What is the revenue and EPS growth rate for Super League year over year?

What does Super League do and what are its main business segments?

What is the market's earnings forecast for Super League next quarter?

What guidance did Super League's management provide for the next earnings period?

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What factors drove the changes in Super League's revenue and profit?

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- **Turnaround Success**: Eliminated debt, secured $20M financing, and achieved NASDAQ compliance, positioning for growth.
- **Revenue Diversification**: Reduced Roblox dependency to 42% (from 57% 2024), expanding into mobile and CTV with 69% pipeline growth.
- **Profitability Improvements**: 45% gross margin, 29% OpEx reduction, and Q4 revenue exceeding Q3.
- **Strategic Initiatives**: High-margin pop-ups, AI campaigns, and digital asset exploration with Evo Fund backing.

**【CEO Summary Section】**
- Super League achieved a corporate turnaround, eliminating debt, streamlining capital structure, and achieving NASDAQ compliance. Secured $20 million financing with Evo Fund as a strategic investor.
- Focused on gaming media, targeting 190M U.S. consumers, with Gen Z spending more time on gaming than social media. Hosted first Gaming Summit with major brands like Walmart, PepsiCo, and Google.
- Expanded partnerships: exclusive CTV deal with ES3 for interactive ads, and AI-themed campaign with Google on Roblox. Diversified revenue away from Roblox (now 42% of Q3 revenue) into mobile and Connected TV.

**【Financial Highlights】**
- Q3 2025 revenue: $2.4M (down YoY), but gross margin improved to 45% (vs. 39% Q3 2024). Operating expenses down 29% YoY. Pipeline increased 69% in 6 weeks, with Q4 booked revenue exceeding Q3.
- High-margin pop-up campaigns (12 launched, 2 renewals) and mobile initiatives driving diversification. 8 seven-figure pipeline opportunities.

**【Q&A Key Highlights】**
- **OpEx**: Stable at $4M, no immediate reductions; team size reduced from 75 to 35 to focus on growth.
- **Market Sentiment**: CMOs cautious but opening budgets post-Q3; Super League sees pipeline acceleration.
- **Growth Drivers**: Mobile (open platform) and CTV (interactive ads via remote) as high-growth areas.
- **Digital Assets**: Exploring strategy with Evo Fund support; hiring digital asset expert and Board member in 2026.

Super League Enterprise, Inc. (SLE) Q3 2025 Earnings Call Transcript

- **Revenue Growth Despite Challenges**: Q2 revenue up 10% sequentially, but down 27% YoY due to macro headwinds. Mobile gaming now 15% of revenue, targeting 25% by year-end.
- **Gross Margin Expansion**: Improved to 44% (vs. 40% YoY), reflecting higher-margin initiatives.
- **East Coast Sales Surge**: 150% YoY growth, with top seller hitting $3M annual target in 6 months.
- **Mobile & TikTok Expansion**: AdArcade partnership driving mobile growth; Meta-Stadiums collaboration to launch TikTok campaigns in Q4.
- **Crypto Opportunity**: Exploring stablecoin-powered engagement models under the GENIUS Act, with cautious partnership approach.

**【Management Opening Remarks】**
- Super League transitioned to streamlined operations, closing financial transactions, and forming partnerships to diversify revenue. 75% of deals came from repeat clients, signaling customer retention strength.
- Emphasized sustainable profitability and long-term growth in interactive entertainment, with a focus on playable media solutions for brands.

**【CEO Commentary】**
- **Core Strategy**: Leveraging playable media in gaming platforms (e.g., Roblox, Fortnite) to engage 5 billion global players, with 3.32 billion in video games. Q2 saw record Roblox growth (21.9M concurrent users in *Grow a Garden*).
- **Revenue Diversification**: Mobile gaming revenue reached 15% of total (up from 0% in 2024H1), driven by AdArcade's 3x outperformance of standard ads. New TikTok partnership via Meta-Stadiums to launch in Q4 2025.
- **Financial Performance**: Q2 revenue grew 10% sequentially but fell 27% YoY due to macro tariffs and Roblox ad ecosystem shifts. Gross margin improved to 44% (vs. 40% YoY). East Coast sales surged 150% YoY, with top seller hitting $3M annual target in 6 months.
- **Cost Management**: 23% pro forma OpEx decline YoY. Debt reduced by 90% ($5.7M to $600K), with $6.6M new capital raised. Targeting Q4 2025 EBITDA positivity.
- **New Products**: Roadtrends Pro subscription analytics tool launched, with early subscriber validation.

**【Q&A Highlights】**
- **Revenue Mix Outlook**: Aiming for 25% mobile revenue in 2025, with immersive platforms (Roblox, etc.) at 50-60% of total by 2026. Programmatic and TikTok partnerships to drive diversification.
- **Expense Stability**: No plans to increase OpEx; $1.7-2M quarterly run rate expected. Seasonal revenue patterns (stronger back half) to persist.
- **Customer Activity**: Q3 shows budget unfreezing post-tariff uncertainty, with stronger campaign execution. East Coast sales team hitting stride after 6-month ramp-up.
- **Crypto Exploration**: GENIUS Act stablecoin framework opens opportunities for innovative consumer engagement models, with potential partnerships to leverage existing infrastructure.

Super League Enterprise, Inc. (SLE) Q2 2025 Earnings Call Transcript

- **2025 EBITDA Target**: On track for Q4 EBITDA positivity with 30% cost reduction and 44% gross margin.
- **Mobile Growth**: Mobile revenue to reach 25% of total in 2025, up from 15% in Q1.
- **Playable Media Success**: 7-10x higher engagement rates vs. video ads, validated by Chipotle and GoGo squeeZ campaigns.
- **Strategic Acquisitions**: Supersocial acquisition bolsters Roblox presence and brand partnerships.

**【CEO Opening Remarks】**
- Super League aims to achieve EBITDA positivity by Q4 2025, with a 30% year-over-year reduction in operating expenses and a 44% gross margin in Q1 (up from 38% in FY2024).
- The company is diversifying revenue streams, with mobile games contributing 15% of Q1 revenue, projected to reach 25% in 2025.

**【Business Model & Success Stories】**
- **Playable Media Advantage**: Consumers spend 1.5-11 minutes with playable ads vs. 15 seconds for video ads, yielding 7-10x higher click-through rates.
- **Chipotle Partnership**: A Roblox game generated 1.27M virtual burritos and 50K free burritos redeemed in 3 hours, driving mobile app downloads and orders.
- **GoGo squeeZ Campaign**: Reached younger audiences across platforms, including mobile games and TikTok, with interactive mini-games.
- **Google’s Be Internet Awesome Campaign**: Built a Roblox world for internet safety education, demoed to congressional staffers.

**【Financial Performance & Growth】**
- Q1 2025 net loss decreased 20% YoY, with $20M in active pipeline opportunities across 97 programs.
- Acquisition of Supersocial added 49 Roblox builds with 390M visits and 3B impressions, enhancing brand partnerships like Gucci and Walmart.

**【Q&A Highlights】**
- **Macro Environment**: No evidence of ad budget cuts, but delays; Super League focuses on solutions for delayed deployments.
- **Mobile Expansion**: Mobile’s broader demographic appeal is driving new agency and brand partnerships.
- **M&A Strategy**: Disciplined approach to accretive acquisitions, such as Supersocial, to accelerate growth and EBITDA positivity.

Super League Enterprise, Inc. (SLE) Q1 2025 Earnings Call Transcript

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