Key Highlights

  • 1.33 is the consensus EPS estimate for GDEV Inc. (NASDAQ:GDEV), which reports third quarter 2026 results before the market opens on November 13, 2026, per the screener snapshot, a figure flagged for review.
  • 94 million is the USD Revenue for the second quarter of 2026, down 22% from 120 million, while profit for the period rose 20% to 20 million and adjusted EBITDA slipped 7% to 20 million.
  • 73 million is the USD second quarter bookings, down 21% from 92 million, as monthly paying users fell 23% to 239 thousand while average bookings per paying user rose 5% to USD 97.
  • 5.0 million is the USD price of the Island Hoppers sale agreed on August 13, 2026, with 4.5 million received on signing and 2.1 million of deferred revenue recognized on an accelerated basis.

What Investors Expect From GDEV Inc. (NASDAQ:GDEV) on November 13, 2026

GDEV Inc. is listed to report third quarter 2026 results before the market opens (BMO) on November 13, 2026. Per the screener snapshot, the consensus estimate is EPS of 1.33 and the market Capitalization is USD 172.86 million. The second quarter release did not disclose earnings per share, so the estimate cannot be compared with a reported per-share figure and is flagged for review. The comparison points are second quarter revenue of USD 94 million, first half revenue of USD 193 million and first half profit of USD 37 million.

The Rationale: Last Reported Quarter and Management Outlook for GDEV Inc. (NASDAQ:GDEV)

In the second quarter of 2026 selling and Marketing expense fell 38% to USD 33 million from USD 53 million, platform commissions fell 29% to USD 18 million, and Operating Cash Flow was USD 10 million versus an outflow of USD 10 million a year earlier. Management attributed lower revenue to fewer paying users and described a more selective approach to performance marketing. The US accounted for 31% of bookings and mobile for 65%. The release contained no financial guidance, and profit Margin was about 21% (calculated as 20 divided by 94).

Valuation, Liquidity and Risks for GDEV Inc. (NASDAQ:GDEV)

Per the screener snapshot, Market Value is USD 172.86 million. Published coverage did not provide a cash balance, Debt figure, buyback or Dividend for the period, so liquidity could not be assessed. Risks include falling bookings, which were down 10% to USD 156 million in the first half, a 15% drop in first half paying users to 254 thousand, a USD 2 million first half foreign exchange loss, dependence on a small number of titles and the reduced bookings from the Island Hoppers divestiture, which was about 3% of 2025 bookings.

Where Things Stand

Where things stand: GDEV Inc. (NASDAQ:GDEV) reports third quarter 2026 results before the market opens on November 13, 2026, with a consensus EPS estimate of 1.33 and a market value of USD 172.86 million per the screener snapshot. The second quarter showed USD 94 million of revenue, USD 20 million of profit and USD 73 million of bookings, with marketing cut sharply. The Island Hoppers sale for USD 5.0 million is expected to lift reported revenue through accelerated recognition of USD 2.1 million of deferred revenue. Investors will watch paying user trends, bookings per user and cost discipline. This article is informational and is not Investment advice.