Creative Realities (CREX) investor relations material

Business model and market position

• Digital signage and media solutions serve enterprise customers in retail, convenience stores, automotive, QSR, lottery, and stadiums; revenue spans SaaS, services, media/ad tech, and hardware.

• Typical target customers have ~500 locations or screens; customer-owned hardware supports recurring cloud-software revenue.

• invidis ranked the platform No. 9 globally by screens powered; management estimates No. 5 globally, excluding China and Russia.

• Leadership cited No. 1 U.S. QSR positioning, a leading stadium and arena presence, and significant retail, convenience, grocery, and lottery activity.

Customers and deployments

• Newly announced Zaxby's: 1,200 U.S. locations converted to the software in 30 days; Qdoba's U.S. locations targeted for conversion by end-November 2026.

• Albertsons rollout: 15 screens per store across a 2,200-store project valued at $50M+; 500 stores and nearly 6,000 screens were live, serving over 1M ads daily.

• Cellular Sales' 800-store conversion and Toyota/Lexus Canada deployments were targeted for completion by year-end 2026.

• Tennessee Titans stadium project: ~$8M for 1,700 screens, with commissioning expected around January 2027.

• Canadian mall network spans 95 of Canada's top 100 malls and generates ~$28M in ad revenue; screen count was said to exceed 800.

Retail media and customer economics

• Retail media networks were described as the fastest-growing business area, as retailers monetize in-store traffic and physical locations become measurable media channels.

• Management estimated growth sources at ~40% retail media networks, with existing digital-signage conversions and static-to-digital adoption contributing ~30% each.

• More than 2M screens are added annually; management expects continued expansion as retail media networks develop.

• QSR indoor digital menu boards can carry a 180-day ROI guarantee; management cited typical sales lifts of 5%-12%, often in high-gross-margin drinks.

• A six-second improvement in drive-thru speed was associated with $10,000 monthly gross margin for a restaurant.