Overactive Media (OAM) Investor presentation summary

Business overview and market position

• Operates as a global digital media, esports, and technology company with a 108.5M global fan base, primarily aged 25-44, highly educated, and high earners.

• Maintains a diversified revenue model with recurring digital revenue and a clear path to profitability.

• Holds top teams in premier esports leagues and leverages a platform for industry consolidation.

• Esports serves as the foundation for a scalable global distribution network, monetized through subscriptions, licensing, content, events, agencies, and SaaS.

• Owns both League of Legends and Call of Duty franchises, with franchise scarcity driving value and multi-year agreements.

Financial performance and growth

• Achieved $30.1M in LTM revenue, up 47% YoY, with a 29% CAGR and 55.8% LTM gross margin.

• Cash on hand stands at $5.1M, with a market capitalization of $37M as of November 2025.

• Over 95% gross margin on digital skins and in-game sales, with $8M+ in 2024 MTX sales.

• Subscription-based loyalty platform FÉNIX delivers 99% gross margin, driving predictable, scalable recurring revenue.

• New channel revenue potential exceeds $20M, with incremental adjusted EBITDA of $10M+.

Technology and innovation

• Proprietary AI-powered localization platform, ACTIVEVOICES, enables creators to deliver content in 12 languages, preserving authentic voice and tone.

• Technology expands audience reach 3-5x per creator, adding recurring 95% margin revenue.

• Differentiators include authenticity, scalability, security, and partnership potential with major brands.

• Positioned to transform from esports to scalable digital media infrastructure, enhancing valuation multiples.