Core Insights - Super League has announced an exclusive strategic partnership with Solsten, an AI-driven audience intelligence company, to enhance its capabilities in delivering audience insights and campaign design beyond traditional demographics [1][2][3] Group 1: Partnership Details - The partnership allows Super League to integrate Solsten's proprietary psychographic data and predictive models into its campaign planning and optimization workflows [2][3] - Solsten's technology utilizes generative AI to analyze a large-scale, psychology-based data set, providing predictive insights on audience responses to marketing strategies [3][5] Group 2: Marketing Implications - The collaboration aims to deepen brand engagement by applying psychological insights to marketing strategies, enhancing the effectiveness of campaigns across various channels [4][5] - Early applications of Solsten's models in campaigns have shown improvements in acquisition efficiency, conversion rates, and reduced customer acquisition costs [4] Group 3: Strategic Focus - This partnership reflects Super League's commitment to leveraging advanced data and AI capabilities to create scalable solutions that provide long-term commercial value [6] - Understanding the psychology of play is positioned as a competitive advantage in the evolving interactive media landscape [6]

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 Viewpoint - Super League announced a reverse stock split of its common stock at a ratio of 1-for-12, aimed at maintaining compliance with Nasdaq listing requirements [1][3]. Group 1: Reverse Stock Split Details - The reverse stock split will take effect at 12:01 AM on January 23, 2026, with shares trading on a split-adjusted basis on the same day [2]. - The number of outstanding shares will decrease from approximately 14.0 million to about 1.16 million [3]. - Each stockholder's percentage ownership and voting power will remain largely unchanged, with fractional shares being rounded up to the nearest whole share [4]. Group 2: Stockholder Impact - Stockholders with shares in brokerage accounts will have their positions automatically adjusted, and no action is required from them [5]. - Registered stockholders holding shares in book-entry form will also not need to take any action to receive post-split shares [5]. Group 3: Company Overview - Super League is a leader in playable media, focusing on connecting brands with consumers through playable ads and gamified content across various platforms [10]. - The company utilizes proprietary technologies and a network of creators to enhance brand visibility and consumer engagement [10].

Core Insights - Super League has acquired an interest in the popular Roblox game Hide or Die!, which has been visited over 570 million times in 16 months, marking a strategic shift towards ownership of cash-generating assets in the gaming sector [1][2] - The acquisition is expected to enhance Super League's profitability and provide brand partners access to a large, engaged audience on Roblox, which has 151.5 million average daily active users as of September 30, 2025 [5][2] - The gaming industry is increasingly recognized for its cultural significance, with over 80% of individuals under 45 in the U.S. playing video games, highlighting a gap in monetization opportunities that Super League aims to exploit [2][5] Company Strategy - The CEO of Super League emphasized the importance of acquiring proven, revenue-generating properties like Hide or Die! to build a portfolio of equity ownership interests, providing long-term flexibility in value structuring [2][4] - The company aims to leverage its capabilities in scalable media solutions and branded content activations to drive revenue growth and deliver sustainable shareholder returns [2][4] Market Context - Roblox continues to demonstrate significant engagement, with users conducting over 50 million searches and updating avatars 274 million times daily, indicating a strong market for branded virtual apparel [5] - The creators of Hide or Die! have benefited from the Roblox Developer Exchange Program, which has generated over $1 billion globally in the past year, showcasing the financial potential within the platform [6]