机会以拓展新市场、实现收入和现金流来源的多元化[10] - 在社交赌场业务方面，公司将继续提高直接面向消费者（D2C）的收入，增强盈利能力，同时保持用户获取和研发支出的纪律性[20] - 公司在扩大SuprNation规模方面已开展相关工作，如将社交赌场游戏引入其平台，从工程角度开展工作，韩国办公室人员已到马耳他协助项目实施，预计2025年成果将更显著[28] - 公司将继续探索内部开发和并购机会，以拓展到相邻游戏类别，实现增长并进一步多元化收入和现金流，同时保持良好的自由现金流状况以增强财务灵活性[21] 管理层对经营环境和未来前景的评论 - 社交赌场业务的持续增长需要持续关注产品开发和营销执行，以及积极宏观经济效应的持续影响，但未来同比数据可能更具挑战性[13] - 公司在直接面向消费者（D2C）方面取得进展，有助于提升毛利率，未来将继续努力提高每季度业绩，吸引玩家采用更多购买方式[24] - 在SuprNation业务方面，公司将重点关注新玩家获取，在英国和瑞典市场，鉴于其市场份额相对较小，是加大营销投入获取新玩家的时机[36] 其他重要信息 - 2024年第三季度运营费用较2023年第三季度上升，较2024年第二季度下降，为4770万美元，其中包含SuprNation的运营费用（2023年第三季度未拥有该业务），部分被社交赌场/免费游戏业务的销售、营销和研发费用下降所抵消[14] - 截至2024年9月30日，公司拥有3.73亿美元现金、现金等价物和短期投资，季度末净现金头寸约为3.35亿美元，约合每股美国存托凭证6.76美元[17] 问答环节所有的提问和回答 问题：关于直接面向消费者（D2C）部分，成本收入比下降，是否主要反映D2C成果以及与长期目标相比的业务结构情况，能否详细说明[23] - 回答：D2C是战略重点且自去年年底以来取得良好进展，对毛利率提升有贡献，还有其他因素影响，如特许权游戏组合等，公司在努力提升玩家对替代购买方式的兴趣，同时注意避免产生摩擦影响收入[24] 问题：能否说明业务结构的转变情况，如何避免产生玩家摩擦，处理器收费与平台费30%相比情况[25] - 回答：公司在D2C收入转换方面落后于其他公司，在推进过程中会谨慎避免产生摩擦，在提升利润率的同时确保不负面影响收入[26] 问题：SuprNation业务何时开始追求协同效应（如游戏开发、运营等），是否在2025年开展[28] - 回答：已经奠定基础并开展相关工作，如将社交赌场游戏引入其平台，从工程角度开展工作，韩国办公室人员已到马耳他协助项目实施[28] 问题：在盈利方面，是否有经验可用于明年保持发展势头（如元功能、活动或游戏经济平衡等方面）[29] - 回答：元功能和奖励可满足用户并激励他们更多游戏，公司过去在用户体验方面进行了功能和流程的重构，未来将继续尝试有趣的用户留存功能[29] 问题：在利用核心优势拓展新游戏类别以实现收入和现金流多元化方面，是否更多关注并购前景，与有机增长追求的关系[31] - 回答：公司认为增长营收是重要发展部分，内部开发工作室在持续拓展业务，同时关注并购选项，公司有资金实力且在IPO后一直关注并购，对收购和运营SuprNation的进展满意并将继续寻找合适并购对象[32] 问题：社交赌场业务关键指标提升的驱动因素，SuprNation内部预期与哪些因素有关（如玩家数量增加等）[33] - 回答：社交赌场业务重点关注玩家尤其是付费用户的留存，从营销、新游戏发布等多方面努力，元功能是奖励玩家重复游戏的方式；SuprNation的规模增长在于获取新玩家并合理进行营销投资，看好其服务的英国和瑞典市场，将加大营销投入获取新玩家[34][36]

SEOUL, South Korea, Nov. 11, 2024 (GLOBE NEWSWIRE) -- DoubleDown Interactive Co., Ltd. (NASDAQ: DDI) (“DoubleDown” or the “Company”), a leading developer and publisher of digital games on mobile and web-based platforms, today announced unaudited financial results for the third quarter ended September 30, 2024. Third Quarter 2024 vs. Third Quarter 2023 Summary:          Revenue increased to $83.0 million in the third quarter of 2024 from $73.0 million in the third quarter of 2023. SuprNation, a European iGam ...

DoubleDown Interactive Co., Ltd. (DDI) is likely to benefit from the SuprNation acquisition, social casino business and strategic investments. Also, the focus on DoubleDown Casino enhancements bodes well. However, elevated expenses and competitive pressures pose concerns. Factors Driving DDI Stock DoubleDown's acquisition of SuprNation, an iGaming platform, has opened new growth avenues. In the second quarter of 2024, SuprNation contributed $7.9 million in revenues, exceeding initial expectations. The compa ...

SEOUL, South Korea, Oct. 10, 2024 (GLOBE NEWSWIRE) -- DoubleDown Interactive Co., Ltd. (NASDAQ: DDI) ("DoubleDown" or the "Company"), a leading developer and publisher of digital games on mobile and web-based platforms, announced today that it will release its 2024 third quarter financial results after the market closes on Monday, November 11, 2024, and host a conference call and simultaneous webcast at 5:00 p.m. ET (2:00 p.m. PT) that day. Both the call and webcast are open to the general public. On the ca ...

Shares of DoubleDown Interactive Co Ltd (DDI, Financial) fell 4.84% in mid-day trading on Oct 2. The stock reached an intraday low of $14.81, before recovering slightly to $14.94, down from its previous close of $15.70. This places DDI 10.81% below its 52-week high of $16.75 and 114.96% above its 52-week low of $6.95. Trading volume was 14,755 shares, 36.4% of the average daily volume of 40,484. Wall Street Analysts Forecast Based on the one-year price targets offered by 4 analysts, the average target price ...

DoubleDown Interactive Co., Ltd. Sponsored ADR (DDI) shares rallied 11.9% in the last trading session to close at $16.50. This move can be attributable to notable volume with a higher number of shares being traded than in a typical session. This compares to the stock's 1.3% gain over the past four weeks. The addition of new meta features to its flagship app, including DoubleDown Casino, appears to be driving positive investor sentiment. This company is expected to post quarterly earnings of $0.55 per share ...

SEATTLE, Sept. 30, 2024 (GLOBE NEWSWIRE) -- DoubleDown Interactive (NASDAQ: DDI) ("DoubleDown" or the "Company"), a leading developer and publisher of digital games on mobile and webbased platforms, announced today a planned donation of $10,000 to the American Cancer Society (ACS) in honor of Breast Cancer Awareness Month. DoubleDown Casino, which is played daily by millions of fans worldwide on both desktop and mobile devices, will invite players to engage with and show support for the charitable donation ...