Core Insights - Super League has formed an exclusive sales partnership with ES3 to enhance its playable media solutions for global brands, focusing on interactive advertising in connected TV environments [1][2][4] - The partnership aims to leverage ES3's INGAGE platform, which has successfully engaged audiences through notable programs, to redefine how brands connect with streaming audiences [2][3] Industry Overview - The connected TV (CTV) advertising market is projected to grow from $33 billion in 2025 to $47 billion by 2028, indicating a shift where CTV ad spend will surpass traditional TV advertising for the first time [3] - As viewer behavior evolves, with increased ad skipping and creative fatigue, there is a rising demand for immersive and engaging ad formats [3] Company Strategies - Super League's Native Playables deliver engagement rates 3–7 times higher than traditional mobile video, while INGAGE interactive units achieve click-through rates of up to 70% and average 20 minutes of active interactivity [3] - The partnership is expected to create new growth opportunities for Super League in the rapidly expanding media landscape, allowing brands to transform passive viewing into interactive experiences [4] Company Profiles - Super League specializes in playable media, providing ads and immersive experiences that engage consumers beyond traditional viewing [5] - ES3 is a leader in interactive TV experiences, having established relationships with major brands and delivering innovative interactive video products over the past 23 years [6][7]

Core Insights - Juicy Drop has launched its first-ever gaming activation on Roblox, named Juicy Drop Pop-Up 2025: Tower Obby, marking a significant move for a candy brand into the gaming space [2][6] - The campaign is designed to enhance brand engagement through interactive gameplay, allowing players to experience the brand's signature flavors in a virtual environment [3][5] Group 1: Campaign Overview - The Tower Obby Pop-Up features four themed stages where players can mix and match Juicy Drop products, unlocking exclusive avatar rewards as they progress [3][4] - The activation is part of a broader strategy to integrate Juicy Drop into the Roblox ecosystem, utilizing Super League's PopMall to showcase custom avatar items across 1,200 experiences [4] Group 2: Marketing Strategy - The campaign emphasizes replayability and social sharing, encouraging players to post their gameplay experiences on platforms like TikTok and YouTube [5] - Influencers such as NightFoxx, Hypercookiie, and AyeYahZee have been engaged to amplify the campaign's reach and visibility beyond Roblox [5] Group 3: Industry Implications - This initiative is seen as a pioneering effort for candy brands in the gaming sector, setting a precedent for how consumer brands can leverage playable media for engagement [6] - The collaboration between Juicy Drop, Super League, and Beacon Media Group is viewed as a blueprint for future brand activations in gaming, highlighting the potential for interactive consumer experiences [6]

Financial Performance - Super League reported a revenue of $3.001 million for Q2 2025, a decrease from $4.116 million in Q2 2024, and a total of $5.719 million for the first half of 2025 compared to $8.325 million in the same period of 2024 [13][14] - The gross profit for Q2 2025 was $1.309 million, down from $1.646 million in Q2 2024, with a gross margin improvement to 44% year-over-year [5][13] - The net loss for Q2 2025 was $2.783 million, compared to a net loss of $2.455 million in Q2 2024, with a pro forma net loss of $2.097 million for Q2 2025 [14][15] Strategic Initiatives - The company has streamlined operations and reduced 2025 debt service obligations by 90%, achieving a 23% year-over-year reduction in pro forma operating costs [5][4] - Super League has launched innovative partnerships with companies like Universal Pictures and Panda Express, and expanded its collaboration with Meta Stadiums to unlock new revenue streams [4][5] - The acquisition of Supersocial and the exclusive relationship with AdArcade to implement a patented playable ad format are part of the company's revenue diversification strategy [4][5] Market Position and Future Outlook - Super League aims to achieve Adjusted EBITDA-positive results in Q4 2025, positioning itself at the forefront of interactive entertainment and playable media [2][5] - The company believes the passage of the GENIUS Act will create opportunities for next-generation consumer engagement programs [5] - With over 5 billion people playing games globally, including 3.32 billion video gamers, the potential for brand engagement through playable media is significant [3][4]

Core Insights - Panda Express has launched a cross-platform campaign integrating its Hot Orange Chicken into gaming experiences on Fortnite Creative and Roblox, generating over 450,000 player engagements since its launch [1][4][7] - The campaign features interactive custom cutscenes that blend seamlessly into gameplay, marking a first for the quick-service restaurant (QSR) sector [2][8] - The character Pei Pei the Panda engages players across multiple maps, enhancing brand interaction and excitement around the product [3][5] Campaign Details - The campaign has achieved significant engagement metrics, with 265,000 players watching cutscenes and 185,000 interactions with Pei Pei the Panda [7] - Players can earn exclusive in-game rewards by completing specific actions on Fortnite Creative maps, creating a unique gameplay experience [8] - The campaign aims to evolve with new creative updates and interactive elements throughout the year, extending beyond the initial product launch [4][5] Company Background - Panda Express is the largest family-owned Asian dining concept in the U.S., founded in 1983, and is known for its innovative American Chinese cuisine [10] - The company operates over 2,500 locations across the U.S. and has a presence in 11 international countries, emphasizing quality ingredients and authentic flavors [10] - Panda Express has a philanthropic arm, Panda Cares®, which has raised over $415 million to support youth health and education initiatives [11]