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GameSquare Achieves First Positive Adjusted EBITDA Quarter in Fourth Quarter, Marking Inflection to Operating Profitability

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GameSquare (NASDAQ:GAME) reported Q4 2025 revenue of $18.5M (up 142% YoY) and a Q4 adjusted EBITDA profit of $1.7M (9.4% of revenue), marking its first positive adjusted EBITDA quarter. Proforma Q4 including TubeBuddy: $20.7M revenue and $2.3M adjusted EBITDA. Full-year 2025 revenue was $45.0M; proforma 2025 revenue with acquisitions was $66.6M. Company reiterated 2026 proforma guidance: $85–$90M revenue and >$5M adjusted EBITDA.

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Positive

  • Q4 adjusted EBITDA positive at $1.7M (9.4% of revenue)
  • Q4 revenue +142% YoY to $18.5M
  • Proforma Q4 including TubeBuddy: adjusted EBITDA $2.3M
  • 2026 guidance reiterated: $85–$90M revenue and >$5M adjusted EBITDA
  • Repurchases 5.06M shares bought for $2.5M through March 6, 2026

Negative

  • Net loss from continuing operations Q4: $28.2M (includes $20.3M fair value loss on digital assets)
  • Full-year adjusted EBITDA loss of $4.6M for 2025 (-10.2% of revenue)
  • Limited cash balance of $4.6M at December 31, 2025

News Market Reaction – GAME

+27.90% 28.4x vol
48 alerts
+27.90% News Effect
+96.4% Peak in 21 hr 32 min
+$7M Valuation Impact
$31.75M Market Cap
28.4x Rel. Volume

On the day this news was published, GAME gained 27.90%, reflecting a significant positive market reaction. Argus tracked a peak move of +96.4% during that session. Our momentum scanner triggered 48 alerts that day, indicating elevated trading interest and price volatility. This price movement added approximately $7M to the company's valuation, bringing the market cap to $31.75M at that time. Trading volume was exceptionally heavy at 28.4x the daily average, suggesting very strong buying interest.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

Q4 2025 revenue: $18.5 million Q4 2025 net loss: $28.2 million Q4 adjusted EBITDA: $1.7 million (9.4% margin) +5 more
8 metrics
Q4 2025 revenue $18.5 million Reported revenue for quarter ended December 31, 2025; up 142% YoY
Q4 2025 net loss $28.2 million Net loss from continuing operations in Q4 2025
Q4 adjusted EBITDA $1.7 million (9.4% margin) First positive adjusted EBITDA quarter in Q4 2025
Q4 gross margin 45.9% Fourth quarter 2025 gross margin, up 20.1 percentage points YoY
2025 revenue $45.0 million Full-year 2025 reported revenue vs. $27.5 million in 2024
2025 adjusted EBITDA -$4.6 million (-10.2% margin) Full-year 2025 adjusted EBITDA loss vs. -$11.9 million in 2024
Proforma 2025 revenue $66.6 million Proforma 2025 revenue including TubeBuddy and Click pre-acquisition periods
Digital assets + cash $52.0 million ($0.53/share) Total ETH, altcoins, yield interests and cash as of Dec 31, 2025

Market Reality Check

Price: $0.4174 Vol: Volume 525,428 shares is ...
normal vol
$0.4174 Last Close
Volume Volume 525,428 shares is below the 20-day average of 738,111, suggesting a muted pre-news setup. normal
Technical Price at $0.2522 is trading below the $0.64 200-day moving average, reflecting a longer-term downtrend.

Peers on Argus

Peer action is mixed, with one stock in the scanner moving up and one down, whil...
1 Up 1 Down

Peer action is mixed, with one stock in the scanner moving up and one down, while sector peers in the watchlist show both gains and losses, indicating stock-specific rather than broad sector momentum.

