Allied Gaming & Entertainment (AGAE) Investor presentation summary

Strategic direction and growth initiatives

• Focus on organic growth, strategic partnerships, and acquisitions in gaming, content IP, and live entertainment.

• Diversified operations from esports to broader gaming and entertainment, embracing blockchain and AI technologies.

• Expanded into mobile gaming and experiential entertainment, including joint ventures and proprietary event IP.

• Launched World Mahjong Tour, leveraging a proven tournament model and targeting a growing online market.

• Pursuing real world asset tokenization for properties, content, and IP to unlock new value streams.

Financial performance and capital allocation

• Revenue increased 19% year-over-year in 2024, reaching $9.1 million.

• Strong balance sheet with $70.8 million in cash and short-term investments as of March 31, 2025.

• Disciplined capital allocation includes organic investments, acquisitions, joint ventures, and opportunistic stock buybacks.

• Outperformed peer set over 12 months and prior 3- and 5-year periods as of June 2025.

Business operations and content

• Operates HyperX Arena and Omen Mobile Arena, hosting events and tournaments.

• Produces original content and community programming, with hundreds of esports tournaments annually.

• Owns 40% and board control of Z-Tech, a leading mobile games developer specializing in card and Mahjong games.

• Joint venture Skyline Music Entertainment organizes live events, including major music festivals in Macau and China.