ONMOBILE Q4 FY26 Guidance vs Delivery (ONMOBILE Management Mirror)

Gaming & Virtual Console Outlook

Management continues to project gaming subscription growth over the next 18 months, preparing to launch the Virtual Console with Flipkart as an anchor customer within two weeks of the Mar'26 Qtr concall. In the Sep'25 Qtr, the company announced upcoming console developments and set a $25 million annualized run-rate target by year-end; by the Dec'25 Qtr, expectations expanded to an annualized run-rate of $20 million to $30 million+ starting Apr'26. The Mar'26 Qtr maintained these growth targets, diversifying distribution beyond telcos to e-commerce and retail, while acknowledging initial ARPU drag risks in new accounts. [Status: Reaffirmed]