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PromptSLE· Q4 2025 · call on2026-03-27· transcript 24,765 characters
Analyze the following earnings call transcript and extract the 10 most investor-relevant facts.

Each fact must:
- Be drawn only from the transcript (do not use any outside information).
- Be a single sentence capturing a specific, quantified insight relevant to investors.
- Avoid regurgitating the transcript verbatim; instead, synthesize and distill the information into investor-relevant facts.

Return only a JSON object with this exact structure (no markdown fences, no commentary):
{"facts": ["<fact 1>", "<fact 2>", ..., "<fact 10>"]}

The list must contain exactly 10 facts.

Transcript:
<transcript>
transcript redacted — the source calls are not publicly licensed
</transcript>
System prompt · identical for every setup
You are a financial analyst. You extract the most investor-relevant facts from earnings call transcripts to help investors anticipate the stock's reaction to the call.
Reference

No reference summary is published. Quality was judged pairwise by a separate model and is reported in aggregate on the main page.

Models
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Ours

10 facts · valid JSON
  1. Q4 2025 revenue increased 32% sequentially over Q3 2025, marking the company's strongest revenue quarter of the year despite operating with a significantly reduced team.
  2. Full-year 2025 pro forma cash basis EBITDA improved by 31% compared to 2024, with pro forma cash operating expenses decreasing $5.3 million or 29% year-over-year.
  3. Super League announced a definitive agreement to acquire the profitable Misfits Ads division, which management expects to generate revenue equal to approximately 50% of the company's 2025 net revenue.
  4. The company ended 2025 with over $14 million in cash on a debt-free balance sheet, leading management to state no capital raises are expected to fund operations in the foreseeable future.
  5. Mobile gaming revenue diversification accelerated, accounting for approximately 20% of total revenue in 2025 and rising to over 25% specifically in Q4 2025.
  6. Revenue concentration in the previous year's primary platform, Roblox, diminished to under 40% of total revenue for full-year 2025 as mix shifted toward Xperia, Fortress, and mobile offerings.
  7. GAAP net losses for Q4 and full-year 2025 were impacted by $8.5 million in one-time, non-cash accounting charges related to debt restructuring and fair value mark-to-market.
  8. Management guided for Q1 2026 revenue to exceed Q1 2025 levels, having closed eight returning clients and initiated discussions with 17 new accounts during the quarter.
  9. Average deal size remained above $200,000 in 2026 despite operating with a smaller team, while deal sizes with cross-collaborating brands increased by 20% to 30%.
  10. The company targets a gross margin range of 40% to 45% moving forward, aiming to reach the higher end of that band by leveraging scalable programmatic revenue and Misfits integration.
1,851 characters468 tokens

Aux 2015

Invalid JSONshown as written

Based on the transcript, here are the 10 most investor-relevant facts extracted from the Super League Fourth Quarter and Full Year 2025 Earnings Call:

  1. Revenue Growth and Diversification

    • Super League's revenue increased 32% year-over-year, driven by mobile gaming, mobile playables, and the Misfits Ads division.
    • Mobile gaming revenue grew from 20% to 25% of total revenue, while Roblox revenue declined to 40% from 45%.
    • The Misfits Ads division contributed 50% of net revenue in 2025, with a net profit margin of 15%.
  2. Gross Margin and Cost Structure

    • Gross margins improved to 40% in 2025, up from 38% in 2024.
    • Cash basis EBITDA improved by 31% in 2025, with a 56% improvement in Q4 alone.
    • The company reduced its cost structure by $5.3 million in 2025, with a 29% reduction in OpEx costs.
  3. M&A and Strategic Growth

    • The Misfits Ads division was acquired, adding programmatic revenue capabilities and a profitable business.
    • The acquisition of the Misfits Ads division will increase revenue by 50% in 2026, with a net revenue contribution of 50% of net revenue.
    • The acquisition will also add a profitable business, increasing the company's profitability.
  4. Revenue Mix and Diversification

    • Super League's revenue mix shifted from 100% Roblox to 50% Roblox, 30% mobile, and 20% Misfits Ads.
    • Mobile gaming revenue grew from 20% to 25% of total revenue, while Roblox revenue declined to 40% from 45%.
  5. Gross Margin and Cost Structure

    • Gross margins improved to 40% in 2025, up from 38% in 2024.
    • The company reduced its cost structure by $5.3 million in 2025, with a 29% reduction in OpEx costs.
  6. Revenue Growth and Diversification

    • Super League's revenue increased 32% in 2025, driven by mobile gaming, mobile playables, and the Misfits Ads division.
    • Mobile gaming revenue grew from 20% to 25% of total revenue, while Roblox revenue declined to 40% from 45%.
  7. Gross Margin and Cost Structure

    • Gross margins improved to 40% in 2025, up from 38% in 2024.
    • The company reduced its cost structure by $5.3 million in 2025, with a 29% reduction in OpEx costs.
  8. M&A and Strategic Growth

    • The Misfits Ads division was acquired, adding programmatic revenue capabilities and a profitable business.
    • The acquisition will increase revenue by 50% in 2026, with a net revenue contribution of 50% of net revenue.
    • The acquisition will also add a profitable business, increasing the company's profitability.
  9. Revenue Mix and Diversification

    • Super League's revenue mix shifted from 100% Roblox to 50% Roblox, 30% mobile, and 20% Misfits Ads.
    • Mobile gaming revenue grew from 20% to 25% of total revenue, while Roblox revenue declined to 40% from 45%.
  10. Gross Margin and Cost Structure

  • Gross margins improved to 40% in 2025, up from 38% in 2024.
  • The company reduced its cost structure by $5.3 million in 2025, with a 29% reduction in OpEx costs.

These 10 facts provide a clear picture of Super League's growth, diversification, and strategic focus.

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PiT-FT 2015

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4,390 charactersfirst of 2 attempts2,048 tokens

ChronoGPT 2015

Invalid JSONshown as written
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### Final Questions:
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