Vobile Group Ltd. · HKEX:3738
Vobile — Investor Presentation (September 2025)
32 slides from Vobile's investor presentation, September 2025
Slide 1: Vobile Group Company Presentation
Vobile Group Company Presentation September 2025
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: Global Provider of Digital Content Asset Protection and Transaction
Global Provider of Digital Content Asset Protection and Transaction Key Highlights: Digital Rights Leading Global Provider of Identification Digital Content Protection and Transaction Protection Transaction Fingerprinting Watermarking Provide Sustainable Profit Model for AI Applications in the Crea
Slide 4: Vobile in Action
Vobile in Action Protecting Against Unauthorized Use Identify IP across Send takedown notice Harry Potter movie global websites Generate digital fingerprint and watermark in database Claim ad revenue from Discover use of rights in media platforms and global media platforms Game video share with righ
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: 1H25 Performance Overview
1H25 Performance Overview AI Tailwinds Are Driving Strong Demand Continue AI Investment While Expanding Profitability 187M Total Revenue YoY 23% 13.0M 82.5M Net Profit Gross Profit YoY 119% YoY 28% 42% 58% 50% 50% US 34.9M 21.0M Sub- Value- & Other China scription added regions Adjusted EBITDA R&D E
Slide 7: Our Strategic Edge
WV Vobile Our Strategic Edge
Slide 8: Further Strengthen Collaborations with Leading Global Content Providers and Platforms
1 Further Strengthen Collaborations with Leading Global Content Providers and Platforms Content Clients Platform Clients 8
Slide 9: Sustain Long-term Partnerships and Discover Further Value for Clients
2 Sustain Long-term Partnerships and Discover Further Value for Clients red by Rights Identificatio ces Powe n Tec aS Servi hno Sa log + y AI From “Cost Center” to “Revenue Center”: on Value-ad bscripti ded Stablish Subscription Relationship While Su De r iv Providing Further Value-add g Ide ativ ri
Slide 10: Expanding Targeted Service Capabilities for All Types of Contents
3 Expanding Targeted Service Capabilities for All Types of Contents Establishing End-to-End Strengthening and Scaling Copyright Services for Music Content Management Short Dramas Capabilities 115M Audio assets fingerprints 23B Audio fingerprints from internet Covering All Content Types Studios Sport
Slide 11: Music Market Unlocks Significant Monetization Potential
3.1 Music Market Unlocks Significant Monetization Potential The acquisition of PEX, a global leader in audio content identification, has enabled us to integrate specialized technologies and strengthen our real-time monitoring and rights identification of audio content Technology and Platform 400 Bil
Slide 12: Industry-recognized Proprietary Technologies
4 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 13: Unique Business Model Moats Drive Unmatched Leadership in the Market
5 Unique Business Model Moats Drive Unmatched Leadership in the Market Evolution Commercial Engine for AI Applications in Rights Protection and Advertising-based Revenue Model on of Service the Creator Economy Identification Services Short Video Platforms Capabilities Leading Digital Rights Business
Slide 14: Commercial Engine for AI Applications in the Creator Economy
Commercial Engine for AI Applications in the Creator Economy
Slide 15: Accelerated Multimodal Model Iteration Drives AI Applications Adoption
Accelerated Multimodal Model Iteration Drives AI Applications Adoption Video AI Applications Midjourney V1 Bytedance SeedDance 1.0 Wan 2.2 Movie Gen Minimax Hailuo Video & Audio T2V-01-Director Google VEO3 Runway Gen4 Adobe Tencent Transpixeler PixVerse V5 Hunyuan-Video Amazon Nova Haiper Google Veo
Slide 16: AI Driving a New Creator Economy Paradigm
