DoubleDown Interactive Co. (DDI) Investor presentation summary

Business overview and strategic positioning

• Leading provider of free-to-play social casino and iGaming digital games with a strong competitive moat and differentiated gaming segments.

• Operates globally with locations in Seoul, Seattle, Malta, and Hamburg, employing around 250 people.

• Strategic partnerships with IGT and DoubleU Games provide access to over 2,000 slot titles and exclusive content.

• Focus on player engagement and monetization through robust technology and data-driven capabilities.

• Early adoption of authentic land-based casino slot content and a sticky, loyal customer base.

Financial performance and key metrics

• 2025 revenue reached $360 million with a 39.5% adjusted EBITDA margin and $142 million in adjusted EBITDA.

• Q2 2026 revenue was $94.3 million, up 11% year-over-year, with adjusted EBITDA of $39.3 million, up 17%.

• Net cash and short-term investments totaled approximately $521 million as of June 30, 2026.

• Consistent profitability and strong cash flow, with a 2025 profit margin of 28.5%.

• Direct-to-consumer revenue accounted for 52% of social casino revenue in Q2 2026, up from 15% in Q2 2025.

Growth strategy and market opportunities

• Significant growth opportunities in casual gaming and iGaming, with a $32 billion casual gaming and $30+ billion iGaming market.

• Acquisitions of SuprNation and WHOW Games expanded presence in European iGaming and social casino markets.

• SuprNation delivered 10% YoY revenue growth in Q2 2026 and more than doubled revenue run rate since acquisition.

• WHOW Games contributed to 11.5% YoY growth in social casino revenue and offers strong European market synergies.

• Focus on securing new licenses, optimizing operations, and leveraging core strengths to drive iGaming expansion in Western Europe.