Vobile Group Ltd. · HKEX:3738
Vobile — Investor Presentation (May 2026)
37 slides from Vobile's investor presentation, May 2026
Slide 1: Company Presentation
Company Presentation May 2026
Slide 2: Disclaimer
Disclaimer This Presentation is for reference only and shall not constitute an offer or invitation to purchase or sell any securities of Vobile Group Limited (“ the Company ”). No part of this presentation material shall form the basis of any contract or commitment. Do not rely on any part of this p
Slide 3: Company Overview
W vobile Company Overview
Slide 4: The Leading Global Provider of Digital Content Protection and Monetization
The Leading Global Provider of Digital Content Protection and Monetization Business Models Protection Monetization IP Track and protect copyrights Unlock new revenue streams across the digital landscape with rights discovery and AI training Digital Rights Identification Fingerprinting Watermarking A
Slide 5: Evolving with the Industry to Unlock New Markets and Business Models
Evolving with the Industry to Unlock New Markets and Business Models New Business Models in AI Era 4 Acquisition of PEX – a global leader in audio content identification Officially launched MAX, a digital content asset Launched DreamMaker : trading platform our integrated audio-visual creation platf
Slide 6: Vobile in Action
Vobile in Action Protecting Against Unauthorized Use Non-monetizable platform Send takedown notice Claim ad revenue Harry Potter Generate digital fingerprint Identify IP across movie and watermark in database global websites Vobile & Rights Platform Holders 45% 55% Monetizable platform Discover use
Slide 7: FY25 Performance Overview
FY25 Performance Overview AI strategy continued to drive revenue growth Scaling Profitability While Sustaining Growth and AI Investment Subscription Va lue-added US & Othe r Services Services China Regions Adjusted Net Profit Total Revenue 43% 57% 49% 51% 30 M 369 YoY 20% M 29% Revenue by Business S
Slide 8: Our Strategic Edge
W vobile Our Strategic Edge
Slide 9: Deliver Diversified Services and Sustain Long-term Client Partnerships
1 Deliver Diversified Services and Sustain Long-term Client Partnerships 260 es Po w e re d by Rights Identifica tion T ud Servic echn C lo olo gy A I+ Subscription Value-added Content Clients De ri v ing 142 tor Ide ativ ni nt e C o ifi tM ca on tio ten em en n t Platform Clients ng fri In D ig i t
Slide 10: Long-Term Trusted Client Base
2 Long-Term Trusted Client Base Content Clients Gaming & Studios Short Dramas Sports Leagues TV & Broadcast Entertainment Streaming Newspaper & Music Anime E-commerce Platform Publishers Platform Partners 10
Slide 11: Industry-recognized Proprietary Technologies
3 Industry-recognized Proprietary Technologies ✓ Identification based on the intrinsic content of images, audio, and video VDNA ✓ Frame-level precision in content identification ✓ Widely recognized market leader with ongoing endorsement from global industry organizations ✓ Embeds watermarks into dig
Slide 12: Unique Business Model Moats Enable Market Leadership
4 Unique Business Model Moats Enable Market Leadership 3 Revenue Opportunities Brought by AI-Generated Contents 2 Revenue-Sharing with 40M PGC Creators Short Video Platforms 1 Content Protection $23B Projected Market Size of 100M UGC Creators $280B AI-Generated Video Application Global Expenditure o
Slide 13: Multi-Category Growth and Platform Ecosystem Integration
Multi-Category Growth and Platform Ecosystem Integration
Slide 14: PEX Acquisition and Integration Strengthen Rights Identification Capabilities
PEX Acquisition and Integration Strengthen Rights Identification Capabilities The Acquisition Expands Music Assets and Client Reach 125M+ 23B+ Music Assets from Label Clients Audio Fingerprints in Database AI-Generated Accurately identifies whether a track is fully AI-generated Content Detection Hig
Slide 15: Scalable Services for Leading Short Drama and AI-animated Drama Platforms
Scalable Services for Leading Short Drama and AI–animated Drama Platforms Industry-leading Copyright Protection Capabilities 40% Tens of Thousands Coverage Volume of Titles of the short-drama titles we serve are AI-animated 6M+ ~30% Average Daily Infringement Average Reduction in Monitoring Costs Da
Slide 16: Deepening Integration with Leading Platform Ecosystems
Deepening Integration with Leading Platform Ecosystems Exclusive copyright partner for Comprehensive copyright Hongguo Short Drama, with protection across NBA events, broader coverage across Qishui hit series, short dramas, and Music, Fanqie Novel, and the international productions Douyin creator ec
Slide 17: Commercial Engine for AI Applications in the Creator Economy
Commercial Engine for AI Applications in the Creator Economy
Slide 18: AI Content Production Will Fuel Unprecedented Distribution Growth
AI Content Production Will Fuel Unprecedented Distribution Growth Surge in Content Distribution Channel Business Model Production Restructuring Evolution AI Transforms Content From Centralized to Monetization shifting toward Productivity Fragmented Distribution performance-based models Reliable data
Slide 19: A Paradigm Shift from Copy-Level to Element-Level Rights Management
A Paradigm Shift from Copy-Level to Element-Level Rights Management Characters Voice Logo Scenes 1 Film/Drama 10000+ Element Assets AI is driving explosive growth in content assets, shifting rights identification from copy-level to element-level 19
