Gamesquare Holdings, Inc. (GAME)
NASDAQ:GAME
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Earnings Data
Report Date
May 14, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
―Last Year’s EPS
-0.13Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlighted a clear inflection to profitability with substantial revenue growth (+142% YoY), expanded gross margins (+20.1 percentage points), a return to positive adjusted EBITDA ($1.7M), strong liquidity ($52.0M) and accretive M&A (TubeBuddy). Management also acknowledged risks including a depressed share price, digital-asset volatility and the legacy need to exit lower-margin operations. Overall, the positive operational and financial progress materially outweighs the noted risks.Company Guidance
Strong Revenue Growth
Reported Q4 revenue of $18.5M vs. $7.6M prior year, a 142% year-over-year increase driven by agency and owned & operated IP contributions and full-quarter contribution from Click.
Significant Margin Expansion
Reported gross margin expanded to 45.9% in Q4 from 25.8% a year ago, a 20.1 percentage-point improvement (gross margin $8.5M vs. $2.0M), reflecting improved profitability and the margin contribution from the digital asset treasury strategy.
Return to Positive Adjusted EBITDA
Delivered positive adjusted EBITDA of $1.7M in Q4 compared to a $3.1M loss in the prior-year quarter, a $4.8M improvement; pro forma (including TubeBuddy) adjusted EBITDA was $2.3M or 11.2% of pro forma revenue.
Pro Forma and Strategic Acquisition Benefits
TubeBuddy (acquired Feb 2026) had 2025 revenue of $10.2M with gross margin >88% and EBITDA margin >30%; pro forma Q4 revenue including TubeBuddy was $20.6M, demonstrating immediate accretive benefit and technology/recurring revenue expansion.
Stronger Balance Sheet and Liquidity
As of Dec 31, 2025 cash and cash equivalents plus digital asset treasury (ex-NFTs) totaled $52.0M; shareholders' equity rose to $35.7M from $12.0M a year earlier; opportunistic raises during 2025 generated ~ $85M gross proceeds (avg. price $1.41/share) and were used to pay off essentially all debt.
Capital Return and Treasury Optimization
Monetized NFT positions in Q1 2026 generating ~$1.5M cash and ~$0.4M Ape; repurchased 5.06M shares for $2.5M (avg $0.49/share) since Oct 2025; board-approved additional $2.5M repurchase capacity, indicating active buyback program.
Business Momentum and Customer Wins
Expanded platform capabilities and client wins (LEGO, Paramount, TurboTax, Roblox, Epic Games, Capcom, Ubisoft, Riot, Activision Blizzard, EA); Stream Hatchet renewals and selection as Esports World Cup data provider; Click delivered 548M YouTube views in March 2026 with 123M total YouTube subscribers and ~85 active gaming talent.
2026 Guidance Reiterated
Reiterated FY2026 guidance (pro forma with TubeBuddy): revenue $85M–$90M, gross margins 35%–40%, adjusted EBITDA > $5M, indicating management confidence in sustainable profitability and growth.
GAME 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
GAME Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 21, 2026 | $0.45 | $0.61 | +33.77% |
Nov 13, 2025 | $0.51 | $0.45 | -12.18% |
Aug 14, 2025 | $0.89 | $0.77 | -13.16% |
May 15, 2025 | $0.66 | $0.71 | +8.85% |
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 Gamesquare Holdings, Inc. (GAME) report earnings?
Gamesquare Holdings, Inc. (GAME) is schdueled to report earning on May 14, 2026, TBA (Confirmed).
What is Gamesquare Holdings, Inc. (GAME) earnings time?
Gamesquare Holdings, Inc. (GAME) earnings time is at May 14, 2026, TBA (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 GAME EPS forecast?
Currently, no data Available