Forum Markets, Incorporated · NASDAQ:FRMM
Forum Markets — Investor Presentation (October 2026)
15 slides from Forum Markets's investor presentation, October 2026
Slide 1: Investor Presentation
October 2026 INVESTOR PRESENTATION
Slide 2: Disclaimer
2 DISCLAIMER This presentation has been prepared by Forum Markets, Incorporated (“Forum” or the “Company”) solely for information purposes. This presentation does not constitute an offer to sell or the solicitation of an offer to buy or acquire securities of the Company in any jurisdiction or an ind
Slide 3: Forum Markets Leadership Team
3 FORUM MARKETS LEADERSHIP TEAM Executive Leadership Board of Directors • 25 years experience • Senior finance • Managing Partner of One • Founder, Signum private and public equity executive across Investment Management Growth Capital & credit markets aerospace, defense & • Vice Chairman, • Cofounde
Slide 4: Forum Markets: Building a Scalable AI Infrastructure Platform
4 FORUM MARKETS: BUILDING A SCALABLE AI INFRASTRUCTURE PLATFORM Deploying high-performance AI compute across existing powered infrastructure to generate recurring revenue § Owns and manages a majority-controlled AI SECURE POWERED SITES DEPLOY COMPUTE infrastructure platform focused on deploying Acce
Slide 5: The Future of AI Compute
5 THE FUTURE OF AI COMPUTE Growing inference demand creates new opportunities for distributed AI infrastructure Training Inference (Forum’s Focus) Using trained models to generate responses, Purpose Building and improving AI models predictions and other outputs Typically relies on large, centralized
Slide 6: The Forum Edge AI Platform
6 THE FORUM EDGE AI PLATFORM Combining Forum's capital markets capabilities with Edge Node AI's technical and operating expertise 51% 49% Ownership Ownership Capital, Structure & Governance Technology, Sites & Operations § Majority owner and sole manager of the joint venture § Technical and infrastr
Slide 7: Unlocking Existing Power to Accelerate AI Deployment
7 UNLOCKING EXISTING POWER TO ACCELERATE AI DEPLOYMENT Forum targets existing powered infrastructure to reduce reliance on lengthy greenfield development 0 1 yr 2 yr 3 yr 4 yr 5 yr 6 yr 7 yr Traditional Greenfield Acquire land Grid Connection Permitting Construction Energize Install compute 4–7 year
Slide 8: A Scalable Hub-and-Spoke Infrastructure Model
8 A SCALABLE HUB-AND-SPOKE INFRASTRUCTURE MODEL Regional data centers support distributed compute deployments across existing communications tower sites Regional Hubs Ø Regional data centers house GPU capacity, coordinate network operations and provide base for maintenance support for nearby tower d
Slide 9: Initial AI Compute Deployment
9 INITIAL AI COMPUTE DEPLOYMENT Three initial powered locations supporting approximately 11 MW of planned AI compute capacity Dallas, TX High Point, NC Texas Existing Data Center Powered Campus Conversion Initial Cell Tower 4 MW 6 MW 1–2 MW Planned Compute Capacity Planned Compute Capacity Planned C
Slide 10: Scaling AI Compute Through Phased Deployment
10 SCALING AI COMPUTE THROUGH PHASED DEPLOYMENT Modular expansion enables Forum to increase capacity as customer demand, site readiness, and financing support growth Phase 2 Expansion Two additional regional hubs and tower network reaching up to 100 sites Long er- term opportunity; not pre- fun ded
Slide 11: Monetizing AI Compute Through Long-Term Agreements
11 MONETIZING AI COMPUTE THROUGH LONG-TERM AGREEMENTS Contracted compute capacity to support recurring revenue and equipment financing Multiyear Compute Agreements Capital-Efficient Equipment Financing Customers contract for dedicated GPU compute capacity for multiyear Customer down payments and equ
Slide 12: Complementary Legacy Cash-Generating Businesses
12 COMPLEMENTARY LEGACY CASH-GENERATING BUSINESSES MANUFACTURED COMMERCIAL AVIATION HOME FINANCING AUTO FINANCING Acquires and leases commercial aircraft Originates secured financing for Provides short-duration, asset-backed engines to generate recurring cash flow. manufactured housing through strat
Slide 13: 2027 Financial Outlook
13 2027 FINANCIAL OUTLOOK $125M – $175M 2027 Consolidated Revenue Guidance Initial Deployment Consolidated Reporting Cash Flow Outlook Guidance includes the Forum will consolidate Forum continues to anticipated contribution 100% of joint venture anticipate becoming cash from only the initial AI reve
Slide 14: Forum Markets: Investment Highlights
14 FORUM MARKETS: INVESTMENT HIGHLIGHTS Positioned to capitalize on growing AI compute demand through a differentiated, capital-efficient infrastructure platform Growing AI Inference Opportunity Differentiated Power Infrastructure $106B → $255B 12-20 Weeks Projected global AI inference market growth
Slide 15: Thank You
Thank You Forum Markets, Incorporated | Nasdaq: FRMM