Inspired Entertainment

INSE

Market cap $212M

Inspired Entertainment remains a 'Strong Buy' as the business transitions to an asset-light, B2B Interactive-heavy model with robust margin expansion. INSE's Interactive segment posted its 11th consecutive quarter of double-digit growth, with EBITDA margins expanding ~1,100 bp to 41% and strong U.S. market share gains. Deleveraging is ahead of schedule; management targets mid-single-digit buyback yields and further FCF growth, supporting capital returns in FY 2026–2027.

Inspired Entertainment, Inc. (INSE) Shareholder/Analyst Call Prepared Remarks Transcript

NEW YORK, May 18, 2026 (GLOBE NEWSWIRE) -- Inspired Entertainment, Inc. (“Inspired” or the “Company”) (NASDAQ: INSE), a leading B2B provider of gaming content, technology, hardware and services, today announced that James Richardson has stepped down from his role as Executive Vice President and Chief Financial Officer. The Company's Board of Directors has promoted Craig Wilson, Inspired's Vice President of Finance and Accounting, to the role of Executive Vice President and Chief Financial Officer, effective May 14, 2026.

Inspired Entertainment, Inc. (INSE) Q1 2026 Earnings Call Transcript

Inspired Entertainment (INSE) came out with a quarterly loss of $0.02 per share versus the Zacks Consensus Estimate of a loss of $0.15. This compares to break-even earnings per share a year ago.

First Quarter Revenue of $57.2 million; Revenue excluding the former UK holiday parks business and restructured pubs business up 15% year-over-year 1 First Quarter Net Operating Income of $9.2 million, Net Loss of $0.5 million and Adjusted Net Loss of $0.7 million Adjusted EBITDA of $23.7 million, up 29% from prior year, generating a 41% Adjusted EBITDA Margin, driven by portfolio optimization and growth in higher-margin Interactive segment Interactive Revenue and Adjusted EBITDA up 38% and 53% year-over-year, respectively First quarter Free Cash Flow of $15.8 million 2 Repaid $13.3 million of principal of senior secured notes and repurchased 387,230 shares of common stock for $2.6 million Reiterating full year 2026 Adjusted EBITDA target range of $112 million to $118 million 3 NEW YORK, May 07, 2026 (GLOBE NEWSWIRE) -- Inspired Entertainment, Inc. (“Inspired” or the “Company”) (NASDAQ: INSE), a leading B2B provider of gaming content, technology, hardware and services, today reported financial results for the first quarter ended March 31, 2026. “Our first-quarter results reflect the execution of our strategy and the quality of our underlying business,” said Brooks Pierce, President and CEO of Inspired Entertainment.

NEW YORK, May 06, 2026 (GLOBE NEWSWIRE) -- Inspired Entertainment, Inc. (“Inspired” or the “Company”) (NASDAQ: INSE), a leading B2B provider of gaming content, systems, and solutions, today announced that it has signed a long-term contract extension as the exclusive provider of gaming terminals and content to Paddy Power, a bookmaker that owns and operates betting shops across the UK and Ireland. Paddy Power is a core brand within Flutter Entertainment plc (LSE: FLTR), a global leader in sports betting, gaming, and entertainment.

NEW YORK, April 24, 2026 (GLOBE NEWSWIRE) -- Inspired Entertainment, Inc. ("Inspired" or the “Company”) (NASDAQ: INSE), a leading B2B provider of gaming content, technology, hardware and services, announced that it will report financial results for the first quarter ended March 31, 2026 before the market opens on Thursday, May 7, 2026. Inspired management will host a conference call and simultaneous webcast the same day at 9:00 a.m.

NEW YORK, April 22, 2026 (GLOBE NEWSWIRE) -- Inspired Entertainment, Inc. (“Inspired” or the “Company”) (NASDAQ: INSE), a leading B2B provider of gaming content, systems and solutions, today announced that it has been approved by the Alberta Gaming, Liquor and Cannabis Commission (AGLC) and has obtained registration as an iGaming Goods or Services Supplier – Critical Gaming Systems (IGCS). This approval positions Inspired to support operators in Alberta's soon to launch regulated iGaming market, further strengthening the Company's presence across North America.

Inspired Entertainment is a compelling 'strong buy' at $6.70, with a medium-term price target of $17–$19 and potential upside to $22–$24. INSE's asset-light B2B iGaming and Interactive segments drive margin expansion, with digital now contributing 52% of adjusted EBITDA and Q4 Interactive EBITDA growth exceeding 40%. Leverage is expected to decline to ~2.7x adjusted EBITDA by FY 2027, aided by robust FCF and disciplined capital allocation, despite UK tax headwinds.