Gamesquare Holdings, Inc. · NASDAQ:GAME
Gamesquare — Investor Presentation (February 2026)
25 slides from Gamesquare's investor presentation, Feb 6, 2026
Slide 1: GameSquare January 2026
January 2026 GameSquare
Slide 2: Forward Looking Statement
> GameSquare January 2026 © Forward Looking Statement This news release contains “forward-looking information” and “forward-looking statements” (collectively, "forward-looking statements’) within the meaning of the applicable securities legislation. All statements, other than statements of historica
Slide 3: GameSquare Market Trends and TAM
GameSquare January 2026 GAMESQUARE MARKET TRENDS AND TAM GLOBAL VIDEO GAME MARKET Gillions, USD, 2021 -2025) $230B+ TAM $180 $284 GLOBAL GAMING MARKET U.S. DIGITAL ADVERTISING SPENDING 60-65% (Billions, USD, 2021-2025) REVENUE ACTIVITY THROUGH INFLUENCERS. 10-15% eee ene eee erereneens REVENUE SPEND
Slide 4: The GameSquare Ecosystem
TALENT NETWORK 75 talent under contract The Boys 6MM YouTube subs Australia / US Expanding presence in US January 2026 The GameSquare Ecosystem OWNED & OPERATED IP - Se arnes & Noble COLLEGE B@Ys Premiere esports org SpongeBob in Fortinite Proprietary programs & experiences
Slide 5: Technology
> GameSquare Technology Creating the gaming industry's premier end-to-end creator analytics and marketing platform. CAPCOM ai SEIS MGRLD CUP UBISOFT UNIFIED DATAFLOW ACCELERATED STORY INNOVATION We turn fragmented New platforms and tools are streaming data into one clear integrated continuously, vie
Slide 6: New Acquisition: Click
New Acquisition: CLICK Annualized 2H 2025 Est. $14.5M $1.2M Revenue EBITDA January 2026 © Global Creator Network Click represents top-tier talent and influencers, with deep roots in global markets across a variety of industries and communities. Brand Partnership Expertise Click has a proven track re
Slide 7: Talent & Creators
> GameSquare Talent & Creators Click is our next-generation talent management and influencer marketing agency connecting global brands with the most impactful digital creators. From premium creator partnerships to mass creator deployment, Click operates across the full creator spectrum. TALENT CREAT
Slide 8: Agency Services
> GameSquare Agency L4ZONED 7 Services | Gsx | Delivering end-to-end agency services designed to drive cultural relevance and measurable business impact. B Pay ROBLOX ey @ Your full service creative & production team, rooted in internet culture. 79 STRATEGY | CREATIVE | EXPERIENCES | CONTENT | PRODU
Slide 9: FaZe Esports By the Numbers
a FAZE esports BY THE NUMBERS 728.8BM 15.3M 130.6M +287K TOTAL IMPRESSIONS TOTAL ENGAGEMENTS TOTAL VIEWS FOLLOWERS GAINED 528% from 2024 4350% from 2024 4 125% from 2024 388% from 2024 THE CRAZIEST BLACK OPS® — BLUEPRINT
Slide 10: GameSquare is Built for the Next Generation
> GameSquare January 2026 © GameSquare is Built for the Next Generation We doubled We accelerated down on the our pipeline Creator economy 3 We now sit at the intersection of culture and capital, uniquely positioned to capture the next generation of consumers driving trillions in spend through new-a
Slide 11: Our Biggest Moments. With the Biggest Creators.
