Qyou Media Inc.

our investor call today is November 24th, 2025. I'm going to turn it over to our CEO, Kurt Marvis. Kurt, are you there? I am.

I'll pop on my video here. Here we go. Raj, are you there as well? Yes, sir. Good morning. All right. Well, it's good evening for Raj. He's dialing in from India. I'm here in Los Angeles. Jace is on the East Coast. So we've got all time zones covered for the call. Welcome, everyone. Obviously, the call this morning is under much better conditions and happier announcements than we've had in quite a while for the company. We're super, super excited. excited to share the results with our shareholders and friends and people that have followed us for many, many years now. Before I get into that, I wanted to address the consolidation. A lot of people have voiced concerns and questions, wondering why we ultimately selected to pull the trigger on this and why we're doing it now. The reason for that is pretty straightforward and simple, actually. At a three and four cent share price, it's extremely difficult to attract institutional investors. And institutions are sometimes prohibited from doing anything even under a dollar. Certainly, they don't have interest in so-called penny stocks or stocks that are trading certainly under 10 cents. And so for the last three years, many of you are aware that we've put onto the ballot at our annual general meeting to do a share consolidation. And we've discussed it over and over again. As I've said on these calls previously, I've been the co-founder CEO of this company for a long time, over 11 years now, and haven't sold a share of our stock. So certainly I would never do anything that myself or the board members who are all in the same position or employees in the company who've been here for a long time, none of us would ever do anything that we felt was hurtful or harmful in terms of the ultimate share price for the business. That would be crazy. And so any moves that we make, whether they're directly for the business or whether they're revolving around the share price, are always made with the intent to improve the value of the business, improve the share price, improve the overall market capitalization of the company, and improve the business in terms of what's happening. I'm sorry, I have messages popping up on my phone right now. So at any rate, the consolidation was executed as of this morning because we, as you all are aware now, know that our company is growing and growing in a very, very positive way. We have major revenue growth. We have net profit for the first time in our history. We have positive EBITDA that continues to be solid for the business. And so the key to getting institutional investors to invest into a company like ours is obviously demonstrating solid financial results. And because we're so bullish on not only the quarter that we've just reported, but on continuing quarters going forward and in 2026 and beyond, we felt it was the appropriate time to do this, not only based on sort of a hunch that we might have or a feeling we might have, but because of inbound interest that's been coming to us from institutional investors who want to come in and invest in this company. but are prohibited from doing so because of our share price. So that's why we made the decision. That's why we've done this today. It's also unwieldy and very challenging to deal with 600 million plus shares outstanding for a company like ours, even with volume that you get that's not been tremendous for us lately. It's very hard to move the stock one direction or another. we think already this morning you've seen some positive uh reaction to what we've done we hope obviously that holds but it's not about it holding it's about us building the business from here both myself and raj uh very much believe that we're on our way to a two one first next stop is one dollar obviously but to a two three four five dollar stock we believe we're going to build great value in the business which we'll talk about here momentarily and um And that's kind of the state of why we did the consolidation. So I appreciate that there's concerns about that. I know I've received emails and calls and other things from people that are like, why are you doing this now? Those are the reasons behind it. We thought about it for a long time. It wasn't a hasty decision. We've evaluated it, discussed it with institutional investors and here we are. So moving forward from here and bullish about the opportunity. So why is that? Well, the first reason is the news that we put out this morning. We had our highest revenue quarter over $9.6 million of revenue, 44% year over year growth in terms of the same quarter last year. And these are the kind of numbers that we've been building towards for a long time. As many of you are aware, when we stopped having some of our other businesses, including our channel business, gaming business, et cetera, that were contributing revenue to the overall business, but also contributing massive losses that we were facing, we cut that out and now we only report what's happening with the two businesses that we're focused on, which is all around what's become known as the creator economy or influencer marketing. So both Chatterbox, which has had its successful IPO in India on October 3rd, and Raj will talk a bit more about Chatterbox in a bit. We also have been able to drive through, you know, just really aggressive moves in terms of both costs, but also bringing on more people to drive revenue, a pathway that has us very, very bullish on the growth of the business going forward. both from a revenue standpoint and from a profitability standpoint. We're not giving any specific guidance today or yet for 2026. We'll sort of address that as we move closer and further into 2026 if we'll be doing that. But shareholders can rest assured that it is our continued goal to not only continue to drive revenue growth, which we expect to do in the quarter that we're currently in, but also drive profitability over quarters and years going forward. There are some investments that we're making into the business in terms of our technology, in terms of our headcount, in terms of our sales force, in terms of some expansion that we'll be doing as a business. But the bottom line is, is that the bottom line is what we're interested in, which is the top line and the bottom line. And it's producing growing revenue for the business going forward, leveraging the huge CAGR that's depending on which person you wanna believe is somewhere probably between 25 and 35% on a annual basis right now. so the creator economy and the influencer marketing industry is a global business that's continuing to grow and we believe that we're positioned because of our vast experience in it the client list that we have uh the continued growth that we're seeing in both the businesses here and with chatterbox that the shareholders of our company will enjoy the benefits of that as we all will going forward the other piece of news uh from this morning that we're probably the most proud of is net profit. We've never reported a net profit in the history of our company. The net profit was just over $738,000. And while we obviously hope to continue to grow that going forward, the fact that we finally have achieved net profit in the business is extremely gratifying. And we believe a real financial testament to the fact that we've shed these businesses that were burning capital, focused our efforts as a company, as a global company, both here in the United States and in India, on the creator economy and on influencer marketing, that the financial results demonstrate that that strategy is working. And that's fundamentally what the message is today, is that the strategy that we've been working towards, that you've all been patient with, it's been frustrating for all of us in terms of the performance of the company from a share price perspective. We believe we're going to start to see the benefits of that going forward in a big way. and that's going to continue and raj and myself and the teams both here in the us and in india are completely focused on uh on making that happen and going forward does that mean every quarter is going to be perfect maybe maybe not but every year is going to be and we're definitely committed on an annualized basis without question to continue to outperform uh ourselves from a revenue basis quarter over quarter and it's to start to generate net profits for this business which will be reflected in our share price so that's kind of where things are at uh at the moment um the the final thing that i'll say and then i want to turn it over to raj for for a few minutes is that um the phenomenon that we're now working in as a company through qu media which again is comprised primarily of our north american business at the moment in our india business this is a global phenomenon And this is not something that's unique to India, that's unique to North America. This is happening all over the world and it's happening in a massive way. I'm sure all of you are aware of the incredible impact that YouTube has on our lives for nearly two decades now. Certainly that the impact that YouTube Shorts has had in terms of its growth. And certainly, we all know that Instagram, TikTok, and these other platforms, X, Snapchat, et cetera, have become part of the fabric of the daily lives of people of all ages all over the world. What that translates into is that brands and advertisers that want to reach audiences at scale must use these platforms to reach their target customers. And this is something that when we started this in the business, both for ourselves and Chatterbox eight years plus ago, it wasn't even a fledgling business, it was just sort of a new thing. And if there was a brand campaign, it didn't matter whether it was Coca-Cola or a new beauty product or whatever it might be that was coming into market, unless they were really targeted to a very young audience, they tended to stick to more traditional marketing means. The CEO of Unilever, which is one of the largest global product companies, as you all know, in the world, came out at the beginning of this year, 2025, and made the announcement that this year Unilever, which is one of our customers in India, our partners in India, was going to spend up to 50% of their brand marketing spend on social media platforms. These are things that are happening in real time right now. They're driving the growth of our own business. and we are absolutely committed to capturing more market share of this on a global basis as we go forward so with that said i'm going to turn it over to raj now we're obviously both super excited about the successful ipo of chatterbox that occurred on october 3rd that's not really part of the uh reporting that you'll see in the Q3 results. And so that'll be coming up more in terms of what you'll see from financial impact in Q4. But I'll turn it over to Raj. And Raj, maybe you can fill people in on kind of what's happening over in India.

