Full Year 2025 Kidoz Inc Earnings Call
Speaker #1: Hello, everyone. Thank you for joining us, and welcome to Kiddos Inc. 2025 Annual Earnings Call. After today's prepared remarks, we will host a question-and-answer session.
Operator: Hello, everyone. Thank you for joining us, and welcome to Kidoz Inc. 2025 Annual Earnings Call. After today's prepared remarks, we will host a question and answer session. If you would like to ask a question, please press star one to raise your hand. To withdraw your question, press star one again. I will now hand the conference over to Jason Williams, CEO. Please go ahead.
Operator: Hello, everyone. Thank you for joining us, and welcome to Kidoz Inc. 2025 Annual Earnings Call. After today's prepared remarks, we will host a question and answer session. If you would like to ask a question, please press star one to raise your hand. To withdraw your question, press star one again. I will now hand the conference over to Jason Williams, CEO. Please go ahead.
Speaker #1: If you would like to ask a question, please press star 1 to raise your hand. To withdraw your question, press star 1 again. I will now hand the conference over to Jason Williams, CEO.
Speaker #1: Please go ahead.
Speaker #2: Thank you, Jade. Welcome, everyone. I'm Jason Williams, the CEO of Kiddos Inc., and very excited to have you all here today and walk you through what is a summary of our 2025 fiscal results and a look forward at the exciting developments that we have.
Jason Williams: Thank you, Jade. Welcome, everyone. I'm Jason Williams, the CEO of Kidoz Inc, and very excited to have you all here today and walk you through what is a summary of our 2025 fiscal results and a look forward at the exciting developments that we have. I have no presentation. There is no take control button. Refreshing my page.
Jason Williams: Thank you, Jade. Welcome, everyone. I'm Jason Williams, the CEO of Kidoz Inc, and very excited to have you all here today and walk you through what is a summary of our 2025 fiscal results and a look forward at the exciting developments that we have. I have no presentation. There is no take control button. Refreshing my page.
Speaker #2: And I have no presentation. There is no take control button. Refreshing my page.
Speaker #1: Thank you, everyone. We're experiencing some minor technical difficulties. Please hold.
Operator: Thank you, everyone. We're experiencing some minor technical difficulties. Please hold.
Operator: Thank you, everyone. We're experiencing some minor technical difficulties. Please hold.
Speaker #2: Hello there. I'm back, and if someone else could take charge of the slides, that would be great. I cannot. I'm sorry, but I can't see them.
Jason Williams: Hello there. I'm back. If someone else could take charge of the slides, that would be great. I cannot. I'm sorry. I can't see them. Like, it's really hard for me to talk to it if I can't see them. Like it's minuscule on my screen. Let's see here. Yes, pause.
Jason Williams: Hello there. I'm back. If someone else could take charge of the slides, that would be great. I cannot. I'm sorry. I can't see them. Like, it's really hard for me to talk to it if I can't see them. Like it's minuscule on my screen. Let's see here. Yes, pause.
Speaker #2: It's really hard for me to talk to it if I can't see them. It's minuscule. On my screen. Let's see here. Yes. Apologies.
Speaker #1: Thank you, everyone. Please hold for technical difficulties. We will resume shortly.
Operator: Thank you, everyone. Please hold for technical difficulties. We will resume shortly.
Operator: Thank you, everyone. Please hold for technical difficulties. We will resume shortly.
Speaker #2: Sorry. I was assuming that the take control button would come up when you started, but there's no.
Jason Williams: Sorry, I was assuming that the take control button would come up when you started, but there's no.
Jason Williams: Sorry, I was assuming that the take control button would come up when you started, but there's no.
Speaker #1: Hello, everyone. Thank you for joining us, and welcome to Kiddos Inc. 2025 Annual Earnings Call. After today's prepared remarks, we will host a question-and-answer session.
Operator: Hello, everyone. Thank you for joining us and welcome to Kidoz Inc. 2025 Annual Earnings Call. After today's prepared remarks, we will host a Q&A session. If you would like to ask a question, please press star one to raise your hand. To withdraw your question, press star one again. I will now hand the conference over to Jason Williams, CEO. Please go ahead.
Operator: Hello, everyone. Thank you for joining us and welcome to Kidoz Inc. 2025 Annual Earnings Call. After today's prepared remarks, we will host a Q&A session. If you would like to ask a question, please press star one to raise your hand. To withdraw your question, press star one again. I will now hand the conference over to Jason Williams, CEO. Please go ahead.
Speaker #1: If you would like to ask a question, please press star 1 to raise your hand. To withdraw your question, press star 1 again. I will now hand the conference over to Jason Williams, CEO.
Speaker #1: Please go ahead.
Speaker #2: Thank you, Jade. I'm Jason Williams, the CEO of Kiddos Inc., and very excited to be here today to present to you our fiscal 2025 year-end results.
Jason Williams: Thank you, Jade. I'm Jason Williams, the CEO of Kidoz Inc, and very excited to be here today to present to you our fiscal 2025 year-end results and a look ahead at the exciting opportunities, developments, investments, and everything that is Kidoz. Kidoz is an ad tech platform that is currently scaling. We create brand performance in mobile games without personal data. Just jumping into the presentation now, quick look at the topics that we're gonna cover. We've got our fiscal 2025 results in the Q4, which were both records. We're gonna look at the growth drivers behind the platform and the business. We're gonna take a look at what we're doing to build a competitive moat and some of the investments we're making to create an AI-first ad tech company with operating leverage.
Jason Williams: Thank you, Jade. I'm Jason Williams, the CEO of Kidoz Inc, and very excited to be here today to present to you our fiscal 2025 year-end results and a look ahead at the exciting opportunities, developments, investments, and everything that is Kidoz. Kidoz is an ad tech platform that is currently scaling. We create brand performance in mobile games without personal data.
Speaker #2: And a look ahead at the exciting opportunities developments investments and everything that is Kiddos. So Kiddos is an ad tech platform that is currently scaling.
Speaker #2: We create brand performance in mobile games without personal data. Just jumping into the presentation now, quick look at the topics that we're going to cover.
Jason Williams: Just jumping into the presentation now, quick look at the topics that we're gonna cover. We've got our fiscal 2025 results in the Q4, which were both records. We're gonna look at the growth drivers behind the platform and the business. We're gonna take a look at what we're doing to build a competitive moat and some of the investments we're making to create an AI-first ad tech company with operating leverage.
Speaker #2: We've got our fiscal 2025 results in the Q4, which were both records. We're going to look at the growth drivers behind the platform and the business.
Speaker #2: We're going to take a look at what we're doing to build a competitive moat in some of the investments. We're making to create an AI-first ad tech company with operating leverage and we're going to head into some Q&A and take a look at what's happening at Kiddos.
Jason Williams: We're gonna head into some Q&A and take a look at what's happening at Kidoz. Of course, we have the forward-looking statement to consider, anything revealed here, of course, please be aware. Thank you. Kidoz is a mobile advertising technology company. We are software. We build technology. We've got just under 60 staff globally across the world, our system is reaching more than 500 million users in mobile games each month. We're working with a whole raft of different brand partners, over 150, we're reaching over 40,000 different mobile games. Revenue in 2025 was over $18 million, coming in at $18.4 million, which was a record for the company and over 30% growth, which we'll get into in a moment.
Jason Williams: We're gonna head into some Q&A and take a look at what's happening at Kidoz. Of course, we have the forward-looking statement to consider, anything revealed here, of course, please be aware. Thank you. Kidoz is a mobile advertising technology company. We are software. We build technology. We've got just under 60 staff globally across the world, our system is reaching more than 500 million users in mobile games each month. We're working with a whole raft of different brand partners, over 150, we're reaching over 40,000 different mobile games. Revenue in 2025 was over $18 million, coming in at $18.4 million, which was a record for the company and over 30% growth, which we'll get into in a moment.
Speaker #2: Of course, we have the forward-looking statement to consider, and so anything revealed here, of course, please be aware. Thank you. So Kidoz is a mobile advertising technology company.
Speaker #2: We are software. We build technology. We've got just under 60 staff globally, across the world, and our system is reaching more than 500 million users in mobile games each month.
Speaker #2: And we're working with a whole raft of different brand partners—over 150. And we're reaching over 40,000 different mobile games. Revenue in 2025 was over $18 million, coming in at $18.4 million, which was a record for the company and over 30% growth, which we'll get into in a moment.
Speaker #2: There are two key segments to Kiddos. Kiddos are core segment is a kids-compliant advertising platform and the core business. And we launched more recently the Prado segment which is our mass market initiative for all ages for in-game marketing.
Jason Williams: There are two key segments at Kidoz. Kidoz, our core segment, is a kids compliant advertising platform in the core business, and we launched more recently the Prado segment, which is our mass market initiative for all ages for in-game marketing. Quick look at the evolution. The Kidoz system and brand was brought into this public entity and became our core focus in 2019. We've been building and iterating and growing the system since that time. In 2023, we launched Prado, and in 2024, we turned profitable and have been scaling both the platform, our revenues, and our net income since that time. Bunch of highlights to look at. We've really grown revenue, like I mentioned, 32% year over year from 2024 to 2025, coming in at $18.4 million.
Jason Williams: There are two key segments at Kidoz. Kidoz, our core segment, is a kids compliant advertising platform in the core business, and we launched more recently the Prado segment, which is our mass market initiative for all ages for in-game marketing. Quick look at the evolution. The Kidoz system and brand was brought into this public entity and became our core focus in 2019.
