Did DoubleDown provide any guidance or outlook for Q3 2025 or the fullâyear 2025, and what assumptions underpin that guidance?
Guidance / Outlook:
The press release for DoubleDown Interactiveâs Q2â2025 earnings does not contain any forwardâlooking guidance for either Q3âŻ2025 or the fullâyear 2025. The filing simply announces the unaudited Q2 results and notes the transition to IFRS reporting; no revenue, EBITDA, or cashâflow targets were disclosed.
Underlying Assumptions (or lack thereof):
Because no formal outlook was presented, there are no explicit assumptionsâsuch as expected userâacquisition costs, ARPU trends, or macroâgamingâindustry growth ratesâto anchor any forward guidance. In the absence of a companyâissued outlook, analysts must infer expectations from historical performance, the companyâs recent IFRS transition, and broader industry dynamics (e.g., continued growth in mobileâgaming spend, the impact of adâspend recovery, and the competitive landscape in Asia and North America).
Trading Implications:
- Fundamental view: The lack of guidance creates uncertainty, which can increase shortâterm volatility. Traders should monitor the upcoming earnings call or any subsequent investorârelations release for any lateâstage guidance.
- Technical view: DoubleDownâs stock has been trading near its 20âday EMA with a modest upward bias; however, the absence of forward guidance may act as a resistance point. A breakout above the recent high with volume could signal a shortâterm bullish breakout; failure to do so may keep the stock rangeâbound.
- Actionable take: Consider a neutralâtoâcautious stanceâmaintain existing positions or limit exposure until guidance is issued. If you hold the stock, set a stopâloss slightly below the current support (ââŻ2â3% below the recent low) to protect against a downside move driven by the guidance vacuum. If you are a shortâterm trader, watch for a decisive move on the next earnings call (likely late August) and position accordinglyâe.g., a smallâcap longâcall spread if a breakout occurs, or a protective put if the price fails to break recent resistance.