INSEInspired Entertainment, Inc.
The Read
Inspired Entertainment’s stock has historically declined sharply after earnings releases due to net losses and top-line misses overshadowing record Interactive revenue and contract extensions, while ongoing debt concerns have further pressured shares despite operational improvements.
The schedule
- Thu15Oct
Review of retail gaming regulations in core UK and Italian markets, posing potential operating constraint risks.
- Wed20Jan
Strategic Alternatives & Debt Refinancing Update to address significant leverage and looming maturities.
- Wed3Feb
Q3 2026 Earnings Release measuring the sustainability of iGaming momentum against legacy retail stagnation.
- Sun14Feb
Q4 2026 Earnings Release and FY2027 Guidance announcement.
- Thu6May
Q1 2027 Earnings Release assessing early 2027 interactive gaming pipeline execution.
Past
- Wed5Aug
Actual outcome: Bear · $6.22 at outcome
Inspired Entertainment reported Q2 2026 revenue of $61 million and EBITDA of $27 million, with EPS matching estimates at a loss of $0.0171 per share. Although EBITDA slightly beat consensus and the company highlighted its shift toward a digital-led, less capital-intensive model following the divestiture of its UK holiday parks, the stock fell 10.5%. The results failed to alleviate investor concerns regarding the company's ability to generate sufficient free cash flow to manage its substantial $351.6 million debt load, driving shares down toward the bear floor.
Q2 2026 Earnings Release with a focus on free cash flow generation and managing the $351.6M debt load.
- Wed15Jul
Actual outcome: Bear · $6.78 at outcome
Inspired Entertainment announced that its online gaming content went live across multiple operators in Alberta's newly regulated iGaming market. However, the stock fell 4.7% and breached the bear floor, as the market likely viewed this regional expansion as insufficient to offset broader retail headwinds or had already priced in the development.
Potential announcement of major new iGaming content partnerships to offset retail headwinds.
- Thu7May
Actual outcome: Bear · $7.24 at outcome
Inspired Entertainment reported Q1 revenue of $57.2 million and a net loss, though Adjusted EBITDA grew 29% year-over-year. Despite beating revenue estimates and securing a long-term contract extension with Paddy Power, the stock fell 10.6% following the report. The sell-off indicates that the continued net loss and potential concerns surrounding the company's debt structure update outweighed the positive headline metrics.
Focus on the company's ability to service $372M in debt with negative free cash flow.
- Tue10Mar
Actual outcome: Bear · $6.50 at outcome
Inspired Entertainment reported a Q4 net loss of $7.2 million and lagged consensus revenue estimates, despite seeing a 53% year-over-year increase in Interactive revenue. The top-line miss and transition to a net loss compared to the prior year's profitability overshadowed the company's adjusted EBITDA growth, driving a 17.7% decline in the stock.
Release of Q4 results and initial 2026 outlook under the current economic landscape.