Speaker #2: Quick look at the evolution. The Kiddos system and brand was brought into this public entity and became our core focus in 2019. And so we've been building and iterating and growing the system since that time.
Jason Williams: We've been building and iterating and growing the system since that time. In 2023, we launched Prado, and in 2024, we turned profitable and have been scaling both the platform, our revenues, and our net income since that time. Bunch of highlights to look at. We've really grown revenue, like I mentioned, 32% year over year from 2024 to 2025, coming in at $18.4 million.
Speaker #2: In 2023, we launched Prado and in 2024, we turned profitable and have been scaling both the platform, our revenues, and our net income since that time.
Speaker #2: A bunch of highlights to look at. We've really grown revenue, like I mentioned—32% year over year from 2024 to 2025—coming in at $18.4 million.
Speaker #2: And we're demonstrating operating leverage by increasing our costs at a slower pace. Operating expenses only increased 22% to 8.5 million. For 2025, we've made good investments in our sales and marketing.
Jason Williams: We're demonstrating operating leverage by increasing our costs at a slower pace. Operating expenses only increased 22% to $8.5 million for 2025. We've made good investments in our sales and marketing and in our R&D, which is fully capitalized, so there is no drag on future earnings. That R&D investment in 2025 was $4.5 million, which also was a 32% increase, and I'm going to talk a little bit more about that as we move forward. The cash position has increased 60% to $4.5 million, and working capital just over $5 million at the end of the year. Net cash to the operation of $1.7 million, which was a 31% increase over 2024. An excellent result all around. Very proud of what we've achieved.
Jason Williams: We're demonstrating operating leverage by increasing our costs at a slower pace. Operating expenses only increased 22% to $8.5 million for 2025. We've made good investments in our sales and marketing and in our R&D, which is fully capitalized, so there is no drag on future earnings. That R&D investment in 2025 was $4.5 million, which also was a 32% increase, and I'm going to talk a little bit more about that as we move forward. The cash position has increased 60% to $4.5 million, and working capital just over $5 million at the end of the year. Net cash to the operation of $1.7 million, which was a 31% increase over 2024. An excellent result all around. Very proud of what we've achieved.
Speaker #2: And in our R&D, which is fully capitalized, there is no drag on future earnings. That R&D investment in 2025 was $4.5 million, which also was a 32% increase.
Speaker #2: And I'm going to talk a little bit more about that as we move forward. The cash position has increased 60% to $4.5 million. And working capital just over $5 million at the end of the year.
Speaker #2: And net cash to the operation of $1.7 million which was a 31% increase over 2024. An excellent result all round. Very proud of what we've achieved the entire company is working harmoniously together between our core departments of technology, operations, sales and commercial, and the corporate group, of course, helping to shepherd this business and continue its scale-up.
Jason Williams: The entire company is working harmoniously together between our core departments of technology, operations, sales and commercial, and the corporate group, of course, helping to shepherd this business and continue its scale up. The net income for the year 2025 was $457,000, which was a 29% increase, so just below our revenue growth figure and far ahead of the growth in operating expenses. Ticking all the boxes for a high-growth software, large market, strong clients, and very excited for the future. We've built this platform now. If we look at the year-over-year revenues, we've really hit a turning point now.
Jason Williams: The entire company is working harmoniously together between our core departments of technology, operations, sales and commercial, and the corporate group, of course, helping to shepherd this business and continue its scale up. The net income for the year 2025 was $457,000, which was a 29% increase, so just below our revenue growth figure and far ahead of the growth in operating expenses. Ticking all the boxes for a high-growth software, large market, strong clients, and very excited for the future. We've built this platform now. If we look at the year-over-year revenues, we've really hit a turning point now.
Speaker #2: The net income for the year 2025 was $457,000, which was a 29% increase—just below our revenue growth figure and far ahead of the growth in operating expenses.
Speaker #2: So ticking all the boxes, for a high growth, software, large market, strong clients, and very excited for the future. We've built this platform now and we've if we look at the year-over-year revenues, we've really hit a turning point now.
Speaker #2: We've started to really achieve what we set out to do which was create value in our media with a platform solution that is turning into an AI-first organization that can deliver value through media without being reliant on the data signals that have been inherent in advertising technology.
Jason Williams: We've started to really achieve what we set out to do, which was create value in our media with a platform solution that is turning into an AI-first organization that can deliver value through media without being reliant on the data signals that have been inherent in advertising technology. Our system is totally clean of data signals and totally unreliant on them, which allows us to achieve scale and price efficiencies, which our clients love, but maintain the targeting advantages. We can see the numbers really starting to grow. Each quarter is pulling away. We do have a high concentration in Q4, given our exposure in the core kids audience and we see about 50% of our annual revenues in Q4.
Jason Williams: We've started to really achieve what we set out to do, which was create value in our media with a platform solution that is turning into an AI-first organization that can deliver value through media without being reliant on the data signals that have been inherent in advertising technology. Our system is totally clean of data signals and totally unreliant on them, which allows us to achieve scale and price efficiencies, which our clients love, but maintain the targeting advantages. We can see the numbers really starting to grow. Each quarter is pulling away. We do have a high concentration in Q4, given our exposure in the core kids audience and we see about 50% of our annual revenues in Q4.
Speaker #2: So our system is totally clean of data signals and totally unreliant on them which allows us to achieve scale and price efficiencies which our clients love but maintain the targeting advantages.
Speaker #2: And so we can see the numbers really starting to grow—each quarter is pulling away. We do have a high concentration in Q4, given our exposure in the core kids audience.
Speaker #2: And we see about 50% of our annual revenues in Q4. If we look at a rolling 12-month revenue growth, we can see that we're starting to demonstrate that hockey stick graph—each year is pulling a little bit higher up than the last.
Jason Williams: If we look at a rolling, 12-month revenue growth, we can see that we're starting to demonstrate that hockey stick graph. Each year it is pulling a little bit higher up than the last, we expect that our investments will enable this fabulous chart to continue and that 2026 will put even more distance behind us as we grow the business and achieve our objectives on a very unique technology-backed position. Looking at the 12 months of profitability, we can see again now that we've, you know, we've turned the corner, mostly in Q4 2024, and we've maintained that on a rolling basis and continue to increase the revenue while maintaining a strong R&D investment, which is really putting that future-proofing what we're building.
Jason Williams: If we look at a rolling, 12-month revenue growth, we can see that we're starting to demonstrate that hockey stick graph. Each year it is pulling a little bit higher up than the last, we expect that our investments will enable this fabulous chart to continue and that 2026 will put even more distance behind us as we grow the business and achieve our objectives on a very unique technology-backed position. Looking at the 12 months of profitability, we can see again now that we've, you know, we've turned the corner, mostly in Q4 2024, and we've maintained that on a rolling basis and continue to increase the revenue while maintaining a strong R&D investment, which is really putting that future-proofing what we're building.
Speaker #2: And so we expect that our investments will enable this fabulous chart to continue and that '26 will put even more distance behind us as we grow the business and achieve our objectives on a very unique technology-backed position.
Speaker #2: Looking at the 12-month of profitability, we can see again now that we've turned the corner mostly in Q4 2024. And we've maintained that on a rolling basis and continued to increase the revenue while maintaining a strong R&D investment which is really putting that future-proofing what we're building because we're each time we make one of these R&D investments on our infrastructure, we're pulling that much further away from the competition and creating a very unique system.
Jason Williams: Each time we make one of these R&D investments on our infrastructure, we're pulling that much further away from the competition and creating a very unique system that our clients are leaning into and enjoying. If we look at this, the three-year history, we can see really how we've turned the corner in 2024, and 2025 was another example of our pulling away and moving revenues up to $18.4 million from just $14 million in 2024. Net income increase, we're looking really focused on that in 2026 to even see even larger gains and the cash component continuing to grow, which of course is critical and we're feeling well-placed.
Jason Williams: Each time we make one of these R&D investments on our infrastructure, we're pulling that much further away from the competition and creating a very unique system that our clients are leaning into and enjoying. If we look at this, the three-year history, we can see really how we've turned the corner in 2024, and 2025 was another example of our pulling away and moving revenues up to $18.4 million from just $14 million in 2024. Net income increase, we're looking really focused on that in 2026 to even see even larger gains and the cash component continuing to grow, which of course is critical and we're feeling well-placed.
Speaker #2: That our clients are leaning into and enjoying. And if we look at this three-year history, we can see really how we've turned the corner in '24.
Speaker #2: And '25 was another example of a pulling away, moving revenues up to 18.4 million from just 14 in '24. Net income increased. We're looking really focused on that in '26 to even see even larger gains and the cash component continuing to grow which, of course, is critical.
Speaker #2: And we're feeling well-placed. If we look at the revenue distribution on a global scale in terms of what regions are driving that growth, we're seeing very balanced growth between North America and Europe, which are our two strongholds for the kiddos brand and our biggest clients.
Jason Williams: If we look at the revenue distribution on a global scale in terms of what regions are driving that growth, we're seeing very balanced growth between North America and Europe, which are our two strongholds for the Kidoz brand and our biggest clients. We expect those to continue to grow. We are starting to look more into the APAC region, and I will be visiting some clients in May in Singapore to help to develop some opportunities in that region to help give us that full global scale. Lots of opportunity. We see no real barriers on geographic look. If we think about what's happening in the market versus what we're doing here at Kidoz, it comes down to three components in the market.
