AI Earnings Predictions for Inspired Entertainment Inc. (INSE)

EX-99.1

2 ex99-1.htm

EX-99.1

Exhibit 99.1

INSPIRED

REPORTS THIRD QUARTER 2026 RESULTS

●Third Quarter Revenue of $61.4 million; Like-for-like Revenue1 Increased Approximately 4% Despite Higher UK Gaming Taxes, Reflecting Continued Growth and Market Share Gains

●Adjusting Like-for-Like Results for Higher UK Gaming Taxes1,2, Revenue Increased Approximately 9%, with Adjusted EBITDA Growing at Approximately Twice That Pace

●Net Operating Income of $10.3 million, Net Loss of $0.1 million and Adjusted Net Income of $2.8 million

●Adjusted EBITDA of $28.2 million Increased 4% Sequentially, Delivering a Record 46% Adjusted EBITDA Margin3

●Expanding U.S. Digital Footprint with Virtual Sports Launches with the Massachusetts Lottery and FanDuel in the Fourth Quarter

●UK Budget Provides Greater Regulatory Clarity, with Machine Games Duty Increasing from 20% to 25% Beginning April 2027

●Delivered 22% Free Cash Flow Conversion4 Year-to-Date

●Updating FY2026 Outlook Range to $109 million — $112 million5, from $112 million — $118 million, Primarily Reflecting the Suspension of Regulated Online Gaming in Brazil

New York, New York, November 5, 2026 - Inspired Entertainment, Inc. (“Inspired” or the “Company”) (NASDAQ: INSE), a leading B2B provider of gaming content, technology, hardware and services, today reported financial results for the third quarter ended September 30, 2026. Reported results reflect the November 2025 divestiture of the Company’s UK Holiday Parks business and the restructuring of its Pubs business, both of which contributed to the prior-year period. Excluding these portfolio changes1, revenue increased 4% year-over-year despite higher UK remote gaming duty. Further adjusting for the tax increase1,2, revenue grew at 9%, while Adjusted EBITDA grew at approximately twice that pace, demonstrating the operating leverage and margin expansion resulting from the Company’s transformation toward a higher-margin, more digital business.

“Our third-quarter results highlight our progress in building a higher-margin, more digital business, with record Adjusted EBITDA margins and market share gains in Interactive,” said Brooks Pierce, President and Chief Executive Officer of Inspired. “Retail Solutions delivered another strong performance in the UK and Greece, with further opportunities to refresh our installed base in Greece next year. In Interactive, revenue grew 3% year over year as UK volume growth offset the higher gaming tax and our U.S. business outpaced the U.S. iGaming market.

“The UK Budget removes a major overhang and gives us and our customers a clearer foundation for investment and planning. The increase in machine games duty from 20% to 25%, effective April 2027, is disappointing but manageable and we will pursue disciplined mitigation measures to limit the effect on our business.

1 This like-for-like revenue comparison excludes the revenue from the UK holiday parks business and certain associated leisure assets which were divested on November 7, 2025, and reflects adjustments to the Company’s pubs business to account for a structural change in the Company’s operating model.

2 This comparison excludes LFL adjustments as well as increase in UK remote gaming duty from 21% to 40% beginning April 2026.

3 Quarterly record Adjusted EBITDA margin excluding any periods with UK VAT rebate.

4 Free Cash Flow defined as cash flow from operating activities less cash flow from investing activities less finance lease repayments.

5 2026 targets are consistent with the assumptions discussed in the Company’s conference call and presentation and assumes that GBP:USD exchange rates will remain broadly in line with current levels.

“Brazil’s unexpected shutdown of regulated online betting and gaming affects a business representing approximately 5% of our total revenue. While opportunities to offset the lost contribution are limited in the near term, we continue to evaluate options as the regulatory situation evolves. We are updating our 2026 Adjusted EBITDA guidance to $109 million to $112 million5, from $112 million to $118 million, to primarily reflect the effect of the Brazil shutdown.

“We enter the fourth quarter encouraged by improving U.S. iGaming trends and a strong holiday content lineup. Our Virtual Sports launch with the Massachusetts Lottery expands our U.S. reach, as does our launch with FanDuel, while our new content studio adds capacity to deliver more compelling games. With clarity regarding the UK gaming taxes and a growing pipeline across customers, products and markets, we are focused on converting these opportunities into revenue growth, while continuing to generate strong free cash flow in 2027.”

Summary of Third Quarter ended September 30, 2026 - Segment Financial Results (unaudited)

Three Months Ended

September 30,

Reported Variance Currency Movement 20262 Functional Currency Variance

(In $ millions, except per share amounts) 2026 2025 % $ %

Total Revenue

Retail Solutions $37.4 $61.

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