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- **Guild Dominance**: 77% of revenue from 1.6 million members, up 500% YoY, proving community-driven model scalability.
- **AI-Driven Engagement**: 12% watch time boost from AI discovery, 30% sign-ups via platform integrations.
- **Financial Momentum**: 280% revenue growth to $76.5 million, despite $38.6 million net loss due to strategic investments.
- **Q4 Catalysts**: DAVID theatrical release and new streaming content poised to accelerate growth.

**【CEO Summary Section】**
- **Guild Membership Growth**: 1.6 million members, up 500% year-over-year, contributing 77% of total revenue.
- **DAVID Franchise Acquisition**: $80 million acquisition with 2521 Entertainment, featuring AI-driven discovery boosting watch times by 12%.
- **Revenue Streams**: 4 primary streams (Guild memberships, theatrical releases, licensing, other revenue) with Guild memberships as the fastest-growing segment.
- **AI Innovation**: AI-powered discovery technology improved engagement, with 30% of sign-ups coming from platform integrations (Samsung, Amazon, Apple).

**【CFO Financial Commentary】**
- **Q3 2025 Financials**: Total revenue $76.5 million (280% YoY growth), net loss $38.6 million due to rapid Guild expansion and theatrical investments.
- **ARPM (Average Revenue Per Member)**: $13.70, reflecting the recurring nature of Guild revenue.
- **Balance Sheet**: $63.3 million in cash, with a $100 million credit facility to support growth.

**【Q&A Key Highlights】**
- **Seasonality & Net Adds**: Q4 expected to be strongest for streaming, with new content releases (DAVID, Wayfinders, Tuttle Twins Season 4) driving growth.
- **Content Licensing**: Direct deals with Apple, Amazon, and Fandango reduced fees, saving $3.5 million annually.
- **Marketing Efficiency**: A/B testing shows 9% increase in Guild sign-ups from mobile enhancements.
- **Public Company Strategy**: Super voting shares ensure mission alignment, with 70,000+ investors supporting long-term vision.

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