Jason Williams: If we look at the revenue distribution on a global scale in terms of what regions are driving that growth, we're seeing very balanced growth between North America and Europe, which are our two strongholds for the Kidoz brand and our biggest clients. We expect those to continue to grow. We are starting to look more into the APAC region, and I will be visiting some clients in May in Singapore to help to develop some opportunities in that region to help give us that full global scale. Lots of opportunity. We see no real barriers on geographic look. If we think about what's happening in the market versus what we're doing here at Kidoz, it comes down to three components in the market.
Speaker #2: And we expect those to continue to grow, we are starting to look more into the APAC region. And I will be visiting some clients in May in Singapore.
Speaker #2: To help to develop some opportunities in that region to help give us that full global scale. So, lots of opportunity—we see no real barriers on geographic look.
Speaker #2: If we think about what's happening in the market versus what we're doing here at Kiddos, it comes down to three components in the market.
Speaker #2: The real demand for privacy and compliance, which Kidoz has really been strong in. The mobile gaming environment, which is growing phenomenally, more than 3 billion users.
Jason Williams: The real demand for privacy and compliance, which Kidoz has really been strong in, the mobile gaming environment, which is growing phenomenally, more than 3 billion users, the combination of these two using technology and AI. What we've done at Kidoz now, integrating all three of these kind of powerful market forces into our technology stack, we've got that privacy-first look, which is helping us to excel in terms of compliance and sensitive audiences with Kidoz. We've got a completely proprietary ad stack that we can develop and layer on all of our own AI, which we're doing currently, we've got a dedicated gaming audience that we're reaching at scale globally in a very unique way.
Jason Williams: The real demand for privacy and compliance, which Kidoz has really been strong in, the mobile gaming environment, which is growing phenomenally, more than 3 billion users, the combination of these two using technology and AI. What we've done at Kidoz now, integrating all three of these kind of powerful market forces into our technology stack, we've got that privacy-first look, which is helping us to excel in terms of compliance and sensitive audiences with Kidoz. We've got a completely proprietary ad stack that we can develop and layer on all of our own AI, which we're doing currently, we've got a dedicated gaming audience that we're reaching at scale globally in a very unique way.
Speaker #2: And then the combination of these two using technology and AI. And so what we've done at Kiddos now integrating all three of these kind of powerful market forces into our technology stack.
Speaker #2: We've got that privacy-first look which is helping us to excel in terms of compliance and sensitive audiences with Kiddos. We've got a completely proprietary ad stack that we can develop and layer on all of our own AI which we're doing currently.
Speaker #2: And we've got a dedicated gaming audience that we're reaching at scale globally in a very unique way. And so there are a number of unique characteristics to our platform and our strategy.
Jason Williams: There are a number of unique characteristics to our platform, our strategy, and our key customers. Some global, the largest toy and other entertainment brands are leaning in. We've seen a 91% year-over-year growth from our leading clients. They're seeing more value in their spend, and they're looking to us for new opportunities. Those new opportunities are turning into more growth. It's an incredible way for us to build our system because when it's client-led and we understand the challenges of these key clients, we can then work with them to integrate those features into our offering and achieve even higher growth and higher value and a higher tie in terms of trust and partnership so that, you know, they continue to work with us over other opportunities.
Jason Williams: There are a number of unique characteristics to our platform, our strategy, and our key customers. Some global, the largest toy and other entertainment brands are leaning in. We've seen a 91% year-over-year growth from our leading clients. They're seeing more value in their spend, and they're looking to us for new opportunities.
Speaker #2: And our key customers some global the largest toy and other entertainment brands are leaning in. And we've seen a 91% year-over-year growth from our leading clients.
Speaker #2: And they're seeing more value in their spend. And they're looking to us for new opportunities for and those new opportunities are turning into more growth.
Jason Williams: Those new opportunities are turning into more growth. It's an incredible way for us to build our system because when it's client-led and we understand the challenges of these key clients, we can then work with them to integrate those features into our offering and achieve even higher growth and higher value and a higher tie in terms of trust and partnership so that, you know, they continue to work with us over other opportunities.
Speaker #2: And it's an incredible way for us to build our system because when it's client-led and we understand the challenges of these key clients, we can then work with them to integrate those features into our offering and achieve even higher growth and higher value and a higher tie in terms of trust and partnership so that they continue to work with us over other opportunities.
Speaker #2: At the core of our business, we've actually been working with more than 100 brands, and what we're seeing is that they're coming to us with one of two verticals, which we're really focused on.
Jason Williams: At the core of our business, we're actually working with more than 100 brands, and what we're seeing is that they're coming to us with one of two verticals, which we're really focused on. One is that they're really focused on scale and programmatic execution, and this we deliver usually with a lower marginal cost. They're coming at us with a premium type offering that they want to represent in the market, and here we satisfy that this with custom creative and really lean into to the AI intelligence that we've built.
Jason Williams: At the core of our business, we're actually working with more than 100 brands, and what we're seeing is that they're coming to us with one of two verticals, which we're really focused on. One is that they're really focused on scale and programmatic execution, and this we deliver usually with a lower marginal cost. They're coming at us with a premium type offering that they want to represent in the market, and here we satisfy that this with custom creative and really lean into to the AI intelligence that we've built.
Speaker #2: One is that they're really focused on scale and programmatic execution and this we deliver usually with a lower marginal cost. Or they're coming at us with a premium type offering that they want to represent in the market.
Speaker #2: And here we satisfy that this with custom creative and really lean into the AI intelligence that we've built. And so these are the two kind of forces at play within the revenue growth.
Jason Williams: These are the two kind of forces at play within the revenue growth, but it allows us to have a unique offering for both ends of the market and everywhere in between when it comes to brands wishing to reach customers in games and mobile games at scale. Kidoz and Prado is a real solution that is delivering real value. We can see actually what's exciting is the fact that mobile games is growing at a much faster rate than the two other large pillars of digital advertising, that being CTV and social advertising.
Jason Williams: These are the two kind of forces at play within the revenue growth, but it allows us to have a unique offering for both ends of the market and everywhere in between when it comes to brands wishing to reach customers in games and mobile games at scale. Kidoz and Prado is a real solution that is delivering real value. We can see actually what's exciting is the fact that mobile games is growing at a much faster rate than the two other large pillars of digital advertising, that being CTV and social advertising.
Speaker #2: But it allows us to have a unique offering for both ends of the market. And everywhere in between when it comes to brands wishing to reach customers in games and mobile games at scale.
Speaker #2: Kiddos and Prado is a real solution that is delivering real value. And we can see actually what's exciting is the fact that mobile games is growing at a much faster rate than the two other large pillars of digital advertising.
Speaker #2: That being CTV and social advertising. And so we're seeing mobile games up in the 16% range. And there are 3 billion users. So there's no shortage of opportunity for us here.
Jason Williams: We're seeing mobile games up in the 16% range. There are 3 billion users. There's no shortage of opportunity for us here. We expect this trend to continue and Kidoz to earn oversized gains in the coming years as our platform is specifically built in a very unique way to capture this revenue. What's interesting about mobile gaming when you compare it against social or CTV advertising is that it's far more active and engaging of an audience type. People are leaning into the media, they're touching the screen, they're engaging with it. This is something brands really like.
Jason Williams: We're seeing mobile games up in the 16% range. There are 3 billion users. There's no shortage of opportunity for us here. We expect this trend to continue and Kidoz to earn oversized gains in the coming years as our platform is specifically built in a very unique way to capture this revenue. What's interesting about mobile gaming when you compare it against social or CTV advertising is that it's far more active and engaging of an audience type. People are leaning into the media, they're touching the screen, they're engaging with it. This is something brands really like.
Speaker #2: And we expect this trend to continue and Kiddos to earn oversized gains in the coming years as our platform is specifically built in a very unique way to capture this revenue.
Speaker #2: What's interesting about mobile gaming when you compare it against social or CTV advertising is that it's far more active and engaging of an audience type.
Speaker #2: People are leaning into the media. They're touching the screen. They're engaging with it. And this is something brands really like. It's new to them.
Jason Williams: It's new to them, but it's exciting at the same time, we can bring them in a way that allows them to either create those custom assets, creative, and experiences or to use their existing video, traditional video channels, and both receive high engagement. We've got a great campaign live right now from a global advertiser, they wanted a number of particular KPIs met, we're exceeding all of those KPIs, none of which the competitors were submitting. We're really pleased to see those opportunities being captured and scaling up, it represents really a look into what's possible for 2026 and beyond.
Jason Williams: It's new to them, but it's exciting at the same time, we can bring them in a way that allows them to either create those custom assets, creative, and experiences or to use their existing video, traditional video channels, and both receive high engagement. We've got a great campaign live right now from a global advertiser, they wanted a number of particular KPIs met, we're exceeding all of those KPIs, none of which the competitors were submitting. We're really pleased to see those opportunities being captured and scaling up, it represents really a look into what's possible for 2026 and beyond.
Speaker #2: But it's exciting at the same time. And we can bring them in in a way that allows them to either create those custom assets and creative and experiences, or to use their existing traditional video channels.
Speaker #2: And both receive high engagement. We've got a great campaign live right now from a global advertiser. And they wanted a number of particular KPIs met.
Speaker #2: And we're exceeding all of those KPIs. And none of which the competitors were submitting. So we're really pleased to see those opportunities being captured and scaling up.
Speaker #2: And it represents really a look into what's possible for 2026 and beyond. And if we look here, what Kidoz is versus what Prado is.
