GAME - NASDAQ

Hey, everyone. As I mentioned earlier, I'm doing something different on my live stream today. As you may know, I'm the Chief Innovation Officer of GameSquare, a NASDAQ listed company that trades under the ticker GAME. Every quarter, our company hosts a conference call, which we thought would be a great opportunity to feature on my live stream, so you will see more of what I do at GameSquare. We also thought it would be a great opportunity to host investors on my Twitch channel to get the live streaming experience that is such a big part of our community. I'm sure there will be questions, so the chat will be emotes only for today and I'll pin a message that can take you to GameSquare's website where you can learn more about our business and ask questions. Justin Kenna, who is GameSquare's CEO, is hosting today's stream from Complexity's live streaming room in Frisco, Texas, at the address they share with the NFL team, but the Lions will be absolutely destroying in a few weeks. Complexity is also owned by GameSquare. The entire thing gives me conflicting feelings about being a Detroit Lions fan but I better be on my best behavior and not go there today. Most importantly, he is Tim's, Cloak’s and my boss, which also kind of makes me Tim and Cloak’s boss, but we also won't go there. Not today. So let me hand over the stream to Justin for some formalities before we talk about what the future holds at GameSquare.

Thanks, Ninja. And good luck on December 30 when the Lions come to town. I think you might need it. I'm extremely excited to be here today and to review the progress we are making at GameSquare as we create a leading technology enabled platform that helps connect brands to gaming fans and youth audiences globally. Today's live stream is being broadcast over Twitch as well as our social channels and our company website. We believe that we're the first public company ever to live stream a quarterly conference call on Twitch, reflecting our core focus of driving stakeholder engagement through innovation. I'll start today's stream with an overview of the progress we are making, including the recently announced definitive agreement to acquire Fa

All right, Justin. Now it's my turn. We have both been in the business of gaming, esports and youth culture for a while. How has the overall market influenced GameSquare’s, financial results, and how do you see the market evolving in 2024 and beyond?

Great question, Ty. Yeah, look, there's no doubt. It's been sort of a challenging brand and ad market and there's been a number of sort of macro factors. I think to sort of touch on esports firstly, I think that there's been some different sentiment out there around esports winters and other pieces. I think esports in general is going through a very sort of natural growth stage of consolidation I think and we remain really bullish on the future of esports and we're seeing publishers and orgs come together and partner together a lot more. I think we'll continue to see that. We see a lot of opportunity in that space. More broadly in the sort of gamer and creator economy in general, look by every metric in terms of audience and eyeballs, it's only going north. So we feel really good about how we're positioned to take advantage of that. As we start to see markets return it, and they will, we're starting to see that brand and those brand and ad dollars come back. And I think that we're really well positioned at GameSquare to take full advantage of that. Ninja, you’ve built a very large following. And as one of the original streamers, how do you continue to engage with your following and produce compelling and relevant content?

All right, there's your daisy. That's what it's all about Justin. I think that for me, it's just continuing to as a streamer, the way that I've been producing content my entire life is been, it evolves with the game that I play or the games that I play right? So it started off early in my career where it was Halo competitively in 1v1s. So like that was like my way of entertaining my viewers and then that evolved into still competing for a very long time and then that evolved into Destiny, right, switching games to Destiny then switching games to then Battle Royales came out right H1

Awesome. Can you tell people what you've accomplished so far and what's in store for the remainder of the year?

Our goal for year one is to be innovative, have new experiences and create content. So innovative experiences and creating content is our goal for year one. Our goal for year two, we're going to be focused on accelerating more growth and driving more product-based sales. This is -- one of the shirts I'm wearing right now, this is actually one of the shirts that we did with a super small release. Like we just wanted it to kind of get out there and this is literally one of the like the most favorite shirts I own. And everyone talks about the quality, it's incredible quality, it looks amazing and everyone's super happy that they, like the people who did buy it when we dropped a small launch are ecstatic and people have been asking and this is something so small, it's just like a little tiny merch shop, right, like a drop in the bucket to literally the things that we can accomplish. But yeah, this is one of my favorite shirts and one of my community's favorite shirts and they always ask me to bring it back, so just…

Why don't you tell everyone what attracted you to GameSquare and how we support your efforts to drive innovation and engagement within the gaming community?

Great question, Justin. It's a great question. I think the thing that attracted me the most about GameSquare is, I mean, you just did an incredible job selling it to when we were talking about what it is that you guys do differently than all those other companies out there, especially with Complexity as well. And I think what would really just drew me to you guys over picking anyone else, over starting something my own, over anything like that is you guys just absolutely have and this you always say -- you always say this in your pitch baby, you guys have like a front to back like right like a start to beginning -- a start to end like process of being able to run events right? Being able to start events and then being able to literally get everything that goes into those events and you guys actually also understand the space, right? So the fact that you guys don't have to go out of your way to reach out to other companies or other people to accomplish the things, to get things done. Take TimTheTatman’s event, for example, TimTheTatman Tailgate in Dallas was one of the most amazing events ever. I was super blessed to be a part of it. It was out of this world and a knock out of the park and you guys were able to do all of that in-house, right? With the companies that rock with GameSquare. So that, and just again, I think that the true understanding of the gaming space, and the culture, and like you guys get it. And I think that's very, very, very important. You can't buy that and that's what drew me to you guys. Justin, there have been so many sports, gaming and media companies that are trying to figure out how to compete in the market and engage with youth audiences. How is GameSquare able to differentiate itself and create a successful business when so many other companies have not been successful?

Yeah, I mean, it's -- people joke about the hard-to-reach audience, but to us that represents a real opportunity and I think it really is a focus on data and on technology. The acquisition of Engine Gaming really did give us differentiation with Stream Hatchet and access to data in-house and understanding these audience and these communities. Obviously, having a world-class team that can execute is important, but I think understanding the audience first and foremost is critical. And then having a media network in-house that is specifically designed to reach these audiences, this really does give us a differentiated end-to-end solution that nobody else in the market has. Now we do have competitors in these different areas but from an end-to-end solution from data, marketing and creative services, technology and media, it's unmatched and I think that it's proving to be the right formula.

How do you envision Faze as a part of GameSquare?

Yeah, I mean, it's an incredibly exciting opportunity. I was actually talking about this the other day. And if those that aren't as close to the industry, Fa

But yeah, that's it, man.

It's been a lot of fun, Ninja. Thank you for joining today's call and for helping expand GameSquare's offerings. To everyone on today's live stream, we are just getting started. And we believe the long-term opportunities at GameSquare are met. 2024 is going to be a transformative year for GameSquare as a result of strong organic growth and the successful integration of the Fa