Historical Context

5 past events · Latest: Apr 07 (Neutral)
Pattern 5 events
Date Event Sentiment Move Catalyst
Apr 07 Earnings timing Neutral -1.1% Announcement of Q4 2025 results release date and earnings call details.
Mar 26 Product launch Positive -1.7% Stream Hatchet launched Creator Communities to manage full creator marketing lifecycle.
Mar 11 Nasdaq extension Positive +3.7% Nasdaq granted 180-day extension to regain $1.00 minimum bid compliance.
Mar 05 Industry report Positive -6.8% YouTube Gaming Trends Report highlighted strong viewing growth and engagement metrics.
Mar 03 Industry award Positive -0.8% Click Media won Best Talent Management Agency with strong creator and deal growth.
Pattern Detected

Recent history shows multiple positive or growth-focused announcements often followed by negative price reactions, while regulatory relief on Nasdaq compliance aligned with a price increase.

Recent Company History

Over the last several weeks, GameSquare issued a series of growth and platform updates, including creator tools launches, industry awards, and YouTube gaming trend data, alongside communications about Nasdaq bid-price compliance. Notably, the Nasdaq extension on Mar 11, 2026 coincided with a positive move, while several operational wins saw negative reactions. Today’s earnings milestone fits into this pattern of strategic expansion plus balance-sheet and listing-status management.

Market Pulse Summary

The stock surged +27.9% in the session following this news. A strong positive reaction aligns with t...
Analysis

The stock surged +27.9% in the session following this news. A strong positive reaction aligns with the company’s first quarter of positive adjusted EBITDA and a Q4 revenue jump to $18.5 million. Historical data show mixed price responses to good news, so enthusiasm could moderate if profitability depends heavily on volatile digital asset marks or if net losses like the Q4 $28.2 million remain elevated. Investors have also faced ongoing Nasdaq bid-price pressures, which previously influenced trading behavior.

Key Terms

adjusted EBITDA, proforma, non-GAAP, NFT, +4 more
8 terms
adjusted EBITDA financial
"achieves positive adjusted EBITDA of $1.7 million, or 9.4% of reported..."
Adjusted EBITDA is a way companies measure how much money they make from their core operations, like running a business, by removing certain costs or income that aren’t part of regular business activities. It helps investors see how well a company is doing without distractions from unusual expenses or gains, making it easier to compare companies or track performance over time.
proforma financial
"Fourth quarter proforma adjusted EBITDA, including the acquisition of TubeBuddy..."
Proforma describes financial numbers that have been adjusted to show how results would look under a specific scenario or after excluding certain items, like one-time costs or a recent acquisition. Investors use proforma figures as a “what-if” snapshot to compare performance on a more apples-to-apples basis, but they should note which adjustments were made because these tuned figures can make results look clearer than the unadjusted reality.
non-GAAP financial
"This release includes measures that are not in accordance with U.S. generally accepted accounting principles ("Non-GAAP measures")."
Non-GAAP refers to financial measures that companies use to show their earnings or performance without including certain expenses or income that are often added back to give a different picture. It matters because it can make a company's results look better or more favorable, but it may also hide important costs, so investors need to look at both GAAP (official rules) and non-GAAP numbers to get a full understanding.
NFT technical
"The Company held $1.9 million in NFTs. During the first quarter of 2026..."
A non-fungible token (NFT) is a unique digital certificate recorded on a blockchain that proves ownership or origin of a specific digital item—such as an image, video, collectible, or piece of virtual land. For investors it matters because an NFT turns a copyable file into a tradable, scarce asset—think of it like a deed for a one-of-a-kind object—affecting how value, liquidity and legal rights are assigned, while also exposing holders to price volatility and technology or rights uncertainties.
altcoins technical
"The Company had $2.0 million of altcoins on its balance sheet at December 31, 2025..."
Alternative cryptocurrencies other than Bitcoin, often created to offer different features, uses, or technical tweaks to digital money. Think of them as different brands of electronic cash or apps built on similar technology; some aim for faster payments, privacy, or support for automatic contracts. Investors care because altcoins can offer higher returns or diversification but carry higher volatility, lower liquidity, and greater regulatory and project‑risk than established digital assets.
restricted stock units financial
"She was granted 259,188 restricted stock units (RSUs) on February 6, 2026..."
Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.
Form 10-K regulatory
"cannot file its Annual Report on Form 10-K for the year ended December 31, 2025..."
A Form 10-K is a comprehensive report that publicly traded companies are required to file annually with regulators. It provides a detailed overview of a company's financial health, operations, and risks, similar to a detailed health report. Investors use this information to assess the company's performance and make informed decisions about buying or selling its stock.
Rule 12b-25 regulatory
"expects to use the 15-day extension under Rule 12b-25."
Rule 12b-25 is an SEC filing provision that lets a company notify regulators and the public that it cannot file a required periodic report (like a quarterly or annual report) on time and explains the reason for the delay. For investors, the notice is a formal heads-up that financial information will arrive late—similar to a company calling to say it will be late turning in homework—so it signals increased uncertainty and may affect trading and risk assessments until the filing is available.

