Sportradar AG(SRAD)
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1 Undervalued Data Stock Could Soar 40%, According to Select Wall Street Analysts
fool.com· 2024-05-29 20:31
Neil Rozenbaum has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Sportradar Group Ag. The Motley Fool has a disclosure policy. Neil is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...
Sportradar Rides the Sports Betting Trend From Behind the Curtain
marketbeat.com· 2024-05-22 18:10
Key Points Investors have been pouring into sports betting stocks like DraftKings Inc. NASDAQ: DKNG and Fan Duel's parent, Flutter Entertainment plc NYSE: FLUT. Streaming giants like Amazon Inc. NASDAQ: AMZN and Netflix Inc. NASDAQ: NFLX are jockeying to keep and sign lucrative broadcasting deals with major sports leagues like the NFL, MLB, Formula One and NASCAR. Get Sportradar Group alerts: Skin in the Game Makes it More Fun. The global sports industry generated over $159 billion in 2023, and analysts exp ...
Sportradar AG(SRAD) - 2024 Q1 - Earnings Call Presentation
2024-05-16 00:43
业绩总结 - Q1 2024实现了强劲的业绩表现,季度收入创下历史纪录,同比增长28%[4] - 调整后的EBITDA增长了29%,达到了47百万欧元,EBITDA利润率扩大了8个百分点[5] - 全年2024业绩展望提升,受益于强劲的Q1表现和业务动力[6] 用户数据 - 人员支出为80百万欧元,同比增长3%[43] - 其他运营支出为21百万欧元,同比基本持平[44] - 购买服务和许可费用(不包括体育版权)同比增长14%,达到39百万欧元[46] - 体育版权成本同比增长78%,达到91百万欧元[47] 未来展望 - 现金流强劲,2024年第一季度总流动性为4.95亿欧元,其中现金及现金等价物为2.75亿欧元[49] - 运营活动现金流增长17%,达到6.7百万欧元[50] - 2024年3月31日现金及现金等价物为2.75亿欧元,与2023年相比增长2.9百万欧元[51] 新产品和新技术研发 - 调整后的EBITDA边际从2021年到2023年增加了90个基点[53] - 目标长期调整后的EBITDA边际为25%至30%[55]
Sportradar AG(SRAD) - 2024 Q1 - Earnings Call Transcript
2024-05-16 00:38
财务数据和关键指标变化 - 公司Q1营收为2.66亿欧元,同比增长28% [20][44] - 调整后EBITDA为4700万欧元,同比增长29% [20][44] - 调整后EBITDA利润率为18%,与去年持平 [52] - 经营活动产生的净现金流为6700万欧元,同比增长17% [46] 各条业务线数据和关键指标变化 - 博彩技术与解决方案业务收入为2.19亿欧元,同比增长35% [48] - 内容、技术与服务业务收入为4700万欧元,同比增长5% [49] 各个市场数据和关键指标变化 - 其他地区市场收入为2亿欧元,同比增长19% [50] - 美国市场收入为6600万欧元,同比增长65% [50] 公司战略和发展方向及行业竞争 - 公司正在加大对AI和技术创新的投入,任命了首席技术和AI官,以增强公司的技术实力和产品创新能力 [32][85] - 公司将继续专注于内容、数据和技术三大支柱,开发新的创新产品和解决方案,提升客户价值 [35][36][37] - 公司在体育数据、分析和技术领域处于行业领先地位,拥有无可比拟的规模和资源优势 [17][18] 管理层对经营环境和未来前景的评论 - 公司对2024年的业务前景充满信心,预计全年收入和调整后EBITDA将至少增长21% [12][13][60] - 公司将启动2亿美元的股票回购计划,体现了管理层对公司前景的信心 [15][58] - 管理层认为公司有望在未来实现25%-30%的EBITDA利润率目标 [89][118] 问答环节重要的提问和回答 问题1 **Ryan Sigdahl 提问** 关于公司新签的NBA和ATP合同,公司如何将这些内容权利的价格传导给客户,以及未来在谈判新合同时的策略 [70] **Carsten Koerl 回答** 公司已成功整合了NBA和ATP的新合同,并在美国市场实现了超预期的增长,体现了公司的强势地位和议价能力 [71][72] 公司未来将继续谨慎评估新的体育版权投资,确保投资回报率 [97][98] 问题2 **Michael Graham 提问** 新任首席技术和AI官的任命对公司的增长和盈利能力有何影响,以及公司实现25%-30%EBITDA利润率目标的关键举措 [83][89] **Carsten Koerl和Gerard Griffin回答** 新任高管将推动公司AI和技术创新,增强产品竞争力,如Alpha Odds等新产品已显示出良好的盈利能力 [85][86] 未来几年,公司将通过控制人工成本、稳定体育版权成本等措施,持续提升营运效率,实现利润率目标 [89][118] 问题3 **Robin Farley 提问** Q1业绩超预期,但全年指引增幅相对较小,背后的原因是什么,未来MLB版权谈判是否会对公司产生重大影响 [94][97] **Gerard Griffin回答** Q1有一些费用时间性因素,但整体业务基本面依然很强,公司保持谨慎态度给出指引 [95] 公司与MLB的合作关系良好,未来续约不会对公司产生重大影响 [97][98]
Sportradar AG(SRAD) - 2024 Q2 - Quarterly Report
2024-05-15 19:15
