Core Insights - Snail, Inc. has achieved significant portfolio milestones across its publishing labels, emphasizing its strategy for broad market engagement and growth [1][7] - The company is actively expanding its presence in various gaming genres and platforms, showcasing its ability to deliver diverse content [7] Group 1: Product Launches and Updates - Snail Games, in collaboration with Studio Sirens, released the updated ARK DevKit on Epic Games Store, supporting user-generated content for ARK: Aquatica DLC, with ARK: Survival Evolved selling approximately 1.2 million units in Q2 2025 and reaching a peak DAU of over 258,000 [2] - The action-adventure RPG Robots at Midnight will debut on PlayStation, launching with a 30% promotional discount across multiple platforms to attract new players [3] - The company presented Honeycomb: The World Beyond at Gamescom 2025, confirming a release date of November 6, 2025, and utilizing NVIDIA technology to enhance gameplay [4] - Snail's indie branch Wandering Wizard will showcase Rebel Engine at PAX West, highlighting the collaboration with Latin American developers to emphasize the region's growing influence in gaming [5] - The Interactive Films label will launch The Fame Game: Welcome to Hollywood on September 4, 2025, tapping into the demand for narrative-driven interactive entertainment [6] Group 2: Strategic Initiatives - The milestones achieved reflect the strength of Snail's multi-label publishing strategy, demonstrating its capability to engage across multiple genres, platforms, and regions [7] - The company continues to broaden its market presence through global showcases, high-profile collaborations, and diverse publishing partnerships [7]

Financial Data and Key Metrics Changes - The company's net revenue for Q2 2025 increased to $22,260,000 compared to the same period last year, primarily due to an increase in total AHRQ sales and the inclusion of ART Survival Ascended in the platform subscription program [22][23] - Bookings for Q2 increased by 18.5% to $27,100,000 compared to $22,900,000 from the same period last year, driven by various sale promotions [24][25] - The net loss for Q2 was negative $16,600,000 compared to net income of $2,300,000 in the same period last year, attributed to increased costs and operating expenses [24][25] Business Line Data and Key Metrics Changes - The company saw a significant increase in units sold, which rose by 58.4% to 2,100,000 for the quarter, largely driven by strong performance in June [8][9] - The average daily active users (DAU) for ARC Survival Evolved and ARC Survival Ascended reached approximately 157,085, with cumulative hours played reaching 4.1 billion [13][14] - The mobile game surpassed 6,900,000 downloads, with an average DAU of approximately 104,000 during the quarter [13] Market Data and Key Metrics Changes - The publisher sale event in June was a critical driver for player acquisition and engagement, leading to a 10.8 times increase in daily unit sales compared to non-promotional periods [18] - The ten-year anniversary of the ARC franchise saw significant updates and promotions, resulting in a resurgence in sales and engagement for titles like ARC Survival Evolved [17][19] Company Strategy and Development Direction - The company is pursuing a dual-pronged growth strategy focusing on both the core gaming business and the stablecoin initiative, aiming to drive growth in gaming while exploring long-term opportunities in digital assets [12][33] - The stablecoin project is seen as a natural evolution of the company's innovation-led strategy, with plans to develop a proprietary U.S. Dollar-backed stablecoin [27][28] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the future across both gaming and stablecoin initiatives, emphasizing the potential for these two pillars to become interconnected [12][33] - The company is committed to transparency and regular updates regarding the stablecoin project as it progresses [8][32] Other Important Information - The company has engaged strategic partners and advisors to ensure the success of the stablecoin initiative, including a legal advisor for compliance and a consultant with deep industry expertise [30][31] - The company has initiated a capital formation strategy through an equity market offering to build the necessary reserves for the stablecoin [32] Q&A Session Summary Question: What drove the increase in bookings this quarter? - The increase in bookings was primarily driven by various sale promotions in 2025 that did not occur in 2024, specifically around ART Survival Evolved and the presale of ART Lost Colony [25] Question: How does the company plan to integrate the stablecoin initiative with its gaming operations? - The stablecoin initiative is expected to create synergies with the gaming portfolio, enabling new user experiences and innovative solutions [12][33]

Core Insights - Snail, Inc. has launched a new dating simulation game titled "The Fame Game: Welcome to Hollywood," developed by its subsidiary Interactive Films LLC, which focuses on narrative-driven gameplay and emotional interaction [1][2]. Company Overview - Snail, Inc. (Nasdaq: SNAL) is a leading independent game developer and publisher, providing interactive digital entertainment content across various platforms, including consoles, PC, and mobile devices [3]. - Interactive Films LLC, a subsidiary of Snail, Inc., aims to expand new video audiences and engage passionate viewers through storytelling in various formats [4]. Industry Trends - According to Newzoo's 2024 Global Gamer Study, player engagement in life and dating simulation games has increased by 40% year-over-year, particularly among the 18-34 age demographic [2]. - Deloitte's 2023 Digital Media Trends report indicates that 50% of Gen Z and millennials feel a stronger emotional connection to fictional characters than to real people, with nearly one-third believing that games help fulfill their need for meaningful emotional connections [2]. Game Features - "The Fame Game: Welcome to Hollywood" features a simplified design that reduces development costs and accelerates iteration while maintaining emotional depth, making it accessible to casual players and newcomers to narrative-driven games [2]. - The game is exclusively available on the Steam platform and encourages players to add it to their wish lists [2].

Core Insights - Snail, Inc. has announced a new dating simulation game titled "The Fame Game: Welcome to Hollywood," developed under its subsidiary Interactive Films LLC [1][5] - The game is designed to resonate with a broad audience through a narrative told from a male perspective, featuring branching paths and multiple endings to encourage replayability [2][3] Industry Trends - Narrative-led games with relationship mechanics have shown a 40% year-over-year increase in player engagement, particularly among the 18-34 demographic [3] - A significant portion of Gen Z and Millennials (50%) report stronger emotional connections to fictional characters than to real people, indicating a shift in player engagement and emotional investment in games [3] Game Development Strategy - The project utilizes streamlined mechanics for cost-effective development and rapid iteration while maintaining emotional depth [4] - The accessible gameplay structure is designed to lower barriers for entry, appealing to casual players and those new to narrative-focused games, thus broadening the potential audience [4] Launch Information - "The Fame Game: Welcome to Hollywood" will be launched exclusively on Steam, with a call for creators to engage with the game [5]