AI-generated analysis. Not financial advice.

Fourth quarter 2025 revenue up 142% to $18.5 million and net loss from continuing operations of $28.2 million; achieves positive adjusted EBITDA of $1.7 million, or 9.4% of reported fourth quarter revenue

Fourth quarter proforma adjusted EBITDA, including the acquisition of TubeBuddy was $2.3 million, highlighting accretive benefit of transaction

Fourth quarter gross margin increased 20.1 percentage points year-over-year to 45.9%

FRISCO, TX / ACCESS Newswire / April 8, 2026 / GameSquare Holdings, Inc. (NASDAQ:GAME), ("GameSquare", or the "Company"), today announced financial results for the three- and twelve-months ended December 31, 2025.

"I am proud of the progress GameSquare delivered in 2025 as the platform we have been building reached an important inflection point during the fourth quarter," said Justin Kenna, CEO of GameSquare. "Our fourth quarter results demonstrate a meaningful step change in profitability, driven by the success of our strategic investments, improved profitability across the business, and the contribution from our recently acquired creator marketing platform, Click. As a result, we delivered positive adjusted EBITDA of $1.7 million for the fourth quarter, marking a key milestone for GameSquare and demonstrating the earnings power and scalability of our operating model. In fact, when considering the contribution from TubeBuddy, our adjusted EBITDA would have been even stronger, underscoring the immediate accretive benefit of the transaction."

Kenna continued, "GameSquare has built a differentiated ecosystem that combines data and analytics, a scaled creator talent network, integrated agency services, and proprietary owned and operated IP to deliver end-to-end solutions for brands navigating the rapidly growing creator economy. As we move forward, we expect our platform to benefit further from the addition of the 2026 first quarter acquisition of TubeBuddy, which expands our capabilities in creator enablement, audience insights, and platform-driven revenue opportunities, and is expected to contribute high gross margin revenue to our business."

"As we move into 2026, our focus remains on driving new client relationships, expanding partnerships with existing brands, and continuing to scale sustainable revenue streams across the platform. In addition, our strong balance sheet provides the flexibility to continue investing in growth initiatives, pursue strategic opportunities, and support the ongoing expansion of our platform. We believe GameSquare is uniquely positioned as a next-generation media company at the intersection of gaming, creators, and culture, and we are excited about the opportunities ahead as the creator economy continues to grow. Based on our current momentum, we believe 2026 is shaping up to be a strong year of revenue growth and profitable annual adjusted EBITDA," concluded Kenna.

Reported results for the three months ended December 31, 2025, compared to December 31, 2024 (unaudited)

  • Revenue of $18.5 million, compared to $7.6 million

  • Gross profit of $8.5 million, compared to $2.0 million

  • Gross margin of 45.9%, compared to 25.8%

  • Net loss from continuing operations of $28.2 million, compared to $19.5 million. The net loss in the 2025 quarter included a $20.3 million change in fair value loss on digital assets, loss on change in fair value of non-consolidated investments of $1.9 million and $12.1 million impairment expense, offset partially by $7.4 million change in fair value of warrant liability gain.

  • Adjusted EBITDA profit was $1.7 million, compared to an adjusted EBITDA loss of $3.1 million

  • Adjusted EBITDA was 9.4% of revenue, versus -40.1% of revenue

Proforma* results for the three months ended December 31, 2025 (unaudited)

  • Revenue of $20.7 million

  • Gross profit of $10.4 million

  • Gross margin of 50.3%

  • Adjusted EBITDA profit of $2.3 million, or 11.2% of proforma revenue

* Proforma financial results include TubeBuddy for the 2025 fourth quarter. All quarterly financial information and proforma is unaudited.

