Kartoon Studios (TOON) Investor presentation summary

Strategic shift to owned intellectual property

• Transitioned from work-for-hire production to focusing on properties fully owned and controlled, aiming for long-term recurring revenue streams.

• Anchor franchises include Hundred Acre Wood and the Stan Lee Universe, both with advanced development and secured distribution.

• Cost structure reset, with Q2 2026 expenses down 32% year-over-year and operating loss held nearly flat.

• Balance sheet strengthened with $40.5 million in cash and securities, no debt, funded by non-dilutive settlements.

• Leadership team features industry veterans with extensive experience and recognition.

Business model and revenue streams

• Revenue model shifting from single-event production fees to multi-stream, recurring income from owned IP.

• Q2 2026 revenue was $5.8 million, with 59% from production services, 32% from content distribution, 8% from media advisory, and 1% from licensing and royalties.

• Owned IP enables monetization through licensing, consumer products, publishing, international sales, and direct-to-consumer channels.

• Platform assets include in-house development, production, distribution, marketing, and licensing capabilities.

Franchise portfolio and launch plans

• Hundred Acre Wood, inspired by A.A. Milne, premieres Q1 2027 on Amazon Prime Video with integrated commerce and global consumer products program.

• Stan Lee Universe includes perpetual worldwide rights to Stan Lee’s name, likeness, and 100+ original creations, with Superhero Pets as the first property to market.

• Bitcoin Brigade, an original series, will debut on the company’s own channel.

• International reach supported by strategic equity in Your Family Entertainment AG and established retail relationships.