Jason Williams: If we look here, you know, what Kidoz is versus what Prado is, Kidoz is this kind of core business that built the identity-free marketing and value creation platform and infrastructure that was the seed of this entire business. Now that we see the market changing and identity-based advertising becoming more challenging, it opens an incredible door for Prado in that the mass market is there. We can win approaching more hard-to-reach audiences, such as perhaps seniors or multicultural, and also the mass market, which is what we're after. It's the same platform. We can approach both ends of the market with it.
Jason Williams: If we look here, you know, what Kidoz is versus what Prado is, Kidoz is this kind of core business that built the identity-free marketing and value creation platform and infrastructure that was the seed of this entire business. Now that we see the market changing and identity-based advertising becoming more challenging, it opens an incredible door for Prado in that the mass market is there. We can win approaching more hard-to-reach audiences, such as perhaps seniors or multicultural, and also the mass market, which is what we're after. It's the same platform. We can approach both ends of the market with it.
Speaker #2: And Kiddos is this kind of core business that built the identity-free marketing and value creation platform and infrastructure that we was the seed of this entire business.
Speaker #2: And now that we see the market changing and identity-based advertising becoming more challenging and it opens an incredible door for Prado in that the mass market is there.
Speaker #2: We can win approaching more hard-to-reach audiences such as perhaps seniors or multicultural. And also the mass market which is what we're after. So it's the same platform.
Speaker #2: But we can approach both ends of the market with it. And identity-based advertising had a huge growth from maybe 2020 2005 until 2020. And then it started to decline and it's down more than 50% over the last few years.
Jason Williams: Identity-based advertising had a huge growth from, maybe 2005 until 2020, and then it started to decline, and it's down more than 50% over the last few years. This really kicked off with Apple and, you know, introducing the App Tracking Transparency and making it far easier for users to push Do Not Track, which most people do. Now, you know, it's very difficult for groups that are dependent on identity-based cookies and other signals to achieve and secure the value out of the advertising.
Jason Williams: Identity-based advertising had a huge growth from, maybe 2005 until 2020, and then it started to decline, and it's down more than 50% over the last few years. This really kicked off with Apple and, you know, introducing the App Tracking Transparency and making it far easier for users to push Do Not Track, which most people do. Now, you know, it's very difficult for groups that are dependent on identity-based cookies and other signals to achieve and secure the value out of the advertising.
Speaker #2: And this really kicked off with Apple and introducing the app tracking transparency and making it far easier for users to push do not track which most people do.
Speaker #2: And so now it's very difficult for groups that are dependent on identity-based cookies and other signals to achieve and secure the value out of the advertising.
Speaker #2: And so, with a contextual-based approach—which is what we're doing—and we've built, as far as I know, the leading tools on AI and contextual targeting, delivery, and execution when it comes to the mobile environment.
Jason Williams: With a contextual-based approach, which is what we're doing, and we've built, as far as I know, the leading tools on AI and contextual targeting and delivery and execution when it comes to the mobile environment, this area is up more than 300%, and we expect that to continue and for Kidoz to make outsized gains in this area as it becomes more commonplace, both mobile advertising and contextual targeting. If we look at this in terms of, like, the market as a whole, a lot of competitors who are dependent on data, they're only able to target about 27% of the signals that they receive because that's how thin the identity-based targeting has become.
Jason Williams: With a contextual-based approach, which is what we're doing, and we've built, as far as I know, the leading tools on AI and contextual targeting and delivery and execution when it comes to the mobile environment, this area is up more than 300%, and we expect that to continue and for Kidoz to make outsized gains in this area as it becomes more commonplace, both mobile advertising and contextual targeting. If we look at this in terms of, like, the market as a whole, a lot of competitors who are dependent on data, they're only able to target about 27% of the signals that they receive because that's how thin the identity-based targeting has become.
Speaker #2: This area is up more than 300%, and we continue to expect that to continue, and for Kiddos to make outsized gains in this area as it becomes more commonplace—both mobile advertising and contextual targeting.
Speaker #2: And if we look at this in terms of the market as a whole, a lot of competitors who are dependent on data, they're only able to target about 27% of the signals that they receive, because that's how thin the identity-based targeting has become.
Speaker #2: Whereas Prado and together with Kiddos we can target the full 100% because about 30% is kids. 70% teens and adults. And we can reach the whole market.
Jason Williams: Whereas Prado and together with Kidoz, we can target the full 100%, 'cause about 30% is kids, 70% teens and adults, and we can reach the whole market. We're constantly evolving our technology and platform and building a real competitive moat around that using an AI-first strategy that is rolled out across the company but is core on our targeting capabilities and our optimization and delivery capabilities. We're speeding as a company through the adoption and investment in AI so that it helps us to achieve more with just that small staff of under 60. This is a great example of a campaign that we ran with McDonald's for a multicultural audience and was a great success, and we're really proud of our partnership.
Jason Williams: Whereas Prado and together with Kidoz, we can target the full 100%, 'cause about 30% is kids, 70% teens and adults, and we can reach the whole market. We're constantly evolving our technology and platform and building a real competitive moat around that using an AI-first strategy that is rolled out across the company but is core on our targeting capabilities and our optimization and delivery capabilities. We're speeding as a company through the adoption and investment in AI so that it helps us to achieve more with just that small staff of under 60. This is a great example of a campaign that we ran with McDonald's for a multicultural audience and was a great success, and we're really proud of our partnership.
Speaker #2: And we're constantly evolving our technology and platform, and building a real competitive moat around that using an AI-first strategy that is rolled out across the company, but is core on our targeting capabilities and our optimization and delivery capabilities.
Speaker #2: But we're speeding as a company through the adoption and investment in AI. So that it helps us to achieve more with just that small staff of under 60.
Speaker #2: This is a great example of a campaign that we ran with McDonald's for a multicultural audience and was a great success. And we're really proud of our partnership.
Speaker #2: And they are able to get the value out of the campaign and continue to bring in new customers and repeat customers because of mobile advertising with Prado.
Jason Williams: You know, they are able to get the value out of the campaign and continue to bring in new customers and repeat customers because of mobile advertising with Prado. Contextual advertising is getting a ton of great coverage from the advertising boards and technology companies. We're seeing, you know, over 40% better engagement, better recall, higher return on investment. Again, Kidoz and Prado are leaders, absolute leaders in the contextual targeting system. We continue to make great strides in our ability to target and deliver within this vertical. Brands come to us. They just want to reach those customers. They can do so on our platform, which is totally core to our system. We're connecting and bringing in all these different unique assets that allow us to publish out. It's very powerful.
Jason Williams: You know, they are able to get the value out of the campaign and continue to bring in new customers and repeat customers because of mobile advertising with Prado. Contextual advertising is getting a ton of great coverage from the advertising boards and technology companies. We're seeing, you know, over 40% better engagement, better recall, higher return on investment.
Speaker #2: Contextual advertising is getting a ton of great coverage from the advertising boards and technology companies. And we're seeing over 40% better engagement better recall higher return on investment.
Jason Williams: Again, Kidoz and Prado are leaders, absolute leaders in the contextual targeting system. We continue to make great strides in our ability to target and deliver within this vertical. Brands come to us. They just want to reach those customers. They can do so on our platform, which is totally core to our system. We're connecting and bringing in all these different unique assets that allow us to publish out. It's very powerful.
Speaker #2: And again Kiddos and Prado are leaders absolute leaders in the contextual targeting system. And we continue to make great strides in our ability to target and deliver within this vertical.
Speaker #2: Brands come to us. They just want to reach those customers. And they can do so on our platform which is totally core to our system.
Speaker #2: We're connecting and bringing in all these different unique assets that allow us to publish out. It's very powerful. And the input signals that we get allow us to run through the AI targeting system to then deliver with higher value each turn each time it spins through the system it's adding value and allowing us to target better and build that competitive moat.
Jason Williams: The input signals that we get allow us to run through the AI targeting system to then deliver with higher value each turn. Each time it spins through the system, it's adding value and allowing us to target better and build that competitive moat. What's exciting too, I speak to the team, is that sometimes when we look at our position in the market, when you're an enormous company, you know, 500 people, maybe 1,000 plus, it's very difficult to become AI first because there are so many processes and so many structures that you need to change to be able to make that pivot. If you're small, very small, under 10 people, you don't have the platform or infrastructure to be able to have an impact in the market should you adopt AI.
Jason Williams: The input signals that we get allow us to run through the AI targeting system to then deliver with higher value each turn. Each time it spins through the system, it's adding value and allowing us to target better and build that competitive moat. What's exciting too, I speak to the team, is that sometimes when we look at our position in the market, when you're an enormous company, you know, 500 people, maybe 1,000 plus, it's very difficult to become AI first because there are so many processes and so many structures that you need to change to be able to make that pivot. If you're small, very small, under 10 people, you don't have the platform or infrastructure to be able to have an impact in the market should you adopt AI.
Speaker #2: What's exciting too I spoke to the team is that sometimes when we look at our position in the market when you're in an enormous company 500 people maybe 1,000 plus it's very difficult to become AI-first because there are so many processes and so many structures that you need to change to be able to make that pivot.
Speaker #2: And if you're small very small under 10 people you don't have the platform or infrastructure to be able to have an impact in the market should you adopt AI.
Speaker #2: Really that 50 people to 60 people is the exact sweet spot to be able to have leading infrastructure and systems and some incredible staff and capabilities internally.
Jason Williams: Really, that 50 people to 60 people is the exact sweet spot to be able to have a, you know, leading infrastructure and systems and, you know, some incredible staff and capabilities internally, but not have too much bureaucracy nor process nor hierarchical structures so that we are really able to lean into AI and reap the benefits as we move forward, which we are starting to see and is very exciting as a company. That flywheel is really starting to take off using KiteIQ, which is our targeting system, and augmenting it with AI and structure.