Reported results for the year ended December 31, 2025, compared to December 31, 2024

  • Revenue of $45.0 million, compared to $27.5 million

  • Gross profit of $19.5 million, compared to $9.5 million

  • Gross margin of 43.4%, compared to 34.3%

  • Net loss from continuing operations of $30.0 million, compared to $34.8 million. The net loss in the 2025 year included a $12.3 million change in fair value loss on digital assets, loss on change in fair value of non-consolidated investments of $1.9 million and $12.1 million impairment expense, offset partially by $7.4 million change in fair value of warrant liability gain.

  • Adjusted EBITDA loss of $4.6 million, compared to a loss of $11.9 million

  • Adjusted EBITDA loss was -10.2% of revenue, versus -43.2% of revenue

Proforma** results for the twelve months ended December 31, 2025

  • Revenue of $66.6 million

  • Gross profit of $32.6 million

  • Gross margin of 49.0%

  • Net loss from continuing operations of $26.8 million

  • Adjusted EBITDA loss of $0.4 million, or -0.6% of proforma revenue

** Proforma financial results include TubeBuddy for year ended December 31, 2025 and Click for the pre-acquisition period from January 1, 2025 to September 11, 2025. All proforma is unaudited.

Stock Repurchases

During the fourth quarter, GameSquare repurchased 2.99 million shares of its common stock for $1.7 million, representing an average price of approximately $0.58 per share.

As of March 6, 2026, GameSquare has repurchased 5.06 million shares of its common stock for $2.5 million, representing an average price of approximately $0.49 since the Company's repurchase program started in October 2025. The Company has approximately $2.5 million remaining under its current authorization.

TubeBuddy Acquisition

On February 20, 2026 GameSquare entered into an asset purchase agreement with BENlabs to acquire TubeBuddy, an AI-enabled software and workflow platform for creators and brands focused on optimizing YouTube channel performance and audience growth.

The addition of TubeBuddy enhances GameSquare's technology stack, expands direct relationships with creators, and creates new opportunities for data-driven brand partnerships and monetization. With the addition of TubeBuddy, GameSquare's platform includes:

  • An AI enabled software platform with proven tools embedded into creator workflows

  • Anticipated increase to recurring software and subscription revenue

  • First-party creator and channel data capabilities

  • Powerful cross-platform brand and performance marketing solutions

  • Expands opportunities across GameSquare's media, esports, and creator network

According to company estimates, TubeBuddy has helped more than 10 million creators on their YouTube journeys. Its technology is designed to help creators grow faster, with reported performance metrics including higher per-video views and stronger subscriber growth relative to competing solutions. TubeBuddy also serves major media companies, and global publishers.

2026 Outlook

On a proforma basis, which takes into account the Company's plans with the TubeBuddy business as if it was acquired on January 1, 2026, the Company is reiterating its previously announced annual financial guidance for fiscal year 2026. The Company's annual guidance for 2026 includes:

  • Revenue of $85 million to $90 million

  • Gross margin of 35% to 40%

  • Adjusted EBITDA of over $5 million

Adjusted EBITDA guidance excludes items such as transaction costs, impairments, and other one-time expenses, and that a reconciliation is not provided due to forward-looking uncertainty and unreasonable efforts.

GameSquare's Treasury Management Assets at December 31, 2025:

  • Ethereum ("ETH") Assets: The Company held 15,287.88 ETH, 13,944.57 of which was in its onchain yield strategy with Dialectic.

  • NFT Holdings: The Company held $1.9 million in NFTs. During the first quarter of 2026, the Company sold its Cowboy Ape NFT for cash proceeds of $1.515 million. The Company sold its remaining 7 crypto punk NFTs for ETH worth $431 thousand at time of sale.

  • Altcoin Assets: The Company had $2.0 million of altcoins on its balance sheet at December 31, 2025, in $Anime and $Rekt Coin.

  • Yield Strategy: GameSquare's onchain yield strategy with Dialectic achieved a yield of $1.1 million for the period from August 1, 2025 to December 31, 2025.

  • Total Digital Asset Treasury Assets + Cash: The Company had $52.0 million in ETH, Altcoin investments, interests in the Dialectic onchain yield strategy and cash, or $0.53 per share as of December 31, 2025. Cash at December 31, 2025, was $4.6 million, with an additional $1.8 million in restricted cash.

