DoubleDown Interactive Co. (DDI) Q3 2026 earnings summary

Executive summary

• Q3 revenue was $94.3M, down 1.6% YoY, while Adjusted EBITDA rose 7.2% to $40.2M; DTC reached a record 58% of social casino revenue.

• Profit attributable to owners fell 43.9% to $18.4M, mainly due to foreign currency losses and higher income tax expense.

Financial highlights

• Q3 revenue was $94.3M versus $95.8M YoY; 9M revenue increased to $282.7M from $264.2M.

• Q3 operating profit rose to $37.5M from $35.0M; operating expenses declined to $56.8M from $60.9M, with lower cost of revenue and platform fees offsetting higher iGaming duties and G&A.

• Q3 profit attributable to owners was $18.4M versus $32.7M; diluted EPS was $7.41 per common share, or $0.37 per ADS, versus $13.21 and $0.66.

• 9M profit attributable to owners was $86.6M versus $78.4M; net cash from operations was $94.7M versus $94.1M.

Outlook and guidance

• Priorities include continued DTC conversion, innovation, disciplined high-ROI investment, and execution across social casino and iGaming; no formal financial guidance was stated.

• M&A remains a strategic priority, with opportunities in casual gaming, online gambling and mobile entertainment assessed against long-term shareholder value criteria.

• AI is embedded in content production, player monetization and user-acquisition targeting, with plans to leverage capabilities further in 2027.

• SuprNation plans fifth and sixth brands to diversify revenue amid U.K. regulatory and tax pressures.