Streamplay Studios Limited · ASX:SP8
Streamplay Studios — Streamplay Studio — Non-Deal Roadshow (October 2026)
24 slides from Streamplay Studios's roadshow presentation, Oct 8, 2026
Slide 1: Building a global video game & technology group
For personal use only Building a global video game & technology group. ASX:SP8 · October 2026
Slide 2: Who We Are: Streamplay Studio
WHO WE ARE Streamplay Studio. For personal use only A global video game & innovative technology group creating and publishing games across mobile, console, PC & cloud, with distribution through Tier 1 storefronts and leading telco partners in emerging markets. Noodlecake ArcadeX · Playstream · R&D T
Slide 3: A$307B Gaming Market
GLOBAL OPPORTUNITY A$307B Gaming Market. For personal use only Across mobile, PC and console. Mobile A$173.8B 56.6% Console A$67.3B 21.9% A$ BILLION PC A$65.9B 21.5% 307 2026F 3.7B Global players · 2026F Streamplay’s publishing activities span all three major gaming sectors. ASX:SP8 · Source: Newzoo
Slide 4: A Different Business. Built for Gaming.
OUR EVOLUTION A Different Business. Built for Gaming. For personal use only 2018–2020 2021–2024 2025–2026 Established Streamplay’s gaming Expanded through Pacific telco Acquired Noodlecake, adding global foundations and entered emerging markets while developing white-label publishing, owned IP and T
Slide 5: Gaming Ecosystem
GAMING ECOSYSTEM For personal use only Apple Steam Winter Burrow Nintendo Xbox Playstation LEADING TELECOMS / DISTRIBUTION TIER-1 PLATFORMS / STOREFRONTS GAME DEVELOPERS / PARTNERS Regional relationships provide customers Publishing & platform relationships extend Trusted creative partners behind ga
Slide 6: Our Footprint
OUR FOOTPRINT For personal use only LOCAL OFFICES Canadian Office Regional teams supporting publishing, technology and partner USA Office operations. DEVELOPMENT PARTNERS Independent studios working with Noodlecake across mobile, PC and console. LICENSING PARTNERS Local partners licensing Streamplay
Slide 7: Digital, Publishing & IP
For personal use only DIGITAL , PUBLISHING & IP
Slide 8: Noodlecake
NOODLECAKE For personal use only 2011 85+ ~290M A$11.5M Established Published Titles Lifetime Downloads FY26 Revenue Contribution Apple [ 38 ] Steam [ 15 ] Nintendo¹ [ 7 ] Xbox [ 2 ] Playstation [ 1 ] Backlist [ 149 ] ASX:SP8 · ¹ Nintendo includes Switch + Switch 2 08
Slide 9: Digital & VAS
DIGITAL & VAS For personal use only Established Telco Integrations Subscriber Reach FY26 Revenue Contribution ASX:SP8 09
Slide 10: Title Economics: Publishing. Commercial Lifecycles.
TITLE ECONOMICS Publishing. Commercial Lifecycles. For personal use only 01 → 02 → 03 → 04 → 05 Source / create Fund / prepare Launch Participate Extend Owned IP / Partner Title Funding, Dev, QA Mobile / PC / Console Recover + Share Revenue New services + licensing OWNED IP THIRD-PARTY PUBLISHING Re
Slide 11: Winter Burrow
CASE STUDY Winter Burrow. For personal use only Gross Winter Burrow revenue to date. PLATFORM FUNDING UNITS + ACTIVATIONS STEAM WISHLISTS MOBILE INSTALLS Developed by Pine Creek Games Published by Noodlecake ASX:SP8 · Gross title revenue is not Group profit or Noodlecake net revenue share. 11
Slide 12: Subscription Services / Cloud
SUBSCRIPTION SERVICES / CLOUD For personal use only Inhouse developed video games External developer video games Fast-tracked ROI through funded Leveraged Tier-1 platform relationships to adaptation and exclusivity agreement bring the popular Ultimate Chicken Horse / OCT '25 / OCT '25 for recently d
Slide 13: Subscription Services / Mobile
