Leaf Mobile Inc earnings date
Leaf Mobile Inc (EAGRF) Q3 2026 Earnings Report
EAGRF Q3 2026 EPS Results
- Actual EPS
- $0.00
- Consensus EPS
- ―
- Beat/Miss
- ―
- One Year Ago EPS
- -$0.06
EAGRF Q3 2026 Revenue Results
- Actual Revenue
- $7.56M
- Expected Revenue
- ―
- Beat/Miss
- ―
- YoY Revenue Growth
- -46.19%
Earnings Announcement Details
- Quarter
- Q3 2026
- Date
- 11/12/2026
- Time
- After Close
- Conference Call
- Thursday, November 12, 2026
Leaf Mobile Inc's next earnings date is estimated for March 31, 2027, based on past reporting schedules.
Q3 2026 Earnings Call Audio
Q3 2026 Earnings Slide Deck
No slide deck is available for this earnings event.
Q3 2026 Earnings Call Summary
The call was broadly positive, with management highlighting $10.79 million of revenue, $1.6 million of adjusted EBITDA, approximately $7.5 million of annualized cost savings from the 2026 initiatives, improved financing flexibility, a growing product pipeline and a $1 million Q3 adjusted EBITDA contribution from a platform partnership. The main negatives were the reduced Q3 user acquisition budget, capital constraints during the quarter and expectations for a softer Q4 adjusted EBITDA margin as user acquisition investment increases.
The company guided to Q4 return on ad spend targets of a 60- to 90-day target, up from a 30- to 60-day payback target through the second half of the quarter, and said it is projecting a softer Q4 in terms of adjusted EBITDA margin as it starts spending on user acquisition with updated payback windows. The cost reductions are expected to generate approximately $3.5 million in annualized savings, in addition to the $4 million in annualized savings implemented in January of 2026. The next mobile title is on track to launch in Canada in Q4 ahead of a global launch in 2027, Trailer Park Boys: Get Merged is scheduled for global launch in the first half of 2027, and 2 global launches are planned for 2027; acceptance into the Google Play Level Up program would save 5% on all Android in-app purchase revenue.
- Q3 Revenue and Adjusted EBITDAThe company recorded Q3 revenue of $10.79 million and adjusted EBITDA of $1.6 million, representing an adjusted EBITDA margin of roughly 15%.
- Cost Reduction and Operational RestructuringThe company completed its cost reduction and operational structuring initiatives on September 1. Headcount was reduced by approximately 32%, resources were concentrated on the highest-performing live titles, and the actions are expected to generate approximately $3.5 million in annualized savings, in addition to the $4 million in annualized savings implemented in January 2026. Management said these actions bring costs in line with current revenue.
- New Banking Facilities and Financial CovenantsThe company finalized its transition to a new banking relationship with National Bank and secured additional financing through a partnership with Export Development Canada. The new facilities leave the company onside with updated financial covenants and support its strategic focus on profitability, cash flow and debt paydown.
- Improved Capital Availability for User AcquisitionFollowing the closing of the new lines of credit, the company said it is no longer constrained by capital. It increased Q4 return-on-ad-spend payback targets from 30 to 60 days to a 60- to 90-day target and is focused on acquiring the most profitable player cohorts while maintaining capital efficiency.
- Core Game Investment IncreasedWith the transition to National Bank completed, the company began increasing its payback targets to 60 to 90 days and increased its investment in its core games.
- Player Base and Monetization MetricsDaily active users were 96,946, ARPDAU was $0.97, and the company reported a consistent stickiness rate of 29.6%, corrected in the transcript to 25.9%.
- Focus on Stabilizing the Player Base and RevenueManagement said its revised user acquisition and portfolio strategy is intended to slow churn of the player base and maintain revenue.
- Next Mobile Title Prepared for Soft LaunchThe company prepared its next mobile title, a match game based on world-class IP, for soft launch. It is on track to launch in Canada in Q4 to test user acquisition and monetization ahead of a global launch in 2027.
- Trailer Park Boys: Get Merged Development RestartedDevelopment on Trailer Park Boys: Get Merged restarted after the Truly Social litigation was resolved. The game had already been in soft launch before the pause and is scheduled for global launch in the first half of 2027.
- Platform Partnership Milestone and Revenue ContributionThe company passed a major Q3 milestone on an unannounced title being developed with a major platform partner based on a beloved global IP. The company is paid as it delivers each milestone, and this work contributed $1 million to adjusted EBITDA in Q3. Management is in active discussions to secure more projects of this type.
- Potential Google Play Fee SavingsThe company is working toward acceptance into the Google Play Level Up program, which would save 5% on all Android in-app purchase revenue and increase net revenue from existing players.
- 2027 Product and Partnership PipelineThe company described a pipeline consisting of a Q4 soft launch, two global launches planned for 2027 and partnership revenue paid by milestone.
- AI and Automation InitiativesThe company is using AI and automation to support internal workflow efficiency by automating repetitive production tasks, streamlining live operations and reducing manual processes. Management said it is taking a measured approach with guardrails around brand integrity and IP protection, while positioning AI as a tool to support teams rather than replace creativity, character or quality.
- Established Live PortfolioManagement described the company as having a solid, cash-producing core business with titles including The Office: Somehow We Manage, Trailer Park Boys: Greasy Money, Bud Farm Idle Tycoon and RuPaul's Drag Race Superstar.
- Strategic Focus on Sustainable Profitable GrowthFor the remainder of 2026 and beyond, management said its priorities are adjusted EBITDA improvement, debt paydown, disciplined investment in the core game portfolio, balance-sheet strengthening and sustainable, profitable growth.
EAGRF Earnings History
| Report Date | Fiscal Quarter | Forecast / EPS | Last Year's EPS | EPS YoY Change | Press Release |
|---|---|---|---|---|---|
| Mar 31, 2027 | 2026 (Q4) | ―- | -0.09 | ― | ― |
| Nov 12, 2026 | 2026 (Q3) | ―0.00 | -0.06 | 100.00% (+0.06) | |
| Aug 13, 2026 | 2026 (Q2) | ―-0.04 | -0.01 | -150.00% (-0.02) | |
| May 14, 2026 | 2026 (Q1) | ―- | -0.01 | ― | |
| Mar 31, 2026 | 2025 (Q4) | ―-0.04 | -0.01 | -400.00% (-0.03) | |
| Nov 13, 2025 | 2025 (Q3) | ―-0.06 | 0 | ― | |
| Aug 14, 2025 | 2025 (Q2) | ―-0.01 | 0.01 | -300.00% (-0.02) | |
| May 13, 2025 | 2025 (Q1) | -0.01-0.01 | 0.01 | -150.00% (-0.02) | |
| Mar 24, 2025 | 2024 (Q4) | 0.01-0.03 | 0.01 | -366.67% (-0.04) | |
| Nov 14, 2024 | 2024 (Q3) | 0.000.00 | 0 | ― |
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.