> GameSquare Our Biggest Moments. With the Biggest Creators. Supporting the Biggest Brands. Creating Incredible Impact. CREATOR SHOWDOWN ii 4 ' fee afc a RQBLOX -s
Slide 12: Recent Growth
GameSquare Recent Growth e Strong sales pipeline growth in 2025 e Momentum building across key segments (gaming & entertainment) e Crypto focused strategy creating new biz opportunities within web3 vertical e — Rising demand for full-service and creator-led solutions e Positioned for continued reven
Slide 13: Positioned for the Future
GameSquare January 2026 Positioned for the Future e Our operating business is growing, improving margins, and is bolstered by yield generation e Acquired a profitable business and exited a mature loss-making business e We have deep experience and connections in the Creator space e Talent is a strong
Slide 14: 2H 2025 Pro Forma Guidance
> GameSquare January 2026 © 2H 2025 Pro Forma Guidance e Gross Margin expected to 2H Revenue $36.8m double due to shut down of | aHrevenve $36.86 Frankly, acquisition of Click, and ETH yield e Click 2H contribution $7M Adj. EBITDA $2.9m e Contribution from crypto sector deals expected to contribute
Slide 15: Balance Sheet Improvement
Balance Sheet Improvement Dec. 31, 2024 TOTAL ASSETS $ 78,730,447 TOTAL ASSETS (Excl le Assets) 50,759,732 Total Digital Asset Treasury Total Accounts 27,349,372 Payable Total Debt 19,891,945 Januar)
Slide 16: P&L Summary
GameSquare January 2026 P&L Summary A
Slide 17: Experienced and Driven Leadership
> GameSquare EXPERIENCED AND DRIVEN LEADERSHIP MANAGEMENT TEAM JUSTIN KENNA MIKE MUNOZ CFO TYLER “Ninja” BLEVINS JOHN WILK GENERAL COUNSEL DOUG ROSEN CHIEF COMMERCIAL & STRATEGY OFFICER AMAREE TANAWONG: PROVEN BOARD MEMBERS TOM WALKER TRAVIS GOFF JUSTIN KENNA CFO DALLAS COWBOYS & PRESIDENT GOFF CAPI
Slide 18: Thank you!
> GameSquare January 2026 © Thank you! Justin Kenna CEO, GameSquare justin@gamesquare.com
Slide 19: Case Study: Roblox
GameSquare Case Study: ROBLOX We brought together eight of Roblox’s most beloved creators for a 3-hour, live, team-based competition, complete with bespoke branding and a $50K prize pool. The event was amplified through creator content, VODs, and official Roblox platform promotion, including placeme
Slide 20: Case Study: British Heart Foundation
> GameSquare Case Study: “er BRITISH HEART FDN. a REFRESH RESULTS, WHAT WE DID We partnered with popular streamers to promote awareness of heart conditions, leveraging custom digital oma assets native to the target audience to capture and retain attention. Be right back Babe eat WHY WE SUCCEEDED We
Slide 21: Case Study: Fortnite
GameSquare Case Study: FORTNITE We invited the Fortnite community to celebrate its most iconic creators through a series of fan-first creator meet-and-greet events! We built each event into a full-fledged experience, bringing each creator’s unique vibe and relationship to their fanbase to life thoug
Slide 22: Case Study: TMNT in Fortnite
GameSquare Case Study: We amplified the launch of TMNT creator tools and islands in Fortnite, partnering with creators and celebrities across the internet to help the turtles stop the scroll and dominate the feed! We connected the turtles to major cornerstones of pop culture, making the moment bigge
Slide 23: Case Study: SpongeBob in Fortnite
> GameSquare Case Study: SPONGEBOB IN FORTNITE LA EJ ‘Seogenee WHAT WE DID We built 4 SpongeBob-themed Fortnite games in UEFN! Each map launch leveraged popular creators and Fortnite news channels to get the word out, generating positive sentiment across the broader community. WHY WE SUCCEEDED We bu
Slide 24: Case Study: Capcom Monster Hunter Wilds
GameSquare Case Study: oto CAPCOM “NEES” Capcom partnered with GameSquare to plan and execute an unforgettable streamathon to drive mass awareness to their new game launch: Monster Hunter Wilds. The team executed a 12-hour marathon stream featuring viral creator IShowSpeed as the headlining talent w
Slide 25: Case Study: Halo Major Atlanta
> GameSquere Case Study: HALO MAJOR: ATL | HALS WHAT WE DID Our team produced the Halo Championship Series Major in Atlanta, delivering a top esports competition in partnership with FaZe Clan. The event showcased how endemic esports brands and publishers can come together for a globally relevant, cu
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