Slide 20: Rapid growth in AI-related active assets
Rapid growth in AI-related active assets Active Assets Active Assets: defined as the number of clips discovered and later authorised by clients that generate meaningful revenue during the period 17% AI-related Active Assets% 3% 9.1% 12% Total Assets: 5.20M+ AI assets without copyright claims during
Slide 21: Platforms Unlock the Next Wave of Business Opportunity
Platforms Unlock the Next Wave of Business Opportunity DreamMaker Integrated Audio-visual Creation RWA Issuance Platform Developed by Vobile MAX Digital Content Asset Trading Platform Platform Built on Diversified AI Large Models Vobile and Finloop Serving creators across Expanding from distribution
Slide 22: DreamMaker Integrates Agent Capabilities
DreamMaker Integrates Agent Capabilities OpenClaw Integration No additional configuration required for rapid agent workflow launch Boosting Creative Efficiency Reduces repetitive tasks and speeds up video generation and optimization Rights Identification Upon Creation Supports one-click publishing a
Slide 23: Vobile MAX - AI-Powered New Infrastructure for Digital Content
Vobile MAX - AI-Powered New Infrastructure for Digital Content Content Owners Identification Registration Monetization Revenue and Data Sources Covering All Categories of Contents Secure digital asset revenue through digital fingerprinting and watermarking Clear Rights Enable Broader with comprehens
Slide 24: Vobile MAX – The Trust Anchor for Digital Content Assets
Vobile MAX – The Trust Anchor for Digital Content Assets Rights Data: Element-level identification, Cashflow Data: tracking, and licensing Verify monetization performance management across the full content lifecycle, enabling high-confidence valuation of content distribution 1. Registration 2. Right
Slide 25: RWA: Unlocking Asset Value at Scale
RWA: Unlocking Asset Value at Scale Top-tier Blockbusters Vobile RWA Solution ✓ Expands access to both new and Massive Mid- & legacy assets Long-Tail Content ✓ Aligns long-term revenue streams with financing structures ✓ Enhances asset monetization Short across multiple use cases Drama Tokenizing fu
Slide 26: Strategic Opportunities
Strategic Opportunities Vobile Enables Monetization and Transaction of Rapidly Expanding AI-Generated Content AI-Driven Business Core Foundational Business A High-Growth, Profitable, and Predictable Core Business Foundation 26
Slide 27: FY25 Financials
W vobile FY25 Financials
Slide 28: Steady Revenue Growth, Expanding Scale Efficiencies
Steady Revenue Growth, Expanding Scale Efficiencies • Revenue sustaining 20%+ growth, benefiting from AI-driven growth across the video and audio sectors— the company's strategic value in rights identification and monetization continues to strengthen • Pronounced scale efficiencies as high-margin bu
Slide 29: Revenue Continued to Grow Rapidly Across Regions
Revenue Continued to Grow Rapidly Across Regions • Strong full-year growth in both China and overseas, with balanced contribution from both core markets • Overseas growth fueled by scaling monetization and accelerated music copyright services post-PEX integration • China growth driven by deepening p
Slide 30: Subscription Services Deliver Stable and Sustainable Revenue
Subscription Services Deliver Stable and Sustainable Revenue • Subscription MRR reached HK$114M; 98%+ customer retention, 128% net revenue retention — a solid recurring base • Value-added revenue up 27% YoY with 4.86M active assets; AI-related content accumulating in the monitoring pool, with moneti
Slide 31: Adjusted EBITDA Achieved Significant YoY Growth
Adjusted EBITDA Achieved Significant YoY Growth Operating Expenses Adjusted EBITDA Operation Expense Ratio YoY 24% 36.0% 32.9% 32.3% 24% 70M 11.6% 37% 11.3% 11.2% 56M 10.1% 41M 7.6% 7.9% 14.2% 13.4% 13.9% 2023 2024 2025 2023 2024 2025 Sales and Marketing Expenses Administrative Expenses R&D Expenses
Slide 32: FY25 Adjusted Net Profit and Adjusted EBITDA
FY25 Adjusted Net Profit and Adjusted EBITDA 7M 70M 3M 22M (2)M 9.5M 39M 2.4M 332K 615K (776)K 30M 27M Pre-adjustment Equity-settled Loss on Transaction Changes in Adjusted Financing Adjusted Net Depreciation Bank Interest Impairment on Income Tax Adjusted Net Profit Share derecognition costs for fa
Slide 33: Appendix
G vVobile S18#E Appendix
Slide 34: Subscription Services – Content Clients Protection Services
Subscription Services – Content Clients Protection Services Send protection requests and content Content titles / pay subscription fee Clients Send take-down notice Provide electronic evidence and real- Global time business intelligence reports Websites Business & Model Media VDNA identifies Platfor
Slide 35: Value-added Services – Social Media Platform Monetization
Value-added Services – Social Media Platform Monetization Identify clients IP on user- Claim ownership of clients Reclaim ads revenue from IP and provide analytics to Ads revenue share paid uploaded videos via platforms proprietary technology platforms out to clients Business Illustrative dollar flo
Slide 36: Specialized Services for the Chinese Market
Specialized Services for the Chinese Market • Given China’s creator economy market is more fragmented, Vobile has chosen to supply our technology capabilities to these creators by partnering with platforms that aggregate them and their contents • After acquiring Particle Technology, we expanded our
Slide 37: Vobile.com Vobile IR WeCom
Vobile.com Vobile IR WeCom 37