Use of Non-GAAP Financial Measures

This release includes measures that are not in accordance with U.S. generally accepted accounting principles ("Non-GAAP measures"). These Non-GAAP measures should be viewed in addition to, and not as a substitute for, the Company's reported GAAP results, and may be different from Non-GAAP measures used by other companies. In addition, these Non-GAAP measures are not based on any comprehensive set of accounting rules or principles. GameSquare's management uses these Non-GAAP measures for internal budgeting and forecasting purposes and to evaluate GameSquare's financial performance. GameSquare's management believes the presentation of these Non-GAAP measures is useful to investors for comparing prior periods and analyzing ongoing business trends and operating results. For further information regarding these Non-GAAP measures, please refer to the tables presenting reconciliations of our Non-GAAP results to our U.S. GAAP results and the "Management's use of Non-GAAP Measures" that accompany this press release.

Conference Call Details

Justin Kenna, CEO, and Mike Munoz CFO are scheduled to host a conference call with the investment community. Analysts and interested investors can join the call via the details below:

Date: April 8, 2026
Time: 5:00 pm ET
Webcast: https://event.choruscall.com/mediaframe/webcast.html?webcastid=4tsUvi1i

Investor Relations

Andrew Berger
Phone: (216) 464-6400
Email: ir@gamesquare.com

Media Relations

Chelsey Northern / The Untold
Phone: (254) 855-4028
Email: pr@gamesquare.com

About GameSquare Holdings, Inc.

GameSquare (NASDAQ:GAME) is a cutting-edge media, entertainment, and technology company transforming how brands and publishers connect with Gen Z, Gen Alpha, and Millennial audiences. With a platform that spans award-winning creative services, advanced analytics, and FaZe Esports, one of the most iconic gaming organizations, we operate one of the largest gaming media networks in North America. As a digital-native business, GameSquare provides brands with unparalleled access to world-class creators and talent, delivering authentic connections across gaming, esports, and youth culture. Complementing our operating strategy, GameSquare has developed an innovative treasury management program designed to generate yield and enhance capital efficiency, reinforcing our commitment to building a dynamic, high-performing media company at the intersection of culture, technology, and next-generation financial innovation.

To learn more, visit www.gamesquare.com.

Forward-Looking Information

This news release contains "forward-looking information" and "forward-looking statements" (collectively, "forward-looking statements") within the meaning of the applicable securities legislation. All statements, other than statements of historical fact, are forward-looking statements and are based on expectations, estimates and projections as at the date of this news release. Any statement that involves discussions with respect to predictions, expectations, beliefs, plans, projections, objectives, assumptions, future events or performance (often but not always using phrases such as "expects", or "does not expect", "is expected", "anticipates" or "does not anticipate", "plans", "budget", "scheduled", "forecasts", "estimates", "believes" or "intends" or variations of such words and phrases or stating that certain actions, events or results "may" or "could", "would", "might" or "will" be taken to occur or be achieved) are not statements of historical fact and may be forward-looking statements. In this news release, forward-looking statements relate, among other things, to: the Company's future performance, revenue, growth and profitability; and the Company's ability to execute on its current and future business plans. These forward-looking statements are provided only to provide information currently available to us and are not intended to serve as and must not be relied on by any investor as, a guarantee, assurance or definitive statement of fact or probability. Forward-looking statements are necessarily based upon a number of estimates and assumptions which include, but are not limited to: the Company's ability to grow its business and being able to execute on its business plans, the success of Company's vendors and partners in their provision of services to the Company, the Company being able to recognize and capitalize on opportunities and the Company continuing to attract qualified personnel to support its development requirements. These assumptions, while considered reasonable, are subject to known and unknown risks, uncertainties, and other factors which may cause the actual results and future events to differ materially from those expressed or implied by such forward-looking statements. Such factors include, but are not limited to: the Company's ability to achieve its objectives, the Company successfully executing its growth strategy, the ability of the Company to obtain future financings or complete offerings on acceptable terms, failure to leverage the Company's portfolio across entertainment and media platforms, dependence on the Company's key personnel and general business, economic, competitive, political and social uncertainties. These risk factors are not intended to represent a complete list of the factors that could affect the Company which are discussed in the Company's most recent MD&A. There can be no assurance that forward-looking statements will prove to be accurate, as actual results and future events could differ materially from those anticipated in such statements. Accordingly, readers should not place undue reliance on the forward-looking statements and information contained in this news release. GameSquare assumes no obligation to update the forward-looking statements of beliefs, opinions, projections, or other factors, should they change, except as required by law.

