Core Insights - Chipotle is launching a promotional campaign during the Super Bowl, offering up to $1 million in free entrée codes instead of airing a traditional commercial, highlighting its commitment to real ingredients without artificial additives [1] - The campaign includes the introduction of three Game Day Nacho Hacks, available exclusively on the Chipotle app and website from February 5 to February 8, 2026 [1] - Chipotle's marketing strategy aims to differentiate itself from competitors using AI-generated ads by emphasizing its real food offerings [1] Promotional Campaign - The promotional event will feature a 30-second Instagram Reels video titled "The Chipotle Realest 30," where the first 100,000 fans to text a code will receive a free entrée [1] - The free entrée codes are valid for any regularly priced entrée until February 12, 2026, and are limited to the U.S. market [1] - This initiative is designed to engage fans during one of the highest food consumption days in the U.S. [1] Game Day Nacho Hacks - The Game Day Nacho Hacks consist of customizable nacho kits that can be prepared in as little as 10 minutes, designed for sharing among groups of three to four [1] - Options include variations with Adobo Chicken, steak, or a vegetarian option, each featuring large sides of salsa, guacamole, Queso Blanco, and tortilla chips [1] - This marks the first time nachos are being added to Chipotle's digital menu, catering to fan requests and enhancing the game-day experience [1] Return of Chicken al Pastor - Chipotle will reintroduce its popular Chicken al Pastor on February 10, 2026, following the Super Bowl, available exclusively to Chipotle Rewards members a day earlier [2] - The Chicken al Pastor features bold flavors and is part of Chipotle's strategy to keep its menu innovative and responsive to customer preferences [2]

Global live streaming viewership grew 6% year-over-year to 36.4B hours watched during 2025, nearly matching 2021's pandemic-era peak FRISCO, TEXAS / ACCESS Newswire / January 29, 2026 / Stream Hatchet, the leading provider of data analytics for the live streaming and gaming ecosystem and wholly-owned subsidiary of GameSquare Holdings (NASDAQ: GAME), ("GameSquare", or the "Company"), has released its annual 2025 Live Streaming Trends Report. The report reveals key insights into the evolution of the global ...

Core Insights - The partnership between Zoned and Dairy MAX has been renewed and expanded, following the success of the "Farm to Fork" campaign, which won a Shorty Impact Award for its innovative approach to gamification in education [1][4]. Partnership Details - This marks the fourth annual renewal of the partnership, emphasizing its longevity and success in delivering educational content through gaming [1]. - Under the renewed agreement, Zoned will continue to create custom gaming experiences and educational modules that modernize dairy education [4]. Campaign Success - The "Farm to Fork" initiative introduced an immersive educational model within Fortnite, starting with Farm Tycoon, which achieved over 85,000 hours played and 20 million impressions [2]. - The subsequent Diner Tycoon experience became the 1 Top Rated Fortnite experience in the U.S. and globally within its first weekend, showcasing strong engagement among Gen Z and Gen Alpha audiences [3]. Industry Impact - The partnership highlights the increasing demand for purpose-driven experiences in gaming, positioning GameSquare as a leader in connecting brands with younger audiences [5]. - Dairy MAX represents dairy farm families across eight states, producing 15% of all U.S. milk, and aims to promote dairy's benefits through innovative educational initiatives [6]. Company Background - GameSquare is a media, entertainment, and technology company focused on connecting brands with Gen Z, Gen Alpha, and Millennial audiences through creative services and advanced analytics [7]. - Zoned is a marketing firm that leverages cultural insights to help brands authentically connect with their audiences, emphasizing the importance of engaging content in the digital landscape [9].

