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Kidoz (KIDZ) investor relations material
Kidoz AGM 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Opening remarks and agenda
Meeting opened virtually from Vancouver, welcoming global staff and shareholders from over 12 countries.
Agenda included setting the number of directors, receiving audited financials, electing directors, appointing auditors, ratifying a new equity awards plan, and a corporate update.
Financial performance review
2024 marked a turning point with strong Q4 results and continued momentum into 2025.
Revenue forecast for 2025 is $18 million, with a shift from reseller to direct brand revenue.
Achieved a small profit in 2024, with plans to grow profitability in 2025.
Healthy cash balance and global revenue distribution, with increased focus on North America.
All R&D expenses, totaling over CAD 20 million, are expensed, improving future operating leverage.
Board and executive committee updates
Six directors were elected: Fiona Curtis, Moshe David, Claes Kalborg, Eldad Ben-Tora, Jason Williams, and Tarrnie Williams.
Davidson & Company LLP reappointed as auditor, with directors authorized to set remuneration.
Management team highlighted for their talent and global reach.
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CY25 revenue up 7.6% YoY, strong AI launches, and CY26 growth expected to accelerate. - SHAK
Revenue up 16.5%, net income $10.4M, and 23 new Shacks opened, with margin expansion. - DHC
Q1 2025 delivered 4.3% revenue growth, narrowed net loss, and strong SHOP segment gains. - DHC
Q3 2025 revenue up, SHOP improved, but net loss rose on impairments and transitions. - IKS
Q3 FY26 delivered 24% revenue growth, 40% EBITDA growth, and strong EPS with clean audit. - SHAK
Revenue, net income, and margins rose, with 22 new locations and digital sales growth. - DHC
Q4 revenue up 5%, SHOP NOI up 56%, and a $7.2B portfolio supports debt reduction. - DHC
SHOP segment drives NOI growth, but net loss widens amid asset sales and cost pressures. - DHC
Q2 2024 delivered strong SHOP NOI growth and higher revenues despite a wider net loss. - REDINGTON
Record Q3 revenue and profit, SSG leads growth, Arena losses narrow, cash flow improves.
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