Super League Enterprise Earnings Call Transcripts
Fiscal Year 2026
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Q1 2026 saw year-over-year revenue and margin growth, with strong cash reserves and no need for new capital. The Misfits Ads acquisition is expected to drive further profitability, and the business is on track for cash-based EBITDA profitability by year-end.
Fiscal Year 2025
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Delivered strong Q4 2025 revenue growth, improved margins, and reduced costs, with a diversified revenue base and a debt-free balance sheet. The Misfits Ads Division acquisition is expected to accelerate revenue and margin expansion, targeting EBITDA profitability by year-end 2026.
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Q3 2025 saw improved gross margins and reduced operating costs despite lower revenue, as a corporate turnaround strengthened the balance sheet and diversified revenue streams. Booked Q4 revenue already exceeds Q3, with mobile and connected TV driving future growth.
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Q2 2025 saw sequential revenue growth, improved gross margin, and reduced operating expenses, despite a year-over-year revenue decline due to macro headwinds. Strategic partnerships, new products, and capital restructuring position the company for profitability and growth in mobile and immersive gaming.
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Q1 saw a 25% reduction in operating expenses and a 20% decrease in net loss year-over-year, with gross margin rising to 44%. Mobile revenue is growing, and a strong pipeline plus the Super Social acquisition position the company for EBITDA positive results in Q4 2025.
Fiscal Year 2024
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Leadership transition and aggressive cost restructuring aim for EBITDA positivity by Q4. Revenue diversification, especially in mobile, is driving growth, while new strategic alternatives and partnerships are being pursued amid industry headwinds.
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Q2 saw flat revenues due to deferred launches, but operating expenses and losses dropped over 20% year-over-year. Productization and major brand deals are driving margin growth, with profitability targeted for Q4 and strong recurring revenue expected in the second half.
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Revenue grew 26% in Q1, driven by recurring brand partnerships and productized immersive experiences. Cost reductions and a focus on high-margin deals support a path to profitability by Q4. Growth will be fueled by larger persistent deals, selective M&A, and expanding brand relationships.