 

GameSquare Holdings, Inc.
Consolidated Balance Sheets

December 31,
2025

December 31,
2024

Assets
Cash

$

4,604,781

$

12,094,950

Restricted cash

1,769,552

1,054,030

Accounts receivable, net

8,733,159

21,330,847

Digital assets

5,987,720

-

Government remittances

343,488

119,721

Promissory note receivable, current

-

379,405

Prepaid expenses and other current assets

771,902

1,493,619

Total current assets

22,210,602

36,472,572

Investments

383,503

2,199,909

Investment in ETH fund

41,374,063

-

Promissory note receivable, non-current

549,000

9,212,785

Property and equipment, net

114,054

303,950

Goodwill

5,912,230

12,704,979

Intangible assets, definite lived, net

5,414,452

15,265,736

Intangible assets, indefinite lived

1,945,962

-

Right-of-use assets

1,398,515

2,570,516

Total assets

$

79,302,381

$

78,730,447

Liabilities and Shareholders' Equity
Accounts payable

$

21,929,984

$

27,349,372

Accrued expenses and other current liabilities

6,788,876

13,694,179

Players liability account

47,535

47,535

Deferred revenue

3,952,295

2,726,121

Current portion of operating lease liability

441,485

748,916

Line of credit

-

3,501,457

Promissory notes payable, current

2,000,000

-

Convertible debt carried at fair value, current

-

6,481,704

Warrant liability

1,626,832

14,314

Deferred purchase consideration

3,996,548

-

Arbitration reserve

93,041

199,374

Total current liabilities

40,876,596

54,762,972

Convertible debt carried at fair value, non-current

-

9,908,784

Contingent purchase consideration, non-current

807,000

-

Deferred tax liability

810,704

-

Operating lease liability

1,154,341

2,054,443

Total liabilities

43,648,641

66,726,199

Commitments and contingencies (Note 20)
Preferred stock ($0.0001 par value, 50,000,000 authorized, 3,433 and 0 shares issued and outstanding as of December 31, 2025 and December 31, 2024, respectively)

3,924,296

-

Common stock ($0.0001 par value, 100,000,000 shares authorized, 98,066,751 and 32,635,995 shares issued and outstanding as of December 31, 2025 and December 31, 2024, respectively)

9,807

3,264

Additional paid-in capital

195,158,882

119,438,370

Treasury stock

(580,715

)

-

Accumulated other comprehensive loss

(586,991

)

(208,617

)

Non-controlling interest

-

14,942,287

Accumulated deficit

(162,271,539

)

(122,171,056

)

Total shareholders' equity

35,653,740

12,004,248

Total liabilities and shareholders' equity

$

79,302,381

$

78,730,447

GameSquare Holdings, Inc.
Consolidated Statements of Operations and Comprehensive Loss
(Quarterly information unaudited)

Three months ended December 31,

Year ended December 31,

2025

2024

2025

2024

Revenue

$

18,456,656

$

7,613,497

$

44,999,302

$

27,543,856

Cost of revenue

9,983,230

5,650,471

25,483,725

18,089,950

Gross profit

8,473,426

1,963,026

19,515,577

9,453,906

Operating expenses:
General and administrative

5,851,314

4,543,092

19,617,981

16,349,369

Selling and marketing

1,384,922

1,187,425

5,573,321

5,304,119

Research and development

499,565

441,670

2,049,943

1,889,624

Depreciation and amortization

394,670

342,019

1,122,459

1,367,023

Contract exit costs

2,207,463

(310,319

)

1,393,086

19,848

Impairment expense

12,103,653

12,548,476

12,103,653

12,548,476

Other operating expenses

502,597

2,931,041

2,890,420

6,348,728

Total operating expenses

22,944,184

21,683,404

44,750,863

43,827,187

Loss from continuing operations

(14,470,758

)

