Motorsport Games Inc. (MSGM) Q2 2026 Earnings Call Transcript
Motorsport Games Inc. (MSGM) Q2 2026 Earnings Call Transcript

Motorsport Games Inc. is an American enterprise primarily focused on the creation and distribution of multi-platform racing video games. The company's operations ...
예상 EPS $0.30 · 매출 $15.45M · 1 명의 애널리스트
예상 EPS $0.32 · 매출 $7.66M · 1 명의 애널리스트
예상 EPS $0.81 · 매출 $23.34M · 1 명의 애널리스트
예상 EPS $-3.73 · 매출 $4.13M · 1 명의 애널리스트
EPS $0.33 · 매출 $1.76M
| 지표 | 최신 | 전년 대비YoY는 Year-over-Year(전년 대비)를 의미합니다. 최근 연도 값을 이전 연도 값과 비교하여 장기 추세의 강도를 보여줍니다. | 전분기 대비QoQ는 Quarter-over-Quarter(전분기 대비)를 의미합니다. 최근 분기를 직전 분기와 비교하여 단기 모멘텀 변화를 보여줍니다. |
|---|---|---|---|
| 매출고객에게 물건을 판매하여 청구서가 지급되기 전까지 들어온 총 금액입니다. 고객의 모든 카드 결제의 총합이라고 보시면 됩니다. (YoY는 올해를 작년 성과와 비교하며, QoQ는 최근 3개월을 이전 3개월과 비교합니다). | $11.3M | +30.0% | -12.2% |
| 순이익절대적인 최종 이익입니다. 회사가 모든 공급업체, 직원, 은행, 세무 당국에 비용을 지불하고 남은 실제 금액입니다. | $6.9M | +351.7% | +27.1% |
| 매출총이익률기본적인 마진입니다. 100달러짜리 운동화를 판매한다면, 이 비율은 원료와 끈 비용을 지불한 직후의 이익이 가격의 얼마인지를 나타내며, 매장 임대료나 TV 광고 같은 비용은 제외됩니다. | +81.1% | +28.9% | -6.0% |
| 영업이익률본업의 효율성 점수입니다. 고객이 지불하는 1달러 중에서 제품을 만들고 모든 일상적인 회사 운영비(급여, 마케팅, 임대료 등)를 지불한 후 회사가 보유하는 금액을 나타냅니다. | +14.5% | +172.1% | -33.0% |
| 순이익률최종 이익 비율입니다. 모든 비용, 세금, 이자를 차감한 후, 매출 1달러 중 회사가 실제로 보유하는 정확한 액수입니다. | +61.3% | +293.5% | +44.8% |
| 잉여현금흐름기업 현금흐름의 핵심입니다. 일상적인 운영비를 지불하고 생존에 필요한 큰 설비(공장, 서버 등)에 투자한 후 남은 사용 가능한 실제 현금입니다. 배당금이나 자사주 매각에 사용될 수 있는 '자유' 현금입니다. | $4.1M | +241.8% | +7.0% |
| FCF 마진궁극의 현금 전환율입니다. 일반 매출을 즉시 사용 가능한 현금으로 얼마나 잘 전환하는지를 나타냅니다. 비율이 높을수록 현금 창출 능력이 우수합니다. | +35.9% | +209.1% | +21.9% |
| 부채/자본재무 리스크 지표입니다. 차입금으로 구축된 자산과 주주의 자기자본 비율을 비교합니다. 높으면 레버리지가 크고 위험이 큽니다. | 0.3% | -97.3% | +618.5% |
| 유동비율12개월 생존 점검입니다. 현재 보유한 현금과 즉시 현금화 가능한 자산으로 1년 내 갚아야 할 즉시 청구서를 갚을 수 있는지를 비교합니다. 1 이상이면 당장 지급에 충분합니다. | 2.25x | +304.8% | -20.2% |
| 총자산회사의 절대적인 규모입니다. 계산대의 현금, 창고의 재고, 소프트웨어 특허, 공장 등 회사가 보유한 모든 가치 있는 자산을 합친 것입니다. | $12.0M | +90.9% | -18.4% |
| 지표 | 연간 (실적 vs 추정치) | 연간 서프라이즈 | 분기 (실적 vs 추정치) | 분기 서프라이즈 |
|---|---|---|---|---|
| EPS 서프라이즈 | 1.43 vs -1.75 | +181.7% | 0.07 vs 0.32 | -78.1% |
| 매출 서프라이즈 | $11.3M vs $14.4M | -21.5% | $3.5M vs $7.7M | -53.8% |
| 날짜 | 임원 | 직책 | 증권 | 구분 | 주식 수 | 가격 |
|---|---|---|---|---|---|---|
| Sep 1, 2026 | Red Oak Partners, LLC | 10 percent owner | Class A common stock | A | 1,406 | $3.95 |
| Sep 1, 2026 | Red Oak Partners, LLC | 10 percent owner | Class A common stock | A | 743 | $3.95 |
| Aug 31, 2026 | Red Oak Partners, LLC | 10 percent owner | Class A common stock | A | 2,979 | $3.93 |
| Aug 31, 2026 | Red Oak Partners, LLC | 10 percent owner | Class A common stock | A | 1,575 | $3.93 |
| Aug 28, 2026 | Red Oak Partners, LLC | 10 percent owner | Class A common stock | A | 2,831 | $3.91 |
Operator: Thank you for standing by, and welcome to Motorsport Games Inc. Second Quarter 2026 Earnings Call. As a reminder, today's call is being recorded. I would like to now turn the conference over to Ben Rossiter-Turner from Motorsport Games. Please go ahead. Ben Rossiter-Turner: Thank you, and welcome to Motorsport Games Second Quarter 2026 Earnings Conference Call and Webcast. On today's call is Motorsport Games' Chief Executive Officer, Stephen Hood; and Chief Financial Officer, Peter Hansen-Chambers. By now, everyone should have access to the company's second quarter 2026 earnings press release filed today after market close. This is available on the Investor Relations of Motorsport Games website at www.motorsportgames.com. During the course of this call, management may make forward-looking statements within the meaning of U.S. federal securities laws. These statements are based on management's current expectations and beliefs and involve risks and uncertainties that could cause actual results to differ materially from those described in these forward-looking statements. Except as required by law, the company undertakes no obligation to update any forward-looking statements made on this call or to update or alter its forward-looking statements, whether as a result of new information, future events or otherwise. Please refer to today's press release and the company's filings with the SEC, including its most recent quarterly report on Form 10-Q for the quarter ended June 30, 2026, for a detailed discussion on certain risks that could cause actual results to differ materially from those expressed or implied in any forward-looking statements made today. In today's conference call, we will refer to certain non-GAAP financial measures, such as adjusted EBITDA as we discuss the second quarter 2026 financial results. You will find a reconciliation of these non-GAAP measures to the most directly comparable GAAP measures as well as other related disclosures in the press release issued earlier today, which is also available on the Investor Relations section of Motorsport Games website at www.motorsportgames.com. And now I'd like to turn over the call to Stephen Hood, Chief Executive Officer of Motorsport Games. Stephen? Stephen Hood: Thank you, Ben. Good afternoon, everyone, and thank you for joining the Motorsport Games Second Quarter 2026 Earnings Call. We're now 6 consecutive quarters into proving that this business works. First half revenue was $7.6 million, up 74% year-on-year, and gross margin expanded to almost 85% from just under 79% a year ago. We're not just growing, we're growing more efficiently. We generated positive operating income for the sixth quarter in a row. Le Mans Ultimate and RaceControl remain the 2 engines behind that. And this quarter, RaceControl took another real step forward, which I'll come back to. Le Mans Ultimate player engagement accelerated in this quarter. We spoke last time about the all-time peak of more than …
| 이름 | 직함 | 보수 | 성별 | 출생 연도 | 상태 |
|---|---|---|---|---|---|
Stephen Hood | CEO, President & Director | USD 316,745 | Male | 1978 | Active |
Peter Hansen-Chambers | Chief Financial Officer | USD 260,703 | Male | 1983 | Active |
Stanley Beckley | Chief Accounting and Compliance Officer | USD 260,703 | Male | 1983 | Active |
Ben Rossiter-Turner | Vice President of Competition | — | Male | — | Active |
Motorsport Games Inc. (MSGM) Q2 2026 Earnings Call Transcript

