Inspired Entertainment Q4 revenue falls

Inspired Entertainment

10/03/2026 11:11

Overview

Gaming content provider's Q4 revenue reached $77.2 mln, driven by record Interactive growth

Adjusted EBITDA for Q4 rose 5% yr/yr, achieving a record 42% margin

Company repaid $13 mln of debt and repurchased shares to strengthen balance sheet

Outlook

Inspired expects 1Q 2026 Adjusted EBITDA to increase by at least 20% YoY

Company projects full-year 2026 Adjusted EBITDA between $112 mln and $118 mln

Result Drivers

INTERACTIVE REVENUE - Record Interactive revenue increased 53% year-over-year, highlighting digital core growth

PRODUCT INNOVATION - New terminal deployments in UK and Greece and Virtual Soccer BetBuilder in Greece drove growth

STRATEGIC DIVESTITURE - Divestiture of holiday parks business increased digital share of Adjusted EBITDA to 52%

Company press release: ID:nGNXbF3ysx

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
$77.20 mln
Q4 Net Income
-$7.20 mln
Q4 Adjusted EBITDA
$32.30 mln
Q4 Adjusted EBITDA Margin
42.00%
Q4 Operating Income
$11.20 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 6 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the online services peer group is "buy"

Wall Street's median 12-month price target for Inspired Entertainment Inc is $13.00, about 55.9% above its March 9 closing price of $8.34

The stock recently traded at 11 times the next 12-month earnings vs. a P/E of 9 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)