(19,720,378

)

(25,235,286

)

(34,373,281

)

Other income (expense), net:
Interest income (expense)

276,419

174,058

586,152

156,986

Loss on debt extinguishment

-

-

-

(1,032,070

)

Change in fair value of convertible debt carried at fair value

-

201,390

289,883

559,212

Change in fair value of investment

(1,949,909

)

(473,563

)

(1,949,909

)

(473,563

)

Change in fair value of warrant liability

7,440,081

5,067

7,447,356

84,449

Arbitration settlement reserve

71,050

(22,958

)

106,333

229,250

Realized and change in unrealized gain (loss) on digital assets and investment in ETH fund

(20,323,868

)

-

(12,263,719

)

-

Other income (expense), net

836,312

308,104

1,052,589

62,038

Total other income (expense), net

(13,649,915

)

192,098

(4,731,315

)

(413,698

)

Loss from continuing operations before income taxes

(28,120,673

)

(19,528,280

)

(29,966,601

)

(34,786,979

)

Income tax expense

(63,721

)

-

(63,721

)

-

Net income (loss) from continuing operations

(28,184,394

)

(19,528,280

)

(30,030,322

)

(34,786,979

)

Net income (loss) from discontinued operations

(2,933,696

)

(10,051,836

)

(12,088,293

)

(19,521,641

)

Net loss

(31,118,090

)

(29,580,116

)

(42,118,615

)

(54,308,620

)

Net loss attributable to non-controlling interest

-

3,188,180

2,018,132

5,557,713

Net loss attributable to attributable to GameSquare Holdings, Inc.

$

(31,118,090

)

$

(26,391,936

)

$

(40,100,483

)

$

(48,750,907

)

Comprehensive loss, net of tax:
Net loss

$

(31,118,090

)

$

(29,580,116

)

$

(42,118,615

)

$

(54,308,620

)

Change in foreign currency translation adjustment

(62,988

)

(449,723

)

(378,374

)

(76,536

)

Comprehensive loss

(31,181,078

)

(30,029,839

)

(42,496,989

)

(54,385,156

)

Comprehensive loss attributable to non-controlling interest

-

3,188,180

2,018,132

5,557,713

Comprehensive loss

$

(31,181,078

)

$

(26,841,659

)

$

(40,478,857

)

$

(48,827,443

)

Income (loss) per common share attributable to GameSquare Holdings, Inc. - basic and assuming dilution:
From continuing operations

$

(0.29

)

$

(0.60

)

$

(0.46

)

$

(1.25

)

From discontinued operations

(0.03

)

(0.21

)

(0.15

)

(0.50

)

Loss per common share attributable to GameSquare Holdings,
Inc. - basic and assuming dilution

$

(0.32

)

$

(0.81

)

$

(0.61

)

$

(1.75

)

Weighted average common shares outstanding - basic and diluted

98,307,039

32,423,558

65,716,286

27,897,987

Management's use of Non-GAAP Measures

This release contains certain financial performance measures, including "EBITDA" and "Adjusted EBITDA," that are not recognized under accounting principles generally accepted in the United States of America ("GAAP") and do not have a standardized meaning prescribed by GAAP. As a result, these measures may not be comparable to similar measures presented by other companies. For a reconciliation of these measures to the most directly comparable financial information presented in the Financial Statements in accordance with GAAP, see the section entitled "Reconciliation of Non-GAAP Measures" below.

We believe EBITDA is a useful measure to assess the performance of the Company as it provides more meaningful operating results by excluding the effects of expenses that are not reflective of our underlying business performance and other one-time or non-recurring expenses. We define "EBITDA" as net income (loss) before (i) depreciation and amortization; (ii) income taxes; and (iii) interest expense.

Adjusted EBITDA

We believe Adjusted EBITDA is a useful measure to assess the performance of the Company as it provides more meaningful operating results by excluding the effects of expenses that are not reflective of our underlying business performance and other one-time or non-recurring expenses. We define "Adjusted EBITDA" as EBITDA adjusted to exclude extraordinary items, non-recurring items and other non-cash items, including, but not limited to (i) share based compensation expense, (ii) transaction costs related to merger and acquisition activities, (iii) arbitration settlement reserves and other non-recurring legal settlement expenses, (iv) contract exit costs, primarily comprised of employee severance resulting from integration of acquired businesses, (v) impairment of goodwill and intangible assets, (vi) gains and losses on extinguishment of debt, (vii) change in fair value of assets and liabilities adjusted to fair value on a quarterly basis, (viii) gains and losses from discontinued operations, and (ix) net income (loss) attributable to non-controlling interest.