AI Driving a New Creator Economy Paradigm 100 Millions+ Production Cost 120Mins+ Hollywood Films 10 Millions+ Production Cost 90Mins+ Independent Films Millions+ Production Cost Production 60Mins+ Cost Online-released 100 Thousands+ Production Cost Feature Films 90Mins + Short Dramas A Few Cents/Min
Slide 17: AI Production Tools Enable More Creative Content
AI Production Tools Enable More Creative Content AI-Generated Original Content Enables New Creation for 3% Share of Current IP Derivative Works Active Assets Voice-over of Character’s Cross-IP Content Inner Thoughts Mash-up Expands Storylines AI Outfit Re-Styling Generated from the Final Frame Face-
Slide 18: Expanding Coverage of Social Media Content Management
Expanding Coverage of Social Media Content Management Over 10 Million New Videos Matched and Comprehensive Identification of Clients’ Audio and Video IP Assets Identified Daily Accelerated Growth of Active Assets Active Assets AI-Driven Growth in Active 2025 1H 4.29M Revenue Sharing on High-Traffic,
Slide 19: DreamMaker - Integrated Audio-visual Creation Platform
DreamMaker - Integrated Audio-visual Creation Platform Built on Diversified AI Large Models Open Creator Community Gateway Built on NVIDIA Media2 Ecosystem Platform Integrates Multimodal Creation: Text-to-Video, Image-to-Video, Music Production, and Scoring Built-in Auto Rights Identification with O
Slide 20: Vobile MAX – Digital Content Asset Trading Platform
Vobile MAX – Digital Content Asset Trading Platform Content Owners Identification Registration Monetization Revenue and Data Sources Covering All Categories of Contents Safeguarding Digital Asset Revenue Rights with Fingerprinting Clear Rights Enable Broader Content and Watermarking Technologies Tra
Slide 21: 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 21
Slide 22: Financials
WV Vobile Financials
Slide 23: Strong Growth Momentum as Scale Efficiencies Drive Profit Surge
Strong Growth Momentum as Scale Efficiencies Drive Profit Surge • Boosted by AI-driven creator economy, revenue accelerates with more opportunities emerging in content protection and monetization • Strong economies of scale with declining marginal compute costs support continuous gross margin improv
Slide 24: Revenue in Each Region Maintained Rapid Growth
Revenue in Each Region Maintained Rapid Growth • Revenue from both each region grew rapidly in the first half, achieving balanced development • United States and other region business growth was mainly driven by increased revenue from social media platforms, where AI-generated content is directly mo
Slide 25: Stable Subscriptions and Growing Value-Added Services
Stable Subscriptions and Growing Value-Added Services • MRR reached $13.9 million in the subscription services segment, with over 99% customer retention and 137% net revenue retention, reflecting robust recurring strength • Revenue from value-added services rose 33% YoY, while active assets reached
Slide 26: Adjusted EBITDA Achieved Significant YoY Growth
Adjusted EBITDA Achieved Significant YoY Growth Operating Expenses Adjusted EBITDA 32.9% Margin Expanded 2.1pts YoY Operating Expense Ratio 32.3% 28.9% 35M 39% 12.1% 11.2% 9.5% 7.9% 7.7% 8% 7.8% 25M 23M 11.6% 12.9% 13.3% 2023 1H 2024 1H 2025 1H 2023 1H 2024 1H 2025 1H Sales and Marketing Expenses Ad
Slide 27: Adjusted Net Profit and Adjusted EBITDA
Adjusted Net Profit and Adjusted EBITDA 3M 35M 11M 534K (243)K 5M 20M 313K 471K 16M 1.7M 13M Pre-adjustment Equity-settled Loss on Transaction Adjusted Financing Adjusted Net Depreciation Bank Interest Impairment on Income Tax Adjusted Net Profit Share derecognition costs for Net Profit Cost Profit
Slide 28: Appendix
WV Vobile Appendix
Slide 29: 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 30: 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 31: 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 32: Vobile.com Vobile IR WeCom
Vobile.com Vobile IR WeCom 32
Vobile Group — Investor Presentation (September 2025) on 6ix