Wildbrain Ltd. · TSX:WILD

Wildbrain — Q3 2026 Earnings Presentation

28 slides from Wildbrain's earnings presentation, May 2026

  1. Slide 1: A Premium Family Entertainment Company

    May 2026 A PREMIUM FAMILY ENTERTAINMENT COMPANY Fiscal Third Quarter 2026 TSX: WILD

  2. Slide 2: Disclaimer and Non-GAAP Financial Measures

    Disclaimer and Non - GAAP Financial Measures Disclaimer You are advised to read this disclaimer carefully before reading, accessing or making any other use of the information included herewith . This presentation has been prepared for information purposes only, does not purport to be all - inclusive

  3. Slide 3: Q3 FY26 Highlights

    Q3 FY26 Highlights • Closed the Peanuts transaction, eliminating corporate term debt and significantly strengthening financial flexibility • Launched NCIB program 1 as part of a disciplined capital allocation framework and commitment to returning capital to shareholders • Global Licensing revenue in

  4. Slide 4: Q3 FY26 Results

    Q3 FY26 Results Continuing Operations • Revenue: $61 million, down 16% year over year • Global Licensing revenue: $25 million, up 35% year over year • Content Creation & Audience Engagement revenue: $36 million, down 33% year over year • Adjusted EBITDA from continuing operations attributable to Sha

  5. Slide 5: About WildBrain

    About WildBrain

  6. Slide 6: About WildBrain

    About WildBrain We grow the world's most enduring kids' and family franchises — through world - class storytelling, a global digital kids' network that reaches hundreds of millions of fans, and licensing value that compounds over time. Franchise & Content WildBrain Global Network Licensing © 2026 Wi

  7. Slide 7: Our Strategic Priorities

    Our Strategic Priorities Franchises CPLG Building with purpose and focus Build our franchises into Grow WildBrain CPLG into top global entertainment an even stronger global brands powerhouse for licensing and experiences Executing towards being the world's most trusted home for beloved kids' and fam

  8. Slide 8: Franchises & Global Licensing Built for Scalable Growth

    Franchises & Global Licensing Built for Scalable Growth Premium IP Drives Long - term, Recurring Revenue US$300B+ global licensing market • Kids’ and family brands lead many of the most resilient categories. Beloved, multi -generational franchises • Nostalgia & cultural relevance drive sustained con

  9. Slide 9: Strawberry Shortcake

    Strawberry Shortcake Sweet Returns: Scalable Brand, Diversified Revenue Streams Consumer Products Revenue $ Millions CAD 16 14 $14M Power of the Brand • Revenue grew nearly 200% year 12 over year 1 • 5 Million followers across social 10 media accounts, and growing 8 • 2.8 Billion minutes watched on

  10. Slide 10: Teletubbies

    Teletubbies Iconic, Global Brand Driving Steady, High - Quality Revenue Consumer Products Revenue $ Millions CAD 6 $5M Power of the Brand 5 • Revenue grew more than 60% year over year 1 4 • 4 Million followers across social $3M media accounts, and growing 3 • 1.3 Billion minutes watched on YouTube $

  11. Slide 11: Beloved Franchises

    Beloved Franchises SUPERCHARGED BY WILDBRAIN CPLG Opportunity to drive 4x franchise revenue at substantially higher margins, reflecting our full brand ownership $800M+ $1B+ Retail Sales Retail Sales Potential Potential A unique global licensing engine with over $3.7B 1 in retail sales powered by pre

  12. Slide 12: WildBrain CPLG

    WildBrain CPLG Turning brand love into scalable consumer demand and long - term revenue Our Market Position • One of the largest independent licensing agencies - representing a diversified portfolio of renowned IP. • Global scale, local expertise - across EMEA, APAC & Americas. $3.7B US CY2024 WildB

  13. Slide 13: Beyond Our Flagship Franchises

    Select Beyond Our Flagship Examples Franchises from Our Owned IP Portfolio Digital - first Expansion Low - cost audience testing on YouTube, FAST and social media informs investment strategy. Retail Opportunity Broad portfolio supports evergreen programs, seasonal drops and category expansion. L ibr

  14. Slide 14: WildBrain Network

    WildBrain Network The most valuable collection of kids and family channels in the world Kids’ Digital Advertising & AVOD/FAST are in Hyper - Growth • Kids’ AVOD & FAST industry revenue expe cted to grow ~12% CAGR through 2029 1 Advertise rs Face Significant Barriers in Reaching Kids & Families Today