Reconciliation of Non-GAAP Measures

A reconciliation of Adjusted EBITDA to the most directly comparable measure determined under US GAAP is set out below. (Unaudited)

Three months ended December 31,

Year ended December 31,

2025

2024

2025

2024

Net loss

$

(31,118,090

)

$

(29,580,116

)

$

(42,118,615

)

$

(54,308,620

)

Interest (income) expense, net

(276,419

)

(174,058

)

(586,152

)

(156,986

)

Income tax expense

63,721

-

63,721

-

Amortization and depreciation

394,670

342,019

1,122,459

1,367,023

Share-based payments

975,116

850,762

2,881,450

2,139,246

Realized and change in unrealized (gain) loss on digital assets and investment in ETH fund

20,323,868

-

12,263,719

-

Transaction costs

502,597

2,931,041

2,890,420

6,348,728

Arbitration settlement reserve

(71,050

)

22,958

(106,333

)

(229,250

)

Contract exit costs

2,207,463

(310,319

)

1,393,086

19,848

Gain on shares issued for AP settlement

(817,883

)

-

(817,883

)

-

Loss on extinguishment of debt

-

-

-

1,032,070

Change in fair value of investment

1,949,909

473,563

1,949,909

473,563

Change in fair value of warrant liability

(7,440,081

)

(5,067

)

(7,447,356

)

(84,449

)

Change in fair value of convertible debt carried at fair value

-

(201,390

)

(289,883

)

(559,212

)

Loss (gain) on disposition of subsidiary

-

-

(2,721,953

)

(3,009,891

)

Impairment expense

12,103,653

12,548,476

12,103,653

12,548,476

Loss from discontinued operations

2,933,696

10,051,836

14,810,246

22,531,532

Adjusted EBITDA

$

1,731,170

$

(3,050,295

)

$

(4,609,512

)

$

(11,887,922

)

SOURCE: GameSquare Holdings, Inc.



View the original press release on ACCESS Newswire

FAQ

What were GameSquare's (GAME) fourth-quarter 2025 revenue and adjusted EBITDA?

GameSquare reported Q4 2025 revenue of $18.5 million and adjusted EBITDA of $1.7 million. According to the company, proforma Q4 including TubeBuddy would have been $20.7 million in revenue and $2.3 million in adjusted EBITDA, highlighting acquisition accretion.

Why did GameSquare (GAME) report a net loss despite positive adjusted EBITDA in Q4 2025?

The net loss was driven by non-cash and one-time items totaling material charges in Q4 2025. According to the company, those included a $20.3 million fair value loss on digital assets and impairment and valuation items that affected GAAP net loss.

How does the TubeBuddy acquisition affect GameSquare's (GAME) financials and strategy?

TubeBuddy is expected to add high gross-margin recurring software revenue and creator data capabilities. According to the company, TubeBuddy expands creator enablement, enhances first-party data, and is anticipated to drive proforma revenue and margin improvement.

What is GameSquare's (GAME) 2026 financial guidance on a proforma basis?

GameSquare reiterated proforma 2026 guidance of $85 million to $90 million in revenue and adjusted EBITDA of over $5 million. According to the company, guidance assumes TubeBuddy integration and excludes certain one-time items from adjusted EBITDA.

How much cash and digital asset treasury did GameSquare (GAME) hold at year-end 2025?

At December 31, 2025, GameSquare reported $52.0 million in digital asset treasury plus cash, and $4.6 million in cash. According to the company, the $52.0 million figure includes ETH, altcoins, yield strategy interests, NFTs, and cash.

What share repurchase activity has GameSquare (GAME) completed through March 6, 2026?

Through March 6, 2026, GameSquare repurchased 5.06 million shares for $2.5 million, averaging about $0.49 per share. According to the company, approximately $2.5 million remains available under the current repurchase authorization.