Huuuge, Inc. · GPW:HUG
Huuuge — Q1 2026 Earnings Presentation
18 slides from Huuuge's earnings presentation, May 2026
Slide 1: Q1 2026 Presentation
Q1 2026 PRESENTATION MAY 2026
Slide 2: Disclaimer
DISCLAIMER This presentation (“Presentation”) has been prepared by Huuuge, Inc. (the “Company”). By reading the Forward-looking statements include in particular statements regarding the financial performance, Presentation, you agree to be bound by the following limitations. business strategy, plans a
Slide 3: Today's Presenters
TODAY’S PRESENTERS Wojciech Wronowski Maciej Hebda Chief Executive Officer Treasurer, CFO To learn more please visit: https://ir.huuugegames.com/governance
Slide 4: Q1 2026 Highlights
Q1 2026 HIGHLIGHTS Net revenue remained resilient: $45.5m in Q1 2026 (-2.9% YoY) $56.5m High margin supported by the record high DTC share Revenue -9.4% YoY -3.5% QoQ Direct-to-Consumer reached a new peak in Q1 2026 DTC represented 41% of sales in Q1 2026 and approximately 42% in April $24.3m Adj. E
Slide 5: 2026 Strategic Priorities
2026 STRATEGIC PRIORITIES Priority #1 Priority #2 Priority #3 Core business longevity iGaming Entry via M&A Capital Distribution Policy ● Focus on player retention over short ● Pursuing strategic entry into the ● Range: 50%–100% of annual Free term monetization iGaming market Cash Flow (FCF) to be d
Slide 6: Business Update
" Ba BUSINESS UPDATE Hu UGE) ro)
Slide 7: Q1 2026 Core Franchise Performance
Q1 2026 CORE FRANCHISE PERFORMANCE Q1 2026 group revenue of $56.5m, down 9.4% YoY, consistent with broader social ● Core Franchise DAU decreased by 13.3% YoY but increased by 2.5% QoQ casino market trends. ● Core Franchise ARPDAU increased by 5.2% YoY, down 4.7% QoQ ● Core Franchise ARPPU increased
Slide 8: Core Franchises: DTC Channel Growth
CORE FRANCHISES: DTC CHANNEL GROWTH Direct-To-Consumer (Webshop) Revenue as % of Total Revenue ● DTC revenue reached 41% of the total revenue in Q1 2026 and ~42% in April 2026 ● Sustained growth followed the Huuuge Pay rollout on iOS in September and Android in November ● We are aiming to keep incre
Slide 9: Financial Update
_ FINANCIAL UPDATE G
Slide 10: Financial Performance
FINANCIAL PERFORMANCE $m Q1 2026 Q1 2025 YoY Q4 2025 QoQ Revenue 56.5 62.4 -9.4% 58.6 -3.5% Gross profit/(loss) on sales 45.5 46.9 -2.9% 46.3 -1.7% Sales and marketing expenses -13.5 -11.1 +21.3% -13.2 +2.3% Research and development expenses -4.2 -6.0 -29.5% -3.8 +10.5% General and administrative exp
Slide 11: Cash Flow Statement
CASH FLOW STATEMENT $m Q1 2026 Q1 2025 YoY Q4 2025 QoQ Pre-tax profit 22.6 23.4 -3.5% 23.5 -3.8% Net Operating CF 19.2 22.3 -13.6% 15.2 +26.3% Net Investing CF 0.1 1.1 -89.1% 0.6 -83.3% Net Financing CF -1.8 -1.5 23.0% -121.9 n/a Change in cash 17.5 21.9 -20.0% -106.1 n/a Cash End of Period 119.5 165
Slide 12: Key Financials per Share
KEY FINANCIALS PER SHARE Our per-share metrics have consistently improved over the past 2 years and are now reaching record high levels. We believe that our capital allocation strategy driven by the share buybacks reducing the share count is beneficial to our shareholders in the long run.
Slide 13: 2026
2026
Slide 14: 2026 Outlook
2026 OUTLOOK Guidance for 2026 (% YoY dynamics) KEY HIGHLIGHTS ● 2026 revenue (in net terms) expected to slightly decline Revenue SLIGHT DECLINE YoY, in line with broader social casino market trends ● Marketing spend as percentage of revenue should be Marketing Spend SLIGHT INCREASE around the mid-t
Slide 15: Thank You
Net revenue remained resilient: $45.5m in Q1 2026 (-2.9% YoY) High margin supported by the record high DTC share THANK Direct-to-Consumer reached a new peak in Q1 2026 DTC represented 41% of sales in Q1 2026 and approximately 42% in April YOU Adj. EBITDA margin at 43%, highest in company history Str
Slide 16: Appendix - KPI's
APPENDIX - KPI'S (users) F¥2022 FV 2023 FY2024 FY 2025. | Q12022|_Q22022,_Q22022,_Q42022_Q1 2022, | Q22022,_Q2.2023 | Q42022 | 12024 _Q22024_Q22024 _Q42024 912025 _Q22025 | Q22025 | Q42025 _Q1 202 “Total DAU 610,489 429,787 374648 314598 701,620 671,967 587,666 510,702 468,395 426,045 416,609 408,10
Slide 17: Financial Data
FINANCIAL DATA Profit & Lose account (USD m) 2022 202320242025 giz2 _q222 322 ae gia 92239323423 gi2g gas 125 9225 Revenue 3186 ~«2ea4~=«50B «ASE 840 794 75 77 77 | 2 | 7a | 7a | 670 | «ae 24588 Ccostor sales 89-26-00 -557 255 40 “Ba a6 18 HT 155-147. (Gross pronv/(loss) on sales 27 2091818 1799 38.
Slide 18: Appendix - Glossary
APPENDIX - GLOSSARY ARPDAU Average revenue per daily active user. ARPPU Average revenue per paying user. DAU The number of individual users who played a game on a particular day. DPU The number of players (active users) who made a purchase on a given day. EPS Earnings per share Activities aimed at i