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Record 45% EBITDA margin despite U.K. tax headwinds as digital transformation accelerates.

Moby summary of Inspired Entertainment, Inc.'s Q2 2026 earnings call

Inspired Entertainment Inc (INSE) delivers robust Q2 2026 results with EBITDA margins up 1,000 basis points to 45%, UK GGR surging 40%, and reaffirms full-year guidance despite UK tax headwinds.

Inspired Entertainment (NASDAQ:INSE) said second-quarter revenue totaled $61 million and EBITDA reached $27 million, with EBITDA slightly ahead of consensus expectations, as the company continued to shift toward a more digital-led and less capital-intensive business model. Executive Chairman A. Lor

Over the past six months, Inspired’s stock price fell to $7.76. Shareholders have lost 15.6% of their capital, which is disappointing considering the S&P 500 has climbed by 8.5%. This might have investors contemplating their next move.

As the Q1 earnings season wraps, let’s dig into this quarter’s best and worst performers in the consumer discretionary - gaming solutions industry, including Inspired (NASDAQ:INSE) and its peers.

Inspired’s first quarter was marked by the continued impact of last year’s divestiture of its holiday park business and a major restructuring in its pubs segment. Management attributed the quarter’s performance to a sharper focus on higher-margin digital businesses and cost reductions, including significant headcount and capital expenditure cuts. Executive Chairman Lorne Weil highlighted that the Interactive segment, in particular, delivered strong growth, offsetting headwinds from business exit

Inspired Entertainment (NASDAQ:INSE) executives said first-quarter results reflected the benefits of portfolio changes made in 2025, highlighting strong Interactive growth, margin expansion, and improved cash generation that supported both debt reduction and share repurchases. Executive Chairman A.

Moby summary of Inspired Entertainment, Inc.'s Q1 2026 earnings call

Inspired Entertainment (INSE) delivered earnings and revenue surprises of +86.67% and +0.51%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?