Financial Data and Key Metrics Changes - In Q2 2025, the company's revenues grew sequentially by 10% but decreased by 27% year-over-year due to macro headwinds and structural shifts in the Roblox ad ecosystem [13][14] - The gross margin improved to 44% in Q2 2025, up from 40% in Q2 2024 and 38% in fiscal year 2024 [14] - Operating expenses decreased by 23% year-over-year in Q2 2025, reflecting cost reduction efforts [14][16] Business Line Data and Key Metrics Changes - Non-immersive platform revenue remained approximately 15% of total revenue in Q2 2025, consistent with Q1 2025 [9] - Mobile gaming revenue, which was negligible in 2024, is expected to grow significantly, targeting 25% of total revenue for 2025 [9][21] - The company launched a subscription product, Roadtrends Pro, aimed at providing trend insights for Roblox, which is expected to contribute to revenue growth [10] Market Data and Key Metrics Changes - The company has access to over 190 million mobile gamers in the U.S., representing more than 56% of the population [9] - The East Coast sales revenue increased by 150% through June 30, 2025, compared to 2024, indicating a successful expansion into this market [15] Company Strategy and Development Direction - The company is focused on revenue diversification and has formed new partnerships, including an expansion with Meta Stadiums to enter the TikTok ecosystem [9][10] - The strategic divestment of the Minecraft property to Mindvill LLC allows the company to focus on brand partnerships and advertising sales while expanding access to Minecraft audiences [16] - The company is exploring opportunities in the cryptocurrency space, particularly in relation to the recently passed Genius Act, which could enhance consumer engagement [17][32] Management's Comments on Operating Environment and Future Outlook - Management noted that the initial budget cuts observed in late Q1 and early Q2 were merely pauses, and budgets have since opened up, leading to stronger signs of activity [29] - The company aims to achieve adjusted EBITDA positive results in Q4 2025, supported by ongoing revenue diversification and gross margin expansion [17] Other Important Information - The company has secured $6.6 million in new capital since early May 2025, significantly reducing its debt service obligations from $5.7 million to $600,000 [16] - The company has established a $20 million equity line of credit to enhance operational flexibility [16] Q&A Session Summary Question: Can you touch a little bit on the new revenue lines? - Management indicated that mobile revenue is expected to grow to about 25% of total revenue this year, with the subscription product and TikTok partnership starting to contribute but not as materially [21][22] Question: Do you expect operating expenses to remain stable? - Management stated there are no plans to increase the expense footprint, aiming to maintain a quarterly run rate of $1.7 million to $2 million [23][24] Question: Has customer hesitation started to abate? - Management confirmed that budgets were paused but have since opened up, leading to stronger activity in Q3 [28][29] Question: What is the expected cadence for new sales team members? - Management noted it typically takes about six months for new sales team members to reach full productivity, and the current team is beginning to solidify [30][31] Question: Are there plans for partnerships or acquisitions related to the Genius Act? - Management expressed interest in exploring business opportunities related to the Genius Act and is surrounding itself with the right expertise [32][33]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 OR ☐ TRANSITION REPORT UNDER SECTION 13 OR 15(d) OF THE EXCHANGE ACT OF 1934 (Address of principal executive offices) Company: (213) 421-1920; Investor Relations: 203-741-8811 (Issuer's telephone number) Indicate by check mark whether the registrant (1) has filed al ...

~ Q2 Gross Margin Expansion, Cost Reductions, Strategic Transactions, and Diversified Revenue Initiatives Could Position Super League to Achieve Adjusted EBITDA Positive in Q4 ~ ~ Company Advances Key Financial Initiatives and Broadens Revenue Mix ~ SANTA MONICA, Calif., Aug. 14, 2025 (GLOBE NEWSWIRE) -- Super League (Nasdaq: SLE), a leader in engaging audiences through playable media, content, and experiences within mobile games and the world’s largest immersive platforms, today released second quarter 202 ...

The candy brand's highly anticipated return to Fortnite invites players to unlock exclusive in-game HI-CHEW® items and take on five branded mini-games for a limited time IRVINE, Calif., Aug. 12, 2025 /PRNewswire/ -- HI-CHEW®, the immensely fruity, intensely chewy candy, is back in Fortnite Creative Islands by Epic Games for the third consecutive year of bold flavors and playful competition. Powered by Super League (Nasdaq: SLE), a leader in engaging audiences through playable media, content, and experiences ...