Jason Williams: Really, that 50 people to 60 people is the exact sweet spot to be able to have a, you know, leading infrastructure and systems and, you know, some incredible staff and capabilities internally, but not have too much bureaucracy nor process nor hierarchical structures so that we are really able to lean into AI and reap the benefits as we move forward, which we are starting to see and is very exciting as a company. That flywheel is really starting to take off using KiteIQ, which is our targeting system, and augmenting it with AI and structure.
Speaker #2: But not have too much bureaucracy nor process nor hierarchical structures so that we're really able to lean into AI and reap the benefits as we move forward which we're starting to see and is very exciting as a company.
Speaker #2: And that flywheel is really starting to take off using KiteIQ which is our targeting system and augmenting it with AI and structure. And so I appeal to the investors out there to continue to look at Kiddos and to reach out to myself and Phil and the rest of the investment and finance team here and speak to us about where we're at and look at the investment case we've put together a great year in 2025.
Jason Williams: You know, I appeal to the investors out there to continue to look at Kidoz and to reach out to myself and Phil and the rest of the investment and finance team here and, you know, speak to us about where we're at and look at the investment case. You know, we've put together a great year in 2025. 32% growth to $18.5 million. We're profitable, $475,000. Our second year of profits increasing, cash balance, highly skilled technology operations and commercial team. We've made great investments in our in sales and marketing, which we expect to see returns on in 2026 as we continue to push in the market.
Jason Williams: You know, I appeal to the investors out there to continue to look at Kidoz and to reach out to myself and Phil and the rest of the investment and finance team here and, you know, speak to us about where we're at and look at the investment case. You know, we've put together a great year in 2025. 32% growth to $18.5 million. We're profitable, $475,000. Our second year of profits increasing, cash balance, highly skilled technology operations and commercial team. We've made great investments in our in sales and marketing, which we expect to see returns on in 2026 as we continue to push in the market.
Speaker #2: 32% growth to 18.5 million. We're profitable. 475,000. Our second year of profits increasing cash balance highly skilled technology operations and commercial team we've made great investments in our in sales and marketing which we expect to see returns on in '26 as we continue to push in the market.
Speaker #2: And very excited. On the final slide here I'm just going to leave up for as we move over to Q&A. And welcome any questions audience.
Jason Williams: Very excited. On the final slide here, I'm just gonna leave up for, as we move over to Q&A and welcome any questions from the analysts in the audience.
Jason Williams: Very excited. On the final slide here, I'm just gonna leave up for, as we move over to Q&A and welcome any questions from the analysts in the audience.
Speaker #1: We will now begin the question and answer session. If you would like to ask a question please press star one to raise your hand.
Operator: We will now begin the question and answer session. If you would like to ask a question, please press star one to raise your hand. To withdraw your question, press star one again. We ask that you pick up your handset when asking a question to allow for optimum sound quality. And if you are muted locally, please remember to unmute your device. To begin, the following questions were submitted in advance by investors. What were the key drivers behind the company's strong revenue growth in 2025, and how sustainable are these trends going forward?
Operator: We will now begin the question and answer session. If you would like to ask a question, please press star one to raise your hand. To withdraw your question, press star one again. We ask that you pick up your handset when asking a question to allow for optimum sound quality. And if you are muted locally, please remember to unmute your device. To begin, the following questions were submitted in advance by investors. What were the key drivers behind the company's strong revenue growth in 2025, and how sustainable are these trends going forward?
Speaker #1: To withdraw your question, press star one again. We ask that you pick up your handset when asking a question to allow for optimum sound quality.
Speaker #1: And if you are muted locally please remember to unmute your device. To begin the following questions were submitted in advance by investors. What were the key drivers behind the company's strong revenue growth in 2025?
Speaker #1: And how sustainable are these trends going forward?
Speaker #3: Right. Thank you. Well the key drivers for revenue growth are from increased demand from our advertisers as kind of the key component. These advertisers have often worked with us before and are comparing the results that they're getting from Kiddos versus other platforms.
Jason Williams: Right. Thank you. Well, the key drivers for revenue growth are from increased demand from our advertisers as kind of the key component. These advertisers have often worked with us before and are comparing the results that they're getting from Kidoz versus other platforms, and they're seeing outsized gains. They're seeing better value, better performance, better targeting, and they're also digging in deeper because we get to know their teams more, and we can show them that actually this is a platform solution, that actually there's real infrastructure that is making live decisions to help them unlock value. This is growth that is sustainable. This is growth that I believe we are gonna continue to bring in more global brands into our portfolio.
Jason Williams: Right. Thank you. Well, the key drivers for revenue growth are from increased demand from our advertisers as kind of the key component. These advertisers have often worked with us before and are comparing the results that they're getting from Kidoz versus other platforms, and they're seeing outsized gains.
Speaker #3: And they're seeing outsized gains. They're seeing better value better performance better targeting and they're also digging in deeper because we get to know their teams more and we can show them that actually this is a platform solution that actually there's real infrastructure that is making live decisions to help them unlock value.
Jason Williams: They're seeing better value, better performance, better targeting, and they're also digging in deeper because we get to know their teams more, and we can show them that actually this is a platform solution, that actually there's real infrastructure that is making live decisions to help them unlock value. This is growth that is sustainable. This is growth that I believe we are gonna continue to bring in more global brands into our portfolio.
Speaker #3: And so this is growth that is sustainable. This is growth that I believe we are going to continue to bring in more global brands into our portfolio.
Speaker #3: And I honestly believe that we're going to see this growth continue. And very excited for the future. Thanks for the question.
Jason Williams: I honestly believe that we're gonna see this growth continue and very excited for the future. Thanks for the question.
Jason Williams: I honestly believe that we're gonna see this growth continue and very excited for the future. Thanks for the question.
Speaker #1: Your next question. If the company increased investment across research and development and sales how should investors think about the balance between growth investment and near-term profitability?
Operator: Your next question. If the company increased investment across research and development and sales, how should investors think about the balance between growth investment and near-term profitability?
Operator: Your next question. If the company increased investment across research and development and sales, how should investors think about the balance between growth investment and near-term profitability?
Speaker #3: Thank you. Yeah, great question. The way that we look at it internally is that we're always prioritizing the revenue growth first, so we want to make sure we're capturing that.
Jason Williams: Thank you. Yeah, great question. The way that we look at it internally is that we're always prioritizing the revenue growth first, so we wanna make sure we're capturing that. That was a bit of the story in 2025 because we knew we had a lot more revenue committed, and we had some infrastructure build-out to do. Through Q4, we captured all that revenue, and we proved to ourselves that with the existing platform we could do it and that it was totally scalable. Now in 2026, we are kind of working on both ends of this equation. We know that more revenue is coming.
Jason Williams: Thank you. Yeah, great question. The way that we look at it internally is that we're always prioritizing the revenue growth first, so we wanna make sure we're capturing that. That was a bit of the story in 2025 because we knew we had a lot more revenue committed, and we had some infrastructure build-out to do. Through Q4, we captured all that revenue, and we proved to ourselves that with the existing platform we could do it and that it was totally scalable. Now in 2026, we are kind of working on both ends of this equation. We know that more revenue is coming.
Speaker #3: And so that was a bit of the story in 2025 because we knew we had a lot more revenue committed. And we had some infrastructure build out to do.
Speaker #3: And so we through Q4 we captured all that revenue. And we proved to ourselves that with the existing platform we could do it. And that it was totally scalable.
Speaker #3: And so now in '26 we are kind of working on both ends of this equation. So we've got we know that more revenue is coming but we're also the platform is that much more mature.
Jason Williams: The platform is that much more mature, we're able to spend time not just on capacity expansion but on infrastructure optimization and with the rollout and investment in our AI, which is going to bring in some outsized gains. You know, should our plans come together, we're gonna see improvements on both sides of this equation. We're gonna see increased revenues, and we're gonna see more stable R&D investments that are going to create more value and more opportunity to bring a higher percentage of that revenue to the bottom line. You know, it's an AI-first system, and we're going to be leaning on that to help us be more efficient and realize those operational leverage opportunities that we're creating into a higher profitability figure.
Jason Williams: The platform is that much more mature, we're able to spend time not just on capacity expansion but on infrastructure optimization and with the rollout and investment in our AI, which is going to bring in some outsized gains. You know, should our plans come together, we're gonna see improvements on both sides of this equation.
Speaker #3: And so we're able to spend time not just on capacity expansion but on infrastructure optimization. And with the rollout and investment in our AI which is going to bring in some outsized gains.
Speaker #3: And so should our plans come together we're going to see improvements on both sides of this equation. We're going to see increased revenues. And we're going to see more stable R&D investments that are going to create more value and more opportunity to bring a higher percentage of that revenue to the bottom line.
Jason Williams: We're gonna see increased revenues, and we're gonna see more stable R&D investments that are going to create more value and more opportunity to bring a higher percentage of that revenue to the bottom line. You know, it's an AI-first system, and we're going to be leaning on that to help us be more efficient and realize those operational leverage opportunities that we're creating into a higher profitability figure.
Speaker #3: And so, it's an AI-first system, and we're going to be leaning on that to help us be more efficient and realize those operational leverage opportunities that we're creating into higher profitability figures.
Speaker #1: Thank you. Your next question. Why is the equity-based compensation an important part of your strategy?
