Kidoz Inc · TSXV:KDOZ
Kidoz — FY2025 Earnings Presentation
28 slides from Kidoz's earnings presentation, April 2026
Slide 1: Brand Performance in Mobile Games Without Personal Data
Brand Performance in Mobile Games Without Personal Data 2025 Annual Results Webcast Presented By: Jason Williams, CEO jason@kidoz.net | www.kidoz.net
Slide 2: Today’s Discussion
Today’s Discussion FY2025 & Q4 results Growth Drivers Platform and Competitive Moat AI-First Operating Leverage Q&A All figures in USD
Slide 3: Forward-Looking Statements
Forward-Looking Statements This presentation contains “forward-looking information” and “forward-looking statements” within the meaning of applicable Canadian securities laws and, where applicable, the U.S. Private Securities Litigation Reform Act of 1995. Forward-looking statements relate to future
Slide 4: Kidoz Inc: Company Snapshot
Kidoz Inc: Company Snapshot Market Mobile Advertising HQ Vancouver, Canada Kidoz Staff 58 (in 10 countries) A leading A mass market Monthly Reach 500M+ Gamers kids-compliant initiative delivering Brand Partners 150+ advertising advertising platform and the performance Game Integrations 40,000+ Games
Slide 5: Company Evolution
Company Evolution 2023 2024 2019 2025 Acquired Kidoz Ltd Launched Prado Profitability Privacy-First kids Expansion to Broader and Advertising Platform Gaming Audiences Platform Scale
Slide 6: Record Revenue Year, Record Fourth Quarter
Record Revenue Year Record Fourth Quarter Financial highlights from fiscal 2025 include*: Total Revenue of $18,433,172, an increase of 32% over fiscal 2024 Total Revenue of $14,004,527. Operating expenses of $8,492,872, an increase of 22% from $6,977,776 in fiscal 2024. Sales and Marketing expenditu
Slide 7: Strong Growth and Profitability
Strong Growth and Profitability 2025 Revenue Revenue Growth YoY 2025 YE Cash Net Income $18.4M +32% $4.5M ↑ 60% YoY $457K↑ 29% YoY Working Capital $5.1M Operating Expenses $8.5M Operating Cash Flow $1.7M ↑ 21% YoY ↑ 22% YoY ↑ 31% YoY $4.7M R&D Investment Fully Expensed Years ended December 31 - All
Slide 8: Scaling Revenues with Q4-Driven Acceleration
Scaling Revenues with Q4-Driven Acceleration 20.9% 5 Year CAGR ~50% Annual Revenues in Q4 Annual Total Revenue USD Millions Quarterly Revenue USD Millions 20 10 8 15 6 10 4 5 2 0 0 2020 2021 2022 2023 2024 2025 25 24 24 24 24 25 25 25 20 20 20 20 20 20 20 20 3 1 2 3 4 1 2 4 Q Q Q Q Q Q Q Q
Slide 9: Steady Growth Trends
Rolling 12-Month Revenue Growth 20 Steady Growth 15 Trends 10 5 0 Q4 23 Q1 24 Q2 24 Q3 24 Q4 24 Q1 25 Q2 25 Q3 25 Q4 25
Slide 10: Profitable Growth Trends
Profitable Growth Trends Rolling 12mo Profitability (Including R&D Investment) Net Income Net Income + R&D 6 4 2 0 -2 -4 Q4 23 Q1 24 Q2 24 Q3 24 Q4 24 Q1 25 Q2 25 Q3 25 Q4 25 Value add (profit + investment) is rising consistently
Slide 11: Three Year Financial Trajectory
Three Year Financial Trajectory Metric (USD) 2023 2024 2025 Revenue $13.3M $14.0M $18.4M Net Income (loss) $(2.0M) $353K $457K Operating Cash Flow $(0.8M) $1.3M $1.7M Year-end Cash $1.5M $2.8M $4.5M Years ended December 31 - All figures in USD
Slide 12: Scaled Global Reach
Scaled Global Reach a - 500M+ LN a% Monthly Users in Curated North atl Mobile Environments America (-«) Active Campaign Delivery Across 60+ Markets KIDOZ
Slide 13: Built for This Moment: Market Aligned
Built for This Moment: Market Aligned Privacy & Compliance Signal loss accelerating shift to privacy- first, contextual advertising Proprietary AdTech Kids regulation & social media restrictions Scalable platform delivering growing AI-driven performance with no identifiers Mobile Gaming 3B+ gamers,
Slide 14: Premium Brands are Increasing Spend
