Slide 1: Q3 2025 Revenue
OCTOBER 30, 2025 Q3 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: Presenters
PRESENTERS 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 Publ
Slide 4: Who we are
Who we are Confidential & proprietary
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 €93.5m in 2024 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 x x x x x x NEW x x x x x Appear (Norway), CA 2024 x x x x x €55m, preparing IPO in Oslo x (+) Smart products (+) Great execution to win substantial market x x x x x share in the
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: Q3 2025 Revenue
Q3 2025 Revenue Confidential & proprietary
Slide 10: Quarterly activity
QUARTERLY ACTIVITY 9M 2025: €100.0m €62.8m €90.6m €93.5m -1% €78.8m +2% at constant exchange 30.3 rate & perimeter €70.1m €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: +4%
Slide 11: 9M 2025 revenue split and growth by region
9M 2025 REVENUE SPLIT AND GROWTH BY REGION 9M 2025 REVENUE 9M 2025 REVENUE SPLIT BY REGION GROWTH BY REGION LATAM €7.1m 11% APAC EMEA USA/CAN +11% EMEA +2% €9.5m €28.4m +16% +3% 15% 45% (at constant exchange rate) (at constant exchange rate) LATAM +5% APAC -25% +12% (at constant exchange rate) -22%
Slide 12: Building lasting growth, one recurring dollar at a time
BUILDING LASTING GROWTH, ONE RECURRING DOLLAR AT A TIME Multi-Year investment SaaS and Maintenance MRR, Contracts Subscription in € thousands 2,954 2,805 2,708 2,712 2,735 Monthly Recurring Revenue (MRR) 2,443 2,470 1,960 1,500 Increased visibility with secured revenues 880 Higher resilience in cris
Slide 13: Outlook & Strategy
Outlook & Strategy Confidential & proprietary
Slide 14: Sports leagues going direct-to-consumer
SPORTS LEAGUES GOING DIRECT-TO-CONSUMER Sports LEAGUES have similar revenues as Pay-TV In 2022, sports did ~$620 billion in combined revenue Broadcast + Pay-TV ~$760 billions in 2024 Source: https://www.linkedin.com/posts/andrewpetcash_in-2022-sports-did-roughly-620-billion- activity-709936918614077
Slide 15: Sports sector: Ateme continues to expand its footprint in 2025
SPORTS SECTOR: ATEME CONTINUES TO EXPAND ITS FOOTPRINT IN 2025 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 wi
Slide 16: Market shifting to ad-based streaming
MARKET SHIFTING TO AD-BASED STREAMING Pay-TV generates more $$ OTT generates more $$ 400 360 300 325 260 220 190 150 100 85 100 125 140 150 160 170 180 60 150 160 160 160 170 160 160 160 160 210 210 200 195 190 190 180 180 180 2020 2021 2022 2023 2024 2025 2026 2027 2028 2020 to 2028 Pay-TV & Stre
Slide 17: US cable subs quickly switching to streaming
US CABLE SUBS QUICKLY SWITCHING TO STREAMING 3 years Why Ateme technology is relevant to this market Ateme gaining traction with streamers Contribution & distribution encoders Ateme has been selected by one of the leaders Low latency end-to-end OTT streaming solution, Further evaluations are underwa
Slide 18: On track with Ateme's 2027 main objectives
ON TRACK WITH ATEME’S 2027 MAIN OBJECTIVES 2025 2027 Improving profitability remains the Target: €22 million EBITDA top priority: H1 2025 EBITDA already • We may achieve our 2027 EBITDA target at EBITDA above FY 2024 EBITDA lower revenue than initially anticipated due to a faster improvement in our
Slide 19: 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 20: Thank you
THANK YOU Confidential & proprietary