GameSquare Holdings Inc. Q2 FY2026 Earnings Call

· Earnings call transcript and AI-powered summary

Date: Q2 ended June 30, 2026 | Participants: Justin Kenna (CEO), Mike Munoz (CFO)

Financial Highlights (vs. Q2 2025)

  • Revenue: $18.5 million, +137% YoY (from $7.8 million). Growth driven by Click and TubeBuddy acquisitions plus organic gains in marketing agency and owned IP segments.
  • Gross Margin: 49% ($9.0 million) vs. 29.4% ($2.3 million) in Q2 2025 — nearly 20 percentage point expansion due to higher-margin mix and profitability focus.
  • Adjusted EBITDA: +$1.0 million (record for Q2) vs. -$3.2 million loss in Q2 2025 — $4.2 million improvement from revenue growth, margin expansion, and operating leverage.
  • Cash & Digital Assets: $25.9 million as of June 30, 2026.

Operational & Strategic Updates

  • Acquisitions of Click (talent/creative) and TubeBuddy (SaaS/analytics) are scaling; Click on track to double revenue in 2026 via GameSquare ecosystem synergies.
  • Talent momentum: Signed SypherPK (20M+ followers); roster now exceeds 60M followers. Expanded into athlete/lifestyle creators (e.g., UFC's Max Holloway).
  • Key wins: Marvel Rivals Ignite event (699K hours watched, 54.6K peak viewers); new deals with Tencent, Roblox Developer Conference, Red Bull, Rekt (2027 renewal), Riot Games, Esports World Cup.

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Operator: Good afternoon and thank you for joining us for the GameSquare Holdings 2026 Second Quarter conference call. On the call today, we have Justin Kenna, GameSquare CEO, and Mike Munoz, CFO. [Operator Instructions] Before management discusses the results, I'd 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 more information about forward-looking statements and risk factors, please see our 10-K for the quarter ended June 30, 2026, which will be available on the company's website or with the Securities and Exchange Commission. I will now turn the call over to GameSquare CEO, Justin Kenna. Justin, please go ahead. Justin Kenna: Thank you and good afternoon to everyone joining us on today's call. GameSquare delivered a strong second quarter that marked an important step forward in our financial performance. Revenue increased 137% year-over-year to $18.5 million. Gross margin expanded by nearly 20 percentage points to 49% and adjusted EBITDA improved to a second quarter record of $1.0 million. These results were ahead of our expectations and represented a meaningful acceleration from both the first quarter and the prior year period. Most importantly, our second quarter results demonstrate that GameSquare is generatin

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