Streamplay Studios Limited · ASX:SP8
Streamplay Studios — Streamplay Studio — Non-Deal Roadshow (November 2025)
29 slides from Streamplay Studios's roadshow presentation, Nov 24, 2025
Slide 1: ASX:SP8 Investor Presentation
For personal use only ASX:SP8 Investor Presentation Australia Non-Deal Roadshow / Nov 2025
Slide 2: Streamplay Studio
Streamplay Studio For personal use only ASX:SP8 A global gaming & technology group creating and publishing games across mobile, console, PC & cloud, with distribution through Tier 1 storefronts and leading telco partners in emerging markets. A$ 10.2M 2018 30+ 5 FY25 Revenue* Founded Staff Global Offi
Slide 3: Global Gaming Industry
Global Gaming Industry For personal use only A$ 289 billion A$ 158 billion A$ 61 billion A$ 70 billion Market Revenue Mobile Revenue PC Revenue Console Revenue +3.4% YoY – $309 billion in 2027 +2.9% YoY – 55% of global revenue +2.5% YoY +5.5% YoY – fastest growing 3.6 billion 3 billion 936 million 6
Slide 4: Our Journey
Our Journey For personal use only From a Regional Gaming Platform to a Global Multi-Platform Publisher. Over the last five years, Streamplay rebuilt its foundations, expanded across MEA and the Pacific, entered new categories like Cloud Gaming, and positioned itself for scale with the strategic acquis
Slide 5: 2025 in Review
2025 in Review For personal use only A Transformational Year that Delivered Scale, Partnerships & Profitability. The addition of Noodlecake expanded Streamplay into global publishing, unlocking Tier-1 storefronts, new revenue streams and cross-platform launches – driving the Group’s strongest operati
Slide 6: Our Footprint
Our Footprint For personal use only A Worldwide Network of Teams and Strategic Partners Across Key Markets ★ Australia ★ San Francisco, USA ★ Canada ★ Cape Town, South Africa ★ Fiji ☆ London, United Kingdom ☆ Dubai, United Arab Emirates
Slide 7: Partnerships
Partnerships For personal use only Leading Telecoms Game Developers Tier 1 Storefronts Access to ~90M users across MEA & Trusted development partners Active publishing relationships and Pacific today, with scalable pathways behind acclaimed titles across collaborations with the world’s into >500M via
Slide 8: Gaming Verticals
Gaming Verticals For personal use only Join mGames Noodlecake 60+ Titles ArcadeX 200+ Titles Cloud Games 7 Titles Global Publishing Studio Competitive H5 Gaming Console-Quality Streaming Vast cross-platform catalogue spanning Skills-based tournaments powered by 5G-ready streaming tech delivering mob
Slide 9: Business Units: Streamplay Pacific – Telco VAS
Business Units For personal use only Streamplay Pacific – Telco VAS ★ Operating in PNG, Tonga, American Samoa, Timor & Solomon Islands, → Expansion into Fiji, Vanuatu, Palau & Western Samoa underway. ★ ~3M addressable mobile users via partnered telcos, with over 200k active subscribers across SMS, Mu
Slide 10: Business Units: Streamplay Solutions – Gaming Technology
Business Units For personal use only Streamplay Solutions – Gaming Technology ★ Fully branded & localised white-label service built for telco DCB, supports all other payment methods. ★ High-engagement gaming technology driven by competitive play, gamification and social features. ★ Demonstrated adopt
Slide 11: Business Units: Noodlecake – Game Development & Publishing
Business Units For personal use only Noodlecake – Game Development & Publishing ★ Respected studio since 2012, with 60+ titles across all major storefronts (mobile, console, cloud & PC). ★ 270M+ installs and ~A$50M lifetime revenue from a diversified model spanning subscriptions, sales, advertising a
Slide 12: Revenue Streams
Revenue Streams For personal use only A$ 10.2M Diversified Business Model – Built for Resilience FY25 Revenue* ★ Pacific – Telco VAS (APAC) Recurring subscription revenue from long-running SMS, USSD and digital entertainment services bundled through partner mobile carriers in high ARPU markets. ★ Solu
Slide 13: Operational Highlights: Telco Partners
Operational Highlights For personal use only Telco Partners – VAS & Digital Services 10+ >2.4M 7+ Integrations Subscribers Services Partnered with major telecom Serving millions of customers Providing a diverse portfolio of operators to deliver accessible across gaming, music, and offerings spanning
Slide 14: Operational Highlights: Tier Storefronts
Operational Highlights For personal use only Tier 1 Storefronts – Mobile, Console & PC Games 97% >270M >510K Positive Ratings Game Installs Active PC Wishlists Multiple game design awards, Our titles have generated Across top-10 titles, reflecting frequent “Game of the Day” significant traction, amass
