GameSquare Holdings, Inc. · NASDAQ:GAME
GameSquare — Investor Presentation (2025)
18 slides from GameSquare's investor presentation, Jul 16, 2025
Slide 1: We connect fans, brands, creators, and publishers
We connect fans, brands, creators, and publishers. NASDAQ: GAME
Slide 2: Disclaimer
DISCLAIMER This presentation is provided for information purposes only and should not be considered as These risk factors are not intended to represent a complete list of the factors that could affect an offer to purchase or a recommendation to purchase, sell or hold any securities of GameSquare, wh
Slide 3: The Opportunity
THE OPPORTUNITY Youth culture is hard to find, yet we know how to locate $250-500B 3+ BILLION Growth of Global Creator Economy Gamers in the World Source: Goldman Sachs Research PC/ Console/ Mobile TIGHT STRUCTURE Key investors include Jerry Jones and Goff Families 3 NASDAQ: GAME
Slide 4: GameSquare Market Trends and TAM
GAMESQUARE MARKET TRENDS AND TAM GLOBAL VIDEO GAME MARKET (Billions, USD, 2021 -2025) $180 12% CAGR $284 $230B+ TAM GLOBAL GAMING MARKET 60-65% U.S. DIGITAL ADVERTISING SPENDING REVENUE ACTIVITY THROUGH INFLUENCERS (Billions, USD, 2021-2025) $211 13% CAGR $342 10-15% REVENUE SPEND ON MARKETING U.S.
Slide 5: The bridge connecting publishers, brands and youth audiences
GAME BRANDS PUBLISHERS IS THE BRIDGE CONNECTING, PUBLISHERS, BRANDS AND YOUTH AUDIENCES WITH: AUDIENCE ● CREATIVE SERVICES ● MARKETING TECH ● OWNED IP 5 NASDAQ: GAME
Slide 6: End to end Creative Services
End to end Powered By Amplified By Creative Proprietary World Class Services Tech Talent and Content Strategy Live Streaming Data Influencer Marketing IP In-game builds Managed services Media + Placement Content + IP Experiential FaZe Esports 6 NASDAQ: GAME
Slide 7: Creative Services
Creative Services Content for the In Game IRL Your full service internet Activations Experiences creative team, rooted generation in gaming and We help you tell your brand story and Building world class experiences in today’s top gaming platforms. ● Custom builds Full service event and creative prod
Slide 8: Powered by Proprietary Tech
Powered by Proprietary Tech Your Universal Your Influencer Planning Tool Marketing Hub Industry-Leading data Identify the right influencers for analytics platform & reporting your campaign, communicate focused on influencer directly, and measure your marketing and sponsorship results… all in one pla
Slide 9: FaZe Esports Social Presence
FaZe esports 35 PROS 12 TITLES 16 COUNTRIES 50+ CHAMPIONSHIPS The Most Recognizable Global Esports Brand 221K 31K 16M FaZe SOCIAL PRESENCE FOLLOWERS FOLLOWERS Esports Aggregate Following /FAZEESPORTS /FAZE.UPDATE (across all O&O, teams, & players) 844K FOLLOWERS 53K SUBSCRIBERS 47M FaZe Esports 2023
Slide 10: Why We Win – Unique and Differentiated Platform
WHY WE WIN – UNIQUE AND DIFFERENTIATED PLATFORM GameSquare (GAME) FAZE EGLX WPP IZEA Creative Agency Publisher & Influencer Network Recurring Revenue Programmatic Advertising Technology Analytics & Insights Technology Long & Short Form Video Production Merchandising Campaign Management Technology Tr
Slide 11: Brands Are Growing Inside Our Platform
BRANDS ARE GROWING INSIDE OUR PLATFORM Global Customer Relationships and Diverse End Markets Massive Opportunity for Organic Growth through Cross Pollination GAME HARDWARE & CONSUMER MEDIA & APPAREL & LIFESTYLE PUBLISHERS PERIPHERALS BRANDS ENTERTAINMENT BRANDS 11 NASDAQ: GAME
Slide 12: Tight Capital Structure with High Insider Ownership
REASONS TO INVEST ALL VALUES $USD AS OF MARCH 31, 2025, UNLESS OTHERWISE INDICATED PRICE (5/22/25) $0.78 TIGHT CAPITAL STRUCTURE WITH 52-WEEK HIGH (5/22/25) $1.43 HIGH INSIDER OWNERSHIP 52-WEEK LOW (5/22/25) $0.50 SHARES I&O (5/14/25) 38.9M MARKET CAP (5/22/25) $30.4M OPTIONS + RSUs OUTSTANDING 3.3M
Slide 13: Positioned for Profitable Growth
POSITIONED FOR PROFITABLE GROWTH +40-50% YoY Growth Amounts shown represent pro forma results Excluding FaZe 2024-2025E including GSQ Esports, Engine and FaZe* $102M $100M-105M* $95M $10M-15M* $40M $45M $50 M ~$90M $62M $50M 2023 2024 2025E GameSquare Holdings less FaZE FaZe clan (FaZe eSports + FaZ
Slide 14: Experienced and Driven Leadership
EXPERIENCED AND DRIVEN LEADERSHIP MANAGEMENT TEAM PROVEN BOARD MEMBERS JUSTIN KENNA LOU SCHWARTZ TOM WALKER TRAVIS GOFF JUSTIN KENNA LOU SCHWARTZ CEO PRESIDENT CFO DALLAS COWBOYS & PRESIDENT GOFF CAPITAL CEO CHAIRMAN JONES FAMILY OFFICE MIKE MUNOZ MATT EHRENS JEREMI GORMAN STU PORTER NICK LEWIN PAUL
Slide 15: Thank You
THANK YOU JUSTIN KENNA, CEO LOU SCHWARTZ, PRESIDENT [email protected] [email protected] preencoded.png preencoded.png preencoded.png NASDAQ: GAME
Slide 16: Recent Case Studies: Ninja New Years Eve
RECENT CASE STUDIES NINJA NEW YEARS EVE STRATEGY, CONTENT, EVENT PRODUCTION, TALENT IP, DEVELOPMENT. OVERVIEW: Zoned and Ninja partnered to host a six hour New Year’s Eve multicast livestream featuring some of the biggest talent on the internet! The event was a massive success, the talent participat
Slide 17: Recent Case Studies: Scopely
RECENT CASE STUDIES SCOPELY INFLUENCER DISCOVERY, MANAGEMENT, AND CAMPAIGN EVALUATION ACROSS PUBLISHING IP OVERVIEW: Scopely has grown its creator programs for Monopoly GO and Stumble Guys to span across the globe and into several different live streaming and social media platforms. Their team neede
Slide 18: Value Chain Overlap Presents a Sweet Spot
VALUE CHAIN OVERLAP PRESENTS A SWEET SPOT GAMESQUARE’S END TO END SOLUTION ALREADY DELIVERS A MARKET LEADING COMPETITIVE ADVANTAGE GameSquare’s entry point into both markets is a huge untapped opportunity LONGER TERM FOCUS LONGER TERM FOCUS $23B GAMING $230B CREATOR $250B GAMING ADVERTISING CREATOR