Snail, Inc. · NASDAQ:SNAL
Snail — Investor Presentation (September 2026)
23 slides from Snail's investor presentation, September 2026
Slide 1: Snail Inc. Investor Presentation September 2026
SNAIL INC. NASDAQ: SNAL INVESTOR PRESENTATION September 2026
Slide 2: Disclaimer
CONFIDENTIAL Disclaimer This presentation is made pursuant to Section 5(d) and/or Rule 163B of the Securities Act of 1933, as amended, and is intended solely for investors that are qualified institutional buyers or certain institutional accredited investors solely for the purposes of familiarizing s
Slide 3: Born to Dream: Who we are today
Born to Started with a dream in 2009, to provide quality interactive entertainment Dream globally 15+ years as a global game developer and Who we publisher, 170+ people strong, market leader of are today the sandbox survival genre with the ARK franchise We listed on the Nasdaq in November 2022, Snai
Slide 4: Our History Through Games
CONFIDENTIAL Our History Through Games 15+ years in Game Development Leveraging our massive multiplayer online (MMO) expertise to become THE LEADER IN SANDBOX SURVIVAL GENRE 2009 MMOs 2015 Sandbox Survival Leader Today Select highlights for illustration purposes 4
Slide 5: Key Financial Overview
CONFIDENTIAL Key Financial Overview Six-Month 2026 Results Six-Month 2026 Revenue Mix PC, 60% $48.7M United States, $47.0M 4.2M 89% Geography International, Platform Net Revenue Total Units Sold Bookings Mobile, 6% 11% ↑11.1% YoY ↑13.8% YoY Other, 2% Console, 33% $(0.9)M $(0.6)M $13.3M Digital, 92%
Slide 6: Key Investment Highlights
Key Investment Highlights 1 2 3 Leading gaming company in an Sustainable revenue with Franchise expansion attractive growth industry highly engaged gamers opportunities beyond gaming 115M+ installs in ARK franchise, a leader 11+ years of consistent ARK content Unique IP well-positioned to adapt in t
Slide 7: The Gaming Market – A Growth Engine for ARK
CONFIDENTIAL The Gaming Market – A Growth Engine for ARK Global gaming revenue …with players growing to Significant opportunity to expecting a 3% CAGR… 3.9B by 2028 attract and monetize gamers $207B 3.9B Global $183B Players by 2028 3.9B 3.4B Global Players in 94M 2024 2024 2025E 2026E 2027E 2028E A
Slide 8: ARK, a Sandbox Survival Powerhouse
CONFIDENTIAL ARK, a Sandbox Survival Powerhouse Established a strong foothold in the Sandbox Survival genre Our journey so far… DLC Install2 $1.1B 115M 4.5B 1.1M Launched ARK Base Game and DLC Steam Peak Steam ARK in 2015 Gross Revenue1 Install2 Playtime Hours Daily Active Users Base Game Install2 2
Slide 9: High and Consistent Player Engagement
CONFIDENTIAL High and Consistent Player Engagement 4.5B hrs 374 hrs 1.1M 79K Total Playtime Avg. Playtime, Peak Daily Active Users Avg. Peak Concurrent Users on Steam1 Highly Engaged Gamers2 on Steam1 on Steam1 1.2M 1.0M Highly Engaged Gamers 800K 42% Player Count 600K ARK Gamer Daily Active Breakdo
Slide 10: Quarterly Revenues Reflect ARK's Continued Success
CONFIDENTIAL Quarterly Revenues Reflect ARK’s Continued Success 3 ASA DLC Releases Revenue growth in Q3’26 ASA ARK ASA DLC directly tied to Release Mobile Release Pre-sale ASA DLC Release Game and DLC Quarterly Revenue ASA DLC ASA 1 Releases $4.9M Release DLC Release $4.0M 1 $28.6M $27.3M 58% $26.2M
Slide 11: Our Growth Strategies
OUR GROWTH STRATEGIES
Slide 12: Well-Defined Strategic Pillars for Growth
