EarningsQ2 2026 Earnings Report
EAGRF Q2 2026 EPS Results
Actual EPS-$0.04
Consensus EPS―
Beat/Miss―
One Year Ago EPS-$0.01
EAGRF Q2 2026 Revenue Results
Actual Revenue$7.38M
Expected Revenue―
Beat/Miss―
YoY Revenue Growth-46.32%
Earnings Announcement Details
QuarterQ2 2026
Date08/13/2026
TimeAfter Close
Conference CallThursday, August 13, 2026
EAGRF Upcoming Earnings
Leaf Mobile Inc's next earnings date is estimated for November 12, 2026, based on past reporting schedules.
Q2 2026 Earnings Call Audio
EAGRF Q2 2026 Earnings Call
0:00 / 0:00
Q2 2026 Earnings Slide Deck
No slide deck is available for this earnings event.
Q2 2026 Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized a strategic pivot toward profitability and capital efficiency with concrete operational and product wins (positive adjusted EBITDA, improved stickiness, successful A/B tests, D2C gains, and potential platform fee reductions). At the same time, the company faces near-term top-line pressure from reduced UA spend, a $3.0M legal payment schedule, and ongoing bank debt/covenant considerations. Management has taken balancing actions (capital raise, new banking relationship) and plans to reaccelerate UA with disciplined payback targets, suggesting recovery potential.Company Guidance
Positive Adjusted EBITDA and Margin
Reported adjusted EBITDA of $1.36 million on revenue of $10.3 million in Q2 2026, representing an adjusted EBITDA margin of 13.2%.
User and Monetization Metrics
Daily active users (DAU) of 118,872 and ARPDAU of $0.95 in Q2, demonstrating stable core engagement and revenue per daily user.
Improved Stickiness
DAU/MAU ratio increased 22% year-over-year to 29.6%, indicating stronger daily retention and a more engaged core player base.
Successful Product Experiments and Monetization Gains
A/B tests drove measurable uplifts: a secondary season pass in Bud Farm increased revenue by 8%, and a season pass pricing A/B test increased ARPDAU by 26% in the U.S. for Cheech & Chong Bud Farm; these learnings can be ported across the portfolio.
Growth in Direct-to-Consumer Revenue Share
Share of revenue from D2C rose from 11% in Q1 to 13% in Q2, reflecting progress toward higher-margin, platform-fee-light monetization channels.
Potential Platform Fee Savings via Google Play Level Up
On track to enroll in Google Play's Level Up program (effective Oct 1, 2026) which could reduce platform fees from 30% to as low as 20% for IAP and 10% on the first $1M revenue per game per year, improving net revenue and scaling economics.
Balance Sheet and Capital Access Improvements
Completed a $2.95 million capital raise in Q2 to support working capital and debt reduction; transitioning mid-August to a new banking relationship offering better access to capital, additional borrowing options, and more appropriate covenants to support expanded UA spend and debt repayment goals.
Disciplined Cost and Operational Focus
Company emphasized a lean organization, cost optimization, partner agreement improvements, and the use of AI to increase productivity and visibility into title-level profitability.
EAGRF Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed