STREAMPLAY STUDIO LIMITED — Investor Presentation 2024

Dec 2, 2024

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Company Presentation

December 2024

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ASX:SP8 / About Us

Streamplay Studio Limited (ASX:SP8) is a leading eSports, Gaming, and Technology company, soon to be strengthened by the proposed acquisition of Noodlecake. Leveraging telco relationships, we continue to expand into Music, Video, and other Gaming opportunities across global markets.

1[st]

9+

>60 >270m Titles Across all Installs of Direct Major Gaming to Consumer Storefronts Games

Cloud Gaming Service Launch in Africa

Global Telco Partner Integrations

ASX:SP8 / About Us / Our Gaming History

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2018 2019 2020 2021 2022 2023 2024 2025
Miggster JabaaGames Noodlecake
First successful launch Streamplay Entry into Senegal Game studio
of global ArcadeX B2C acquisition
Company rebrand &
opportunity
MTN SA Mobimedia acquisition PlayStream
Integration Entry into UAE
agreement
Arena Plus MTN Relaunch
First successful cloud & Introduction of
gaming launch in Africa alternative billing
ArcadeX MTN Arena mGames Launch
Multiple shutdowns First successful launch ArcadeX entry into
and re-launches of ArcadeX B2B2C Pacific Market
Noodlecake
PlayStream
JabaaGames
mGames
Arena Plus
Miggster
MTN Arena
ArcadeX
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ASX:SP8 / About Us / Our Global Footprint

GLOBAL PRESENCE

• 1) South Africa: Global Head Office 2) Australia: Corporate Head Office 3) Fiji: Pacific Offices 4) USA: San Francisco Office 5 5) Canada: Proposed Acquisition 9

• 4 8

• GLOBAL PARTNERSHIPS 6 6) Senegal: JabaaGames, Orange 7) Mauritius: Airvantage 8) UAE: Digital Tech, Mobibox 9) China: Zplay 7 3 1 2

ASX:SP8 / About Us / Why Gaming

Global Trends: The gaming industry has evolved into a dynamic and multifaceted ecosystem, encompassing a wide range of genres and diverse distribution channels for Streamplay to capitalise on.

GAME SEARCHES

Gaming-related keywords consistently top the most-searched app store categories.

Terms like 'games ,' ' no wifi games ,' and ' puzzle games ' are among the top 3, reflecting strong demand for accessible, casual gaming.

Our casual gaming library aligns with highranking keywords, ensuring both high and repeat engagement.

IN-APP PURCHASES

In-app purchases continue to drive gaming industry revenue.

Projected to reach US$106.6bn* in 2024, these remain the leading revenue model in free-toplay games.

We focus on integrating with leading telcos, popular storefronts, and trusted payment gateway providers.

INDIE GAME STUDIOS

Indie games dominate nearly half of the total industry revenue in 2024.

Indie game studios nearly double their market share since 2018, and rival AAA and AA studios in profitability.

Noodlecake can provide opportunity to access the $4.5bn indie gaming market, doubling Streamplay’s platform potential.**

* https://www.statista.com/outlook/amo/app/games/worldwide

** https://80.lv/articles/indie-games-market-...-success-in-2024

SMS AI

ASX:SP8 / About Us / Our Gaming Verticals

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200+ Titles
ArcadeX
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Our ArcadeX platforms are supported by over 200 popular, free to play titles.

Each title has been curated based on its quality, marketability, playability, and suitability for use in skills-based tournaments and social competitive play. Our proprietary SDK facilitates gameplay and scoring capture.

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7 Titles
Cloud Games
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Our Cloud Gaming platforms are supported by 7 console quality titles across 5 genres. Each title is developed in Unity or Unreal and designed specifically to showcase the potential of competitive cloud gaming, including multiplayer features and native support for Xbox + Playstation controllers.

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60+ Titles
Published
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The proposed acquisition of Noodlecake expands our reach to all major storefronts.

Noodlecake has a well-established reputation as a content creator and publisher of highly engaging games, with over 270 million total installs and retention rates and ratings that surpass industry standards.

