@neke86_ from the most recent annual report, Playside initially provided FY24 revenue guidance of $50-55m, and indicated "will likely be first half weighted, the extent to which is dependent on the timing of contract milestones"

I would suggest they have attempted to be ultra conservative in their forecasts for the second half (inclusive of EBITDA?) and then offered little in the way of a guidance update in H1. You are right though, that still doesn't explain the significant upgrade relative to revenue growth.

Ongoing success of DWTD mobile, as an example, would be high margin with little investment required by Playside, perhaps resulting in additional revenue falling straight to the bottom line? Not entirely sure.