Operator: Thank you. Your next question. Why is the equity-based compensation an important part of your strategy?
Operator: Thank you. Your next question. Why is the equity-based compensation an important part of your strategy?
Speaker #3: Right. Yeah. Thank you. Good question. Honestly, the equity compensation is a critical component of our strategy because it is all based around retention. We have incredible culture here at Kidoz.
Jason Williams: Right. Yeah. Thank you. Good question. Honestly, the equity compensation is a critical component of our strategy because it is all based around retention. We have incredible culture here at Kidoz and amazing longevity and loyalty with our key team. At the same time, we have to be constantly wary that retention is critical, and the stock-based compensation is a key way to lock employees into our vision and make sure that, you know, they see the light at the end of the tunnel. We're always conscious of the dilutive aspects, and the more recent awards that we've made are only dilutive after three years, and the company can decide to pay in cash or stock, and we're always operating within what is approved by the shareholders.
Jason Williams: Right. Yeah. Thank you. Good question. Honestly, the equity compensation is a critical component of our strategy because it is all based around retention. We have incredible culture here at Kidoz and amazing longevity and loyalty with our key team. At the same time, we have to be constantly wary that retention is critical, and the stock-based compensation is a key way to lock employees into our vision and make sure that, you know, they see the light at the end of the tunnel. We're always conscious of the dilutive aspects, and the more recent awards that we've made are only dilutive after three years, and the company can decide to pay in cash or stock, and we're always operating within what is approved by the shareholders.
Speaker #3: And amazing longevity and loyalty with our key team. But at the same time we have to be constantly wary that retention is critical. And the stock-based compensation is a key way to lock employees into our vision and make sure that they see the light at the end of the tunnel we're always conscious of the dilutive aspects.
Speaker #3: And the more recent awards that we've made are only dilutive after three years. And the company can decide to pay in cash or stock.
Speaker #3: And we're always operating within what is approved by the shareholders. So it's a critical retention technique. And we want all of our employees to be rewarded based on our success and their hard work.
Jason Williams: It's a critical retention technique, and we want all of our employees to be rewarded based on our success and their hard work.
Jason Williams: It's a critical retention technique, and we want all of our employees to be rewarded based on our success and their hard work.
Speaker #1: Your next question. You recently emphasized the teams and adult segment. How does this fit with Kiddos' core kids business? And what opportunity do you see with Prado?
Operator: Your next question. You recently emphasized the teens and adult segment. How does this fit with Kidoz's core kids business, and what opportunity do you see with Prado?
Operator: Your next question. You recently emphasized the teens and adult segment. How does this fit with Kidoz's core kids business, and what opportunity do you see with Prado?
Speaker #3: Thank you. Yes. The kids business is our core business. And we continue to see outsized gains within that core business. And we think that there is still several more years at least to continue to make outsized gains in that business.
Jason Williams: Thank you. Yes. The kids business is our core business, and we continue to see outsized gains within that core business, and we think that there is still several more years at least to continue to make outsized gains in that business. However, there is a mass market opportunity. Prado continues to see great early signals and great feedback from the brands that are working with us. As we continue to make the investments to create the value out of the platform, I believe that we're going to be able to lock those customers and start to move their share of wallet, much higher over the next 1 to 3 years.
Jason Williams: Thank you. Yes. The kids business is our core business, and we continue to see outsized gains within that core business, and we think that there is still several more years at least to continue to make outsized gains in that business. However, there is a mass market opportunity. Prado continues to see great early signals and great feedback from the brands that are working with us. As we continue to make the investments to create the value out of the platform, I believe that we're going to be able to lock those customers and start to move their share of wallet, much higher over the next 1 to 3 years.
Speaker #3: However there is a mass market opportunity. And Kiddos continues to see sorry Prado continues to see great early signals and great feedback from the brands that are working with us.
Speaker #3: As we continue to make the investments to create the value out of the platform I believe that we're going to be able to lock those customers and start to move their share of wallet much much higher over the next one to three years.
Speaker #3: And then that will allow us to really begin to scale the business and lean in, and start to take budget away from CTV and social on media plans.
Jason Williams: That will allow us to really begin to scale the business and lean in and start to take budget away from CTV and social on media plans. One way I look at it with the team is that each year that we have that focus and that investment made on the platform, it creates so much more value for our brand advertisers. Within the sensitive audience of kids, we've proven that capability again and again. Now it's our opportunity to continue to invest, to continue to move the system forward, to then prove it to the mass market, the non-kids brands, at which point I believe the spend will truly scale.
Jason Williams: That will allow us to really begin to scale the business and lean in and start to take budget away from CTV and social on media plans. One way I look at it with the team is that each year that we have that focus and that investment made on the platform, it creates so much more value for our brand advertisers. Within the sensitive audience of kids, we've proven that capability again and again. Now it's our opportunity to continue to invest, to continue to move the system forward, to then prove it to the mass market, the non-kids brands, at which point I believe the spend will truly scale.
Speaker #3: And one way I look at it with the team is that each year that we have that focus and that investment made on the platform it creates so much more value for our brand advertisers.
Speaker #3: And within the sensitive audience of kids we've proven that capability again and again. And so now it's our opportunity to continue to invest to continue to move the system forward to then prove it to the mass market the non-kids brands at which point I believe the spend will truly scale.
Speaker #1: Your next question. How has Kite IQ progressed in 2026? And what are your key research and development priorities?
Operator: Your next question: How has KiteIQ progressed in 2026, and what are your key research and development priorities?
Operator: Your next question: How has KiteIQ progressed in 2026, and what are your key research and development priorities?
Speaker #3: Kite IQ is our contextual targeting system. It is an AI system that we have built from scratch. And it scans the entire in-app environment and helps to categorize apps and then present them forward for campaigns.
Jason Williams: KiteIQ is our contextual targeting system. It is an AI system that we have built from scratch, and it scans the entire in-app environment and helps to categorize apps and then present them forward for campaigns. This system is critical to our future, and we have developed new dashboards for it. We've moved it into the core infrastructure. We're putting feedback loops on top of it, which are all AI-driven. KiteIQ is a central component to our system, and as far as I'm aware, it is the leading AI contextual targeting system across the mobile gaming infrastructure, and it is a core piece of our future that we will continue to invest in, and I believe will be a core differentiating factor for the success of Prado as it is already for the success of Kidoz.
Jason Williams: KiteIQ is our contextual targeting system. It is an AI system that we have built from scratch, and it scans the entire in-app environment and helps to categorize apps and then present them forward for campaigns. This system is critical to our future, and we have developed new dashboards for it. We've moved it into the core infrastructure.
Speaker #3: And so this system is critical to our future. And we have developed new dashboards for it. We've moved it into the core infrastructure. We're putting feedback loops on top of it which are all AI-driven.
Jason Williams: We're putting feedback loops on top of it, which are all AI-driven. KiteIQ is a central component to our system, and as far as I'm aware, it is the leading AI contextual targeting system across the mobile gaming infrastructure, and it is a core piece of our future that we will continue to invest in, and I believe will be a core differentiating factor for the success of Prado as it is already for the success of Kidoz.
Speaker #3: And so Kite IQ is a central component to our system. And as far as I'm aware it is the leading AI contextual targeting system across the mobile gaming infrastructure.
Speaker #3: And it is a core piece of our future that we will continue to invest in. And I believe we'll be a core differentiating factor for the success of Prado as it is already for the success of Kiddos.
Speaker #1: Thank you. We will now turn the call over to our analyst. Your next question comes from the line of Sid Rajiv from Fundamental Research Corporation.
Operator: Thank you. We will now turn the call over to our analyst. Your next question comes from the line of Sid Rajeev from Fundamental Research Corporation. Your line is open. Please go ahead.
Operator: Thank you. We will now turn the call over to our analyst. Your next question comes from the line of Sid Rajeev from Fundamental Research Corporation. Your line is open. Please go ahead.
Speaker #1: Your line is open. Please go ahead.
Speaker #4: Thank you, Jason. Nice presentation, and congratulations on the strong revenue growth. Could you please give some color on the appetite for ad spending so far this year, especially after the onset of the Middle East conflict?
Sid Rajeev: Thank you, Jason. Nice presentation and congratulations on the strong revenue growth.
Sid Rajeev: Thank you, Jason. Nice presentation and congratulations on the strong revenue growth.
Jason Williams: Thank you.
Jason Williams: Thank you.
Sid Rajeev: Could you please give some color on the appetite for ad spending so far this year, especially after the onset of the Middle East conflict?
Sid Rajeev: Could you please give some color on the appetite for ad spending so far this year, especially after the onset of the Middle East conflict?
Speaker #3: Of course. Yeah. Of course the conflict is a disruption in many markets. Although we have not seen any disruption whatsoever in the media spend that we see I think there are multiple factors there.
Jason Williams: Of course, yeah. Of course, the conflict is a disruption in many markets, although we have not seen any disruption whatsoever in the media spend that we see. You know, I think there are multiple factors there. I think that the main one being that our core markets of North America and Europe have been less disrupted on core consumer trends, and perhaps any delay that you would see from increased prices through energy disruptions would be more delayed, but we're not seeing any disruption whatsoever from the crisis in the Middle East.
Jason Williams: Of course, yeah. Of course, the conflict is a disruption in many markets, although we have not seen any disruption whatsoever in the media spend that we see. You know, I think there are multiple factors there. I think that the main one being that our core markets of North America and Europe have been less disrupted on core consumer trends, and perhaps any delay that you would see from increased prices through energy disruptions would be more delayed, but we're not seeing any disruption whatsoever from the crisis in the Middle East.
