GameSquare Holdings, Inc. · NASDAQ:GAME
GameSquare — Q1 2026 Earnings Presentation
26 slides from GameSquare's earnings presentation, May 2026
Slide 1: GameSquare Business Update
GameSquare May 2026 Business Update
Slide 2: Forward Looking Statement
GameSquare May 2026 Forward Looking Statement This news release contains "forward-looking information" and "forward-looking Forward-looking statements are necessarily based upon a number of estimates statements" (collectively, "forward-looking statements") within the meaning of and assumptions which
Slide 3: Investor Overview: Connecting Brands, Creators, and Consumers at Scale
GameSquare May 2026 Investor Overview CONNECTING $85M+ Est. 2026 Annual Proforma Revenue BRANDS, CREATORS, AND CONSUMERS ~8X GROWTH 2021A –2026E Revenue Growth AT SCALE GameSquare is the entry point to the creator economy, leveraging a proprietary data platform that connects brands with digital-nati
Slide 4: At the Intersection of High-Growth Digital Markets
GameSquare May 2026 At the Intersection of High-Growth Digital Markets $790+ Billion $250+ Billion ~3.6 Billion Global Digital Advertising Creator Economy Global Gamers Primary source Fastest-growing segment Massive, highly engaged, and hard to of brand spend of digital marketing reach digital audie
Slide 5: Building a Scaled, Integrated Platform
GameSquare May 2026 Building a Scaled, Integrated Platform Proforma Annual Sales Executing Against Strategic Phases (in millions) M&A + Organic Growth Driving ~50% CAGR 2021 – 2022 • GameSquare established in Canada Foundation and • Built experienced leadership and governance structure Platform Buil
Slide 6: Redefining How Brands Reach and Engage Consumers
GameSquare May 2026 Redefining How Brands Reach and Engage Consumers Rise of Structural Fragmentation of Media Always-On, Demand for Creator-Led Shift and Audiences Digital-First Behavior Data-Driven ROI Engagement Shift from linear media to Engagement has shifted to Shift toward Market Consumer trus
Slide 7: The GameSquare Ecosystem
GameSquare May 2026 The GameSquare Ecosystem DATA & TALENT AGENCY OWNED & ANALYTICS NETWORK SERVICES OPERATED IP ● Preeminent streaming and ● 75 talent under contract ● End-to end solutions ● Premiere esports org social data provider ● The Boys 6MM YouTube subs ● Strategy, creative, ● SpongeBob in F
Slide 8: Feb 2026 Acquisition
May 2026 GameSquare AI Enabled Software AI and deep learning neural networks, provides powerful workflow, analytics, and productivity tools used by creators and digital publishers to Feb 2026 grow, manage, and monetize their content. Acquisition: First Party Creator and Channel Data Enhances GameSqua
Slide 9: Technology
May 2026 GameSquare Technology Creating the creator economy's premier end-to-end creator analytics and marketing platform. Deploy and measure with confidence. UNIFIED DATAFLOW ACCELERATED MARKET STORY INNOVATION LEADERSHIP We turn fragmented New platforms and tools are Our data and expertise set the
Slide 10: Sept 2025 Acquisition: Click
May 2026 GameSquare Global Creator Network Click represents top-tier talent and influencers, with deep roots in global markets across a variety of industries and communities. Sept 2025 Acquisition: Brand Partnership Expertise Click has a proven track record of delivering large scale, creator-led camp
Slide 11: Talent & Creators
May 2026 GameSquare Talent & Creators Click is our next-generation talent management and influencer marketing agency connecting global brands with the most impactful digital creators. From premium creator partnerships to mass creator deployment, Click operates across the full creator spectrum. TALENT
Slide 12: Agency Services
May 2026 GameSquare Agency Services Your full service Content for the In Game IRL 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. Full service event and creative pr
Slide 13: Biggest Moments. Biggest Creators. Biggest Brands.
May 2026 GameSquare Our Biggest Moments. With the Biggest Creators. Supporting the Biggest Brands. Creating Incredible Impact.