Market Trends and TAM - The global video game market is projected to reach $284 billion by 2025, with a CAGR of 12%[7] - The U S influencer marketing platform market is projected to reach $5 5 billion by 2025, with a CAGR of 13%[7] - U S digital advertising spending is projected to reach $342 billion by 2025, with a CAGR of 28%[7] - The global gaming market has a TAM of over $230 billion[7] - Influencers drive 60-65% of revenue activity in the gaming market[7] - Marketing spend in the gaming market accounts for 10-15% of revenue, targeting $23-35 billion[7] GameSquare Ecosystem and Acquisition - Click, a global creator network acquisition, is estimated to generate $14 5 million in revenue and $1 2 million in EBITDA on an annualized 2H 2025 basis[16] - Click enhances GameSquare's talent, media, and content ecosystem, unlocking new revenue and growth opportunities[17] Financial Performance and Guidance - GameSquare's 2H 2025 pro forma revenue guidance is $36 8 million and adjusted EBITDA is $2 9 million[41] - Gross margin is expected to double due to the shutdown of Frankly, the acquisition of Click, and ETH yield[42] - Click is expected to contribute $7 million to 2H revenue[42] - Deals in the crypto sector are expected to contribute $3 million to 2H revenue[42] Treasury Strategy - GameSquare is targeting an ETH yield of 8-14%, fully ramped[45] - As of September 30, 2025, GameSquare held 15,618 ETH[45] - $6 25 million of Web3 deals closed as of Sept 30, 2025[45]

Core Viewpoint - GameSquare Holdings, Inc. will participate in the Sequire Investor Summit 2026, highlighting its engagement with investors and the media landscape [1] Group 1 - The Sequire Investor Summit 2026 is scheduled for January 20-22, 2026 [1] - The event will take place at the Condado Vanderbilt Hotel in San Juan, Puerto Rico [1] - GameSquare is identified as a next-generation media, entertainment, technology, and digital native treasury company [1]

Core Viewpoint - GameSquare Holdings, Inc. has repurchased a total of 1,038,787 shares of its common stock for $563,801, indicating a strategic move to enhance shareholder value through stock buybacks [1] Group 1: Share Repurchase Details - The average price paid per share during the repurchase was approximately $0.54 [1] - Following the repurchase, the company has approximately $3.3 million remaining under its current stock buyback authorization [1]

Core Insights - GameSquare Holdings is focused on connecting game publishers and brands with the growing gaming and esports communities, positioning itself for future growth and scalability [3][4] - The recent quarter is viewed as a significant turning point for the company, emphasizing a commitment to the creator economy and building momentum in the sales pipeline [4] - GameSquare has achieved a debt-free status and is focused on yield generation through its Digital Asset Treasury strategy, aiming for profitability by 2026 [4][5] Company Overview - The company aims to leverage its unique model to engage with large audiences in the gaming sector, indicating a strategic focus on the next generation of gaming [3] - GameSquare's efforts to integrate brands deeper into its ecosystem reflect a proactive approach to enhancing its market position [4] Financial Position - The company has successfully cleaned up its balance sheet, marking a significant improvement in its financial health by becoming debt-free [4] - GameSquare is optimistic about its sales pipeline and overall positioning for the latter half of the year and beyond, with a target of achieving profitability by 2026 [4]