Exhibit 99.1 SPORTRADAR REPORTS FIRST QUARTER 2024 FINANCIALAND OPERATING RESULTS New CFO and Chief Technology & Chief AI Of icer Join Sportradar Leadership Team ST. GALLEN, Switzerland, May 15, 2024 – Sportradar Group AG (NASDAQ: SRAD) ("Sportradar" or the "Company"), a leading global sports technology company focused on creating immersive experiences for sports fans and bettors, today announced financial results for its first quarter ended March 31, 2024. Carsten Koerl, Chief Executive Officer of Sportrad ...
Sportradar AG(SRAD) - 2023 Q4 - Earnings Call Transcript
2024-03-20 23:32
Company Participants Conference Call Participants Operator Jim Bombassei Sportradar Group AG (NASDAQ:SRAD) Q4 2023 Results Conference Call March 20, 2024 8:30 AM ET Jim Bombassei - Senior Vice President, Investor Relations & Corporate Finance Carsten Koerl - Chief Executive Officer Gerard Griffin - Chief Financial Officer Michael Graham - Canaccord Ryan Sigdahl - Craig-Hallum Capital Group Bernie McTernan - Needham & Company Robin Farley - UBS David Katz - Jefferies Jordan Bender - Citizens JMP David Karnov ...
Sportradar AG(SRAD) - 2023 Q4 - Annual Report
2024-03-20 20:06
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 20-F (Mark One) ☐ REGISTRATION STATEMENT PURSUANT TO SECTION 12(b) OR (g) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to OR ☐ SHELL COMPANY REPORT PURSUANT TO SECT ...
Sportradar AG(SRAD) - 2024 Q1 - Quarterly Report
2024-03-20 19:10
Exhibit 99.1 SPORTRADAR REPORTS FOURTH QUARTER AND FULL YEAR 2023 RESULTS Delivered record results, growing revenue 20% and Adjusted EBITDA 33% for fiscal 2023 Targeting strong outlook in 2024 of at least 20% growth in revenue and Adjusted EBITDA Authorizes $200 million Share Repurchase Program ST. GALLEN, Switzerland, March 20, 2024 – Sportradar Group AG (NASDAQ: SRAD) ("Sportradar" or the "Company"), a leading global sports technology Company focused on creating immersive experiences for sports fans and b ...
Sportradar AG(SRAD) - 2023 Q3 - Earnings Call Transcript
2023-11-02 01:52
Company Participants Conference Call Participants Operator I would now like to hand the conference over to your speaker today, Christin Armacost, Manager of Investor Relations. Please go ahead. Thank you, operator. Hello everyone, and thank you for joining us for Sportradar's earnings call for the third quarter of 2023. Please note that the slides we will reference during this presentation can be accessed via the webcast on our website at investors.sportradar.com and will be posted on our website at the con ...
Sportradar AG(SRAD) - 2023 Q3 - Quarterly Report
2023-11-01 19:20
Exhibit 99.1 SPORTRADAR REPORTS THIRD QUARTER 2023 RESULTS Delivered 12% revenue, 38% Adjusted EBITDA growth for the third quarter Annual outlook updated with growth of 19% to 21% for revenue and 29% to 33% for Adjusted EBITDA Initiated a reduction in global workforce as part of ongoing strategic growth initiatives Well positioned for revenue growth and margin expansion ST. GALLEN, Switzerland, November 1, 2023 – Sportradar Group AG (NASDAQ: SRAD) ("Sportradar" or the "Company"), a leading global sports tec ...