East Side Games Group Inc. (EAGR) Earnings Call Transcripts

East Side Games Group Inc.'s Latest Earnings Call - Q1 FY2026

In Q1 2026, East Side Games Group Inc. reported a revenue of $12.45 million, reflecting a significant 32% year-over-year decline due to strategic cuts in user acquisition spending. Despite the drop in revenue, adjusted EBITDA was $1.74 million, down 11.3% year-over-year, but with a notable adjusted EBITDA margin improvement to 14%. Management emphasized a shift towards cash flow generation and profitability, indicating a disciplined approach that could stabilize the company moving forward, although concerns about revenue decline persist.

Reported metrics

Guidance from management

Management maintained a focus on cash generation and profitability, with a definitive goal to eliminate bank debt by the end of 2026. They expect continued improvements in adjusted EBITDA margins as they execute their strategic initiatives.

What management said

Thanks for joining us, everyone. We appreciate it. You can always reach out to us directly. I'm jason@eastsidegames.com, feel free to reach out. Thank you for joining us today, and happy to answer any questions anybody might have in the future. Thank you.

What analysts pressed on

Analysts expressed concerns regarding the significant revenue decline and its potential impact on future growth. There was also apprehension about the sustainability of the user base amid reduced acquisition spending, questioning how the company plans to drive revenue in the coming quarters.

Main topics on the call

• Strategic Shift to Profitability — Management highlighted a decisive strategic shift prioritizing cash flow and profitability over revenue growth, stating, "we achieved adjusted EBITDA of $1.74 million... driving a strong adjusted EBITDA margin of 14%, wh...
• User Acquisition Spend Reduction — The company significantly reduced user acquisition costs, targeting a 30-day return on ad spend. This strategy aims to acquire profitable player cohorts, as noted by management's focus on "preserving cash" and improving ...
• Direct-to-Consumer Revenue Growth — Direct-to-consumer revenue increased from 3% to 11% quarter-over-quarter, with management stating, "any revenue coming from D2C is not subject to the 30% platform fee... resulting in a significant increase in net profit....
• Launch of New Title — The launch of 'Trailer Park Boys Match' showed promising early metrics with a paid cohort retention above 40%. Management expressed optimism about leveraging the existing fan base, which could drive future revenue growth...

Read the full East Side Games Group Inc. transcript (Q1 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 18 East Side Games Group Inc. earnings call transcripts on record, spanning March 10, 2022 to May 14, 2026. Based on this history, East Side Games Group Inc. reports quarterly. The most recent call on file is dated May 14, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

EAGR

Exchange

TSX

Country

CA

Sector

Communication Services

Industry

Entertainment

Calls on record

18

First call

March 10, 2022

Most recent

May 14, 2026

Reporting cadence

quarterly