East Side Games Group Inc · TSX:EAGR
East Side Games — Investor Presentation (2025)
20 slides from East Side Games's investor presentation, 2025
Slide 1: East Side Games Group
TSX:EAGR East Side Games Group
Slide 2: Forward Looking Statements
Forward Looking Statements This presentation contains general background information about EastSide Games Group (the “Company”) in summary form, and does not purport to be complete. It is confidential, not for distribution to the public, for information purposes only, and may not be reproduced or dis
Slide 3: East Side Games
East Side Games East Side Games is a market leader in mobile, specializing in working with big IPs / brands with passionate fan bases. ● Publisher & Developer ● Narrative Idle Games & Match 3 ● Specialize in working with big IP’s with passionate fanbases IP’s include: The Office, Squishmallows, RuPa
Slide 4: Company Overview
Company Overview Financials Last 12 Months Since its founding in 2011, 14+ (as of June 30, 2025) ESG has built a global audience by creating and Years of Industry Experience $80M $9M Revenue Adjusted EBITDA distributing free-to-play mobile games based on $1.01 globally recognized 10+ Average Revenue
Slide 5: Company History
Company History Revenue in $CAD (in Millions) ESG has a strong history of 2011-2024 (14 years) exponential growth while CAGR +37% maintaining strong margins and cash flows on the existing core portfolio of games, which is an achievement given the changing landscape of the user acquisition marketing e
Slide 6: Company History
Company History Released Titles Funko Pop Blitz AEW: Rise to the Top Goldbergs: Back to the 80’s Archer: Danger Phone Squishmallows The company also invests in new Match games to diversify and expand its Always Sunny revenue base. Gang goes Mobile RuPaul’s Drag Race Match 2011 2012 2013 2014 2015 20
Slide 7: Company Strategy
Company Strategy Core Portfolio of Games High Retention Steady Strong ARPDAU Margins IP Partner Internal Events Expertise ESG’s success is rooted in creating games that combine Full Funnel Social Media / Profitability & Gamekit Framework Marketing Growth Development TV Ads beloved entertainment User
Slide 8: Overview of Business Model
Overview of Business Model Cumulative Profitability Lifecycle of a Game vs Monthly UA Spend 3. Upfront monthly User ~$600M acquisition to maximize DAU at launch 6. Reap Long Term Profitability + High Margins 10+ year lifespan Cumulative Lifetime Revenues 5. Maintain High Retention / Loyal User Base +
Slide 9: IP Licensing
IP Licensing East Side Games is trusted by top global entertainment brands to bring their IPs to life. We’ve partnered with world-class licensors including NBCUniversal (The Office), Paramount (Star Trek: Lower Decks), and Jazwares (Squishmallows), demonstrating our ability to develop high-quality, en
Slide 10: Building Games for Fans by Fans
Building Games for Fans by Fans East Side Games is the market leader in the Mobile Idle Genre, specializing in working with big IPs with passionate fan bases. ○ Mastered “Narrative Idle” ○ World Class Storytelling ○ Domain Expertise in F2P Monetization ○ Over 7.8 M downloads ○ Top 100 game in over 1
Slide 11: Industry Challenges
Industry Challenges Acquiring players in a saturated market is getting more difficult The cost of acquiring users through ad mediation networks has The mobile game industry has increased experienced significant headwinds coming out of the IDFA Deprecation has reshaped the gaming landscape, changing
Slide 12: Industry Opportunities
Industry Opportunities 6% $98 Billion 7.9% YoY Growth for Mobile Game Revenues Mobile Gaming Industry Forecasted Global Mobile Game Revenues FY24 CAGR 2025-2032 FY24 (1) Despite the downturn Post-Pandemic, we are slowly seeing some signs of revival Casual and Hybrid Casual Mobile Games continue domi
Slide 13: Solution: Web Payments
Solution: Web Payments Moving to 3rd Party Web ~$600M TLR Payment Solutions on the ESG Lifetime Revenue App Stores to boost margins Shifting Payment Platforms from: ~$140M Apple /Google fees - 30% ESG Lifetime Platform Fees Paid To ~$2-6M Potential Savings annually Third Party Solution - 5%-12%
Slide 14: Solution: Reduce Game Development Time by up to 60%
Solution: Reduce Game Development Time by up to 60% Core Game Best Practices and IAP Promos, Ad Mechanics for Proven Event Management, Multiple Genres Balances Attribution and tracking. Complete Backend Incredible Framework for asset Integration, Storytelling Tools management and Engineering with pr
Slide 15: Licensing Partners
Licensing Partners Established long-term and deep relationships with all major IP holders, Relationships with all major IP-holders developed over years of dedicated relationship building and trust. Signed IP deals with: ● Cloudco ● NBCU ● Sanrio ● Hasbro ● Topps ● Disney ● Funko Pop ● Jazwares ● Leg
Slide 16: Licensing Partners
Licensing Partners Attending Conferences 2025 Building long-term relationships
Slide 17: Potential Pipeline
Potential Pipeline 2025 - 2026 2025 Launched ● RuPaul’s Drag Race Match Queen ● Squishmallows Match Launching ● Trailer Park Boys Match In Progress Signing: ● New Match-3 Title with Major IP Partner 2026 Launching ● A Big IP Cozy Casual Game In Discussions ● New Idle Game in Partnership with Major I
Slide 18: ESG Management
ESG Management Jason Bailey, Founder & CEO A proven gaming entrepreneur with over 25 years in tech. Jason founded East Side Games and remains CEO, guiding strategy and vision. He retains a meaningful ownership stake (50%+), underscoring his long-term commitment to the company’s success. Seasoned C-S
Slide 19: Culture & Values
Culture & Values ● Be Bold. We embrace challenges. We dare to take risks and seek unconventional solutions. We know that through experiment and thought-provoking debate, anything is possible. ● Be Curious. We ask, listen and grow. We are humbled by what we don’t know and we are hungry for answers. W
Slide 20: Thank You!
Thank You!