MIRAMAR, Fla., Aug. 14, 2026 (GLOBE NEWSWIRE) -- Motorsport Games Inc. (NASDAQ: MSGM) (“Motorsport Games” or “the Company”) today reported financial results for its second quarter ended June 30, 2026.

MIRAMAR, Fla., Aug. 07, 2026 (GLOBE NEWSWIRE) -- Motorsport Games Inc. (NASDAQ: MSGM) (“Motorsport Games” or “the Company”), a racing game developer, publisher and esports ecosystem provider of official motorsport racing series, will report its financial results for the second quarter of 2026 on Friday, August 14, 2026 after market close.

MIRAMAR, Fla., July 22, 2026 (GLOBE NEWSWIRE) -- Motorsport Games Inc. (NASDAQ: MSGM) (“Motorsport Games” or the “Company”), a racing game developer, publisher, and esports ecosystem provider of official motorsport racing series, today announced that its Board of Directors has unanimously approved and adopted a limited duration stockholder rights plan (the “Rights Plan”) and declared a dividend distribution of one right for each outstanding share of the Company's Class A common stock. The Rights Plan is effective immediately and will expire on July 20, 2027, or earlier, as provided in the Rights Plan. The record date for such dividend distribution is August 3, 2026.

MIRAMAR, Fla., June 18, 2026 (GLOBE NEWSWIRE) -- Motorsport Games Inc. (NASDAQ: MSGM) ("Motorsport Games" or the "Company"), a racing game developer and publisher is announcing that Peter Hansen-Chambers will join the Company as Chief Financial Officer, effective July 1, 2026.
