Core Insights - Snail, Inc. has launched two new independent games, "Robots at Midnight" and "Zombie Rollerz: The Last Ship," marking a strategic expansion into different game genres and player demographics [1][4]. Group 1: Game Details - "Robots at Midnight" is developed by Finish Line Games and targets younger players, particularly Generation Z and younger millennials, by offering an accessible entry-level souls-like game [2]. - The game received partial funding from the Canada Media Fund and aims to foster creativity among players through community engagement activities [2]. - "Zombie Rollerz: The Last Ship," developed by Zing Games, combines fast-paced roguelite mechanics with tower defense strategies, showcasing the studio's ability to create engaging content [3]. Group 2: Strategic Goals - The release of both games reflects Snail Games' commitment to diversifying its product portfolio and deepening market penetration across various player segments [4]. - By introducing accessible gameplay in underserved genres, the company aims to attract younger players and expand emerging IPs, thereby increasing its influence in diverse markets [4]. - The focus on building brand loyalty with the next generation of players is seen as a long-term strategy to meet the evolving demands of the global market [2][4].

Core Insights - Snail, Inc. has launched two new indie titles, "Robots at Midnight" and "Zombie Rollerz: The Last Ship," marking a strategic expansion into diverse game demographics [1][4] Group 1: Game Launches - "Robots at Midnight" targets younger Gen Z and Gen Alpha players, designed as an accessible entry-level Souls-like game to lower the barrier for engagement [2] - "Zombie Rollerz: The Last Ship" is a sequel that combines roguelite mechanics with tower defense strategy, building on the success of its predecessor which has over 10 million downloads [3] Group 2: Strategic Focus - The launches reflect Snail Games' commitment to portfolio diversification, aiming to engage underserved player segments and expand market presence [4] - The company is investing in long-term strategies to build brand loyalty among the next generation of gamers, particularly as Gen Alpha is projected to be highly digitally fluent and commercially influential [2][4]

Core Insights - Snail, Inc. is hosting its annual publisher promotion on the Steam platform, which is a significant revenue opportunity for the company this year [1] - The promotion will feature substantial discounts across its game lineup and will include early access trials for several anticipated new titles during Steam Next Fest [1] - Last year's promotion saw daily average sales reach 1.6 times that of non-promotion periods, and the company aims to surpass this performance [1] Promotional Discounts - The company is offering an 80% discount on Bellwright, the largest discount since its early access release, to attract more players ahead of new content [2] - The ARK Franchise Bundle, including ARK: Survival Evolved and others, is available at a 20% discount to drive user acquisition [3] - PixARK is offered at a 43% discount, while West Hunt is available at a 50% discount, maintaining stable player engagement since its launch in 2023 [3] - The psychological horror game The Cecil: A Journey Beyond is discounted by 15% alongside new content updates [3] - Chasmal Fear, a sci-fi horror FPS, is also discounted by 15% with significant content updates to enhance user experience [3] - Survivor Mercs is available at a 62% discount and has launched a demo to boost user growth during early access [4] Upcoming Titles - Robots at Midnight, an action RPG, is set to release on June 19, 2025, and is currently available for wishlist collection on Steam and pre-order on Xbox [5] - Echoes of Elysium, a steampunk survival RPG, is showcased in the "Add to Wishlist" section and will have a public demo before Steam Next Fest [5] - Zombie Rollerz: The Last Ship is participating in Steam Next Fest with a live demo to enhance pre-release visibility [5] Company Overview - Snail, Inc. (Nasdaq: SNAL) is a leading independent game developer and publisher, providing digital interactive entertainment products across various platforms [6]

Core Insights - Snail, Inc. is hosting its annual Publisher Sale on Steam, which is a significant revenue-driving event for the company, featuring deep discounts and anticipated titles [1][2] - The sale is expected to drive daily unit sales to 1.6 times the average of non-promotional periods from the previous year, with the company aiming to exceed this figure [2] - The event serves as both a short-term revenue growth opportunity and a long-term player engagement strategy through the promotion of back catalog titles and new releases [2][11] Discounts and Promotions - The game Bellwright is seeing its highest discount of 20% since its early access launch during the Publisher Sale [3] - The ARK Franchise Bundle, which includes titles like ARK: Survival Evolved, is offered at a 20% discount, while PixARK is available at 57% off [4] - Other titles such as West Hunt and The Cecil: A Journey Beyond are also featured with significant discounts of 50% and 15% respectively [5] Upcoming Titles and Engagement Strategies - Upcoming titles like Robots at Midnight and Echoes of Elysium are highlighted for pre-order and wishlist growth, with demos available to build early audience momentum [7] - Zombie Rollerz: The Last Ship is participating in Steam Next Fest with a live demo to enhance visibility ahead of its release [8] - Survivor Mercs is offered at 38% off with a playable demo to encourage early access growth and feedback-driven development [6] Company Overview - Snail, Inc. is a leading global independent developer and publisher of interactive digital entertainment, with a diverse portfolio of premium games across various platforms [9]

Financial Data and Key Metrics Changes - The company reported revenues of $20.1 million for Q1 2025, a 42.5% increase compared to $14.1 million in Q1 2024 [5][20] - Bookings increased by 13.6% to $22.2 million compared to $19.6 million in the same period last year [22] - The net loss for Q1 2025 was $1.9 million, slightly higher than the loss of $1.8 million in Q1 2024 [21] - EBITDA for the quarter was a loss of $3.2 million, compared to a loss of $1.9 million in the prior year [22] Business Line Data and Key Metrics Changes - Total units sold increased by 45% to 1.5 million, primarily driven by the flagship ARC franchise [5] - The mobile segment saw significant growth, with ARC Ultimate Mobile Edition achieving 4.8 million downloads and an average daily active user count of approximately 144,000 [7][20] Market Data and Key Metrics Changes - PC gaming accounted for approximately 48% of revenue in 2024, compared to 41% from consoles [24] - The company noted that the mobile game segment helps offset broader economic impacts, as it lowers the barriers to entry for new players [24] Company Strategy and Development Direction - The company is focused on expanding its content portfolio and diversifying revenue streams, including a new short drama business [10][19] - Upcoming releases and announcements are planned to celebrate the ten-year anniversary of the ARC franchise, with a focus on engaging a broader audience [26] - The company aims to invest in scalable growth opportunities across adjacent genres and emerging platforms [26] Management's Comments on Operating Environment and Future Outlook - Management expressed cautious optimism regarding the impact of tariffs on the business, noting that while direct impacts are limited, indirect effects could influence consumer spending [23][25] - The gaming industry has historically shown resilience in the face of economic uncertainty, and the company remains confident in its ability to adapt [25] Other Important Information - The company has signed an MOU with MacMetrix Inc. to co-develop at least 10 short drama series over the next twelve months [10][34] - The company is actively exploring new business opportunities and expanding its indie publishing label, Wandering Wizard [19] Q&A Session Summary Question: Can you discuss your approach to revenue diversification? - The company is exploring and investing in new games and businesses, including a short drama initiative and several new game releases [28][30] Question: What are the revenue implications of the MOU with Mega Matrix? - It is too early to measure potential revenue contributions, but the MOU involves co-developing at least 10 drama series over the next year [31][34] Question: Can you elaborate on the increase in advertising and marketing costs? - Marketing expenditures have increased due to a larger portfolio and participation in events like GDC, but the company does not expect such increases to continue in the upcoming quarters [36][38] Question: How should investors view the approach to achieving positive net income? - The company focuses on cost control and diversified monetization strategies, including outsourcing development and expanding into new revenue streams [39][40]