Doubledown Interactive Co., Ltd. (DDI)
NASDAQ:DDI
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Earnings Data
Report Date
Aug 11, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.6Last Year’s EPS
0.44Same Quarter Last Year
Moderate Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a generally positive operational and financial start to 2026: double‑digit consolidated revenue growth (~13% YoY), strong adjusted EBITDA growth (+24% YoY), healthy cash generation ($46.4M operating cash flow) and a robust cash balance (~$500M net). Key strategic progress included a meaningful shift toward direct‑to‑consumer revenue (DTC = 44% of social casino) and strong iGaming momentum at SuprNation. Counterweights include a significant drop in average monthly revenue per payer (~25% YoY), rising operating and marketing spend from acquisitions and growth initiatives, an adverse UK gambling tax change creating near‑term margin pressure at SuprNation, and a mature/declining social casino market that limits structural top‑line growth. Management is taking mitigating actions (product adjustments, portfolio expansion, disciplined M&A) and reported early positive signs, but some risks (tax impact, sustainability of UA trends, KPI heterogeneity from acquisitions) remain unresolved.Company Guidance
Consolidated Revenue Growth
Total Q1 2026 consolidated revenue of $94.1M, up nearly 13% year‑over‑year from $83.5M in Q1 2025.
Adjusted EBITDA and YoY Margin Improvement
Adjusted EBITDA of $38.2M in Q1 2026, up 24% year‑over‑year (from $30.8M). Adjusted EBITDA margin improved to 40.6% from 36.9% in Q1 2025.
Strong Cash Generation and Liquidity
Net cash flows from operations of $46.4M in Q1 2026 (vs. $41.1M in Q1 2025). Cash, cash equivalents and short‑term investments totaled $533M with a net cash position of ~ $500M (~$10.10 per ADS) as of 03/31/2026.
Social Casino Revenue and Direct‑to‑Consumer (DTC) Acceleration
Social casino revenue of $76.9M, up 9.5% YoY. DTC revenue reached 44% of social casino revenue in Q1 (up from 33% in Q4 2025); Double Down Casino's DTC component exceeded 40%. Payer conversion rate improved to 9.7% (from 6.9% YoY, ~+40.6% relative), and ARPDAU increased to $1.34 (from $1.29, ~+3.9%).
iGaming (SuprNation) Growth and Product Momentum
SuprNation revenue of $17.2M in Q1 2026, up 30% YoY and +6% sequentially vs Q4 2025. Launch of new iGaming title 'Las Vegas' contributed to growth; SuprNation reached breakeven and modest profitability prior to the April UK tax change.
Acquisition Integration and M&A Focus
WHOW Games contributed to social casino growth following its acquisition (closed July). Management reports successful integration progress and retains a disciplined, active M&A pipeline supported by a strong balance sheet.
Profitability and EPS Improvement
Profit excluding noncontrolling interest increased 48% YoY to $35.4M. Reported earnings per fully diluted common share rose (reported as $14.28 per share; $0.71 per ADS in Q1 2026 vs. $9.62/$0.48 in Q1 2025).
DDI Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
DDI Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 12, 2026 | $11.55 | $11.80 | +2.16% |
Feb 11, 2026 | $8.45 | $8.69 | +2.84% |
Nov 10, 2025 | $8.94 | $9.11 | +1.90% |
Aug 12, 2025 | $9.52 | $9.39 | -1.37% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Doubledown Interactive Co., Ltd. (DDI) report earnings?
Doubledown Interactive Co., Ltd. (DDI) is schdueled to report earning on Aug 11, 2026, After Close (Confirmed).
What is Doubledown Interactive Co., Ltd. (DDI) earnings time?
Doubledown Interactive Co., Ltd. (DDI) earnings time is at Aug 11, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is DDI EPS forecast?
DDI EPS forecast for the fiscal quarter 2026 (Q2) is 0.6.