SUBSCRIPTION SERVICES / MOBILE For personal use only 100% of the recent four-title mobile pipeline invited to Play Pass. Golden Lap Flick Shot Rogues LIVE ON PLAY PASS · JUL '26 LIVE ON PLAY PASS · SEP '26 34 additional Noodlecake titles already live on Google Play Pass. PC Play Pass is expanding on
Slide 14: Apple App Store
APPLE APP STORE For personal use only Ongoing editorial featuring keeps our games visible across the App Store. That visibility supports organic discovery and catalogue longevity without relying solely on paid user acquisition. 20+ Titles 150+ Countries Featured in the average Typical live editorial
Slide 15: R&D / Gaming Tech
R&D / GAMING TECH For personal use only Streamplay licenses the games, platform and billing tools – empowering local partners to offer branded gaming services to emerging markets. 01 WHITE-LABEL + LOCALISED Brand, language and content tailored by market. 02 200+ GAME CATALOGUE Broad library spanning
Slide 16: R&D / Billing Tech
R&D / BILLING TECH For personal use only sBilling centralises subscriptions, plans, payment methods and operator integrations across multiple products and markets. 01 SUBSCRIPTIONS Sign-ups, renewals, retries and cancellations. 02 PLANS + PACKAGES Configure pricing, bundles & billing cycles by marke
Slide 17: FY26: Scale, Margin & Cash Flow
F Y 2 6 A U D I T E D R E S U LT S FY26: Scale, Margin & Cash Flow. For personal use only FY26 Audited Highlights Group Revenue Mix Group revenue Gross profit Gross margin A$13.8M A$5.2M 37.7% +153% vs FY25 +182% vs FY25 FY25: 33.8% EBITDA¹ Operating cash flow Cash A$13.8M A$1.32M A$2.15M A$5.65M AU
Slide 18: Growth Trajectory FY24 to FY26
GROWTH TRAJECTORY For personal use only FY24 to FY26 Group Revenue Revenue Adjusted EBITDA Revenue trend A larger business. A$20 Publishing scale is translating into positive operating cash generation. A$13.8 A$10 A$5.45 A$1.81 A$1.32 A$0.01 A$0 A$-1.17 +153% A$2.15M FY24 FY25 FY26 FY27 FY26 revenue
Slide 19: Upcoming games. New opportunities.
NEXT PUBLISHING CYCLE Upcoming games. New opportunities. For personal use only NEAR-TERM RELEASES BIGGER PROJECTS Monkey Brain Butter By The Fish Physics-based roguelike from the Flick Shot Rogues developer. Tiebreakers / Q1 CY2027 Tiecorp Studio Anime-inspired action across mobile, PC and console.
Slide 20: Capital Table. Valuation Snapshot.
VALUATION & CAPITAL Capital Table. Valuation Snapshot. For personal use only Market Capitalisation Enterprise Value¹ Ordinary Shares A$9.32M A$3.67M 1.33B A$0.007 × 1.331B ordinary shares Simplified EV: market cap less cash 14 August 2026 issue count Cash · 30 Jun 2026 Debt Revenue EBITDA² A$5.65M A
Slide 21: Buy & Build Model. Proven.
NOODLECAKE · EXECUTION PROOF Buy & Build Model. Proven. For personal use only Add Publishing Reverse Decline, Principal Revenue Capability Accelerate Growth Contributor JAN 2025 · ACQUIRE CY2025 · +61% GROWTH FY26 · SCALE Added owned IP, publishing capability, Noodlecake revenue grew 61% in the 12 A
Slide 22: Why Invest
WHY INVEST For personal use only 01 NEXT SCALE OPPORTUNITY 02 PROVEN EXECUTION Winter Burrow gross title revenue Tiebreakers · Project DS · 2027 targets 85+ published titles · Tier-1 platform reach 03 GROWTH 04 VALUATION FY26 revenue growth Market capitalisation A$13.8M revenue · cash flow positive
Slide 23: Thank you.
For personal use only ST R E A M PL AY STU D I O · A SX: S P8 Thank you. www.streamplay.studio corporate@streamplay.studio 23
Slide 24: Disclaimer
DISCLAIMER Streamplay Studio. For personal use only This presentation has been prepared by Streamplay Studio Limited (the Company or SP8). It You should not act or refrain from acting in reliance on this presentation, or any information, contains general information about the Company’s activities cu