Inspired Entertainment, Inc. (INSE)
NASDAQ:INSE
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Earnings Data
Report Date
Aug 06, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.03Last Year’s EPS
-0.27Same Quarter Last Year
Strong Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented multiple strong operational and financial positives — double-digit continuing revenue growth, 38% Interactive growth, 29% EBITDA growth, 1,100 bps margin expansion, debt reduction, share repurchases, and improved cash generation — driven by content strength, market-share gains, and portfolio optimization. Challenges include underperformance and market headwinds in Virtual Sports (notably Brazil), a substantial U.K. tax increase (19 percentage points) that remains a structural headwind, some timing delays on partner rollouts, and quarter-to-quarter cash variability. Overall, the positives (robust growth, margin expansion, deleveraging and clear strategic progress) materially outweigh the highlighted challenges.Company Guidance
Continuing Revenue and Interactive Growth
Continuing revenue grew 15% year-over-year; Interactive revenue was a primary driver with 38% year-over-year growth.
EBITDA Growth and Margin Expansion
Reported Q1 EBITDA increased 29% year-over-year and EBITDA margin expanded by approximately 1,100 basis points.
Balance Sheet Actions — Debt Paydown and Buybacks
Repaid $13 million of debt in the quarter and repurchased close to 400,000 shares; leverage declined to ~3.0x.
Free Cash Flow and Cash Conversion
Generated approximately $16 million in free cash flow in Q1; management reports leverage-adjusted free cash flow conversion as a percent of EBITDA comfortably in the 20s.
Portfolio Optimization and Cost Reduction
Restructuring and divestitures reduced headcount by about one-third (from >1,500 to ~950) and cut annualized capital spending from mid-$40M to low-$30M (~$10M reduction).
Digital Mix and Strategic Positioning
Digital businesses accounted for ~60% of EBITDA, reflecting a shift to higher-margin digital and retail performance driving margin expansion and improved cash flow.
Market Share Gains and Content Momentum
Moved up to #4 in the Eilers U.S. online report (from #8 a year ago); recorded highest-ever single day total value played in April; new studio coming online in H2 to increase content cadence, with AI used to accelerate game development.
U.K. April Performance Despite Tax Increase
U.K. Interactive GGR in April rose more than 40% year-over-year and revenue in April grew by more than 10% despite the tax rate increase from 21% to 40%.
Retail Wins and Product-led Growth
Retail Solutions momentum: added Jenningsbet and Corbett's, signed multiyear extension with Paddy Power, William Hill LBO showed positive momentum; Greece win per unit per day increased 11% following new machine rollout.
Geographic Expansion Opportunities
North America now represents over 30% of Interactive GGR and management highlighted expansion opportunities (e.g., Illinois/Chicago and multiple Canadian provinces) with planned rollouts and low incremental infrastructure cost for additional states.
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 |
|---|---|---|---|
May 07, 2026 | $7.20 | $8.10 | +12.50% |
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% |
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 Aug 06, 2026, After Close (Confirmed).
What is Inspired Entertainment, Inc. (INSE) earnings time?
Inspired Entertainment, Inc. (INSE) earnings time is at Aug 06, 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 INSE EPS forecast?
INSE EPS forecast for the fiscal quarter 2026 (Q2) is 0.03.