Evolution Gaming shares tumble after Q3 EBITDA miss, maintains margin guidance

Published 23/10/2025, 07:15
Updated 23/10/2025, 09:19
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Investing.com -- Evolution Gaming shares fell 8.1% on Thursday as it reported a 5% EBITDA miss in its third quarter results while maintaining its full-year margin guidance of 66-68%.

The live casino and gaming provider posted revenues of €507 million for Q3, representing a 2% year-over-year decline and falling 6% below consensus expectations of €538 million. EBITDA came in at €337 million, down 5% year-over-year and 5% below consensus estimates of €356 million.

Evolution’s Live Casino segment declined 3% year-over-year to €432 million, while its RNG (Random Number Generator) business grew 4% to €76 million. The company’s EBITDA margin for the quarter was 66.4%.

Regional performance varied significantly, with Asia declining 6% year-over-year and 10% quarter-over-quarter, which the company attributed to extended countermeasures against cyberattacks. Europe saw a 7% year-over-year decline but returned to sequential growth with a 1% quarter-over-quarter increase.

North America remained a bright spot with 15% growth, while Latin America grew 6%. The company opened new studios in Brazil and the Philippines during the quarter.

Evolution maintained its full-year 2025 EBITDA margin guidance of 66-68%, compared to the 66% achieved year-to-date and consensus expectations of 66.1%. The company reported net cash of €656 million.

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