reports
- Nicholas Cortellucci
- CFA
SBIO: Preliminary Q4 Financials; Best Quarter in Company History
What you need to know: • Sabio reported preliminary Q4 financial results that came in ahead of our expectations on revenue and were in line on adjusted EBITDA. • Revenue of $18.0-18.2M compared to our estimate of $16.4M while adjusted EBITDA is expected to be $2.6-2.8M vs. our estimate of $2.7M. • Sabio recently announced that App Science’s household graph has reached 80M households (previously 55M). • We recently initiated coverage on SBIO, read the report here. This morning, Sabio Holdings In...
- Nicholas Cortellucci
- CFA
SBIO: A Rising Ad-Tech Player in the Growing Streaming TV Market
What you need to know: • Sabio is well positioned in the growing Connected TV (CTV) industry with 55M validated households. This provides a major tailwind, supporting its 38% revenue CAGR since 2020. • SBIO completed a cost-cutting program in 2023, allowing EBITDA margins to bounce back to historical levels. • Sabio has a blue-chip customer base with 90% of its revenue coming from re-occurring clients. • Sabio trades at 5.4x/3.6x 2025E/2026E EBITDA, a discount to its peers. Sabio Holdings Inc...
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