Strong Revenue Growth
Reported Q1 revenue of $14.5M, up 95% year-over-year from $7.4M; pro forma Q1 revenue (including TubeBuddy) of $15.8M.
Gross Profit and Dollar Expansion
Gross profit dollars expanded by nearly 77% year-over-year (an increase of approximately $2.4M) to $5.6M.
Platform and M&A Momentum
Strategic acquisitions (Click and TubeBuddy) broadened capabilities across creator marketing and AI-enabled creator tools; TubeBuddy contribution included in pro forma results and described as accretive.
Improving Profitability Trajectory (Pro Forma)
Pro forma adjusted EBITDA loss was approximately $0.7M (about 4.2% of pro forma revenue) and CEO cited an adjusted EBITDA loss of $656K including TubeBuddy, demonstrating progress toward profitability.
Strong Cash Position and Share Repurchases
Cash and digital asset treasury assets totaled $35.9M as of 3/31/2026. Repurchased 3.0M shares since Oct 2025 (~$3.5M total); April repurchase of ~2.3M shares for ~$1M (avg $0.44). Approximately $11.4M remaining under repurchase authorization.
Record GSX Bookings and Larger Deal Flow
GameSquare Experiences (GSX) recorded Q1 bookings of more than $10M; 70% of programs are now over $200K and the number of $1M+ opportunities has doubled, indicating larger deal sizes and cross-ecosystem engagement.
Commercial Wins, Creator Monetization and IP
Added high-profile creators expected to generate >$5M of incremental annualized revenue; 'Into the Zone' and Roblox creator Showdown programs have generated ~ $5.5M to date across ~10 events in 2026; publisher services segment generated approximately $2.2M in Q1.
Reiterated FY2026 Guidance
Management reiterated FY2026 guidance: revenue $85M–$90M, gross margins 35%–40%, and adjusted EBITDA of over $5M, reflecting confidence in continued growth and improving profitability.
New Product and Platform Roadmap
Stream Hatchet launched 'Creative Communities' to manage creator campaigns end-to-end; expected to begin generating revenue in H2 2026, expanding the company's creator-marketing SaaS capabilities.