Inspired Entertainment, Inc. (INSE)
NASDAQ:INSE
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Earnings Data
Report Date
May 07, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.11Last Year’s EPS
0Same Quarter Last Year
Strong Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed clear evidence of a successful strategic transformation toward higher-margin, recurring digital businesses: record quarterly EBITDA margin (42%), double-digit FY EBITDA growth (11%), strong Interactive segment momentum (53% revenue and 60% EBITDA growth in Q4), and concrete commercial wins (BetMGM launch, STRATA lottery deployment, contract extensions). Management also provided constructive 2026 guidance and a deleveraging path. Notable risks include U.K. tax headwinds that could pressure revenues, Virtual Sports top-line volatility (Brazil/seasonality), and elevated year-end leverage (3.3x) that management plans to reduce. Overall, positives (robust growth, margin improvement, product rollouts, and recurring revenue mix) materially outweigh the manageable near-term risks and uncertainties.Company Guidance
Strong Interactive Segment Growth
Interactive revenue and EBITDA grew 53% and 60%, respectively, in Q4; the segment delivered 10 consecutive quarters of >40% EBITDA growth and reported the single highest day, weekend, and best week ever for GGR in late February/early March.
Record Quarterly EBITDA Margin and FY EBITDA Growth
Q4 company-wide EBITDA margin reached a record 42% (single quarter); full-year 2025 EBITDA was $111 million, up 11% year-over-year, with a FY EBITDA margin of 37%.
2026 Guidance and Margin Targets
Management guided 2026 EBITDA to $112–$118 million (midpoint $115M), representing low double-digit growth over 2025 (excluding divested holiday parks), and reiterated a target to drive company-wide EBITDA margins into the mid-40s.
Shift to Digital and Recurring Revenue Mix
Digital business accounted for 51% of 2025 EBITDA and is projected to grow to >60% of EBITDA, supporting a more recurring, higher-margin, capex-light business model.
Deleveraging Plan
Company expects to deleverage through 2026, targeting net leverage of 2.5x–3.0x by year-end (management believes this will reduce interest expense and broaden financing options).
Product & Commercial Wins — Virtuals, iGaming, Hybrid
Launched Virtuals with BetMGM (including NFL-licensed game live in New Jersey); Hybrid Dealer turnover rose 51% quarter-over-quarter with a 39% increase in customers live; rollouts with Flutter brands (Paddy Power, Betfair) and upcoming additions (DraftKings, Betfred) noted.
Lottery STRATA Platform Commercial Deployment
Introduced a cloud-native STRATA lottery platform running commercially in the Dominican Republic with ~2,500 retailers, generating a few million dollars of revenue annually today and positioned for scalable expansion into Caribbean, Latin America and Europe.
Hardware and Geographic Expansion Progress
Vantage cabinet rollout to William Hill and sustained leadership in Greece; North American gaming machine sales momentum in Illinois (indexing at highest levels since market entry) and continued share gains in Canada.
CapEx-Light Transition and Cash CapEx Disclosure
Management reiterated transition to a capex-light model; disclosed cash CapEx of about $44M for 2025 (vs GAAP gross CapEx ~ $55–56M), and expects meaningful CapEx decline as revenue and EBITDA grow.
Key Customer Contract Extensions
Secured long-term contract extensions with major customers including Bet365 and Entain, supporting recurring revenue visibility in Virtual Sports and Interactive segments.
INSE 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
INSE Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 10, 2026 | $8.34 | $7.90 | -5.28% |
Nov 05, 2025 | $7.59 | $8.56 | +12.78% |
Aug 06, 2025 | $8.82 | $8.28 | -6.12% |
May 08, 2025 | $7.47 | $7.80 | +4.42% |
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 Inspired Entertainment, Inc. (INSE) report earnings?
Inspired Entertainment, Inc. (INSE) is schdueled to report earning on May 07, 2026, After Close (Confirmed).
What is Inspired Entertainment, Inc. (INSE) earnings time?
Inspired Entertainment, Inc. (INSE) earnings time is at May 07, 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 INSE EPS forecast?
INSE EPS forecast for the fiscal quarter 2026 (Q1) is -0.11.