Premium Brands are Increasing Spend 91% YoY Growth of our premium brands Reflecting increased budget allocations from leading global advertisers
Slide 15: Brands Scale with Kidoz
Brands Scale with Kidoz Scale Engine Premium Engine Programmatic at Scale Custom Creative Low Marginal Cost Premium Formats High Operating Leverage AI Intelligence Revenue Higher Margin Growth Growth
Slide 16: Why Mobile Games
Why Mobile Games In-App Advertising is One of the Fastest Growing Channels 3B+ 20 Ad Spend Growth (CAGR %) 16% 15 Mobile Gamers 12% Worldwide 10% 10 5 $177B Rev $270B Rev $81B Rev 0 References: CTVAdvertising CTV Advertising SocialAdvertising Social Advertising Mobile In-App In-App Advertising Adver
Slide 17: Gaming Is Engagement
Gaming Is Engagement Gaming Delivers 250% Higher Attention Than Feed-Based Media Social: Gaming: Passive scrolling Active Engagement Video / CTV: Passive viewing Mobile Audiences Are Engaged Not Scrolling
Slide 18: From a Kids Foundation to the Entire Gaming Audience
From a Kids Foundation to the Entire Gaming Audience Same Technology Same Technology Architecture Architecture Kid-Safe Advertising Network Privacy-First Contextual Advertising Platform
Slide 19: Advertising Is Shifting
Advertising Is Shifting 2005 - 2020 2021 - 2024 2025 > Apple introduced App Tracking Transparency IDENTITY Traditional tracking becomes CONTEXTUAL unreliable Based Advertising Based Advertising Down 50% from 2018 Most users now opt out of Up 300% from 2018 tracking
Slide 20: Target the Entire Market Not a Subset
27% 30% Target the Data Opt-In Behavioral tracking is limited to Kids Entire Market this segment Not a Subset 43% Adults & Teens Data Opt-Out
Slide 21: High-Value McDonald’s Campaigns
High-Value McDonald’s Campaigns The Results: Ongoing campaign investment YoY Outperform benchmarks on all key KPIs 8x repeat campaign bookings $0.14 $7.77 customer spend* cost per visit per restaurant visit https://www.reuters.com/business/retail-consumer/mcdonalds-whips-q1-sales-estimates-with-high
Slide 22: AI Driven Contextual Advertising
43% Better Engagement AI Driven Contextual 2.2x Higher Recall Advertising Delivering Strong Performance 30% Higher ROI/ ROAS Sources: GumGum: Study on Contextual Ad Engagement Peer39: Contextual vs Behavioral Targeting ROI Analysis
Slide 23: Kidoz Platform At the Core
Scale Without Complexity Powered by Our Technology Kidoz Platform At the Core of In-Game Advertising Brand Core Game Agencies Platform Publishers $24M fully expensed R&D
Slide 24: Kite IQ: The Intelligence Layer of Our Decision Platform
Kite IQ: The Intelligence Layer of Our Decision Platform AI INPUT TARGETING SIGNALS ENGINE Deep Analysis of Self-Learning Game Environments Engine Session Signals Campaign Optimization Context Location
Slide 25: Building an AI-First Platform for Scalable Growth
Building an AI-First Platform for Scalable Growth Kite IQ as Foundation Data & AI Flywheel AI-Augmented Scaling Contextual intelligence engine Growing data moat Applying AI across operations Deliver operating leverage through a data-driven, AI-enabled platform model
Slide 26: The Investment Case
The Investment Case Record Revenue, Record Q4 $18.4M full-year (+31.6% vs $14.0M), $9.6M Q4 - strongest in Company history Net income of $475k - our second consecutive profitable year, following $353k Two Years Profitable in 2024. Category-defining Platform Kidoz Shield + Kite IQ: a dual-engine comp
Slide 27: Strong Growth and Profitability
Strong Growth and Profitability 2025 Revenue Revenue Growth YoY 2025 YE Cash Net Income $18.4M +32% $4.5M ↑ 60% YoY $457K↑ 29% YoY Working Capital $5.1M Operating Expenses $8.5M Operating Cash Flow $1.7M ↑ 21% YoY ↑ 22% YoY ↑ 31% YoY $4.7M R&D Investment Fully Expensed Years ended December 31 - All
Slide 28: Thank You
Thank You investor.kidoz.net | www.kidoz.net