Direct-to-consumer ExpansionAnalyst highlights direct-to-consumer revenue growth of 48% year-over-year, which reduces dependence on third-party platforms and helps improve unit economics and margins.
Liquidity And Capital FlexibilityAnalyst points to a strong liquidity position with about $106 million in cash and an undrawn $81 million revolving credit facility, offering flexibility to fund marketing, user acquisition, and product investment.
Product LaunchesAnalyst notes that the launch of The Win Zone sweepstakes iGaming platform and early traction in Tetris Block Party may reposition the company as a valuable strategic partner or acquisition candidate by opening new monetization pathways.