Boku Inc. (LON:BOKU) CEO Stuart Neal returns with a standout set of interim results, showcasing sharp double-digit growth and a strategic edge that’s fuelling demand from global tech giants. With mobile wallets booming and a surge in bundling revenue, Neal hints at what’s powering the momentum, and why investors should keep a close eye on October’s Capital Markets Day.
Key Moments:
- 00:46 – Financial Highlights: $63.3M revenue (+34%), $21.8M EBITDA (+53%)
- 01:19 – Exceptional margins explained: launch phase pricing impact
- 01:41 – 95.5M active users, $7.4B processed volume
- 02:18 – Product performance: DCB bundling up 70%, LPM up 89%
- 03:01 – Cash strength: $87M despite $12M in share buybacks
- 03:40 – How Boku enables global tech giants to reach new markets
- 04:50 – Confirming guidance: 20% revenue CAGR, 30%+ EBITDA margin
- 05:59 – What’s next: October Capital Markets Day preview
About Boku Inc.:
Boku Inc. is a mobile payments company that enables businesses to accept online payments through direct carrier billing, mobile wallets, and local payment methods across the globe.
