Presentación ante inversores en el Foro Medcap 2025 (4 MB)

Bilbao, 29 de mayo de 2025

Muy señores nuestros,

En virtud de lo previsto en el artículo 17 del Reglamento (UE) nº 596/2014 sobre abuso de mercado y en el artículo 227 de la Ley 6/2023, de 17 de marzo, de los Mercados de Valores y de los Servicios de Inversión, así como en la Circular 3/2020 del segmento BME Growth de BME MTF Equity (en adelante "BME Growth"), ponemos en su conocimiento la siguiente información relativa a AGILE CONTENT S.A. (en adelante "Agile Content" o "la Sociedad"):

La Sociedad comunica al mercado que hoy 29 de mayo de 2025 asistirá al "Foro MedCap" (evento organizado por Bolsas y Mercados Españoles). Se adjunta a continuación la presentación que se usará en las reuniones que se llevarán a cabo con inversores durante el día de hoy.

De conformidad con lo dispuesto en la Circular 3/2020 de BME Growth, se hace constar que la información comunicada por la presente ha sido elaborada bajo la exclusiva responsabilidad de la Sociedad y sus administradores.

Quedamos a su disposición para cuantas aclaraciones consideren oportunas. Atentamente,

D. Koldo Unanue CEO

https://http://www.agiletv.com

Efijoyifig the of the TV

Equity Story

May 2025

Legal Notice

The information in this results presentation has been prepared by Agile Content and includes financial information taken from the interim financial statements of Agile Content, S.A. and its affiliates for the period ended as of 31 December 2024, audited by EY (Ernst & Young), along with forecasting statements.

The information and forecasting statements on Agile Content are not historical facts, as they are based on numerous assumptions and are subject to risks and uncertainties, many of which are difficult to anticipate and are, in general, beyond the control of Agile Content. Shareholders and investors are thus warned risks could cause the real results and development to differ significantly from those expressed, implicit or foreseen in the information and forecasts.

Except for the aforementioned financial information, the information and any of the opinions and statements contained in this document have not been verified by independent third parties. Therefore, no guarantee is given either implicitly or explicitly regarding the impartiality, accuracy, breadth and correctness of the information or of the opinions and statements made herein.

This document does not constitute an offer or an invitation to acquire or take up shares, in accordance with the provisions of Law 6/2023, of 17th March, which approves the revised text of the Securities Market and its implementing regulations. Furthermore, this document does not constitute an offer to buy, sell or exchange, or a request for an offer to buy, sell or exchange, any securities, or a request for any vote or approval in any other jurisdiction.

2

Ifidex

Equity Story

1

2

3

4

Who we are and what we do Strategic vision 2025-2028 Why invest in Agile

Appendix

3

Equity Story

Considerations

The company has rebranded its commercial name from Agile Content to AgileTV.

The transition to AgileTV stems from a commitment to clarity and precision in identity, by pointing the focus on the TV business in which the company is operating to deliver cutting-edge TVaaS, OTT and video technologies to its clients and partners worldwide.

Agile Content remains as company name.

01

Who we are and what we do

Equity Story

AgileTV enable the provision of TV & OTT Applications by offering technology and

professionals

around the world

Stockholm

Customers

in 70 countries

Bilb6o Porto Alm6fis6

Hofig Kofig

Households

with technology to render TV Service

€5.8M*

households Pay TV

Service managed

R&D

Offices Presefice

€84.0M*

Revenues

S6o P6ulo

€10.7M*

EBITDA

€4.9M*

OFCF

BME growth

since 2015

19/50

Top Worldwide

Telcos as clients

*AgileTV only **WeTek only

Equity Story

What we

Agile TV is a B2B company

Agile TV boosts the media business & experience.

We are a reliable partner facilitating the technology for the distribution, discovery and experience the media enjoyment.

