Angel Studios (ANGX) Investor presentation summary

Leadership and team

• Executive team brings experience from entertainment, technology, and public markets, including successful IPOs and public company finance leadership.

• CEO Neal Harmon has a track record in producing hit content and founding companies in digital media.

Business model and differentiation

• Streaming platform features 2.22 million monthly paying members, accounting for 72% of Q1 2026 revenues.

• Theatrical releases drive brand awareness and new member acquisition, with 10 releases in 2026.

• Guild members curate content, voting on projects and providing feedback, resulting in industry-leading audience scores.

• Revenue share model aligns incentives with filmmakers, offering up to 67% of profits to creators and investors.

Financial performance and growth

• Q1 2026 total revenue reached $115.1M, up 143% year-over-year.

• Guild revenue grew 140.2% YoY, with average revenue per member at $13.69.

• Cumulative revenue share to filmmakers surpassed $255M as of March 31, 2026.

• Recurring annualized revenue from the Guild is $365M, up 488% YoY.