Slide 15: Operational Highlights: Game Launches
Operational Highlights For personal use only Game Launches – Recent Highlights A$ 825K A$ 135K A$ 1.8M Post-Launch Partner Funding Steam Revenue Revenue Secured through 2x recent Generated following the Flick Generated in the first 5 days Luna GameNight exclusives, Shot Rogues launch alongside post W
Slide 16: Buy+Build Success
Buy+Build Success For personal use only Post-Noodlecake Acquisition Pre-acquisition period* YoY Growth ★ Delivered A$2.9m in H2 FY25 (~A$5.8m annualised run-rate). ★ Pro forma FY25: A$7.2–7.8m (when including contracted milestone/ funding payments). ★ Expanded publishing pipeline with multiple 2025
Slide 17: Financial Highlights
Financial Highlights For personal use only Strong Growth & Balance Sheet Group Revenue 3-Year CAGR ~79% ★ A$10.2m Pro Forma* / A$7.25m Total income (reported). ★ Noodlecake contributed A$2.9m in H2 FY25 – including $252k customer funding. ★ Consecutive Cash flow positive quarters achieved in Q4 FY25
Slide 18: Vision & Strategy
Vision & Strategy For personal use only M&A Expansion Collaboration Innovation Acquisition strategy Deepening integration Partnering with Apple, Pioneering cloud gaming validated – expanding with telcos across Africa, Google, Xbox, PlayStation, platforms across frontier portfolio with positive Middl
Slide 19: Capital Structure
Capital Structure For personal use only Board & Management: Significant Re-Rating Potential – EV ~A$6.8m vs A$10.2m revenue 1 Bert Mondello Phil Re Paolo Privitera Exec. Director, Chair Non-Exec Director Non-Exec Director 1,281,364,510 Shares on Issue Derek Hall Liszt Lo Alex Baroutsos Company Secret
Slide 20: Opportunity
Opportunity For personal use only Looking Ahead with Confidence ★ High Growth Profile: FY25 pro forma revenue A$10.2m (+462% YoY; 3-yr CAGR ~79%) → v.s. EV of just ~$6.8m. ★ Proven Buy & Build: Noodlecake set to achieve ~33% YoY growth, validating acquisition strategy with additional targets under rev
Slide 21: Thank You
For personal use only YOU THANK
Slide 22: Our Games: Appendices
For personal use only Our Games Appendices
Slide 23: Owned IP: Flappy Golf Party
Owned IP Appendices For personal use only Flappy Golf Party Full revenue ownership & long-term value. Owned IP gives studios complete flexibility over monetisation, platform rollout, and lifecycle management. With no revenue share or licensing obligations, every new release or platform port compounds
Slide 24: Publishing: Sacre Bleu
Publishing Appendices For personal use only Sacre Bleu A scalable, low-risk model for growth. Publishing partnerships allow studios to support promising games while minimising risk. Investments are generally recouped first (around 80%) before revenue sharing begins, enabling cost recovery and predict
Slide 25: Subscriptions: Winter Burrow
Subscriptions Appendices For personal use only Winter Burrow Platform-driven discovery & royalties. Subscription services such as Game Pass, Apple Arcade & Play Pass curate high-quality games and reward them through royalties, guaranteed payments, or minimum deals. Inclusion often brings significant
Slide 26: Wishlists: Flick Shot Rogues
Wishlists Appendices For personal use only Flick Shot Rogues Strong indicators of purchase intent. Most major gaming storefronts allow players to wishlist or follow upcoming titles, helping publishers gauge launch readiness and audience interest. While each platform’s system varies, Steam Wishlist c
Slide 27: Features
Features Appendices For personal use only Massive organic reach & discovery. Featured content offers massive reach & organic discovery as it is promoted on the first screen millions of users see each day. It drives a surge in downloads and engagement that rivals major paid campaigns, with zero ad spe
Slide 28: Charts
Charts Appendices For personal use only Signal strong player interest & engagement. Chart rankings highlight games that are resonating with players and performing strongly on storefronts. High placement boosts visibility, drives organic discovery, and reinforces a game’s quality and staying power. G
Slide 29: Disclaimer
Disclaimer For personal use only This presentation has been prepared by Streamplay Studio Limited (the Company or SP8). It contains You should not act or refrain from acting in reliance on this presentation, or any information, opinions or general information about the Company’s activities current a
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