Slide 14: By the Numbers
14 May 2026 GameSquare BY THE NUMBERS 728.8M 15.3M 130.6M +287K TOTAL IMPRESSIONS TOTAL ENGAGEMENTS TOTAL VIEWS FOLLOWERS GAINED ^528% from 2024 ^350% from 2024 ^125% from 2024 ^388% from 2024 5.9M VIEWS 3.7M VIEWS 7.2M VIEWS 2.2M VIEWS 790K VIEWS
Slide 15: 2026 Financial Targets
GameSquare May 2026 2026 Financial Targets Target Revenue Target Gross Target Adjusted Profit Margin EBITDA $85-90M 35-40% $5M+ Other than with respect to revenue and gross margin, GameSquare only provides guidance on a non-GAAP basis. GameSquare does not provide a reconciliation of forward-looking A
Slide 16: 2026 is Off to a Solid Start Following Breakout Q4
May 2026 2026 is Off to a Solid Start Following Breakout Q4 Q1 is GameSquare’s seasonally softest quarter in the creator and advertising cycle and is building on the Q4 2025 inflection to profitability. Q1 2026 PROFORMA Q4 2025 PROFORMA— THE INFLECTION QUARTER Revenue “Our fourth quarter results dem
Slide 17: Reshaped Balance Sheet
May 2026 Reshaped Balance Sheet In 2025, GameSquare executed a series of opportunistic capital raises at an average price of $1.41 per share — that raised gross proceeds of approximately $85 million and fundamentally transformed the Company’s balance sheet and capital structure. USE OF PROCEEDS 01 0
Slide 18: Experienced and Driven Leadership
GameSquare May 2026 EXPERIENCED AND DRIVEN LEADERSHIP MANAGEMENT TEAM PROVEN BOARD MEMBERS JUSTIN KENNA MIKE MUNOZ TOM WALKER TRAVIS GOFF JUSTIN KENNA CEO CFO CFO DALLAS COWBOYS & PRESIDENT GOFF CAPITAL CHAIRMAN, PRESIDENT & JONES FAMILY OFFICE CEO TYLER “Ninja” BLEVINS JOHN WILK JEREMI GORMAN CIO C
Slide 19: Thank you!
May 2026 GameSquare Thank you! Justin Kenna CEO, GameSquare [email protected]
Slide 20: Case Study: Creator Showdown
GameSquare Case Study: CREATOR SHOWDOWN WHAT WE DID We brought together eight of Roblox’s most beloved creators for a 3-hour, live, team-based competition, complete with bespoke branding and a $50K prize pool. The event was amplified through creator content, VODs, and official Roblox platform promoti
Slide 21: Case Study: British Heart Foundation
ZONED 2025 NOT FOR NOTUNAUTHORIZED DISTRIBUTION FOR UNAUTHORIZED DISTRIBUTION GameSquare Case Study: BRITISH HEART FDN. WHAT WE DID We partnered with popular streamers to promote awareness of heart conditions, leveraging custom digital assets native to the target audience to capture and retain atten
Slide 22: Case Study: Into the Zone
GameSquare Case Study: INTO THE ZONE WHAT WE DID We invited the Fortnite community to celebrate its most iconic creators through a series of fan-first creator meet-and-greet events! WHY WE SUCCEEDED We built each event into a full-fledged experience, bringing each creator’s unique vibe and relationshi
Slide 23: Case Study: SpongeBob in Fortnite
GameSquare Case Study: SPONGEBOB IN FORTNITE WHAT WE DID We built 4 SpongeBob-themed Fortnite games in UEFN! Each map launch leveraged popular creators and Fortnite news channels to get the word out, generating positive sentiment across the broader community. WHY WE SUCCEEDED We built maps core to t
Slide 24: Case Study: TMNT Game Launch
GameSquare Case Study: TMNT GAME LAUNCH WHAT WE DID We amplified the launch of TMNT creator tools and islands in Fortnite, partnering with creators and celebrities across the internet to help the turtles stop the scroll and dominate the feed! WHY WE SUCCEEDED We connected the turtles to major corners
Slide 25: Case Study: Monster Hunters
GameSquare Case Study: MONSTER HUNTERS WHAT WE DID Capcom partnered with GameSquare to plan and execute an unforgettable streamathon to drive mass awareness to their new game launch: Monster Hunter Wilds. WHY WE SUCCEEDED The team executed a 12-hour marathon stream featuring viral creator IShowSpeed
Slide 26: Case Study: Halo Major: ATL
GameSquare Case Study: HALO MAJOR: ATL WHAT WE DID Our team produced the Halo Championship Series Major in Atlanta, delivering a top esports competition in partnership with FaZe Clan. The event showcased how endemic esports brands and publishers can come together for a globally relevant, culturally