GameSquare (GAME) Investor presentation summary

Market trends and opportunity

• Global video game market projected to grow from $180B to $284B (12% CAGR) by 2025, with over $230B total addressable market.

• U.S. digital advertising spending expected to rise from $211B to $342B (13% CAGR) by 2025.

• Influencer marketing platform market in the U.S. forecasted to grow from $2.1B to $5.5B (28% CAGR) by 2025.

• 60-65% of global gaming revenue activity is driven by influencers, with 10-15% of spend on marketing.

Business model and ecosystem

• Operates an integrated ecosystem including data & analytics, talent network, agency services, and owned IP.

• Provides end-to-end creator analytics and marketing platform, unifying fragmented streaming data for actionable insights.

• Expanding presence in the U.S. and Australia, with a focus on community curation and creator deployment.

• Owns and operates proprietary programs and experiences, including esports organizations and branded content.

Recent acquisitions and talent strategy

• Acquired Click, a global creator network, with estimated 2H 2025 revenue of $14.5M and EBITDA of $1.2M.

• Click enhances talent, media, and content ecosystem, unlocking new revenue and growth opportunities.

• Focus on talent management, creator deployment, and high-quality content production for brand partnerships.