everplay Group (TSVNF)
OTHER OTC:TSVNF
Earnings Data
Report Date
Sep 15, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
―Last Year’s EPS
0.14Same Quarter Last Year
Strong Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlighted solid financial and operational progress: adjusted EBITDA and margins expanded, Team17 and StoryToys delivered strong performance, new-release revenue rose significantly and the company has a deep pipeline plus a healthy cash balance and dividend policy. However, material weaknesses at astragon (notably a 33% decline and underperforming launches), a 13% drop in back-catalog revenue year-on-year, and a marked increase in capitalised development spend that concentrates risk into forthcoming releases temper the outlook. On balance, the positives — margin expansion, record divisional results (Team17), strong StoryToys growth, new-release momentum and a clear strategic focus on AI, synergies and disciplined M&A — outweigh the negatives, though execution risk remains centred on H2 releases and higher development investment.Company Guidance
Group Revenue and Growth (Excluding Physical Distribution)
Group revenues were GBP 166.0m, broadly flat year-on-year but up 5% when excluding the exited physical distribution business, driven by new-release performance and strategic partnerships.
Adjusted EBITDA and Margin Expansion
Adjusted EBITDA increased 11% to GBP 48.5m, with adjusted EBITDA margin improving to 29.0% (up 3.1 percentage points year-on-year), reflecting higher gross margins and stable admin costs.
Gross Profit and Margin Improvement
Gross profit rose 10% to GBP 76.3m and gross margin expanded by 4.4 percentage points to 46%, helped by the exit of low-margin physical distribution and favorable sales mix.
Strong Team17 Performance
Team17 delivered a record year with GBP 106m revenue (up 8% YoY), 20 million units sold, six new games contributing to a material uplift in new-release revenue, and a 700% increase in new-release revenues referenced for the division.
Outstanding StoryToys Growth and Engagement
StoryToys revenues rose 25% to GBP 30.4m, delivered 740 app updates (≈3 per workday, +40% YoY), reached 376k active subscribers and peak MAU of 12.9m; major launches included LEGO DUPLO and a Netflix/Apple partnership that drove downloads and new monetisation.
New Release Momentum and Pipeline
The group launched 11 new titles in 2025; new-release revenue increased 80% to GBP 41m (from GBP 23m in FY24). The pipeline is strong with more than 10 (and management citing >15 across the group) new games expected in 2026, including large titles such as Hell Let Loose: Vietnam, Golf With Your Friends 2 and Wardogs, with many releases weighted to H2.
Cash Position, Dividend and Capital Allocation Flexibility
Year-end cash was GBP 51.9m despite active M&A and dividend payments. The Board declared a total dividend of 2.9p per share (GBP 4.2m). Management reiterated focus on disciplined M&A and capital allocation, with buybacks under review.
Investments in First-Party IP and Development
Capitalised development costs increased by GBP 8.2m to GBP 33.3m as the group invests in first-party titles (e.g., Wardogs, Hell Let Loose franchise); FY26 capex (cap dev) guided to c. GBP 45m to support mid-term growth.
Leadership and Strategic Focus
New CEO emphasised stronger tech/AI adoption, cross-division synergies, tighter marketing and reuse of IP; management changes and structural simplification (e.g., exit of physical distribution at astragon) aimed at improving margins and scalability.
TSVNF 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
TSVNF Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 24, 2026 | $4.00 | $4.00 | 0.00% |
Sep 02, 2025 | $5.47 | $5.47 | 0.00% |
Mar 26, 2025 | $2.89 | $2.89 | 0.00% |
Sep 17, 2024 | $3.35 | $3.35 | 0.00% |
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 everplay Group (TSVNF) report earnings?
everplay Group (TSVNF) is schdueled to report earning on Sep 15, 2026, TBA (Confirmed).
What is everplay Group (TSVNF) earnings time?
everplay Group (TSVNF) earnings time is at Sep 15, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
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What is TSVNF EPS forecast?
Currently, no data Available