• GameSquare transcript from April 8, 2026 fourth-quarter 2025 results call, attended by CEO Justin Kenna and CFO Mike Munoz.
• Q4 revenue USD 18.5 million versus USD 7.6 million year-earlier; gross margin 45.9% versus 25.8%; Adjusted EBITDA USD 1.7 million versus USD 3.1 million loss, with pro forma revenue USD 20.6 million and pro forma Adjusted EBITDA USD 2.3 million including TubeBuddy.
• 2026 guidance reiterated on a pro forma basis for TubeBuddy: revenue USD 85-90 million, gross margin 35%-40%, Adjusted EBITDA over USD 5 million; management described figures as conservative, cited strong Q1 start.
• Seasonality expected to skew to second half, framed as roughly 40% in H1 versus 60% in H2; Q1 typically weakest, Q4 typically strongest.
• Capital allocation focus on accretive M&A targets in technology, performance marketing, media, gaming with USD 10-50 million revenue and 5%-20% EBITDA margins; share repurchases totaled 5,060,000 shares for USD 2.5 million at average USD 0.49 through March 6, 2026, with about USD 2.5 million remaining under current authorization.

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