QYOU Media (QYOU) Investor Update summary

Business performance and strategic focus

• Four business units: U.S. influencer marketing, Chtrbox India influencer marketing, channels (broadcast/streaming in India), and gaming (Maxamtech, Q GamesMela), each with separate P&Ls and strategies.

• U.S. influencer marketing saw its two strongest quarters ever in Q1 and Q2 2024, rebounding from a weak Q4 due to industry strikes, with revenue contribution nearing 50%.

• Chtrbox India is growing but faces intense competition, focusing on premium service and margin improvement.

• Channels business in India faces challenges from copycat competitors and struggles to regain top GRP ratings; streaming/FAST channels are slow to monetize but reach up to 90 million weekly.

• Gaming business in India is a major growth opportunity, with 3 million downloads in three months, but is being recalibrated for better user monetization and profitability.

Financials, valuation, and market context

• Revenue grew from CAD 300,000 in 2021 to over CAD 8 million in 2024, with net loss reduced from CAD 2.5 million to CAD 500,000.

• Despite financial growth, market cap dropped from CAD 100 million to CAD 25 million, attributed to a brutal microcap market environment.

• Management and board are among the largest shareholders, have not sold shares, and believe the company is massively undervalued.

• Peer companies in the new media space have also seen dramatic share price declines, highlighting sector-wide challenges.

Management actions and shareholder communication

• Management is actively exploring transformative changes, including potential restructuring, to unlock shareholder value; nothing is off the table.

• Share consolidation was considered as a placeholder for institutional investment or acquisition, but the vote was withdrawn due to shareholder concerns.

• Board and management compensation is primarily in equity, with no cash payments; no shares have been sold since IPO.

• New monthly video updates (Q1 Thursdays) and more frequent, transparent communication initiatives are being launched.