Especializada en el sector del juego digital, Codere Online Luxembourg, S.A. ofrece una gama de juegos de casino en línea y servicios ...
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BPA est. $0.08 · Ingresos $62.78M · 2 analistas
BPA est. $0.12 · Ingresos $64.61M · 2 analistas
BPA est. $0.32 · Ingresos $260.96M · 2 analistas
BPA est. $0.09 · Ingresos $68.41M · 1 analistas
BPA €-0.03 · Ingresos €65.47M
BPA €0.03 · Ingresos €210.41M
BPA €0.05 · Ingresos €52.54M
BPA €-0.03 · Ingresos €52.66M
BPA €-0.03 · Ingresos €52.66M
BPA €0.08 · Ingresos €200.70M
| Métrica | Último | InteranualYoY significa Year-over-Year (interanual). Compara el último valor anual con el valor anual anterior para mostrar la fortaleza de la tendencia a largo plazo. | TrimestralQoQ significa Quarter-over-Quarter (intertrimestral). Compara el último trimestre con el trimestre inmediatamente anterior para mostrar cambios de impulso a corto plazo. |
|---|---|---|---|
| IngresosEl dinero total que entró por la puerta principal al vender cosas, antes de pagar una sola factura. Piensa en esto como el gran total de cada compra con tarjeta de los clientes. (YoY compara el rendimiento de este año con el del año pasado, mientras que QoQ compara los tres meses actuales con los tres anteriores). | $210.4M | +4.8% | +24.6% |
| Beneficio netoEl resultado final absoluto. Si la empresa pagara a cada proveedor, empleado, banquero y recaudador de impuestos, este es el dinero real que queda en su bolsillo al final del día. | $1.3M | -66.9% | -164.1% |
| Margen brutoEl margen básico. Si venden unas zapatillas de 100 dólares, este porcentaje indica cuánto de ese precio es ganancia justo después de pagar el caucho y los cordones, pero antes de pagar el alquiler de la tienda o los anuncios de televisión. | +88.1% | -2.8% | -100.0% |
| Margen operativoLa puntuación de eficiencia del 'trabajo diario'. De cada dólar que gasta un cliente, esto muestra cuántos centavos mantiene la empresa después de fabricar el producto Y pagar todos los gastos generales corporativos (como salarios, marketing y mantener las luces encendidas). | +2.7% | +26.4% | +3735.6% |
| Margen netoEl porcentaje final que se lleva a casa. Cuando se eliminan todos los costos concebibles, impuestos y pagos de intereses, este es el número exacto de centavos que la empresa realmente se queda de cada dólar en ventas. | +0.6% | -68.5% | -151.5% |
| Flujo de caja libreEl santo grial del efectivo corporativo. Es el dinero físico gastable que queda después de que el negocio paga sus operaciones diarias Y compra las actualizaciones grandes y costosas (como nuevas fábricas o servidores) que necesita para sobrevivir. Este es el dinero 'libre' que pueden usar para pagar dividendos o recomprar acciones. | $16.4M | +345.4% | +35.7% |
| Margen FCFLa tasa definitiva de conversión de efectivo. Muestra qué tan buena es la empresa para convertir ventas regulares directamente en efectivo frío, duro y gastable. Un porcentaje alto significa que el negocio es una auténtica máquina de imprimir dinero. | +7.8% | +324.9% | +8.9% |
| Deuda/PatrimonioEl indicador de riesgo financiero. Compara cuánto del imperio de la empresa se construyó con dinero prestado (préstamos) frente al dinero propio de los propietarios (accionistas). Un número alto significa que están muy apalancados y juegan un juego más arriesgado; un número bajo significa que juegan a lo seguro. | 13.8% | -38.3% | -63.9% |
| Ratio corrienteLa verificación de supervivencia de 12 meses. Simplemente compara el efectivo que tienen ahora mismo (más cosas que pueden convertirse rápidamente en efectivo) con las facturas inmediatas que absolutamente deben pagar este año. Una puntuación superior a 1 significa que tienen suficiente en la billetera para cubrir las próximas facturas sin entrar en pánico. | 1.37x | -2.2% | +28.9% |
| Activos totalesEl tamaño absoluto del imperio de la empresa. Agrupa absolutamente todo lo valioso que poseen, desde el efectivo en la caja registradora y el inventario en el almacén, hasta las patentes de software en la bóveda y las fábricas en el suelo. | $80.9M | +8.5% | +9.6% |
| Métrica | Anual (real vs estimado) | Sorpresa anual | Trimestral (real vs estimado) | Sorpresa trimestral |
|---|---|---|---|---|
| EPS Surprise | 0.03 vs 0.02 | +20.0% | -0.03 vs 0.04 | -178.4% |
| Revenue Surprise | $210.4M vs $218.9M | -3.9% | $65.5M vs $58.2M | +12.5% |
| Fecha | Ejecutivo | Cargo | Valor | Lado | Acciones | Precio |
|---|---|---|---|---|---|---|
| Jun 18, 2026 | Iglesias Sanchez Oscar | director | Ordinary Shares | D | 14,276 | $10.04 |
| Jun 16, 2026 | Iglesias Sanchez Oscar | director | Ordinary Shares | D | 2,812 | $10.01 |
| Jun 15, 2026 | Iglesias Sanchez Oscar | director | Ordinary Shares | D | 300 | $10.00 |
| Jun 12, 2026 | Iglesias Sanchez Oscar | director | Ordinary Shares | D | 2,130 | $10.00 |
| Jun 8, 2026 | Iglesias Sanchez Oscar | director | Ordinary Shares | D | 50 | $10.00 |
