Sabio Holdings (SBIO) Planet MicroCap Showcase: TORONTO 2025 summary

Company overview and market position

• Operates globally with 124 employees, primarily in North America, and is expanding in Europe.

• Trades on TSXV with a market cap of $17.49 million and 50 million outstanding shares.

• Inside ownership stands at 54%, and the company has not raised equity capital since going public in 2021.

• Achieved 39% CAGR since 2021 and has maintained adjusted EBITDA profitability for five years.

• Board and executive team have significant experience from major tech and media firms.

Business model and product evolution

• Core business is ad-serving and analytics for brands on ad-supported streaming apps like Roku and FuboTV.

• Launched Creator Television in January, now one of the fastest-growing creator-led FAST channels.

• Business model includes a 60/40 revenue split with platforms and 80/20 with creators for new channels.

• Recurring revenue model at 92%, with 70%+ of clients increasing spend annually.

• Expanded into Creator Sports, targeting younger audiences and new sports content formats.

Technology and data differentiation

• Proprietary Household Graph connects mobile and streaming data, covering 80 million U.S. households.

• Provides privacy-compliant, granular audience targeting and conversion tracking across TV and mobile.

• App Science analytics platform delivers actionable insights for advertisers.

• Only major competitor in cross-device ad delivery is Google; offers unique TV-to-mobile ad tracking.