The earnings call reflected a mixed performance for Spin Master Corp. While the company achieved significant growth in its Digital Games segment and expanded its license business, it faced challenges with overall revenue decline, reduced EBITDA, and lower entertainment revenue. The integration of Melissa & Doug showed positive results, but the impact of tariffs and changing retailer behaviors posed headwinds. The company is focusing on innovation and market share growth to counteract these challenges.

Company Guidance -

Q3 2025

During the Spin Master Corp. second quarter 2025 results conference call, the company provided guidance amidst a challenging macroeconomic environment. Total revenue declined by 2.7%, primarily due to changes in retailer buying patterns in response to evolving U.S. tariff rates. Despite this, Spin Master saw a 7.4% growth in point-of-sale (POS) ahead of the industry’s 3.7% growth for comparable categories, maintaining its leadership in infant, toddler, and preschool categories. The license business grew 43.1%, fueled by partnerships with brands like Monster Jam, How to Train Your Dragon, and Gabby's Dollhouse. The digital games segment showed double-digit growth, with 58 million active users. Spin Master also achieved $5.6 million in cost synergies from the Melissa & Doug acquisition, aiming for a $26.5 million annual run rate. Adjusted EBITDA was $29 million, down from $54 million the previous year, partly due to increased SG&A expenses and marketing investments. The company is focused on returning to profitable growth through collaboration across its creative centers, innovation, and strategic investments.

Digital Games Segment Growth

The Digital Games segment delivered strong growth with revenue increasing 33% to $46.3 million, marking the third consecutive quarter of year-over-year growth.

License Business Expansion

The license business grew 43.1% in the quarter, outpacing industry growth, supported by partnerships with Monster Jam, How to Train Your Dragon, Ms. Rachel, and Gabby's Dollhouse.

Market Share Gains

Spin Master grew POS by 7.4% in the quarter, ahead of the industry growth of 3.7% for comparable categories, retaining leadership in infant, toddler, and preschool segments.

Integration of Melissa & Doug

Over $5.6 million in cost synergies realized in Q2, representing $26.5 million in annualized run rate cost synergies from the integration of Melissa & Doug.

Spin Master (TSE:TOY) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

TSE:TOY Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 29, 2025	2025 (Q3)	1.56 / -	2.204	―	―	―
Jul 31, 2025	2025 (Q2)	0.11 / -0.10	0.124	-177.78% (-0.22)	―	―
Apr 30, 2025	2025 (Q1)	-0.22 / -0.17	-0.262	36.84% (+0.10)	―	―
Feb 24, 2025	2024 (Q4)	0.94 / 0.76	0.262	189.47% (+0.50)	―	―
Oct 30, 2024	2024 (Q3)	2.25 / 2.20	1.846	19.40% (+0.36)	―	―
Jul 30, 2024	2024 (Q2)	0.11 / 0.12	0.62	-80.00% (-0.50)	―	―
May 07, 2024	2024 (Q1)	-0.03 / -0.26	0.165	-258.33% (-0.43)	―	―
Feb 28, 2024	2023 (Q4)	0.09 / 0.26	-0.012	2211.11% (+0.27)	―	―
Nov 01, 2023	2023 (Q3)	1.44 / 1.85	1.488	24.07% (+0.36)	―	―
Aug 02, 2023	2023 (Q2)	0.51 / 0.62	0.937	-33.82% (-0.32)	―	―

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

TSE:TOY Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 31, 2025	C$24.93	C$22.80	-8.54%
Apr 30, 2025	C$24.25	C$22.26	-8.21%
Feb 24, 2025	C$30.98	C$27.74	-10.46%
Oct 30, 2024	C$32.17	C$29.08	-9.61%

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 Spin Master (TSE:TOY) report earnings?

Spin Master (TSE:TOY) is schdueled to report earning on Oct 29, 2025, After Close (Confirmed).

What is Spin Master (TSE:TOY) earnings time?

Spin Master (TSE:TOY) earnings time is at Oct 29, 2025, 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 TSE:TOY EPS forecast?

TSE:TOY EPS forecast for the fiscal quarter 2025 (Q3) is 1.56.

Become an Expert with TipRanks Premium

What am I Missing?

Make informed decisions based on Top Analysts' activity

Know what industry insiders are buying

Get actionable alerts from top Wall Street Analysts

Find out before anyone else which stock is going to shoot up

Get powerful stock screeners & detailed portfolio analysis

Subscribe Now See Plans & Pricing