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Gaming Realms PLC Announces H1 2026 Pre-Close Trading Update

(Very Positive)
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Gaming Realms (PSDMF) issued a pre-close update for H1 2026, expecting Group revenue of approximately £15.5 million (H125: £16.0 million) and Adjusted EBITDA of about £6.6 million (H125: £7.5 million).

Excluding non-core brand licensing, which fell to £0.7 million from £2.4 million after a prior multi-year renewal, core revenue rose around 9% and Adjusted EBITDA about 16%. UK revenues grew 3% despite Remote Gaming Duty rising from 21% to 40%, with UK gross gaming revenue now above pre-staking-limit levels. Internationally, Gaming Realms launched content in Nigeria, Ghana, Kenya and Peru, expanded in Spain with William Hill, and released 11 new games, including three from its new Lucky Lunar studio. Net cash was £13.5 million after returning £6.0 million via share buybacks, and the company reported confidence in meeting full-year market expectations, supported by a post-period launch in Alberta, taking its regulated market count to 33.

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Positive

  • Core revenue +9% year-on-year excluding non-core brand licensing
  • Core Adjusted EBITDA +16% year-on-year on comparable basis
  • UK revenue +3% despite Remote Gaming Duty increase to 40%
  • Net cash £13.5m after £6.0m share buyback in H1 2026
  • 11 new games launched, including three from Lucky Lunar studio
  • 33 regulated markets for content distribution after Alberta launch

Negative

  • Headline Group revenue down to £15.5m from £16.0m in H125
  • Group Adjusted EBITDA down to £6.6m from £7.5m in H125
  • Non-core brand licensing revenue fell to £0.7m from £2.4m
  • Remote Gaming Duty in UK increased to 40% from 21% from April 2026

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Continued growth in core Content Licensing business with adjusted EBITDA up 16%

UK returns to growth following Remote Gaming Duty increase

LONDON, UK / ACCESS Newswire / July 28, 2026 / Gaming Realms plc (AIM:GMR), the developer and licensor of mobile-focused gaming content, is pleased to announce its pre-close trading update for the six months ended 30 June 2026 ("H126" or the "Period").

Highlights:

  • Group revenue expected to be approx. £15.5 million and Adjusted EBITDA £6.6 million

  • Core business revenue and Adjusted EBITDA up 9% and 16% respectively

  • UK revenues up 3% despite Remote Gaming Duty ("RGD") increasing from 21% to 40% from 1 April 2026

  • UK gross gaming revenue now above levels prior to RGD increase

  • Further international expansion in Canada, South America, Africa and Europe

  • 11 new games released

  • Net cash at the end of the Period of £13.5 million after £6.0 million returned to shareholders via share buyback programme

  • The Board is confident in the outlook for the second half of 2026 and remains on track to meet full year market expectations

After another strong period, the Board expects to report Group revenue of approximately £15.5 million (H125: £16.0 million) and Adjusted EBITDA of approximately £6.6 million (H125: £7.5 million).

The year-on-year movement in Group revenue and Adjusted EBITDA reflects a reduction in H1 26 non-core brand licensing revenue to £0.7 million (H125: £2.4 million). Excluding brand licensing, which had a significant multi-year brand licensing renewal in the prior period, Group revenue increased by approximately £1.2 million, or c.9%, and Adjusted EBITDA increased by approximately £0.8 million, or c.16%, year-on-year, reflecting continued growth and operating leverage in the Group's core content licensing business.

In the UK, the increase in RGD to 40% from 1 April 2026 has been an additional headwind for the sector. Notwithstanding this, UK revenues increased by 3% versus the comparative period, and gross gaming revenue is now above levels seen prior to the staking limit changes introduced in 2025, demonstrating the resilience of the Group's UK business and the success of recent Slingo product innovations.

During the Period, the Group continued to expand its international footprint, launching content in four new markets; Nigeria, Ghana, Kenya and Peru, as well as expanding further into Spain with William Hill. The Group also released 11 new games during the Period, including three from its newly established Lucky Lunar studio, further broadening and diversifying its content portfolio.

Net cash at the end of the Period was £13.5 million, after £6.0 million was returned to shareholders through the Group's ongoing share buyback programme, reflecting the continued strong cash generation of the business.

Post-period, the Group successfully launched its content in Alberta, Canada, on the first day of the province's newly regulated iGaming market. Alberta represents a significant opportunity for the Group, given its population and the strength of the Group's existing relationships with North American partners. This launch takes the total number of regulated markets in which the Group distributes its content to 33.

The Board is confident in the outlook for the second half of 2026 and remains on track to meet full year market expectations. Our core licensing business continues to deliver strong growth in North America, supported by the addition of Alberta as a newly regulated market. Combined with further market regulation and a robust pipeline of new game launches, we expect this positive momentum to continue.

