Creative Realities (CREX) investor relations material

Business overview and growth strategy

• Provides digital signage solutions with a SaaS model, focusing on enterprise clients and recurring revenue streams.

• Revenue sources include hardware sales, content management services, recurring SaaS, and media/ad tech.

• SaaS revenue is based on the number of screens deployed, not users, making it resilient to AI-driven SaaS disruption.

• Recent acquisitions, including Cineplex Digital Media in Canada, expanded customer base and market reach.

• Now the leading provider straddling the U.S. and Canada, serving major brands in retail, QSR, and entertainment.

Key customers and deployments

• Powers all screens in Best Buy, Verizon, Macy's, 7-Eleven, Chanel, and major QSR brands like Dairy Queen and Culver's.

• 7-Eleven deployment includes 17,000 screens, with a goal to reach 40,000 displays in coming years.

• Owns and operates the largest retail media mall network in Canada, reaching 750 million shoppers annually.

• Retail media network business grew 25% in 2025 and is expected to grow further in 2026.

• Content creation and management for clients like Tim Hortons, Best Buy, and Verizon enhances customer stickiness.

Technology and product offerings

• Owns proprietary CMS platforms: Clarity (food venues), ReflectView (retail/malls), and AdLogic (ad-serving for retail media networks).

• Clarity is rapidly expanding in QSR, with Culver's aiming for full digital conversion by 2028.

• ReflectView powers tens of thousands of screens, including 70,000 in Best Buy.

• AdLogic and CPM+ enable programmatic ad sales and advanced attribution for retail media networks.

• Large in-house content team provides end-to-end creative and scheduling services.