ASX:SP8 / About Us / Our Business Models

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1) Gaming B2B2C 3) Gaming B2C 5) Multi-Channel Publishing
Example: MTN 40/60 SP8 Rev Share Example: Non-telco users - No Rev Share Example: Apple / Google / Xbox / etc
Model: MGI & Rev share from Direct Model: Earn 100% revenue from direct- Model: Diversified revenue streams
Carrier Billing on telco networks. to-consumer payments. including in-app purchases, ads,
pay-to-play, and commissions.
Approach: Leverage telco brand equity and Target broader audiences by
large subscriber bases to drive Approach: opening platforms up with Approach: 1st and 3rd Party titles published
subscriptions and ad-hoc billing. alternatives to telco billing. across multiple storefronts.
2) Gaming B2B 4) Music B2B 2 C2C 6) Exclusive Partnerships
Example: MTN 30/70 SP8 Rev Share Example: Telco 50/50 SP8 - 30% Royalties Example: Apple Arcade / Xbox Exclusives
Model: Fixed fee advertising campaigns Model: Revenue generated from Direct Model: Secure funded projects for
for large brands. Carrier Billing on telco networks. exclusive content & IP rights.
30% allocated as Artist Royalties.
Approach: Branded games/surveys run as Approach: Develop bespoke exclusives for
ads on MTN no-fund pages Approach: Partner with telcos to distribute, subscription services like Apple
( 4m users per day ). & leverage artists to promote. Arcade / Xbox / Netflix / etc.
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~101.2m

ASX:SP8 / About Us / Telco Opportunities

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South Africa Senegal Pacific Islands UAE
Average ~61m ~18.2m 12.4m 9.6m
Population
Fiji, PNG, Solomon Islands,
American Samoa & Tonga
Mobile Phone
Adoption 91% 79% 30-84% 91%
Smartphone
Penetration 51% 34% 22%-70% 51%
https://www.macrotrends.net/global-metrics/countries/ranking/population / https://www.gsma.com/solutions-and-impact/connectivity-for-good/mobile-economy
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~$2.09m YTD Unaudited

ASX:SP8 / About Us / Market Performance

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2024 Consolidated Group Product Revenue ~31% Revenue Growth YTD
(AUD)
~$455,000 ~$540,000 ~$680,000
(Q1) (Q2 up ~19%) (Q3 up ~26%)
AS VAS Relaunch
MTN SA Relaunch
UAE Market Entry
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Audited

Unaudited

Our Products

ASX:SP8 / Products

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We strategically bring complementary services into our portfolio
to target emerging and mature markets, catering to both
feature phone and smartphone users. With the potential
Noodlecake acquisition set to expand us into App, PC and
Console markets.
Mass Market Low-Mid Spec High ARPU High Spec
SMS ArcadeX Cloud Gaming App, Console, PC
Interactive Advertising
Branded
Local Music Games
mJams Music
AI
Video Streaming
SportsWorld
Generative AI
Text-Based
Feature Phone Airtime Advance Games
VAS Subscriptions AirVantage
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ASX:SP8 / Products / VAS & SMS Games

VAS and SMS subscription services thrive in the Pacific, where even small but highly engaged markets demonstrate exceptional revenue potential. With a population of just ~43,500, American Samoa consistently achieves a high ARPU due to widespread participation in SMS-based games and services.

American Samoa Highlights

No. of Entries per Game

Our text-based gaming products achieve high volumes of SMSs, highlighting the strong consumer appetite for interactive content, which is scalable across the Pacific. Population: ~43,500*

Highest Engagement: >390k entries. High ARPU Market: ~$40k revenue generated in October 2024 alone.

• https://www.macrotrends.net/global-metrics/countries/ASM/american-samoa/population

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ASX:SP8 / Products / ArcadeX / Whitelabel

V1.0 / 2018

ArcadeX v1.0

Introduced in 2018, first B2B2C launch mid 2020, followed by global B2C launch in Nov 2020.

>2.2m ~130k

Subs Acquired Peak New To Date * Monthly Subs

~350k ~$100k Peak Monthly Peak Monthly Active Subs Revenue

* Additional ~3m global subscribers acquired through Miggster by 2022.

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V2.0 / 2023

ArcadeX v2.0 trialed in Pacific as multi-region portal late 2023, followed in Senegal with mobile wallet integrations mid 2024.

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~11m High ARPU Market ~12m Mobile Wallet Users

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~35m Debit Card Holders

MTN Arena 2.0 launched end Q3 2024 introducing alternative billing.

ASX:SP8 / Products / ArcadeX / Features

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PAYMENT OPTIONS
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RE-ENGAGEMENT

GAMIFICATION

The platform is designed for seamless payment integrations, supporting Instant EFT/Card Payments, Direct Carrier Billing (Airtime), Mobile Wallets and much more.

Users are guided through a Progressive Web App (PWA) installation, enabling quick access to the platform directly from their home screens.

Daily, weekly, and unique challenges have been introduced to engage users, rewarding their efforts and boosting platform interaction.

Push notifications are used to keep users updated on important events and updates.

