earnings
confidence high
sentiment positive
materiality 0.70
GameSquare expects Q2 revenue of at least $18.5M, up 137% YoY; reaffirms FY guidance
GameSquare Holdings, Inc.
- Q2 2026 revenue expected at least $18.5M, up over 137% YoY and 27% sequential from Q1 2026.
- First half 2026 proforma revenue expected over $34.3M, up at least 125% YoY.
- FY 2026 guidance reaffirmed: pro forma revenue $85M-$90M, gross margin 35%-40%, adjusted EBITDA >$5M.
- Creator deployment expects ~$5M H1 2026 revenue, vs $5.4M full-year 2025; GSX had record Q1 bookings >$10M.
- New AI-enabled tools (Creative Communities) to launch later in 2026; international revenue ~25% of total.