  15. Slide 15: WildBrain Network

    WildBrain Network Transforming audience scale into a high - value revenue engine Our Market Position • Unmatched family streaming scale across YouTube, FAST and AVOD. Total 47 minutes • Trusted, brand - safe home for premium kids and family content. watched on • Single, simplified network driving cr

  16. Slide 16: Content

    Content Transforming creative excellence into high - margin, franchise - driving IP Our Market Position • World - class animation and live - action capabilities across premium Across Children’s & and digital - first content. Family Emmys, • Story - driven IP expansion that fuels long - term franchis

  17. Slide 17: Animation in a New Era

    Animation in a New Era Blending technology with timeless storytelling AI is Expanding What’s Possible in Digital - First Animation • Deploying AI across digital - first animation workflows to shorten production timelines, reduce costs, and improve returns across franchise and platform content. Scala

  18. Slide 18: Uniquely Positioned to Accelerate Growth

    Franchise & Global Licensing Uniquely Beloved franchises, driving revenues across content and consumer products for owned and third - party brands. Positioned to Accelerate Content Growth Production capabilities covering premium episodic and feature animation, and ground - breaking AI - driven short

  19. Slide 19: Capital Allocation

    Capital Allocation Positioning WildBrain for scalable growth, operational efficiency and long - term shareholder value Invest in Core Drive Operational Maintain Return Capital Growth Efficiency Financial to Shareholders Focused investment in Investing in organizational Strength Committed to owned fr

  20. Slide 20: Why Invest: Building the Future of Family Entertainment

    Why Invest: Building the Future of Family Entertainment A focused, cash - generative platform fueled by iconic franchises and built for long - term growth Best - in - class Capital to Execute management team Strong balance sheet and flexibility to A proven management team with deep invest behind the

  21. Slide 21: Appendix

    Appendix

  22. Slide 22: Supplemental Bridge: Peanuts Transaction Provisional Net Proceeds

    Supplemental Bridge: Peanuts Transaction Provisional Net Proceeds $630M $CAD M ($12M) $48 M ($551M) ($17M) Less: Working ($2M) Capital Less: Debt Less: Transaction Less: FX Hedge Provisional Net Gross Cash Less working capital Less transaction fees Net Proceeds Adjustment Repayment Fees 2 Impact 3 P

  23. Slide 23: Supplemental Bridge: Free Cash Flow from Continuing Operations

    Supplemental Bridge: Free Cash Flow from Continuing Operations $13M $CAD M $10M ($7M) $19M $(16M) Less: Free Cash Free Cash Flow Reported Free Add: Transaction Add: Interest Flow from from continuing Cash Flow Costs 1 Add back Transaction costs Payments 2 Less FCF from discontinued discontinued oper

  24. Slide 24: Supplemental Bridge: Operating Cash

    Supplemental Bridge: Operating Cash $48 55 M $CAD M $10M 10 ($1M) $113M 113 -13 -1 ($13M) $69 69M Cash as of 12/31/25 +net: proceeds Add : Net Cash Add: FreeopsCash Cash as ofas of Cash as of Add Net Less : -interest Interestpaid + net discont. Cash +cont. fcf Cash 3/31/26 Flow from Flow from March

  25. Slide 25: Additional Reconciliation Tables

    Additional Reconciliation Tables Adjusted EBITDA from Continuing Operations and Adjusted EBITDA from Continuing Operations attributable to the Shareholders of the Company Fiscal 2026 Fiscal 2025 (in millions of Cdn$) 31-Mar 31-Dec 30-Sep 30-Jun 31-Mar 31-Dec 30-Sep Loss before income taxes from cont

  26. Slide 26: Additional Reconciliation Tables

    Additional Reconciliation Tables Reconciliation of Quarterly Operating Cash Flow to Free Cash Flow Fiscal 2026 Fiscal 2025 (in millions of Cdn$) 31-Mar 31-Dec 30-Sep 30-Jun 31-Mar 31-Dec 30-Sep Cash flow provided by operating activities 28.2 45.7 14.1 (2.0) 47.3 81.4 25.8 less: Distributions to non-

  27. Slide 27: Definitions

    Definitions “Adjusted EBITDA” means earnings (loss) before net finance costs, income taxes, amortization of property & equipment and righ t- of- use and intangible assets, amortization of acquired and library content, equity - settled share - based compensation expense, changes in fai r value of emb

  28. Slide 28: Thank you.

    Thank you. WildBrain.com | TSX: WILD ©2026 WildBrain Ltd. All rights reserved. 28

WildBrain — Q3 2026 Earnings Presentation on 6ix