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Atari (ATA) investor relations material
Atari Q4 25/26 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Preliminary FY 2026 revenues expected to reach $64M, marking the third consecutive year of top-line growth and the highest revenue in over a decade, including Thunderful's contribution.
Organic revenue growth of ~40% to $51M, driven by strong performance in Games, Digital Eclipse, Nightdive, and Infogrames.
Positive current operating income and operating cash flow anticipated for FY 2026, excluding Thunderful.
Expansion of gaming platform with 17 new releases across owned and licensed IPs, digital and physical formats, and multiple platforms.
Recent acquisitions of Thunderful and Implicit Conversions, and a robust upcoming game lineup, support continued growth.
Financial highlights
FY 2026 revenues expected at $51M (~40% organic growth year-over-year); $64M including Thunderful (~79% growth year-over-year).
Revenue at highest level in more than a decade.
Positive operating cash flow and current operating income projected for the fiscal year.
Outlook and guidance
FY 2027 strategy focuses on retro gaming growth, deeper integration of Thunderful and Implicit Conversions, and continued portfolio expansion.
Selective consideration of further acquisitions and minority investments in value-added companies and IP.
- FY 2026 revenue to reach $50M (~40% growth), with positive operating income and cash flow expected.ATA
H2 2026 TU23 Mar 2026 - Revenue up 114% to €13.7M, net loss at €8.3M, with strong games and positive cash flow.ATA
H1 24/2525 Jan 2026 - Revenue up 38% to €18.9M, net loss narrows, strong outlook with $60M target for FY26.ATA
H1 25/2625 Jan 2026 - Revenue up 63% year-over-year, with improved margins and positive cash flow; FY26 targets $60M revenue.ATA
H2 24/259 Jul 2025 - Revenue doubled on retro gaming strategy, but net loss and debt increased significantly.ATA
H2 23/2413 Jun 2025
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