Slide 1: Q4 & FY 2025 Revenue
JANUARY 22, 2026 Q4 & FY 2025 REVENUE VISIOCONFERENCE Confidential & proprietary
Slide 2: Disclaimer
DISCLAIMER This presentation does not constitute or form part of and should not be construed as any offer for sale of or solicitation of any offer to buy any securities of Ateme, nor should it, or any part of it, form the basis of or be relied on in connection with any contract or commitment whatsoe
Slide 3: Speakers
SPEAKERS Michel ARTIÈRES Véronique COULMANN Founder & Chief Executive Officer Chief Financial Officer Degree in Engineering from SUPELEC, PARIS, with Degree from Sup de Co (Poitiers) a specialization in signal processing MBA from Seattle University and telecommunications D.E.S.C.F - Certified Public
Slide 4: Who we are
~~ Whe we are
Slide 5: The Video Delivery Leader
THE VIDEO DELIVERY LEADER Listed since 2014 Ateme enables content providers, service providers and streaming platforms to captivate their audiences with a superior Quality of Experience, so they can boost €95.6m in 2025 viewership engagement, acquire new customers, and unleash new monetization poten
Slide 6: Quickly evolving market: from traditional TV to streaming
QUICKLY EVOLVING MARKET: FROM TRADITIONAL TV TO STREAMING Streaming platforms SVOD, AVOD, virtual video distributor Digital Experience & E-commerce OTT streaming services to multiscreen CDN, cDVR 5G Broadcast Viewers Pay-TV services Contribution Distribution to set-top box Content provider Service P
Slide 7: Ateme unique position with end-to-end stack
ATEME UNIQUE POSITION WITH END-TO-END STACK Broadcast OTT Contribution DVR Storage Ad Insertion Delivery Headend Headend News: Harmonic Announces Pending Sale of Its Video x x x x x x Business to MediaKind x x x x x (December 8, 2025) x x x x x The merger of two major competitors creates an opportun
Slide 8: Ateme engaged in CSR
ATEME ENGAGED IN CSR “ Make the entertainment and video experience captivating, greener, and accessible to everyone ” A CSR policy led by the COO in direct contact with the Executive Committee and fully integrated into the company’s overall strategy Already achieved >>>>>>>>>>>>>>>>>>>>>>>> Commitme
Slide 9: Q4 2025 Revenue, FY 2025 Revenue
Q4 2025 Revenue FY 2025 Revenue
Slide 10: Quarterly activity
QUARTERLY ACTIVITY €100.0m €93.5m €95.6m €90.6m €78.8m Q4 2025: +8% 30.3 32.8 +11% at constant exchange €70.1m rate & perimeter €66.3m €56.5m Q3 2025: -7% €48.6m 22.4 20.9 -2% at constant exchange rate & perimeter €37.5m €28.6m Q2 2025: +2% 23.0 23.5 +5% at constant exchange rate & perimeter Q1 2025
Slide 11: FY 2025 revenue split and growth by region
FY 2025 REVENUE SPLIT AND GROWTH BY REGION FY 2025 REVENUE FY 2025 REVENUE SPLIT BY REGION GROWTH BY REGION LATAM €10.3m 11% APAC EMEA USA/CAN +18% EMEA +5% €13.9m €43.0m +6% +21% 14% 45% (at constant exchange rate) (at constant exchange rate) LATAM -6% APAC -21% -1% (at constant exchange rate) -18%
Slide 12: Building lasting growth, one recurring dollar at a time
BUILDING LASTING GROWTH, ONE RECURRING DOLLAR AT A TIME Multi-Year SaaS and MRR, 2,999 investment Contracts Subscription Maintenance in € thousands 2,954 2,708 2,712 2,735 2,443 2,470 Monthly Recurring Revenue (MRR) 1,960 1,500 Increased visibility with secured revenues 880 570 Higher resilience in
Slide 13: Recent business news
(\ Lr Recent business news
Slide 14: Ateme powers Telefónica's cloud-native VOD transformation with Google Cloud
LATEST NEWS: ATEME POWERS TELEFÓNICA’S CLOUD-NATIVE VOD TRANSFORMATION WITH GOOGLE CLOUD Partnership with Telefónica to deploy a cloud-native media processing platform for next-generation Video-On-Demand (VOD) services Built on Google Cloud Platform (GCP) Key benefits include: 4K Multi-Screen Delive
Slide 15: Viettel deploys Ateme's end-to-end video delivery solution
LATEST NEWS: VIETTEL DEPLOYS ATEME’S END-TO-END VIDEO DELIVERY SOLUTION TO POWER ONE OF SOUTHEAST ASIA’S LARGEST STREAMING PLATFORMS Vietnam’s largest telecommunications company and one of Southeast Asia’s most valuable brands Viettel serves over 70 million subscribers domestically Presence in more
Slide 16: Sports sector: Ateme continues to expand its footprint
SPORTS SECTOR: ATEME CONTINUES TO EXPAND ITS FOOTPRINT Ateme helped DAZN, the world’s Ateme enables Low-Latency OTT Ateme provides the distribution leading sports streaming platform, for Streaming for 2025 Ice Hockey infrastructure for Ligue 1+, the its FIFA Club World Cup XR Championship with Slova
Slide 17: Revolutionizing fan base with immersive streaming
REVOLUTIONIZING FAN BASE WITH IMMERSIVE STREAMING More than 30 specialised cameras captured every angle of Madrid’s recent UEFA Champions League match From the tunnel with players walking pitch side to the press box and media room: every move was tracked A documentary built for Apple’s Vision Pro he
Slide 18: Markets trend Outlook
Markets trend Outlook
Slide 19: Positive momentum at the start of 2026
POSITIVE MOMENTUM AT THE START OF 2026 Improved Coverage A few million € additional Market of Our Cost Base backlog vs. a year ago opportunities • MRR remained relatively stable in • 2026 starts with €36 m in ARR, • Merger of two of our major euros despite the US dollar representing 38% of the 2025
Slide 20: On track with Ateme's 2027 objectives
ON TRACK WITH ATEME’S 2027 OBJECTIVES 2025 2027 2025 will demonstrate clear progress Target: toward our 2027 objectives €22 million EBITDA EBITDA • OPEX well-controlled since the company undertook organization and cost optimization initiatives mid- 2024 €2.999 million in January 2026 Target: €4 mill
Slide 21: Investor Relations
INVESTOR RELATIONS Shareholder structure Stock price (€) 1 year period 10-year period Number of shares : 11,489,444 Potential dilution : 7.3% as of September 2025 Concert Artières 10,6% Otus Capital 9,8% Float 59,4% Positano 5,0% NJJ Capital (Xavier Niel) 4,9% Market data Financial Calendar Mont Bla
Slide 22: Thank you
AT=Mz THANK YOU Captivate your audience