IDW Media Holdings, Inc. (IDWM) Earnings Call Transcripts

IDW Media Holdings, Inc.'s Latest Earnings Call - Q2 FY2026

In the second quarter of fiscal year 2026, IDW Media Holdings reported a 13% increase in revenue, amounting to a $1.5 million rise, driven by strong sales in comic titles such as Teenage Mutant Ninja Turtles and Sonic The Hedgehog. The company achieved breakeven net income for the first half of the year, marking its strongest performance since fiscal 2022. Management signaled optimism for future growth, particularly with upcoming releases and a robust direct-to-consumer strategy, although macroeconomic pressures remain a concern.

Reported metrics

Guidance from management

Management expressed optimism for future growth, indicating strong upcoming releases and continued positive momentum in sales. Specific guidance numbers were not provided.

What analysts pressed on

Analysts raised concerns about the impact of macroeconomic factors, particularly rising global shipping costs due to instability in the Middle East. There is also apprehension regarding the sustainability of revenue growth amidst these challenges.

Main topics on the call

• Revenue Growth — IDW Media Holdings experienced a 13% revenue increase in the first half of fiscal 2026, attributed to strong sales across various comic titles. CFO Andrew DeBaker noted, "This growth was broad-based across nearly every c...
• Comic Sales Performance — Comic sales reached their highest level since fiscal 2022, driven by popular series such as Teenage Mutant Ninja Turtles and IDW Dark titles. DeBaker highlighted, "Our comic sales for the first 6 months of the fiscal yea...
• Gross Margin Improvement — The company reported a year-to-date gross margin of 43%, the strongest since fiscal 2023, aided by proactive inventory management. DeBaker stated, "Sustained backlist strength has helped elevate our year-to-date gross ma...
• Cost Control — IDW maintained flat operating expenses year-over-year, achieving an all-time low in both absolute dollars and as a percentage of revenue. This reflects effective cost management despite inflationary pressures.

Read the full IDW Media Holdings, Inc. transcript (Q2 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 22 IDW Media Holdings, Inc. earnings call transcripts on record, spanning January 23, 2020 to June 15, 2026. Based on this history, IDW Media Holdings, Inc. reports quarterly. The most recent call on file is dated June 15, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

IDWM

Exchange

OTCPK

Country

US

Sector

Communication Services

Industry

Media

Calls on record

22

First call

January 23, 2020

Most recent

June 15, 2026

Reporting cadence

quarterly