Huuuge, Inc. · GPW:HUG
Huuuge — Q2 2025 Earnings Presentation
18 slides from Huuuge's earnings presentation, September 2025
Slide 1: Q2 2025 Presentation
Q2 2025 PRESENTATION SEPTEMBER 2025
Slide 2: Disclaimer
DISCLAIMER This presentation (“Presentation”) has been prepared by Huuuge, Inc. (the “Company”). By reading the Forward-looking statements include in particular statements regarding the financial performance, Presentation, you agree to be bound by the following limitations. business strategy, plans a
Slide 3: Today's Presenters
TODAY’S PRESENTERS Wojciech Wronowski Maciej Hebda Chief Executive Officer Treasurer, EVP Finance To learn more please visit: https://ir.huuugegames.com/governance
Slide 4: Q2 2025 Highlights
Q2 2025 HIGHLIGHTS $59m $120M SBB and Capital Distribution Policy Announced Revenue -7.2% YoY, -5.8% QoQ Executing USD 120m SBB this autumn USD 360m returned to shareholders over the last 4 years $24m Adj. EBITDA Regular cash distribution policy announced +23.4% YoY, -5.1% QoQ 50–100% of annual FCF
Slide 5: Strategic Priorities Update
STRATEGIC PRIORITIES UPDATE UPDATE UPDATE UPDATE Priority #1 Priority #2 Priority #3 Priority #4 Stabilize the core business New Market Entry M&A Capital Distribution Policy ● Focus on closing the ● Exploring strategic entry ● We are no longer pursuing ● We have a clearer view of revenue dynamics ga
Slide 6: Capital Distribution Policy - Details
CAPITAL DISTRIBUTION POLICY - DETAILS #1 Share BuyBack in 2025 #2 Capital distribution policy ● Executing USD 120m SBB this autumn ● Range: 50%–100% of annual Free Cash Flow (FCF) to ● Invitation to Sell published on September 18th be distributed ● Timing: Based on FCF of a given year, distribution
Slide 7: Business Update
" Ba BUSINESS UPDATE BD
Slide 8: Q2 2025 Core Franchises
Q2 2025 CORE FRANCHISES ● The YoY revenue decline in Q2 2025 was consistent with the softening social ● DAU decreased by 14.1% YoY and by 6.5% QoQ casino market. ● ARPDAU increased by 9.3% YoY and by 1.1% QoQ ● ARPPU increased by 0.8% YoY by 2.5% QoQ Marketing spend in Q3 2025 (relative to revenue)
Slide 9: Core Franchises: DTC Channel Growth
CORE FRANCHISES: DTC CHANNEL GROWTH Direct-To-Consumer (Webshop) Revenue as % of Total Revenue ● DTC revenue reached 22% of the total revenue in Q2 2025 and 24.6% in August 2025 ● We continue to invest further in this channel and we expect more long-term upside, with DTC as % of revenue ● Since May,
Slide 10: Financial Update
_ FINANCIAL UPDATE G
Slide 11: Financial Performance
FINANCIAL PERFORMANCE $m Q2 25 Q2 24 YoY Q1 25 QoQ Revenue 58.8 63.4 -7.2% 62.4 -5.8% Gross profit/(loss) on sales 44.1 45.7 -3.5% 46.9 -5.8% Sales and marketing expenses -11.5 -15.6 -25.9% -11.1 4.0% Research and development expenses -4.1 -5.9 -31.0% -6.0 -32.4% General and administrative expenses -
Slide 12: Cash Flow Statement
CASH FLOW STATEMENT $m Q2 2025 Q2 2024 HY 2025 HY 2024 Pre-tax profit 20.4 18.4 43.8 38.5 Net Operating CF 25.3 18.3 47.6 32.7 Net Investing CF 1.8 0.1 2.9 -2.5 Net Financing CF -1.1 -71.4 -2.6 -72.5 Change in cash 26.0 -53.0 47.9 -42.2 Cash End of Period 188.6 109.6 188.6 109.6 Even after factoring
Slide 13: 2025
2025
Slide 14: Market Positioning 2025
MARKET POSITIONING 2025 Guidance for 2025 (% YoY dynamics) KEY HIGHLIGHTS ● Marketing spend to slightly increase in H2, but it should Revenue SLIGHT DECLINE remain in the low teens (% of revenue) and we reiterate our guidance for a significant decline YoY. Maintaining SIGNIFICANT strict payback disci
Slide 15: Thank You
Executing USD 120m SBB this autumn USD 360 m returned to shareholders over the last 4 years THANK Regular cash distribution policy announced 50–100% of annual FCF to be distributed to shareholders YOU Third quarter in a row with profitability over 40% USD 25m net OCF in Q2’25 - continued strong cash
Slide 16: Financial Data
FINANCIAL DATA Profit& Loss account (USO m) 2022 2023 2024 ore Cr 322 az onzs e223 9323 423 24 24 9324 424 125 225, Revenue 3186 283.4 2508 240 734 775 THI 717 oH 712 71a 670 4 585 61? 624 588 (Coster sales 98.9 026 63.0 295 240 28 236 aa 20a 206 205 18.1 76 160 163 155 147 ‘Gross proft{loss) on sal
Slide 17: Appendix - KPI's
APPENDIX - KPI'S (coer) Fy2017__Fv201e_Fv201_Fv2n20 | v20e_v2022 Fv 2020 Fv 2028 atzm20 22020 | g37023 as 7023 an 028 | a2 2024 aa.2024 _gHz04 —_at205_a22025 Total DAU 632,113 850,717 911,048 947,188, 789,831 610,489, 429,787 374,648 980,224 970,211 416,609 408,100 408,509 392,898 359,193. 337,992 3
Slide 18: Appendix - Glossary
APPENDIX - GLOSSARY ARPDAU Average revenue per daily active user. ARPPU Average revenue per paying user. DAU The number of individual users who played a game on a particular day. DPU The number of players (active users) who made a purchase on a given day. EPS Earnings per share Activities aimed at i