Core Insights - Super League has expanded its partnership with AdArcade to introduce AI-powered capabilities for brands to deploy playable media at scale within rewarded mobile video inventory [1][5][6] Industry Overview - Gaming has become a significant cultural force, rivaling social media, and represents a primary audience for marketers, driving brand loyalty and real results [2] - Mobile gaming offers extensive reach with tens of billions of programmatically accessible daily impressions, often at lower costs compared to connected television [2] Technology and Innovation - AdArcade's Native Playables® technology transforms existing video ads into interactive experiences, enhancing engagement and outperforming traditional ad formats [3][9] - The new AI-powered Creative-as-a-Service (CaaS) offering allows brands to utilize Native Playables with minimal effort, facilitating seamless integration of video campaigns into mobile gaming [4][5] Market Potential - Mobile gaming is identified as a highly scalable and measurable video environment, yet many brands have not fully leveraged this opportunity [5][6] - The integration of AdArcade's technology into Super League's platform enhances the ability for brands to engage with a large, multi-generational mobile gaming audience [6][9]

Core Viewpoint - Super League has undergone a significant transformation over the past ten months, moving from stabilization to execution, and is now positioned for growth, profitability, and long-term value creation [2][3][16] Financial Performance - The company anticipates the fourth quarter of 2025 to be its strongest revenue quarter, with momentum continuing into the first quarter of 2026, which is expected to outperform both the previous quarter and the same period last year [3][16] Strategic Focus - Super League emphasizes the importance of understanding audience motivations and engagement, asserting that play is a competitive advantage that shapes consumer behavior and brand interactions [4][5] - The company has streamlined its operations, strengthened its balance sheet with approximately $14 million in cash as of December 31, 2025, and eliminated legacy constraints to focus on a more effective operating model [6][12] Organizational Structure - Super League is organized around three interconnected functions: Platform and Data, Advertising and Marketing Solutions, and Strategic Properties, each designed to enhance operational momentum [8][9][10][11] - The acquisition of Bounce is highlighted as a significant step in enhancing automation, measurement, and campaign execution capabilities [9] Growth and Profitability - The company is committed to maintaining profitability as a prerequisite for sustained progress while pursuing growth opportunities [13] - Super League is exploring broader digital asset strategies and evaluating opportunities that align with its core business, aiming for responsible monetization [14] Transition and Future Outlook - The recent reverse stock split is seen as a strategic move to enhance focus and execution capabilities [15] - Super League is now more streamlined and better capitalized than a year ago, with renewed momentum and sharper priorities [16]

Core Insights - Super League has acquired Let's Bounce, Inc., enhancing its capabilities in marketing technology for gaming and user-generated content (UGC) environments, which is expected to positively impact profitability and shareholder value [1][2][3] Company Overview - Super League is a leader in playable media, focusing on engaging gaming audiences through playable ads and gamified content [1][12] - Bounce, founded in 2023, specializes in scalable and measurable brand engagement within gaming and UGC environments [3][14] Market Trends - Gaming and UGC content are highly engaging for Gen Z and Gen Alpha, with 94% and 96% of these demographics playing video games, respectively [2] - Marketers are increasingly seeking reliable attribution models to justify shifts in spending from traditional digital advertising to gaming platforms [2] Strategic Integration - The integration of Bounce into Super League's offerings is expected to enhance the delivery of scalable, full-funnel marketing campaigns that meet high-performance standards [3][4] - Bounce's existing infrastructure, particularly its work with Roblox, positions Super League to expand its campaign scale and revenue opportunities [3] Performance Metrics - Campaigns that incorporate loyalty mechanics have shown to increase product sales by 20% and reduce cost per acquisition (CPA) by 30% [4] - Loyalty participants tend to spend 12-18% more annually compared to non-members, indicating the effectiveness of loyalty programs in driving engagement [4] Leadership and Expertise - Barak Chamo and Jasper Degens, co-founders of Bounce, will join Super League as Directors of Product and Engineering, bringing their expertise in interactive technology and consumer engagement [5][6][7]

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]