Business Performance & User Engagement - The company achieved over $10 billion in lifetime revenue [3] - The company has 500 million+ daily active users touching its games in the last 12 months [3] - 75% of Star Trek Fleet Command players engage with the game every single day [14] Competitive Landscape & Innovation - The company welcomes competition as it fuels innovation and exceeding expectations [1] - The company focuses on a community-first approach, creating highly social, engaging experiences [1][2][5] - The gaming space is fast moving and evolves quickly, requiring constant awareness of where players are engaging with IP [12] Strategic Outlook & Partnerships - The company is open to discussions with Electronic Arts (EA) regarding potential cooperation post EA's take-private deal [7] - The company is developing cross-platform content across platforms [9] - The company aims to serve its community where they want to engage with content, across different mediums [5][6][9] Global Reach & Market Dynamics - The company emphasizes the global appeal of games, transcending geographies and cultures [10][11]

Core Insights - AppLovin Corporation is becoming a significant player in digital advertising, particularly in transforming mobile gaming into a key channel for e-commerce engagement [1][2] - Bank of America projects that e-commerce ad spending will increase from approximately $1.8 billion in 2025 to $6.8 billion in 2026, indicating strong growth potential for AppLovin [2] - The brokerage maintains a Buy rating with a price target of $860, suggesting a 36.6% upside from the current share price of $629.70 [1] Group 1: Market Dynamics - AppLovin's mobile gaming ecosystem is expected to effectively absorb the anticipated surge in e-commerce ad demand through 2026, supported by strong supply growth and improved conversion efficiency [1][2] - The MAX ad supply has been growing at a compound annual growth rate (CAGR) of approximately 20% since 2022, with potential acceleration to 34% year-on-year in 2026 [3] - There is a significant untapped opportunity, as 25-40% of mobile gaming engagement occurs in titles that currently do not display ads [3][4] Group 2: Financial Projections - Bank of America forecasts that AppLovin's sales will increase from $5.5 billion in 2025 to $9.1 billion in 2026, with EBITDA expected to rise from $4.5 billion to $7.6 billion during the same period [5] - Adjusted earnings per share are projected to grow from $9.71 in 2025 to $18.12 in 2026, and further to $23.95 in 2027 [6] - The valuation model assumes a 39x EV/2026E EBITDA multiple, reflecting premium growth prospects due to e-commerce ad adoption [6]

Core Insights - The digital and AI landscape is evolving, with expectations for e-commerce growth projected at approximately $1.6 billion for the upcoming year [1] - The trajectory of app-based e-commerce is anticipated to mirror the rapid growth seen with TikTok, which escalated from $1 billion to $9 billion in revenue [2] - The launch of self-service platforms and advancements in AI, particularly in mobile gaming, are expected to enhance advertising effectiveness and consumer engagement [3][4] Company Insights - Mobile gaming companies like Applovin, Roblox, and Unity are considered to be among the most valuable in the market, with Applovin's market cap around $200 billion compared to Unity's $16 billion [5] - Applovin's strategic focus on rolling out Axon 2.0% has positioned it favorably in the market, capturing nearly half of the mobile gaming advertising spend, estimated at $15 billion [7] - Unity is in the early stages of launching its marketing platform, Vector, which is expected to significantly impact its market position once fully deployed [6] Market Dynamics - The competitive landscape is shifting rapidly, with companies needing to adapt quickly to changes in market conditions and consumer preferences [6] - The disparity in market capitalization between Unity and Applovin highlights the importance of timely product launches and strategic acquisitions in the tech space [7] - The expansion into e-commerce represents a significant growth opportunity for mobile gaming companies, further diversifying their revenue streams [8]

Core Company Overview - Siyata Mobile Inc. has successfully completed its merger with Core Gaming, Inc. on October 3, 2025, marking a significant milestone in its strategic transformation [1][6] - The combined entity is now named Core AI Holdings, Inc., which will focus on advancing next-generation gaming technology and integrating artificial intelligence across its platforms [3][4] Core Gaming Insights - Core Gaming is a leading developer and publisher of mobile and cloud-based gaming solutions, reporting fiscal year 2024 revenues of $79 million [2] - The company boasts a diverse portfolio with over 780 million lifetime downloads and strategic partnerships globally [2] Market Position and Strategy - The mobile gaming industry is valued at $126 billion, and Core AI Holdings aims to leverage artificial intelligence to enhance user engagement and expand its market share [3] - The global AI apps market is projected to grow at a 38.7% CAGR, reaching $2.94 billion by 2024, positioning Core AI Holdings to capture significant market opportunities [3] Corporate Structure and Leadership - Core Gaming will operate as a wholly owned subsidiary of Core AI Holdings, with Aitan Zacharin as CEO and Marc Seelenfreund as President of Siyata PTT Inc. [4][6] - The new Board of Directors has been appointed to guide the strategic transformation of the company [5] Financial and Stock Information - Siyata issued 67,302,300 Common Shares to Core Gaming shareholders based on an exchange ratio calculated from a $160 million valuation [8] - A 1-for-4 reverse stock split will take effect on October 7, 2025, to comply with Nasdaq's minimum bid price requirement [9][11] - The new shares will commence trading on the Nasdaq Capital Market under the symbol "CHAI" on October 7, 2025 [10] Company Mission and Vision - Core AI Holdings aims to harness artificial intelligence to build transformative and scalable offerings across multiple verticals, having developed over 2,100 games and reaching a global user base of over 40 million [12]