Sure. Thanks, Kurt. I mean, all I could say is probably detour on everything what just Kurt said right now. You know, look, for us in India, it's been phenomenal. You know, we have shifted gears in India over the past few months. The Q3 results, you know, obviously it's really acted as a vantage point for us to scale up our businesses. But what the IPO has really done is it's sort of built us, built a momentum in the country, which is here to stay. You know, the hype is really, you know, what people are looking forward to. I mean... We were the first influencer marketing company in the country to ever be listed. That in itself has created a lot of euphoric value about the company. People are more interested to know what exactly are our capabilities across the region, not just in India, but global footprints. How well deep-rooted we are in our tech capabilities to serve the next demand with regards to the way influencer marketing as a business and industry is really growing. The entire global industry is valued at about $500 billion by 2027. It's growing at a CAGR of about, what, 20% to 25% right now. And we are just a drop in the ocean right now with regards to the potential and the opportunity, what it entirely has to serve. And we are stoked. The team's really fired up. There's a lot of energy right now. with regards to what we can achieve as a team together in all the emerging markets where creator economy is really sticky. And the fundamental fact that the entire experience of having a successful IPO with regards to the type of people, the QIBs, the institutional investor, the market investors who backed our entire vision of making inroads into the creator economy has really been something phenomenal for us as an entire company. You know, we see a lot of invested interest still, you know, with regards to the future. And, you know, that's something which is going to help us, you know, build our North Star in a much more stronger way. You know, for us, 2026 is all about, you know, our pillars of North Star are basically three. You know, one is scale. You know, we're going to scale all our different metrics, which is important to the company, whether it's scaling our, you know, wallet share across brands, it's scaling our you know, financial metrics, which dials up into our second North Star, which is more profitability, or, you know, scaling our tech, you know, infrastructure. All these are something with the entire teams, you know, dialed up into, you know, delivering moving forward. And that's how we are envisioning the next leap of growth right now, because we're here to win. You know, that's fundamentally the reason why we've actually, you know, the entire team has been crushing it all this while and what we see right now is a testimony to all the hard work which the team has been really putting in. So we know the playbook, we know the beat plan, what needs to be done right now and we've already had a great support with regards to the type of people who are back to our gig and we take this opportunity to thank all our you know, investors and shareholders and believers who've stuck with QU and now Chatterbox, you know, for all these years right now. But one thing we're going to promise you that, you know, we are here to hit the home run. You know, that's exactly what the entire team is within the company. And that's how we are envisioning our next leap of growth. And there's a lot of cool stuff, what we'd be pulling off as a company, whether it's international expansion, venturing into emerging markets, whether it's really sticky creator economy, or whether it's building into very strong levers of tech capabilities, which can really help people decipher the right value proposition, what a creator centric company has to offer. or whether it's financial discipline in the way we go about spending that each dollar within the company. All these are going to add up, you know, very soon. And it's already started to reap results in what we see in the country right now after the IPO. And, you know, Successful completion of the IPO. We've seen bigger mandates come to us. We've seen creators who are, you know, top, top heavy creators, you know, ex-TikTokers, you know, big YouTubers reach out to us that they want to, you know, be part of our ecosystem. We, I mean, we, you know, bought into more wallet share of brands. So the momentum is really real, you know, and that's something I want to really, again, try and emphasize on. And yeah, as we move forward, there's going to be a lot of stuff, what we're going to fill you guys in. And yeah, I'm going to happy to field questions and answer, you know, more on that soon.