Overactive Media (OAM) Status Update summary

Business overview and growth strategy

• Operates as a global digital media and entertainment company with a strong presence in Toronto, Madrid, and Berlin, leveraging high-margin digital revenue streams, sponsorships, and content licensing.

• Owns two of the most valuable Esports franchises, with a fan base exceeding 100 million globally, spanning North America, Europe, Latin America, and China.

• Focuses on scalable, diversified revenue through content, creators, merchandise, licensing, and AI-driven platforms.

• Franchise assets in League of Legends and Call of Duty provide long-term stability, visibility, and anchor the business in major gaming markets.

• Integration of KOI and Movistar Riders has expanded reach, audience, and sponsorship revenue, with ongoing operational improvements expected.

Fan engagement and monetization

• Deeply engaged, young, and global fan base drives recurring revenue through digital sales, memberships, and merchandise.

• Digital item sales, such as team-branded skins and in-game cosmetics, generated over CAD 8 million last year with margins above 95%.

• Phoenix, a subscription-based loyalty platform, offers fans exclusive access and experiences, creating high-margin, recurring revenue and first-party data.

• Estimated CAD 20 million in incremental revenue potential from existing fans, with about CAD 10 million in incremental adjusted EBITDA.

Technology and Active Voices platform

• Active Voices is an AI-powered localization platform enabling creators to reach global audiences in their own voice across multiple languages.

• Platform automates translation and distribution, allowing creators to scale content globally at nearly zero marginal cost.

• Preserves creator authenticity, offers scalable content conversion, and ensures creators retain IP control.

• API-ready for integration with large partners, targeting major creators, agencies, and the long tail of smaller creators for rapid adoption.

• Potential to capture $240 million in new market revenue, with $70–$120 million accruing directly, driven by high-margin, recurring digital revenue.