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Doubledown Interactive Co (DDI)
NASDAQ:DDI
Earnings Data
Report Date
May 13, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.58Last Year’s EPS
0.48Same Quarter Last Year
Strong Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a largely positive financial and operational picture driven by healthy revenue growth (+17% consolidated), strong adjusted EBITDA (+16%) and significant cash generation ($136.8M FY operating cash flow) alongside successful integration of Wow Games and rapid iGaming expansion (+78% SuperNation). Offsetting items included a non-cash goodwill impairment (SuperNation), a meaningful drop in average revenue per payer (~29.8%), higher operating and marketing costs, and market maturity/legislative pressures that keep customer acquisition costs elevated. Management emphasized disciplined marketing, DTC momentum (DTC >30% of social revenue), and AI-enabled efficiencies while retaining a strong balance sheet and a focus on M&A and shareholder value decisions.Company Guidance
Overall Revenue and EBITDA Growth
Consolidated revenue of $95.8M, up 17% year-over-year; adjusted EBITDA of ~$40.6M, up ~16% year-over-year, with an adjusted EBITDA margin of 42.3% (vs. 42.8% prior-year quarter).
Strong Cash Generation and Healthy Balance Sheet
Net cash provided by operations of $42.6M in the quarter and $136.8M for full-year 2025; cash, cash equivalents and short-term investments of $490M and net cash position of ~$455M (approximately $9.19 per ADS).
iGaming (SuperNation) Rapid Growth
SuperNation revenue of $16.1M, up 78% year-over-year; management reports the SuperNation revenue run-rate has more than doubled since acquisition (~2+ years), and the company launched its first iGaming title 'Lost Sagas' in the UK to drive further growth.
Social Casino Revenue and DTC Acceleration
Social casino revenue grew to $79.7M, up 9% year-over-year; direct-to-consumer (DTC) purchases ramped such that DTC revenue exceeded 30% of total social external revenue in the quarter, supporting margin expansion opportunities.
Improved Payer Conversion and ARPDAU
Total social casino payer conversion rate rose to 9.6% from 6.9% in the prior-year quarter (notable improvement); ARPDAU increased modestly to $1.35 from $1.30.
Successful Integration of Wow Games and Operating Synergies
First full quarter contribution from the Wow Games acquisition drove broader payer engagement and a higher DTC mix; management highlighted operational and product synergies between Wow Games and the traditional DoubleDown business.
Focus on Operational Discipline and AI Adoption
Management emphasized disciplined marketing/ROI measurement (moderated acquisition spending when thresholds approached) and active integration of AI across content production, live operations, and marketing to improve speed, targeting, and returns.
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 |
|---|---|---|---|
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% |
May 13, 2025 | $10.20 | $9.94 | -2.55% |
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 (DDI) report earnings?
Doubledown Interactive Co (DDI) is schdueled to report earning on May 13, 2026, After Close (Confirmed).
What is Doubledown Interactive Co (DDI) earnings time?
Doubledown Interactive Co (DDI) earnings time is at May 13, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is DDI EPS forecast?
DDI EPS forecast for the fiscal quarter 2026 (Q1) is 0.58.