Cloud based Technology

Cost per new client lower than new revenue

Manage Services monetizing personalization demands

Equity Story

Our Products and

TV

Technologies

PRODUCTS

TV

Platform

SERVICES

Devices

Managed Services

Revenue model

Streaming Bandwith Capacity (Gbps)

Cost Per Suscriber (CPS)

Licencing per Managed Device

Turnkey

Scope of work

Equity Story

Global Growing Market in a

TV Distribution is moving from DTT an Cable to Streaming

TV Advertising is moving from one4all TV adverts to personalized adverts

TV Consumers want an homogeneous experience to discover content and watch it when, where and how they want

For all the previous is necessary the Streaming Technology that produces AgileTV

Expected streaming TV market evolution per region (Market size USD Millions)

Equity Story

What Make us from our Competitors

Universality

We combine the strength of a E2E product (e.g. for small operators such as Parlem or Convergenze) with the ability to customize it in a cost-effective way (managed services) for large operators (+O, Telefónica, Vivo,..).

Flexibility

Our platform can be and end to end solution or be sold by modules or combined with other modules from different suppliers.

Cost Competitiveness

We offer Carrier Class solutions (the highest level required by large telcos) with developments carried out mainly in Spain, Brazil, Portugal and Vietnam at more competitive costs.

Equity Story

Trusted Clients

Equity Story

Focus on cash generation and

Referefice shareholders and free float

FREE FLOAT

16%

11%

EPC & KEY WOLF

55%

11%

7%

FAMILY OFFICE ONCHENA

02

Strategic Vision 2025-2028

Equity Story

Strategic

Add 2-4 telcos to our platform per year

Operating leverage in selected markets

Grow based on the TV Platform and Managed Services

MasOrange agreement evolution

Focus on cash generation and solid capital structure

Equity Story

Where to

Growth focus in Spain, DACH, Nordics, North America and Middle East

• Non exclusive Pay Tv content offer available

• Redistributable free-to air TV channels availability

• Pay TV piracy levels

• Pay TV business ARPU

• Socioeconomic context

Equity Story

MasOrange Agreement

Partial substitution of Platform Net revenues x Technology revenues

From 100% platform

revenues 

85% Platform

revenue and 15% technology revenues

of current revenues guarantee

Business

Ownership

18

16

14

12

10

8

6

4

2

0

EBITDA

€14,1M

€11,6M

€15,5M

WeTek

€3.9M

€5,0M

AgileTV

€10.7M

AgileTV

€11.6M

€2,1M

€14,5M

WeTek

€3.8M

2020 2021 2022 2023 2024 2025

€4.0M*

€3.8M*

€11.8M*

€7,3M

€11.3M*

18

16

14

12

10

€4,9M

2021

2022

2023

2024

2025

AgileTV

€5.3M

AgileTV

€4.9M

WeTek

€2.8M

8

6

4

2

0

-2 -€1,6M -€1,2M

-4

OFCF

€7,5M €8,0M €2.9M*

€2.6M*

€5.4M*

€5.1M*

*Guidance 2025

Equity Story

2020-2025, a successful business cycle of

€35,0M

€30,0M

€25,0M

€20,0M

€15,0M

€10,0M

€5,0M

1,80

1.60x

€28.7M

€17.0M

1,60

1,40

1,20

1,00

0,80

0,60

0,40

0,20

€45,0M

Equity Story

Focus on cash generation and

NFD/EBITDA ratio is 1.60x (2.10x including earn-outs). NFD/Equity ratio is 40% (53% including earn-outs).

€40,0M

€35,0M

€30,0M

€25,0M

€20,0M

€15,0M

€10,0M

€5,0M

45,00

40%

€42.0M

€17.0M

2024 without WeTek

40,00

35,00

30,00

25,00

20,00

15,00

10,00

5,00

€140,0M

€120,0M

€100,0M

€80,0M

€60,0M

€40,0M

€20,0M

14,00

Financial Debt and

Other Liabilities

13%

€126,2M

€17,0M

12,00

10,00

8,00

6,00

4,00

2,00

2024 sin WeTek

€0,0M

2024 sin WeTek

Net Financial Debt

2024 without WeTek

0,00

€0,0M

0,00

€0,0M

2024 without WeTek

0,00

Equity Story

Focus on cash generation and

December 31st 2024

Gross Debt

€40.5M

NFD

€28.7M

NFD excl. intragroup and earn-outs

€17.0M

Debt Analysis

Financial Debt Split

December 31st 2024

Short Term

21.1%

Long Term

78.9%

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