FRISCO, TX / ACCESS Newswire / February 27, 2026 / GameSquare Holdings, Inc. ("GameSquare" or the "Company") (NASDAQ:GAME), a next-generation media, entertainment, technology and digital native treasury company, today announced it repurchased over 1.5 million shares of its common stock during the month of February for $499,137, representing an average price of approximately $0.33 per share. Following this transaction, the Company has approximately $2.5 million remaining under its current authorization. ...

Core Insights - GameSquare Holdings, Inc. announced that its subsidiary FaZe Esports won the Six Invitational 2026, earning $1 million in prize money, which will contribute to the company's revenue for the first quarter of 2026 [1] - This victory marks the second consecutive year that FaZe Esports has been crowned world champion [1] Financial Impact - The $1 million prize is considered unbudgeted revenue for GameSquare, enhancing its financial performance for the first quarter of 2026 [1] - The win is expected to positively influence GameSquare's overall revenue projections for the year [1]

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]

Core Insights - Global live streaming viewership grew by 6% year-over-year, reaching 36.4 billion hours watched in 2025, nearly matching the pandemic-era peak of 37.1 billion hours in 2021 [1][7] - The growth in live streaming is driven by increased competition, broader platform utilization, and more sophisticated creator-led strategies [2] - Non-gaming content is expanding, with Just Chatting and IRL streams growing by 25% and 19% respectively, leading to non-gaming viewership accounting for 22% on Twitch [7] Market Dynamics - Twitch's market share decreased by 8.3% due to a crackdown on viewbotting and competition from other top platforms [7] - First-Person Shooters emerged as the most popular gaming genre, accumulating 4.6 billion hours watched, bolstered by esports success from titles like Counter Strike and VALORANT [7] Company Overview - GameSquare Holdings, Inc. operates as a media, entertainment, and technology company, focusing on connecting brands with younger audiences through innovative strategies [4] - Stream Hatchet, a subsidiary of GameSquare, provides data analytics for the live streaming and gaming ecosystem, offering insights into performance and campaign effectiveness [6]

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.