GameSquare Holdings Conference Summary Company Overview - **Company**: GameSquare Holdings Incorporated - **Industry**: Gaming and Esports - **Market Cap**: Approximately $52 million as of the conference date [26] Key Points and Arguments 1. **Growth and Positioning**: GameSquare is focused on connecting game publishers and brands with gaming and esports communities, emphasizing its unique model designed for the next generation [2][3] 2. **Financial Performance**: The company reported a significant improvement in its financials, with Q3 being break-even and Q4 expected to be its first profitable quarter [5][23] 3. **Total Addressable Market (TAM)**: The video game market has a TAM exceeding $230 billion, with 60%-65% of revenue generated through influencers and creators, which is a primary focus for GameSquare [4][5] 4. **Debt-Free Status**: GameSquare has cleaned up its balance sheet and is now debt-free, allowing for a focus on yield generation and cash flow from its core operations [3][21] 5. **Creator Economy**: The company is doubling down on the creator economy, having acquired Click, a talent management business, which is expected to generate $15-$20 million in revenue by 2026 [10][11] 6. **Data and Analytics Leadership**: GameSquare's data analytics platform, Stream Hatchet, is positioned as a market leader, providing critical insights for major game publishers [8][9] 7. **Agency Services**: The agency services business, divided into Zoned and GSX, is a significant contributor to profitability, working with major brands like Epic Games and McDonald's [12][13] 8. **Intellectual Property (IP) Ownership**: GameSquare owns FaZe Esports and has co-ownership of the SpongeBob SquarePants IP, which provides access to large audiences and monetization opportunities [17][18] 9. **Digital Asset Strategy**: The company has a differentiated digital asset strategy, generating around $400,000 in monthly cash flow through its ETH yielding system [24][30] 10. **Future Projections**: GameSquare anticipates a revenue of approximately $37 million for the second half of the year and aims for a $100 million revenue business by 2026, with a projected 25% organic growth [27][28] Additional Important Information - **Client Relationships**: GameSquare has established significant relationships with over 200 brands, enhancing its ability to cross-sell services [19] - **Market Position**: The company claims to have no direct competitors in its end-to-end model within public markets, highlighting its unique approach [6][7] - **Management Team**: The management team includes experienced professionals from notable organizations, enhancing credibility and strategic direction [34] - **Stock Buyback Strategy**: GameSquare plans to continue stock buybacks, indicating confidence in its valuation and future growth [36] This summary encapsulates the key insights from the GameSquare Holdings conference, highlighting the company's strategic focus, financial health, and growth potential within the gaming and esports industry.

Core Insights - RITZ Crackers will return to the Big Game on February 8, 2026, with a 30-second advertisement during the third quarter, marking the third consecutive year for a Mondelz International snack brand to appear in this event [1][2][3] - The brand will launch a new football-shaped cracker ahead of the Big Game, maintaining its signature salty, buttery flavor in a playful new design, available in stores starting December 1, 2025 [2][5] - The 2026 advertisement aims to build on the success of the previous year's campaign, which introduced the RITZ Salty Club, and will feature a refreshed creative direction [3][4] Company Strategy - The RITZ Brand emphasizes its commitment to cultural relevance and impactful advertising, leveraging the Big Game as a platform to connect with consumers [4] - The new advertisement is part of a broader 360º multichannel campaign that includes paid media, social media, public relations, and retail strategies [4] Financial Context - Mondelz International reported net revenues of approximately $36.4 billion in 2024, positioning itself as a leader in the global snacking market with a diverse portfolio of iconic brands [7]