Additionally, users can earn credits to participate in raffles, adding an exciting layer of rewards to the experience and also fair distribution of prizes to users that do not rank high on the leaderboard.

Users have the option of choosing between daily, weekly and monthly subscription packages as needed.

Each notification is directly linked to the relevant event, with a one-click redirect to the platform for easy access.

Ad hoc packages are also available.

Fully White Labelled - Mobile Responsive PWA - Catalogue of Over 200 Games - Hosts, Tournaments, and Raffles -

LOCALISATION

Simple language selection available to adapt to specific regions.

Branding and exclusive tournaments available for partnership opportunities.

ASX:SP8 / Products / Cloud Gaming

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V1.0 / 2022

ARENA PLUS: Pay-to-Play model. Pioneered the development and launch of the First Cloud Gaming Service in Africa , October 2022.

65k+ Subscribers

~$24

Avg. Monthly Spend (HVC)

>4,480

Most Gameplays (By Single User)

>207k

Total Competitive Gameplay Hours

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V2.0 / 2024

PLAYSTREAM:

All-you-can-eat subscription.

Launched service in the UAE with Etisalat in April 2024 and shown consistent month on month growth.

31k+ Subscribers *

$521k+ Platform Revenue *

* Between 11 April and 31 October 2024.

ASX:SP8 / Products / Cloud Gaming / South Africa

The Arena Plus platform continues to gain strong momentum through the introduction of alternative payment methods and engaging audience-focused strategies.

With a refreshed interface, improved notifications, and enhanced gameplay mechanics, the platform has seen growth in subscribers, but particularly in engagement.

Highlights

Subscriber Growth up +42% from Sep '23 to Nov '24.

Engagement Surge in gameplays with Token spend up +72%.

Updated interface and PWA support, with alternative billing add to increase accessibility and solve for common airtime billing errors.

Subscribers: +42% Tokens Used: +72%

MTN Arena Plus Subscriber Growth

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New Features
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ASX:SP8 / Products / Cloud Gaming / UAE

Streamplay’s Cloud Gaming service launched in UAE on 11 April 2024 and executed with very little overhead. Strong subscriber uptake, reflecting both market and partner interest. Billing integrated with Etisalat on launch, followed shortly by du.

Brief dip in subscriber uptake is related to regulatory changes requiring a pause in marketing in, resumed again in November.

Highlights

Playstream Subscriber Growth

Subscribers: +534%

Etisalat and du billing achieving 100% UAE mobile market coverage.

Generated ~A$291k revenue in Q3, total of ~A$520k since launch.

Marketing paused in Oct, resumed in Nov.

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du Integration
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du consistently contributes ~8-10% of monthly revenue.

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Etisalat Integration
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ASX:SP8 / Games / Noodlecake Opportunity

A leading indie game studio and publisher with 270M+ downloads and 60+ titles across major platforms, including Apple App Store, Google Play, Xbox, PlayStation, and Nintendo Switch .

Their robust monetisation strategies — inapp purchases, ads, and premium sales — have generated over ~A$42M in revenue, averaging ~A$7.3M annual revenue with ~A$1.8M EBITDA over the past three years.

Notable hits like Golf Blitz and Alto’s Odyssey showcase their success, while upcoming titles like Winter Burrow expand into premium platforms.

Noodlecake’s partnerships with Apple, Google, Xbox Game Pass, amongst others, position Streamplay to access new markets, diversify revenue streams, and drive global expansion.

Product Development

ASX:SP8 / Roadmap / Music

mJams Music 2025 Relaunch

Highlights

The mJams Music platform offers the Pacific Islands unparalleled access to their favourite local artists and tracks. Through an optimised and cost-efficient tech stack, Streamplay has achieved an 87% reduction in operating costs , ensuring a scalable service for both subscribers and artists alike.

Opportunities

• Expanding through partnerships with FIPRA and Digicel to launch in Fiji and other Pacific territories.

>1,500 ~50k ~4,400 Artists Streams p/m Tracks

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Challenges

• Build trust amongst artists as the preferred music platform.

ASX:SP8 / Roadmap / Ad Revenue

Branded Games Gamified Marketing Packages

Highlights

The Branded Games initiative introduces a new revenue opportunity for Streamplay (retaining 70%), leveraging MTN’s zero-rated platform to engage millions of daily users while enabling brands to connect meaningfully through gamified experiences.

Opportunities

• MTN Mobile Ads team engaged to scale sales of branded game packages.

• Over 4 million daily visits to MTN’s No Funds site offer a vast reach.