Group 1 - The article promotes a free two-week trial for the investment group Distressed Value Investing, which offers exclusive research on various companies and investment opportunities [1] - The investment group focuses on value opportunities and distressed plays, particularly in the energy sector [2] - The author, Aaron Chow, has over 15 years of analytical experience and previously co-founded a mobile gaming company that was acquired by PENN Entertainment [2] Group 2 - The article emphasizes that past performance is not indicative of future results and does not provide specific investment recommendations [3] - It clarifies that the analysts contributing to the platform may not be licensed or certified by any regulatory body [3]

Core Insights - Gamehaus Holdings Inc. has launched its new mobile RPG, Monster Maidens: Edenfall, which has attracted over 200,000 pre-registrations, indicating strong initial interest [1][2][4] - The game aligns with Gamehaus's strategic upgrade, "Gamehaus 2.0," focusing on lighter-to-midcore genres and leveraging the Gamehaus Business System (GBS) for scalable development [2][3] - Early performance metrics for the game show day-one retention above 40% and payer conversion nearing 10%, which are exceptional for the genre [8] Company Strategy - The launch of Monster Maidens: Edenfall is part of a broader strategy to target high-ARPU markets in Europe and North America while also engaging Southeast Asian markets [4] - Gamehaus integrates AI across its operations, including content creation and user behavior prediction, to enhance marketing and operational efficiency [4] Game Features - Monster Maidens: Edenfall features a unique Chibi-Gothic art style and combines Eastern and Western mythologies, enhancing its cross-cultural appeal [5][6] - The game includes 6v6 dynamic combat mechanics and evolves the traditional card-battler format into an idle-card model, which reduces player burden and extends lifecycle potential [7] Market Position - Positioned within the RPG category, which is one of the largest in mobile gaming by revenue, the game aims to resonate with diverse audiences across multiple regions [7][6] - The game's selection for Google Play's "Newly Launched" feature highlights its production quality and market recognition [6]

Core Insights - Bingo Blitz is launching a limited-time collaboration with Garfield, enhancing the game's appeal through nostalgia and social gameplay [1][2][4] - The event will run through November, featuring exclusive Garfield-themed bingo rooms and a new Collaboration Room for community engagement [2][3] Company Overview - Bingo Blitz is recognized as the 1 free-to-play bingo game globally, with a commitment to providing high-quality user experiences and innovative features [5][6] - Playtika Holding Corp., the parent company, is a leader in mobile gaming, known for its free-to-play social games and a diverse portfolio of titles [7]

Core Viewpoint - Gamehaus Holdings Inc. has authorized a share repurchase program allowing the company to buy back up to US$5 million of its Class A ordinary shares, effective immediately for one year until August 28, 2026 [1][2] Group 1: Share Repurchase Program - The repurchase may occur through various methods including open market transactions, privately negotiated transactions, and block trades, adhering to legal and regulatory requirements [2] - The timing and amount of repurchases will be at the discretion of the company's management, influenced by factors such as share price, trading volume, and market conditions [2] Group 2: Management Commentary - The founder and chairman of the company stated that the share repurchase program reflects a balanced approach to capital allocation, aiming to invest in long-term growth while returning value to shareholders [3] - The company believes its current share price does not fully represent its strong fundamentals or long-term growth potential in the gaming industry [3] Group 3: Company Overview - Gamehaus Holdings Inc. is a technology-driven global mobile game publisher, focusing on bridging creative studios and players worldwide [4] - The company offers full-stack publishing support, including market insights, user growth, live-ops, data analytics, and monetization optimization [4]

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 Viewpoint - DarkIris Inc. has successfully closed its initial public offering, raising a total of US$6.90 million by offering 1,725,000 Class A ordinary shares at a price of US$4.00 per share, with trading commencing on August 8, 2025 [1][2]. Group 1: Offering Details - The initial public offering consisted of 1,725,000 Class A ordinary shares, including the full exercise of the underwriters' over-allotment option [1]. - The offering price was set at US$4.00 per Class A ordinary share, resulting in gross proceeds of US$6.90 million before expenses [1]. - The offering was conducted on a firm commitment basis, with US Tiger Securities, Inc. serving as the sole book runner [2]. Group 2: Use of Proceeds - The net proceeds from the offering will be allocated towards expanding the operations team, rewarding existing team members, product development, and general corporate purposes [2]. Group 3: Company Overview - DarkIris Inc. is a technology enterprise based in Hong Kong, focused on the development, publishing, and operation of mobile digital games through various third-party digital storefronts [5]. - The company operates through subsidiaries Quantum Arts Co., Limited and Hongkong Stellar Wisdom Co., Limited, engaging in game design, programming, graphics, and distribution across multiple platforms [5]. - DarkIris aims to leverage the creative and technical expertise of Hong Kong's gaming industry to create a diverse array of engaging mobile game genres for a global audience [5].