Mark Segal, Chief Executive Officer of Gaming Realms, commented:

"We are pleased with our continued progress in the first half of 2026. Our core business delivered strong underlying growth, with revenue up around 9% and Adjusted EBITDA up around 16% on a comparable basis, excluding the prior-period recognition of a multi-year brand licensing renewal. It has been particularly encouraging to see UK revenues grow and gross gaming revenue return above pre-staking-limit levels, despite the increase in Remote Gaming Duty from April, demonstrating the strength of our content and the effectiveness of our recent product innovations.

"Our international expansion continues at pace, with new launches across Africa and into Peru taking us to 32 regulated markets by the end of the Period, while the launch of our new Lucky Lunar studio and eleven new game releases underline the strength and depth of our content pipeline. We remain confident in the Group's growth strategy and our ability to continue delivering value for shareholders in the second half of the year and beyond."

*Adjusted EBITDA is stated before share-based payments.

For further information please contact:

Gaming Realms plc
Michael Buckley, Executive Chairman 0845 123 3773
Mark Segal, CEO

Peel Hunt LLP - NOMAD and Joint Broker 020 7418 8900
George Sellar
Andrew Clark

Investec Bank plc - Joint Broker 020 7597 4000
James Hopton
Lydia Zychowska

Yellow Jersey 07747 788 221
Charles Goodwin
Annabelle Wills

About Gaming Realms

Gaming Realms creates and licenses innovative games for mobile, with operations in the U.K., U.S., Canada and Malta. Through its unique IP and brands, Gaming Realms is bringing together media, entertainment and gaming assets in new game formats. As the creator of a variety of SlingoTM, bingo, slots and other games, we use our proprietary data platform to build and engage global audiences. The Gaming Realms management team includes accomplished entrepreneurs and experienced executives from a wide range of leading gaming and media companies.

This information is provided by RNS, the news service of the London Stock Exchange. RNS is approved by the Financial Conduct Authority to act as a Primary Information Provider in the United Kingdom. Terms and conditions relating to the use and distribution of this information may apply. For further information, please contact rns@lseg.com or visit www.rns.com.

SOURCE: Gaming Realms PLC



View the original press release on ACCESS Newswire

FAQ

How did Gaming Realms (PSDMF) perform in its H1 2026 trading update?

Gaming Realms expects H1 2026 Group revenue of about £15.5 million and Adjusted EBITDA of roughly £6.6 million. According to Gaming Realms, underlying core content licensing revenue grew around 9% and Adjusted EBITDA about 16% year-on-year, excluding prior-period multi-year brand licensing revenue.

Why did Gaming Realms (PSDMF) report lower Group revenue and EBITDA in H1 2026 versus H1 2025?

Gaming Realms links lower Group revenue and EBITDA mainly to reduced non-core brand licensing income. According to Gaming Realms, brand licensing revenue declined to £0.7 million from £2.4 million, after a significant multi-year licensing renewal was recognized in the prior period.

How did the UK Remote Gaming Duty increase affect Gaming Realms (PSDMF) in H1 2026?

The UK Remote Gaming Duty rose from 21% to 40% from 1 April 2026, creating a headwind. According to Gaming Realms, UK revenues still grew 3% year-on-year and UK gross gaming revenue moved above pre-staking-limit levels, supported by Slingo product innovations.

What was Gaming Realms (PSDMF) net cash and shareholder returns in H1 2026?

Gaming Realms ended H1 2026 with net cash of about £13.5 million. According to Gaming Realms, this balance was achieved after returning approximately £6.0 million to shareholders through its ongoing share buyback programme, reflecting continued strong cash generation.

In how many regulated markets is Gaming Realms (PSDMF) now live after H1 2026?

Gaming Realms distributes its content in 33 regulated markets following its post-period Alberta launch. According to Gaming Realms, it entered Nigeria, Ghana, Kenya and Peru during H1 2026 and was present in 32 regulated markets by the end of the period.

What growth initiatives did Gaming Realms (PSDMF) pursue in H1 2026?

Gaming Realms focused on international expansion and new content in H1 2026. According to Gaming Realms, it launched in four new markets, expanded in Spain with William Hill, and released 11 new games, including three titles from its new Lucky Lunar studio.

Is Gaming Realms (PSDMF) on track to meet its full-year 2026 market expectations?

Gaming Realms states it remains on track to meet full-year 2026 market expectations. According to Gaming Realms, strong core licensing growth, the addition of Alberta, further market regulation, and a robust pipeline of new game launches support its positive second-half outlook.