Purpose-built analytics tools turn real-time Roblox gameplay data into actionable insights—unlocking new value for marketers, developers, investors, and analysts as the ecosystem scales SANTA MONICA, Calif., Aug. 06, 2025 (GLOBE NEWSWIRE) -- Super League (Nasdaq: SLE), a leader in engaging audiences through playable media, content, and experiences within mobile games and the world’s largest immersive platforms, today announced strong early traction for Rotrends Pro, the paid tier of its newly-launched intel ...

Partnership to Power Rollout of TikTok Creator Network, Expanding Super League’s Reach and Revenue Models Within UGC Platforms SANTA MONICA, Calif., July 30, 2025 (GLOBE NEWSWIRE) -- Super League (Nasdaq: SLE), a leader in engaging audiences through playable media, content, and experiences within mobile games and the world’s largest immersive platforms, today announced the commercial expansion of its strategic partnership with Meta-Stadiums Corp., a pioneer in mobile-first, gamified virtual entertainment an ...

In a cross-platform media breakthrough, Panda Express and Super League pioneer seamlessly integrated cinematic cutscene advertising and interactive NPCs, generating over 450,000 player engagements since launchLOS ANGELES, July 25, 2025 (GLOBE NEWSWIRE) -- Panda Express, the largest family-owned and operated Asian dining concept in the U.S., has launched a bold cross-platform campaign that brings the ‘swicy’- sweet and spicy- sizzle of Hot Orange Chicken into the world of gaming in its inaugural campaign. In ...

Core Insights - The Gaming Summit at Advertising Week New York 2025 aims to highlight the potential of gaming as a significant advertising channel, with only 5% of advertising spend currently directed towards the 3.5 billion global gamers [1][6] - The event will provide marketers with actionable insights and strategies to effectively engage with gaming audiences across various platforms [2][6] Company Overview - Super League is a leader in engaging audiences through playable media and experiences within mobile games, utilizing proprietary technology and a vast network of creators to enhance brand engagement [7] - The company is co-hosting the Gaming Summit, emphasizing its role in connecting brands with consumers through innovative gaming experiences [4][7] Event Details - The Gaming Summit will take place from October 6-9, 2025, in The Penn District, featuring sessions designed to educate marketers on integrating gaming into their advertising strategies [1][2][3] - Key topics will include audience insights, the gaming media mix, and strategies for full-funnel marketing in the gaming landscape [5][6] Industry Context - The partnership between Super League and Advertising Week signifies a growing recognition of gaming as a vital component of modern marketing strategies [4][5] - The event aims to demystify gaming for marketers and provide a tactical blueprint for success in this rapidly evolving sector [2][4]

Core Insights - Super League Enterprise, Inc. has secured $4.5 million through a Convertible Note priced at a 30% premium to the market, indicating strong investor confidence in the company's future growth [2][4] - The company has successfully reduced its 2025 debt service obligations by approximately 90%, from $5.7 million to $600,000, enhancing its financial performance potential [4][5] - A $20 million equity line of credit has been established, providing a flexible capital source for future growth opportunities [3] Financial Transactions - The $4.5 million Convertible Note is convertible into common stock at a price of $6.81 per share, reflecting a premium above the Nasdaq Minimum Price [2] - The conversion of high-interest debt into equity securities has significantly lowered the company's debt burden, allowing new capital to be directed towards business operations [4] - The recent financial maneuvers are aimed at achieving EBITDA positivity by Q4 of the current year, following cost reductions in the first half of the year [5] Company Overview - Super League is a leader in engaging audiences through playable media and experiences within mobile games and immersive platforms [7] - The company utilizes proprietary technology and a vast network of creators to redefine brand-consumer connections, making brands more relevant and impactful [7]

Core Viewpoint - Super League Enterprise, Inc. announced a reverse stock split at a ratio of 1-for-40 to comply with Nasdaq's minimum bid price requirement for continued listing [1][4]. Group 1: Reverse Stock Split Details - The reverse stock split will take effect at 12:01 AM on June 23, 2025, with shares trading on a split-adjusted basis on the same day [2]. - The number of outstanding shares will decrease from approximately 35.4 million to about 884 thousand shares following the split [3]. - Each stockholder's percentage ownership and voting power will remain largely unchanged, with fractional shares rounded up to the nearest whole share [5]. Group 2: Compliance and Listing - The reverse split is a response to a deficiency notice from Nasdaq regarding the $1.00 minimum bid price requirement under Nasdaq Listing Rule 5550(a)(2) [4]. - The company aims to regain compliance with Nasdaq's continued listing standards through this action [9]. Group 3: Company Overview - Super League is a leader in engaging audiences through playable media and experiences within mobile games and immersive platforms [7]. - The company provides global brands with interactive ads and content, enhancing consumer engagement and brand loyalty [7].