Acquisitions and Partnerships - GameSquare completed the acquisition of Click Management Pty Ltd for a base purchase price of $4.5 million, with potential earn-out payments of up to $3 million based on future performance[214]. - GameSquare's acquisition of FaZe Holdings, Inc. was completed on March 7, 2024, enhancing its position in the gaming and youth culture market[201]. - Click Management closed over 545 commercial deals globally in 2024, establishing a large English-speaking gaming roster with over 75 active talents[205]. - The Company has completed six acquisitions and divested three non-core assets from August 2020 to September 2025, focusing on organic growth and M&A opportunities[245]. Financial Performance - Revenue for the nine months ended September 30, 2025, was $26,542,646, an increase of 33.2% compared to $19,930,359 in 2024[249]. - Gross profit for the same period rose to $11,042,151, reflecting a 47.4% increase from $7,490,880 in 2024[249]. - Operating expenses decreased slightly to $21,806,679, down 1.5% from $22,143,783 in the previous year[249]. - Loss from continuing operations improved to $(10,764,528), a 26.5% reduction compared to $(14,652,903) in 2024[249]. - Net loss attributable to GameSquare Holdings, Inc. for the nine months was $(8,982,393), a significant improvement of 59.8% from $(22,358,971) in 2024[249]. - Revenue for the three months ended September 30, 2025, was $11,315,003, up 21.6% from $9,306,777 in 2024[249]. - Gross profit for the three months increased to $5,592,730, a 32.6% rise from $4,215,384 in 2024[249]. - Total other income for the nine months was $8,918,600, compared to a loss of $(605,796) in 2024, marking a substantial turnaround[249]. - The company reported a net loss of $(11,000,525) for the nine months, a 55.5% improvement from $(24,728,504) in 2024[249]. Revenue Streams - Owned and operated IP revenue increased to $8.6 million for the nine months ended September 30, 2025, compared to $7.7 million in 2024, a growth of 11.7%[255]. - Agency revenue rose to $9.9 million for the nine months ended September 30, 2025, from $8.3 million in 2024, marking a 19.5% increase[256]. - SaaS and managed services revenue surged to $7.5 million for the nine months ended September 30, 2025, compared to $3.9 million in 2024, an increase of 92.3%[257]. - DAT yield revenue was $0.6 million for the nine months ended September 30, 2025, compared to $0 for the same period in 2024, indicating successful launch[258]. Cash Flow and Capital Structure - The company raised approximately $8.56 million from the July 8, 2025 offering of 4,692,866 shares at $0.95 per share, after a 7% underwriting discount[219]. - The company raised approximately $61.5 million from the July 17, 2025 offering of 46,666,667 shares at $1.50 per share, after a 7% underwriting discount[222]. - The company raised gross proceeds of $89.6 million through three equity offerings in July 2025, including $75.3 million on July 18, 2025[304]. - Cash and restricted cash totaled $7.5 million as of September 30, 2025, a decrease from $13.1 million as of December 31, 2024[302]. - Net cash used in operating activities was $17.3 million for the nine months ended September 30, 2025, compared to $25.4 million in the prior year[307]. - Net cash used in investing activities was $61.8 million for the nine months ended September 30, 2025, primarily due to $57.1 million in digital asset purchases[308]. - Net cash provided by financing activities was $74.0 million for the nine months ended September 30, 2025, compared to $30.4 million in the prior year[310]. Compliance and Regulatory Matters - GameSquare received a Minimum Bid Price Notice from Nasdaq due to its common stock closing below the $1.00 minimum requirement for 30 consecutive business days[215]. - GameSquare has until March 9, 2026, to regain compliance with the Nasdaq Minimum Bid Price Requirement[216]. - The Company regained compliance with NASDAQ's minimum bid price requirements after maintaining a closing bid price of at least $1.00 per share for ten consecutive business days[234]. Strategic Initiatives - GameSquare's ETH-focused yield generation strategy includes an approved allocation of up to $250 million, with over $70 million already invested in ETH and other digital assets[202]. - GameSquare's Board approved a strategy to leverage crypto infrastructure for digital asset yield generation, indicating a forward-looking approach to financial growth[202]. - The Company authorized a share repurchase program allowing for the purchase of up to $5,000,000 of Common Stock, with no purchases made during the three months ended September 30, 2025[228]. - The Company has invested in its sales organization, leading to significant growth in requests for proposals within its agency businesses[246]. Accounting and Financial Reporting - The Company accounts for digital assets like NFTs as indefinite-lived intangible assets under ASC 350-30[340]. - Business combinations are recorded from the acquisition date, with excess consideration recognized as goodwill, requiring significant judgment and estimates[341]. - Long-lived assets, including intangible assets, are assessed for impairment at least annually or when indicators arise[342]. - Goodwill is tested for impairment annually or when there are indications of impairment, with qualitative assessments determining the necessity of further testing[343]. - The Company elected the Fair Value Option for convertible debt, recognizing it at fair value with changes reflected in earnings[345]. - Loss contingencies are estimated in accordance with ASC 450-20, requiring probable liability and reasonable estimability for accrual[346]. - The Company has no off-balance sheet arrangements that materially affect its financial condition or operations[347]. - Critical accounting policies and estimates remain unchanged during the nine months ended September 30, 2025[348]. - Recent accounting pronouncements are detailed in the Quarterly Report, assessing their potential impact on financial condition[349]. - The Company is classified as a smaller reporting company and is not required to provide certain market risk disclosures[350].