Speaker #3: I think that the main one being that our core markets of North America and Europe have been less disrupted on core consumer trends. And perhaps any delay that you would see from increased prices through energy disruptions would be more delayed.
Speaker #3: But we're not seeing any disruption whatsoever from the crisis in the Middle East.
Speaker #4: That's good to hear. One more question if I may. With the global crackdown on social media for kids are you seeing a shift in user behavior towards mobile gaming apps towards your segment?
Sid Rajeev: That's good to hear. One more question, if I may. With the global crackdown on social media for kids, are you seeing a shift in user behavior towards mobile gaming apps, towards your segment?
Sid Rajeev: That's good to hear. One more question, if I may. With the global crackdown on social media for kids, are you seeing a shift in user behavior towards mobile gaming apps, towards your segment?
Speaker #3: Yes. And thank you for bringing that up. The tailwind of the pushback on social media is wonderful for our business. And I think is still the pendulum has a long way to go with that.
Jason Williams: Yes, thank you for bringing that up. The tailwind of the pushback on social media is wonderful for our business, and I think is still the pendulum has a long way to go with there. I have myself a 15-year-old and a 12-year-old girls, and I'm well aware of the harms that social media can do. Luckily, we stayed away from those for the most part, and it is truly a disruptive technology to natural development, and I think that governments are entirely correct to be pushing back on the access of these platforms. Absolutely, we are seeing increased interest from advertisers in a number of reasons, not just the ones that have imposed the bans.
Jason Williams: Yes, thank you for bringing that up. The tailwind of the pushback on social media is wonderful for our business, and I think is still the pendulum has a long way to go with there. I have myself a 15-year-old and a 12-year-old girls, and I'm well aware of the harms that social media can do. Luckily, we stayed away from those for the most part, and it is truly a disruptive technology to natural development, and I think that governments are entirely correct to be pushing back on the access of these platforms. Absolutely, we are seeing increased interest from advertisers in a number of reasons, not just the ones that have imposed the bans.
Speaker #3: I have myself a 15-year-old and a 12-year-old girls. And I'm well aware of the harms that social media can do. Luckily we stayed away from those for the most part.
Speaker #3: And it is truly a disruptive technology to natural development. And I think that governments are entirely correct to be pushing back on the access of these platforms.
Speaker #3: And absolutely we are seeing increased interest from advertisers in a number of reasons. Not just the ones that have imposed the bans. But if you think about social responsibility if you know that your audience is negatively affected by a platform why would you want to put your advertising money there?
Jason Williams: If you think about social responsibility, if you know that your audience is negatively affected by a platform, why would you wanna put your advertising money there? I think we're seeing a shift in terms of priorities, both on the consumer usage pattern, but also on the social responsibility thought process of the brand spending the money. Mobile gaming is benefiting from both of those. Like, the main substitute against mobile gaming for reaching kids is YouTube. YouTube, with the adoption of YouTube Shorts, has essentially become the endless horizontal scroll that is TikTok. YouTube is a social network of similar negative consequences. Mobile gaming benefits on all points from that development.
Jason Williams: If you think about social responsibility, if you know that your audience is negatively affected by a platform, why would you wanna put your advertising money there? I think we're seeing a shift in terms of priorities, both on the consumer usage pattern, but also on the social responsibility thought process of the brand spending the money.
Speaker #3: So I think we're seeing a shift in terms of priorities both on the consumer usage pattern but also on the social responsibility thought process of the brand spending the money.
Speaker #3: And so mobile gaming is benefiting from both of those. And also the main substitute against mobile gaming for reaching kids is YouTube. But YouTube with the adoption of YouTube Shorts has essentially become the endless horizontal scroll that is TikTok.
Jason Williams: Mobile gaming is benefiting from both of those. Like, the main substitute against mobile gaming for reaching kids is YouTube. YouTube, with the adoption of YouTube Shorts, has essentially become the endless horizontal scroll that is TikTok. YouTube is a social network of similar negative consequences. Mobile gaming benefits on all points from that development.
Speaker #3: And so really there is YouTube is a social network of similar negative consequences. And so mobile gaming benefits on all points from that development and that development of outlawing social media has a long way to go I believe because it is well deserved.
Jason Williams: That development of outlawing social media has a long way to go, I believe, because it is well deserved.
Jason Williams: That development of outlawing social media has a long way to go, I believe, because it is well deserved.
Speaker #4: Good to hear. Thank you, Jason. And again, congratulations on the record revenue.
Sid Rajeev: Good to hear. Thank you, Jason. Again, congratulations on the record revenue.
Sid Rajeev: Good to hear. Thank you, Jason. Again, congratulations on the record revenue.
Speaker #3: Thank you so much.
Jason Williams: Thank you so much.
Jason Williams: Thank you so much.
Speaker #1: With that we will continue with the previously submitted questions by Kiddos investors. Your next question. In a competitive market like AdTech how does Kiddos differentiate itself from peers?
Operator: With that, we will continue with the previously submitted questions by Kidoz investors. Your next question: In a competitive market like ad tech, how does Kidoz differentiate itself from peers?
Operator: With that, we will continue with the previously submitted questions by Kidoz investors. Your next question: In a competitive market like ad tech, how does Kidoz differentiate itself from peers?
Speaker #3: Our key differentiator is that we are a full-stack infrastructure provider. So there are a lot of different types of competitors. There are those that compete only at the top layer on the creative layer.
Jason Williams: Our key differentiator is that we are a full stack infrastructure provider. There are a lot of different types of competitors. There are those that compete only at the top layer, on the creative layer. We have that, but it doesn't express itself unless you have the full infrastructure layer. There are large competitors that have infrastructure, but do not have the specialization or the kind of tools and levers and triggers that have been built into the Kidoz system to specifically provide value to our customers. Because the Kidoz system is custom designed, we're well-differentiated and in an excellent position to continue to grow our market share with all sorts of different brands. Because it's not just the kids market that these unique aspects of our system help us to differentiate.
Jason Williams: Our key differentiator is that we are a full stack infrastructure provider. There are a lot of different types of competitors. There are those that compete only at the top layer, on the creative layer. We have that, but it doesn't express itself unless you have the full infrastructure layer. There are large competitors that have infrastructure, but do not have the specialization or the kind of tools and levers and triggers that have been built into the Kidoz system to specifically provide value to our customers. Because the Kidoz system is custom designed, we're well-differentiated and in an excellent position to continue to grow our market share with all sorts of different brands. Because it's not just the kids market that these unique aspects of our system help us to differentiate.
Speaker #3: We have that. But we but it doesn't express itself unless you have the full infrastructure layer. And there are large competitors that have infrastructure but do not have the specialization or the kind of tools and levers and triggers that have been built into the Kiddos system to specifically provide value to our customers.
Speaker #3: And so because the Kiddos system is custom designed we're well differentiated and an excellent position to continue to grow our market share with all sorts of different brands.
Speaker #3: Because it's not just the kids market that these unique aspects of our system help us to differentiate. There is a host of different reasons that we extract more value out of media and create more efficient media and more engaging media for our clients because of the technology path that we've created.
Jason Williams: There is a host of different reasons that we extract more value out of media and create more efficient media and more engaging media for our clients because of the technology path that we've created.
Jason Williams: There is a host of different reasons that we extract more value out of media and create more efficient media and more engaging media for our clients because of the technology path that we've created.
Speaker #1: Your next question. How are industry shifts impacting demand for your platform?
Operator: Your next question: How are industry shifts impacting demand for your platform?
Operator: Your next question: How are industry shifts impacting demand for your platform?
Speaker #3: Well certainly privacy regulation is a critical one. We've got the signal loss that I discussed. We've got brand safety. We've got the social media aspect.
Jason Williams: Well, certainly privacy regulation is a critical one. We've got the signal loss that I discussed. We've got brand safety. We've got the social media aspect. These are all exciting kind of tailwinds that are happening in the market. Gaming, amazingly, is something that parents and families and people young and old are really embracing now more than ever as a positive entertainment format that it welcomes ad-supported units. Our integration into this leading form of entertainment with fewer of the negatives and also getting over the ad tech challenges, positions us in a very unique and high value position. 2026 is looking great, and I think, each year after that, as we continue on this run, the industry shifts will continue to support our growth.
Jason Williams: Well, certainly privacy regulation is a critical one. We've got the signal loss that I discussed. We've got brand safety. We've got the social media aspect. These are all exciting kind of tailwinds that are happening in the market. Gaming, amazingly, is something that parents and families and people young and old are really embracing now more than ever as a positive entertainment format that it welcomes ad-supported units.
Speaker #3: And so these are all exciting kind of tailwinds that are happening in the market. And gaming amazingly is something that parents and families and people young and old are really embracing now more than ever as a positive entertainment format that it welcomes ad-supported units.
Speaker #3: And so our integration into this leading form of entertainment with fewer of the negatives and also getting over the AdTech challenges positions us in a very unique and high-value position.
Jason Williams: Our integration into this leading form of entertainment with fewer of the negatives and also getting over the ad tech challenges, positions us in a very unique and high value position. 2026 is looking great, and I think, each year after that, as we continue on this run, the industry shifts will continue to support our growth.
Speaker #3: And so 2026 is looking great. And I think each year after that as we continue on this run the industry shifts will continue to support our growth.
Speaker #1: Can you give some color on the long-term vision for Kiddos?
Operator: Can you give some color on the long-term vision for Kidoz?