• Interest from major South African brands already confirmed.

• Revenue potential of A$8,000 – A$40,000 per campaign package.

Challenges

• Limited in-house capacity for custom game development.

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ASX:SP8 / Roadmap / Finance

bCREDIT Advanced Airtime Lending

Highlights

The bCREDIT platform empowers customers to stay connected by offering airtime advances when they need it most. By enabling subscribers to maintain access to digital services, it drives consistent engagement while generating dual revenue streams:

• 1) Lending Income: Through service fees on airtime advances.

• 2) Subscription Continuity: Ensuring uninterrupted access to services.

Opportunities

• Solomon Islands launch to serve as learning hub, with PNG to follow.

Challenges

• Infrastructure overhauls in Solomon Islands have delayed integrations.

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ASX:SP8 / Games / Roadmap

Impact Padel Sports-themed Cloud Game

Highlights

• Building on Padel’s popularity as fastest growing sport, with over 25 million active players across 110 countries.

• Will make use of free-to-use advanced motion capture technology.

Opportunities

• Adding Sports game to complement recent First Person Shooter launch of Slime Crisis.

• Cross-audience marketing to sports communities & brands.

• Easy to integrate existing multiplayer SDK functionality.

Challenges

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• Lengthy development timeline for small dev team.

ASX:SP8 / Capital Structure

Board Members:

Bert Mondello Phil Re Paolo Privitera Exec. Director Non-Exec Non-Exec Chairman Director Director

Capital Structure:

Share Price: 0.009c as at 2 Dec 2024 Shares on Issue: 1,141,214,134 Market Capitalisation: ~$10.3M Cash on Hand: $13.94M as at 30 Sep 2024 Debt: Nil Enterprise Value: ~($3.6M)

1.14b Fully Paid Ord Shares

ASX:SP8 / Disclaimer

This presentation has been prepared by Streamplay Studio Limited (the Company or SP8). It contains general information about the Company’s activities current as at the date of the presentation. The information is provided in summary form and does not purport to be complete. This presentation is not to be distributed (nor taken to have been distributed) to any persons in any jurisdictions to whom an offer or solicitation to buy shares in the Company would be unlawful. Any recipient of the presentation should observe any such restrictions on the distribution of this presentation and warrants to the Company that the receipt of the presentation is not unlawful. It should not be considered as an offer or invitation to subscribe for,or purchase, any securities in the Company or as an inducement to make an offer or invitation with respect to those securities. No agreement to subscribe for securities in the Company will be entered into on the basis of this presentation or any information, opinions or conclusions expressed in the course of this presentation. This presentation is not a prospectus, product disclosure document or other offering document under Australian law or under any other law. It has been prepared for information purposes only. This presentation contains general summary information and does not take into account the investment objectives, financial situation and particular needs of any individual investor. It is not financial product advice and investors should obtain their own independent advice from qualified financial advisors having regarding to their objectives, financial situation and needs. The Company nor any of its related bodies corporate is licensed to provide financial product advice. This presentation and information, opinions or conclusions expressed therein contains forecasts and forward-looking information. Such forecasts, projections and information are not a guarantee of future performance, involve unknown risks and uncertainties. Actual results and developments will almost certainly differ materially from those expressed or implied.

You should not act or refrain from acting in reliance on this presentation, or any information, opinions or conclusions expressed in the course of this presentation. This presentation does not purport to be all inclusive or to contain all information which its recipients may require in order to make an informed assessment of the prospects of Streamplay Studio Limited. You should conduct your own investigation and perform your own analysis in order to satisfy yourself as to the accuracy and completeness of the information, statements and opinions contained in this presentation before making any investment decision. Recipients of this presentation must undertake their own due diligence and make their own assumptions in respect of the information contained in this presentation and should obtain independent professional advice before may any decision based on the information. No representation or warranty, express or implied, is made in relation to the fairness, accuracy or completeness of the information, opinions and conclusions expressed in the course of this presentation. To the maximum extent permitted by law, no representation, warranty or undertaking, express or implied, is made and, no responsibility or liability is accepted by the Company or any of its officers, employees, agents or consultant or any other person as to the adequacy, accuracy, completeness or reasonableness of the information in this presentation. To the maximum extent permitted by law, no responsibility for any errors or omissions from this presentation whether arising out of negligence or otherwise is accepted. An investment in the shares of the Company is to be considered highly speculative. This presentation and information, opinions or conclusions expressed in the course of this presentation should be read in conjunction with SP8’s other periodic and disclosure announcements which will be made available on the Streamplay Studio Limited website and on the Australian Securities Exchange website.