GameSquare Holdings, Inc. (GAME) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

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's 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'd like to remind everyone that certain statements in this call may be forward-looking in nature. These include statements involving known and unknown risk and other factors that could cause actual results to differ materially from those expressed or implied in our forward-looking statements. For information about forward-looking statements and risk factors, please see our 10-K for the quarter ended June 30th, 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. 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 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 generating profitable growth from its underlying operations. Our performance also reflects the strength of the integrated platform we've built and the early benefits of recent acquisitions, including Qlik and TrueBuddy. Qlik has expande...