Operator: Can you give some color on the long-term vision for Kidoz?
Speaker #3: Of course. So Kiddos it's an infrastructure-first AI-first value creation engine for brands. And it's totally unique. And it scales and is global. And it can solve all of the brands I don't want to say problems demands and achieve goals for what they're trying to do in the marketplace.
Jason Williams: Of course. Kidoz, it's an infrastructure-first, AI-first value creation engine for brands. It's totally unique, and it scales and is global, and it can solve all of the brands', I don't wanna say problems, demands and achieve goals for what they're trying to do in the marketplace. They're trying to build awareness. They're trying to secure new customers. They're trying to entertain customers. They're trying to do precision targeting of unique and difficult-to-reach audiences. The Kidoz and Prado system delivers this. Not only does it do so with efficiency and with finesse, but it does so in a way that's easy to use and can be executed from brands, DSPs, agencies in many different ways. It's a flexible, powerful AI-first value creation tool for brands.
Jason Williams: Of course. Kidoz, it's an infrastructure-first, AI-first value creation engine for brands. It's totally unique, and it scales and is global, and it can solve all of the brands', I don't wanna say problems, demands and achieve goals for what they're trying to do in the marketplace. They're trying to build awareness. They're trying to secure new customers.
Speaker #3: They're trying to build awareness. They're trying to secure new customers. They're trying to entertain customers. They're trying to do precision targeting of unique and difficult-to-reach audiences.
Jason Williams: They're trying to entertain customers. They're trying to do precision targeting of unique and difficult-to-reach audiences. The Kidoz and Prado system delivers this. Not only does it do so with efficiency and with finesse, but it does so in a way that's easy to use and can be executed from brands, DSPs, agencies in many different ways. It's a flexible, powerful AI-first value creation tool for brands.
Speaker #3: And the Kiddos and Prado system delivers this. Not only does it do so through with efficiency and with finesse but it does so in a way that's easy to use and can be executed from brands DSPs agencies and many different ways.
Speaker #3: And so it's a flexible powerful AI-first value creation tool. For brands.
Speaker #1: Your next question. What are your key priorities and milestones for 2026?
Operator: Your next question: What are your key priorities and milestones for 2026?
Operator: Your next question: What are your key priorities and milestones for 2026?
Speaker #3: 2026 there are a number of key aspects that we're working on. We continue to on the technology side we continue to integrate AI and move outsize productivity gains across our entire system and our entire staff within the operations team AI again using it to integrate across operational aspects and achieve high productivity gains it's our goal to grow revenue and outstrip operating expenses even greater than we did in 2025.
Jason Williams: 2026, there are a number of key aspects that we're working on. On the technology side, we continue to integrate AI and move outsized productivity gains across our entire system and our entire staff. Within the operations team, AI, again, using it to integrate across operational aspects and achieve high productivity gains. It's our goal to grow revenue and outstrip operating expenses even greater than we did in 2025. It's our goal to pass more of that increase in revenue and more of that existing revenue to the bottom line and increase our cash position and open up new opportunities and higher stock price for our investors.
Jason Williams: 2026, there are a number of key aspects that we're working on. On the technology side, we continue to integrate AI and move outsized productivity gains across our entire system and our entire staff. Within the operations team, AI, again, using it to integrate across operational aspects and achieve high productivity gains. It's our goal to grow revenue and outstrip operating expenses even greater than we did in 2025. It's our goal to pass more of that increase in revenue and more of that existing revenue to the bottom line and increase our cash position and open up new opportunities and higher stock price for our investors.
Speaker #3: And it's our goal to pass more of that increase in revenue and more of that existing revenue to the bottom line and increase our cash position and open up new opportunities and higher stock price for our investors.
Speaker #1: Your next question. How do Kite IQ and your full-stack platform enhance performance and positioning?
Operator: Your next question: How do KiteIQ and your full stack platform enhance performance and positioning?
Operator: Your next question: How do KiteIQ and your full stack platform enhance performance and positioning?
Speaker #3: The Kite IQ system being a contextual targeting system it helps to create the environment and identify the environment where brands customers are engaging. And so through that tighter targeting it creates a better performance.
Jason Williams: The KiteIQ system, being a contextual targeting system, it helps to create the environment and identify the environment where brands' customers are engaging. Through that tighter targeting, it creates a better performance. Through that tighter targeting, it puts the ads in front of the correct customers and allows us to kind of scale and create more value at the individual campaign level.
Jason Williams: The KiteIQ system, being a contextual targeting system, it helps to create the environment and identify the environment where brands' customers are engaging. Through that tighter targeting, it creates a better performance. Through that tighter targeting, it puts the ads in front of the correct customers and allows us to kind of scale and create more value at the individual campaign level.
Speaker #3: Through that tighter targeting it puts the ads in front of the correct customers and allows us to kind of scale and create more value at the individual campaign level.
Speaker #1: Your next question. How do Kiddos and Prado fit together strategically?
Operator: Your next question: how do Kidoz and Prado fit together strategically?
Operator: Your next question: how do Kidoz and Prado fit together strategically?
Speaker #3: Kiddos and Prado fit together strategically because it is one system. Everything is coming from a single engine the only key difference is that on the Kiddos side we have guardrails written in so that no data is ever exposed.
Jason Williams: Kidoz and Prado fit together strategically because it is one system. Everything is coming from a single engine. The only key difference is that on the Kidoz side, we have guardrails written in so that no data is ever exposed. The value creation and the targeting tools, because it is all built on a no data principle first, they're the same system, and they're both scalable. It's a shared infrastructure. As we continue to move in to unlock the opportunities of this AI and the scalability, then we will get the outsized gains.
Jason Williams: Kidoz and Prado fit together strategically because it is one system. Everything is coming from a single engine. The only key difference is that on the Kidoz side, we have guardrails written in so that no data is ever exposed. The value creation and the targeting tools, because it is all built on a no data principle first, they're the same system, and they're both scalable. It's a shared infrastructure. As we continue to move in to unlock the opportunities of this AI and the scalability, then we will get the outsized gains.
Speaker #3: But the value creation and the targeting tools because it has all built on a no data principle first they're the same same system. And they're both scalable.
Speaker #3: It's a shared infrastructure. And as we continue to move in to unlock the opportunities of this AI and the scalability then we will get the outsize gains.
Speaker #1: Your next question. What traction are you seeing with Prado and how do you plan to scale it?
Operator: Your next question: what traction are you seeing with Prado, and how do you plan to scale it?
Operator: Your next question: what traction are you seeing with Prado, and how do you plan to scale it?
Speaker #3: The traction with Prado is very strong. It's still our newer product, but we continue to make gains. We've actually just launched a new Kidoz website, and coming soon, in the next little while, will be the new Prado website.
Jason Williams: The traction with Prado is very strong. It's still our newer product, but we continue to make gains. We've actually just launched a new Kidoz website. Coming soon in the next little while will be the new Prado website. We're excited to kind of bring that value to market, and we're in a number of great conversations with large brands. We continue to launch campaigns on a daily basis under the Prado system. Ultimately, it's going to come as brands begin to understand the benefits of the mobile gaming environment. There is an educational piece. Our sales and marketing investments are really paving the way to help unlock that growth.
Jason Williams: The traction with Prado is very strong. It's still our newer product, but we continue to make gains. We've actually just launched a new Kidoz website. Coming soon in the next little while will be the new Prado website. We're excited to kind of bring that value to market, and we're in a number of great conversations with large brands. We continue to launch campaigns on a daily basis under the Prado system. Ultimately, it's going to come as brands begin to understand the benefits of the mobile gaming environment. There is an educational piece. Our sales and marketing investments are really paving the way to help unlock that growth.
Speaker #3: And we're excited to kind of bring that value to market. And we're in a number of great conversations with with large brands and we continue to to launch campaigns on a daily basis under the Prado system.
Speaker #3: Ultimately it's going to come as brands begin to understand the benefits of the mobile gaming environment. And so there is an educational piece but our sales and marketing investments are really paving the way to help unlock that that growth.
Speaker #1: Thank you. This concludes the Q&A portion of our call. I will now turn the call back to Jason Williams for closing remarks.
Operator: Thank you. This concludes the Q&A portion of our call. I will now turn the call back to Jason Williams for closing remarks.
Operator: Thank you. This concludes the Q&A portion of our call. I will now turn the call back to Jason Williams for closing remarks.
Speaker #3: Thank you Jade. It's a pleasure to have you here and thank you for spending some time with me and the Kiddos story. Please continue to watch us and we will be delivering the growth that we've discussed today and the value that our brand partners are looking for.
Jason Williams: Thank you, Jade. It's a pleasure to have you here, and thank you for spending some time with me and the Kidoz story. Please continue to watch us, we will be delivering the growth that we've discussed today and the value that our brand partners are looking for and soon the large gains in our stock. Thank you so much to all the investors and watchers and please reach out at any time. Have a great day. Thank you.
Jason Williams: Thank you, Jade. It's a pleasure to have you here, and thank you for spending some time with me and the Kidoz story. Please continue to watch us, we will be delivering the growth that we've discussed today and the value that our brand partners are looking for and soon the large gains in our stock. Thank you so much to all the investors and watchers and please reach out at any time. Have a great day. Thank you.
Speaker #3: And and soon the large gains in our stock. So thank you so much to all the investors and watchers and please reach out at any time.
Speaker #3: Have a great day. Thank you.
Operator: This concludes today's call. Thank you all for attending. You may now disconnect.
Operator: This concludes today's call. Thank you all for attending. You may now disconnect.