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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Creative Realities
Creative Realities (CREX) investor relations material
Creative Realities LD Micro 20th Annual Main Event Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.LD Micro 20th Annual Main Event Conference summary20 Oct, 2026
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.
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Latest events from Creative Realities
- Q2 2026 revenue hit $21.5M, with service growth and new contracts boosting future outlook.CREX
Q2 2026 - Strong SaaS growth, major retail deployments, and new contracts drive expansion and profitability.CREXPlanet MicroCap Las Vegas 2026
- Record growth, SaaS expansion, and retail media dominance drive strong 2026 outlook.CREXCorporate presentation
- Registering up to $100 million in flexible securities offerings to support growth and operations.CREXRegistration filing
- Q1 revenue up 68% year-over-year, but margins fell and going concern risks remain.CREXQ1 2026
- Q4 revenue more than doubled with margin gains; 2026 outlook is highly optimistic.CREXQ4 2025
- Record SaaS growth, major client wins, and global expansion drive ambitious $150M revenue target.CREX17th Annual LD Micro Main Event Conference
- Record Q2 revenue and margin gains, but 2025 contingent liability creates liquidity risk.CREXQ2 2024
- Net income surged on a one-time gain, but liquidity risks persist as new wins set up H2 growth.CREXQ1 2025
Next Creative Realities earnings date
Q3 202616 Nov, 2026
Creative Realities
Next Creative Realities earnings date
Q3 202616 Nov, 2026
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Frequently asked questions
Creative Realities Inc is a digital marketing solutions provider specializing in digital signage and interactive experiences. The company designs, deploys, and manages digital networks for retailers, hospitality venues, and corporate environments. Its services include hardware integration, content management, and data analytics. Creative Realities Inc is headquartered in Louisville, Kentucky, and its shares are listed on the NASDAQ.