CONFIDENTIAL Well-Defined Strategic Pillars for Growth 1 Gaming Expansion 2 Profit Expansion 3 Product Expansion Build on existing IPs while Lean on monetization mix Expand beyond traditional seeking out new IPs via and cost control to games into Stablecoin & developing and licensing improve profita
Slide 13: Robust Game & Content Pipeline
CONFIDENTIAL Robust Game & Content Pipeline Pipeline ARK 2026 Developed Internally Gobby Gang For The Stars 9 Yin Sutra: Immortal Chaotic co-op party brawler Massive space-themed Martial arts fantasy game set starring a gang of bomb- sandbox survival game with a in a rich world of cultivation wieldi
Slide 14: AAA Games Beyond ARK
CONFIDENTIAL AAA Games Beyond ARK High-conviction AAA blockbuster titles in the final stages of the development cycle For The Stars 9 Yin Sutra: Immortal 9 Yin Sutra: Wuxia • Massive space-themed sandbox • Martial arts fantasy game set in a • Richly atmospheric, non-linear survival game with a diver
Slide 15: Sandbox Survival Beyond ARK
CONFIDENTIAL Sandbox Survival Beyond ARK Genre Theme Audience Sandbox Prehistoric Hardcore Survivalists & Survival Dinos Teens/Adults Sandbox Survival expansion via new themes to reach Sandbox Survival Middle Ages Medieval Strategy/Sim Fans & Adults new audiences Sandbox Minecraft-style Younger Game
Slide 16: Cost Control
CONFIDENTIAL Cost Control 148 120 126 Development Talent Management 115 118 100 109 Methodical growth in development capacity 76 in the US, while accessing EU development talents at manageable cost Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26 Q2'26 $11.1M $10.4M $9.9M $9.9M $9.6M OPEX Management $8.3M
Slide 17: Stablecoins & AI: Expansion Beyond Traditional Gaming
Expansion Beyond Traditional Gaming STABLECOINS & AI
Slide 18: Stablecoin Market Poised for Growth
CONFIDENTIAL Stablecoin Market Poised for Growth Stablecoin Supply vs. Fiat Global M2 2019 - 2030 Stablecoin Supply ($ Billions) Stablecoins as % of Global M2 $1,600 1.0% $1,400 ADOPTION VECTORS $1,409 0.9% Regulatory Clarity Versatile Payment Use Cases 0.8% $1,200 GENIUS Act provides clearer Fast,
Slide 19: Snail Games + Stablecoin = Heighten Engagement
CONFIDENTIAL Snail Games + Stablecoin = Heighten Engagement Snail Games attracts more Gamers engage with gamers to ecosystem with games from Snail Games reward program 94M Snail Rewards More gamers with increased engagement ARK Franchise Gamers1 Ecosystem 58% Lifetime Paid DLC Conversion2 Games + St
Slide 20: Snail Will be the 1st Gaming Company With Stablecoins
CONFIDENTIAL Snail Will be the 1st Gaming Company With Stablecoins First symbolic minting of $USDO stablecoin Initiated front-end and Established Snail Coins, LLC back-end infrastructure and retained development O’Melveny as legal partner Today $USDO Powering the future of borderless Jul 2025 Dec 20
Slide 21: Non-Human Player: An AI Gaming Companion
CONFIDENTIAL Non-Human Player: An AI Gaming Companion Human-Like Gameplay Work Across Games Introducing NHPs learn to play naturally, making decisions that feel A shared AI architecture allows NHPs to understand and play NHP believable, adaptable, and fun across many different games Non Human Player
Slide 22: Key Investment Highlights
Key Investment Highlights 1 2 3 Leading gaming company in an Sustainable revenue with Franchise expansion attractive growth industry highly engaged gamers opportunities beyond gaming 115M+ installs in ARK franchise, a leader 11+ years of consistent ARK content Unique IP well-positioned to adapt in t
Slide 23: Contact Us
Contact Us Investor Relations Gateway Group SNAL@gateway-grp.com 949-574-3860