GameSquare Holdings Inc (FRA:MJ0)

Q1 2026 GameSquare Holdings Inc Earnings Call Transcript

May 14, 2026 / 09:00 PM GMT

Release Date Price: €1.32

Transcript 10-Q8-K

Key Points

Positve

GameSquare Holdings Inc (GAME) reported a 95% year-over-year increase in revenue for Q1 2026, driven by acquisitions and growth in their marketing agency segment.
The company has successfully integrated acquisitions like Qlik and TubeBuddy, enhancing their position in the creator economy and expanding their technological capabilities.
GameSquare's GSX division achieved record first-quarter bookings of over $10 million, showcasing strong demand from video game publishers and global brands.
The company is executing a disciplined capital allocation strategy, focusing on growth, profitability, and shareholder value, including strategic M&A and share repurchases.
GameSquare is expanding its global presence, with strategic partnerships and opportunities in the Middle East and Asia, and is well-positioned for a strong second quarter and beyond.

Negative

Despite revenue growth, GameSquare reported an adjusted EBITDA loss of $1.1 million for Q1 2026, indicating ongoing profitability challenges.
The company's gross margin declined slightly year-over-year, from 42.5% to 38.4%, due to changes in revenue mix.
There is significant seasonality in GameSquare's business, with Q1 being the slowest quarter, which may impact financial stability.
The integration of recent acquisitions is still ongoing, and full year-over-year comparisons will not be possible until Q2 2026.
GameSquare's digital asset strategy involves risks, as fluctuations in crypto markets have contributed to net losses, and the company remains cautious about its digital asset holdings.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

GAME.OQ - GameSquare Holdings Inc
Q1 2026 GameSquare Holdings Inc Earnings Call
May 14, 2026 / 09:00PM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Good afternoon, and thank you for joining us for the GameSquare Holdings 2026 first quarter conference call. On the call today, we have Justin Kenna, GameSquare CEO, and Mike Munoz, CFO.

During the call, all participants are in listen-only mode. Following the presentation, we will conduct a question-and-answer session.

Before management discusses the results, I would like to remind everyone that certain statements in this call may be forward-looking in nature.

These include statements involving known and unknown risks, uncertainties, and other factors that could cause actual results to differ materially from those expressed or implied in our forward-looking statements.

For information about

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.