Leaf Mobile Inc (EAGRF) AI Stock Analysis

Leaf Mobile Inc

(Other OTC:EAGRF)

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Action:N/A

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Positive Factors

Improving Player EngagementHigher stickiness indicates that the game portfolio is retaining a larger share of its active audience on a daily basis. More consistent engagement can support recurring in-game purchases, improve the return on content investment, and strengthen monetization durability over the next several quarters.

Negative Factors

Revenue and Profitability DeteriorationDeclining revenue combined with deeply negative operating and net margins indicates that current scale is not covering the company’s cost base. Unless growth and efficiency improve, persistent losses could constrain investment in titles and reduce the company’s ability to absorb execution setbacks.

Leaf Mobile Inc (EAGRF) vs. SPDR S&P 500 ETF (SPY)

Market Cap: $3.55M
Dividend Yield: ―
Average Volume (3M): 66.64K
Price to Earnings (P/E): -0.2
Beta (1Y): -0.16
Revenue Growth: -20.67%
EPS Growth: -378.96%
Country: US
Employees: 100
Sector: Communication Services
Sector Strength: 60
Industry: Electronic Gaming & Multimedia

Leaf Mobile Inc Business Overview & Revenue Model

Company Description

East Side Games Group Inc., through its subsidiaries, develops, operates, and publishes free-to-play casual mobile games in Canada, the United States, and Europe. It also engages in the sale of in-game virtual items which enhances the game-playing ex...

Leaf Mobile Inc Earnings Call Summary

Earnings Call Date:Aug 12, 2026(Q2-2026)|% Change Since:-38.46%|Next Earnings Date:May 16, 2021

Earnings Call SentimentPositive

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.

Positive Updates

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%.

Negative Updates

Top-Line Pressure from Reduced User Acquisition Spend

Q2 featured a significantly reduced user acquisition budget to prioritize capital efficiency and a 30-day ROAS target; management acknowledged the reduction impacted top-line revenue and revised guidance to reflect constraints into Q3.

Company Guidance

Guidance focuses on improving adjusted EBITDA and disciplined cash management while materially expanding user-acquisition spend beginning mid‑August to target a 60‑day payback window (up from a prior 30‑day ROAS focus); the company reported Q2 revenue of $10.3M, adjusted EBITDA of $1.36M (13.2% margin), DAU of 118,872, ARPDAU of $0.95 and a stickiness (DAU/MAU) of 29.6% (+22% YoY), with D2C share rising to 13% from 11% in Q1. Management raised $2.95M in Q2, settled litigation for $3M ( $1M paid, remainder in four $500k semi‑annual payments), aims to eliminate bank debt aided by a new banking relationship starting mid‑August, and expects upside from Google Play’s Level Up (platform fees potentially cut from 30% to as low as 20% for IAP and 10% on the first $1M per game effective Oct 1, 2026); product A/B wins included an 8% revenue lift from a Bud Farm secondary season pass and a 26% ARPDAU increase in the U.S. for Cheech & Chong Bud Farm.

Leaf Mobile Inc Peers Comparison

Overall Rating

UnderperformOutperform

Sector (60)

Financial Indicators

EAGRF against its peers
Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
Sector *	60Neutral	$48.67B	4.58	-11.27%	4.14%	2.83%	-41.78%
TSE:KDOZ	53Neutral	CAD 18.38M	-17.82	-9.81%	―	30.09%	-307.50%
TSE:VRTS	37Underperform	CAD 4.33M	-0.39	158.13%	―	35.39%	-184.44%
TSE:EGLX	23Underperform	CAD 4.90M	-26.92	-5.94%	―	-44.00%	99.85%

* Communication Services Sector Average

Performance Comparison

EAGRF and its peers over the selected period
Ticker	Company Name	Price	Change	% Change
EAGRF	Leaf Mobile Inc	0.04	-0.22	-82.76%
TSE:CNS	Contagious Gaming	0.01	0.00	0.00%
TSE:KDOZ	Kidoz	0.14	-0.17	-56.45%
TSE:EGLX	Enthusiast Gaming Holdings Inc	0.04	-0.02	-41.67%
TSE:VRTS	Wondr Gaming Corp	0.01	-0.02	-66.67%

Glossary

BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.

Leaf Mobile Inc AI Stock Analysis