Operator: Hello, everyone. Thank you for joining us, and welcome to Codere Online's Second Quarter 2026 Results. [Operator Instructions] I will now hand the conference over to Guillermo Lancha, Director of Investor Relations and Communications. Guillermo, please go ahead. Guillermo Lancha: Thanks, operator, and welcome, everyone, to Codere Online's earnings call for the second quarter of 2026. Today, you will hear from our CEO, Aviv Sher; and CFO, Marcus Arildsson. Please note that figures reflected in today's presentation are preliminary and unaudited and include certain non-IFRS financial metrics, which should be considered in addition to our IFRS results. Reconciliations and further details are available in the appendix. During this call, we will make forward-looking statements, which are subject to risks and uncertainties. While these statements reflect our current expectations, we undertake no obligation to update them after this call. A replay and transcript will be available at codereonline.com where investors can also sign up for e-mail alerts. With that, I will go ahead and pass the call on to Aviv. Aviv Sher: Thanks, Guillermo, and thank you all for joining us today. The second quarter was a standout quarter for Codere Online. We delivered our highest quarterly revenue to date alongside strong profitability and cash generation. Revenue growth accelerated meaningfully versus an already strong first quarter, driven by solid execution in Spain and Mexico and improving conditions in Colombia and Panama, providing us with a solid position and confidence to raise our outlook for the full year. Starting with the highlights for the second quarter of 2026 on Page 8. We delivered consolidated net gaming revenue of EUR 69.4 million, representing a 27% increase versus the second quarter of last year and a significant sequential acceleration versus the first quarter. Casino accounted for 62% of revenue during the period, while sports betting represented the remaining 38%. These trends are consistent with recent quarters, although the contribution from sport increased slightly due to the World Cup. All operating KPIs improved in the quarter with an average monthly active customer reaching approximately 173,000, up 12% compared to Q2 of last year and average monthly spend per customer up 13% year-over-year to EUR 134, reflecting both strong engagement and a higher player value base. On the acquisition side, we acquired around 108,000 first-time depositors during the quarter, nearly 40% more than in prior year quarter. Once again, supported by strong activity around the World Cup, cost per acquisition improved approximately to EUR 200, demonstrating the continued efficiency of our marketing investments. Most importantly, based on strong performance delivered in the quarter and the momentum we continue to see across the business, we are raising our guidance for the full year of 2026. We now expecting revenue -- gaming revenue of between EUR 255 million …
| Nombre | Cargo | Género | Año de nacimiento | Estado |
|---|---|---|---|---|
Aviv Sher | Chief Executive Officer | Male | 1980 | Active |
Moshe Edree | Executive Vice Chairman of the Board | Male | 1967 | Active |
Amalia López | Chief Accounting Officer | Female | 1979 | Active |
Deborah Guivisdalsky | Chief Operating Officer | Female | 1982 | Active |
Yaiza Rodriguez | General Counsel & Secretary of the Board | Female | 1987 | Active |
Alberto Telias | Chief Marketing Officer | Male | 1983 | Active |
Guillermo Lancha | Director of Investor Relations | Male | — | Active |
Marcus Arildsson | Chief Financial Officer | Male | 1973 | Active |
Matan Shemesh | Chief of Growth & Strategy | Male | 1981 | Active |
Codere Online delivered record-breaking World Cup results, acquiring 40,000 new customers at a lower CAC and raising FY 2026 guidance. CDRO posted 26.6% YoY revenue growth and doubled adjusted EBITDA margin, with healthy KPIs in both user growth and monetization. Mexico and Spain segments outperformed, with Mexico focusing on higher spend per user and Spain exceeding growth targets despite market maturity.
Codere Online Luxembourg, S.A. (CDRO) Q2 2026 Earnings Call Transcript
Codere Online Luxembourg NASDAQ: CDRO reported record quarterly net gaming revenue and higher profitability for the second quarter of 2026, citing growth in Spain and Mexico, improved conditions in Colombia and Panama, and strong activity surrounding the World Cup.
The Company once again delivered record quarterly net gaming revenue of €69.4 million and Adj. EBITDA of €5.8 million Total revenue was €64.4 mm in Q2 2026, while net gaming revenue1 was €69.4 mm, 27% above Q2 2025.
Madrid, Spain and Tel Aviv, Israel, July 14, 2026 (GLOBE NEWSWIRE) – Codere Online Luxembourg, S.A. (Nasdaq: CDRO / CDROW) (the “Company” or “Codere Online”) a leading online gaming operator in Spain and Latin America, today announced that it will release its second quarter 2026 results prior to 8:30AM US Eastern Time on July 30, 2026.
