GameSquare (GAME) Corporate presentation summary

Strategic positioning and market opportunity

• Positioned at the intersection of digital advertising, creator-led engagement, and gaming, targeting high-growth markets worth over $1 trillion combined by 2025.

• Proprietary data platform connects brands with digital-native audiences through creators and technology for measurable engagement.

• Aggregates fragmented audiences across gaming, creators, and digital media, enabling authentic brand integration and always-on engagement.

Business model and platform development

• Achieved ~8x revenue growth from 2021 to 2026E, with estimated 2026 annual proforma revenue of $85M+.

• Built a scaled, integrated platform through M&A and organic growth, targeting ~50% CAGR from 2021 to 2026.

• Expanded platform with targeted acquisitions (Click and TubeBuddy), adding data, technology, and talent capabilities.

• Integrated end-to-end creator analytics and marketing platform, continuously innovating with new tools and unified dataflow.

Financial performance and targets

• Q4 2025 marked an inflection to profitability with $20.7M revenue (+172% YoY), 50.3% gross margin, and $2.3M adjusted EBITDA.

• Q1 2026 revenue was $15.8M with a 43.1% gross margin and adjusted EBITDA of -$0.7M, reflecting seasonal softness.

• 2026 financial targets: $85–90M revenue, 35–40% gross profit margin, and $5M+ adjusted EBITDA.