Core Insights - Interactive Films is solidifying its position in the $8 billion global short drama market with the submission of its work "Hollywood Heartthrob" for the International Short Drama Award, reflecting the increasing industry recognition of the company [1] - The short drama sector has transitioned from an exploratory phase to a mature stage with global commercial value, with the U.S. emerging as a key market [2] Company Overview - Snail, Inc. is a leading independent game developer and publisher, providing interactive digital entertainment content across multiple platforms [4] - Interactive Films, a subsidiary of Snail, Inc., aims to engage new audiences and tell stories through diverse media formats, also being the founding force behind Salty TV [5] Market Dynamics - The global market for vertical short dramas has surpassed $8 billion within just four years of its inception, with the U.S. accounting for approximately 8% of global downloads but contributing 49% of total revenue in the short drama industry [2] - Salty TV has released 67 short dramas, focusing on mobile users with a product-oriented strategy that includes subscription models and viewer engagement mechanisms [2] Strategic Goals - The submission of "Hollywood Heartthrob" to the International Short Drama Award aims to showcase cultural leadership and foster practical collaborations, positioning Salty TV as a leading platform for vertical short dramas in the U.S. [3] - Salty TV seeks to bridge the gap between rich international content supply and the growing domestic demand in the U.S. market [3]

Core Insights - Snail, Inc. is enhancing its presence in the short drama sector through its Vertical Entertainment division, Interactive Films, which has submitted the short drama "Hollywood Heartthrob" to the International Short Drama Awards, following the success of "Red Talons" [1][4] - The short drama market has grown significantly, surpassing $8 billion globally, with the U.S. emerging as a key market, accounting for 49% of global revenue in Q1 2025 despite only 8% of downloads [3] Group 1: Company Developments - Interactive Films has developed a mobile-first approach with its Salty TV platform, focusing on storytelling and a paid-access model, having released 67 short film dramas [2] - The submission of "Hollywood Heartthrob" aims to position Salty TV as a leading platform in the U.S. for short-form drama, bridging international content with domestic demand [4] Group 2: Industry Trends - The short drama sector has transitioned from experimental to commercially viable, with the U.S. market showing significant potential for growth, indicated by the disparity between downloads and spending [3] - Salty TV's participation in industry awards is intended to validate its creative quality and foster partnerships that enhance the global reach of premium short-form content [4]

Core Insights - The upcoming game "Rebellion Engine" by Snail Games has seen a significant increase in player interest, with its daily wish list additions surging over 72 times during the Steam New Product Festival [2][3] - The total wish list count for "Rebellion Engine" increased by 46% during the festival, indicating strong pre-release momentum ahead of its official launch on November 6, 2025 [2] - The collaboration with Hololive English member Hakos Baelz, who has 1.09 million subscribers on YouTube, has attracted a new audience for the game [2] Group 1 - "Rebellion Engine" showcased at TwitchCon, providing additional exposure for the game and other titles from Snail Games [3] - The event allowed content creators to preview upcoming games, enhancing the visibility of Snail Games' portfolio [3] - The collaboration with Noiz and the Twitch community is expected to strengthen player engagement and brand recognition [3] Group 2 - Snail Games' flagship series "Ark" continues to maintain strong user engagement across platforms [4] - The recent update for "Ark: Ultimate Survivor Edition" includes full backward compatibility and enhanced support for the upcoming Nintendo Switch 2, which is projected to produce 25 million units by March 2026 [4] - This update aims to provide a seamless gaming experience across current and next-gen hardware, boosting the series' market appeal [4] Group 3 - The independent game "Above the Snow" from Snail Games' Wandering Wizard division has received positive media attention and nominations for awards [5] - The game won the NYX Best City Building Game award and is nominated for the Best Narrative Award at the 2026 Taipei Game Show [5] - Snail Games is actively participating in major gaming events to showcase its products and establish strategic partnerships that align with its game themes [5]

Core Insights - Snail Games' upcoming title, Rebel Engine, has seen a remarkable increase in daily Steam wishlists, surging over 72 times compared to the pre-festival period, contributing to a 46% overall increase in total wishlists ahead of its launch on November 6, 2025 [2][3] - The game features a collaboration with Hakos Baelz, a prominent member of hololive English, which has helped attract a new audience, evidenced by the release of a music video that is gaining traction globally [2][3] - Snail Games showcased Rebel Engine at TwitchCon, enhancing visibility alongside other titles and leveraging partnerships with influencers to strengthen audience engagement [3] Franchise Performance - The ARK franchise continues to perform well, with a recent update for ARK: Ultimate Survivor Edition that includes backward compatibility and enhanced support for the Nintendo Switch 2, which is projected to have 25 million units produced by March 2026 [4] - This update aims to provide a seamless gaming experience across current and next-generation hardware, reinforcing the franchise's accessibility [4] Indie Publishing Growth - Snail's indie publishing arm, Wandering Wizard, is gaining recognition with the management simulator Above the Snow, which has won a NYX Award and is nominated for Best Narrative at the 2026 Indie Game Awards [5] - The studio is set to present Above the Snow at the Poznań Game Arena, further expanding its reach and establishing strategic partnerships that align with the game's theme [5] Overall Strategy - Snail Games is capturing increasing attention from players, creators, and critics through its diverse publishing portfolio, cross-collaborations, and global showcases, reflecting a deliberate approach to growth and long-term engagement in the interactive entertainment sector [6]

Core Insights - Snail Games Inc. has announced a series of cross-industry partnerships aimed at increasing global visibility, expanding audience reach, and driving long-term growth potential for its upcoming independent games "Above the Snow" and "Rebel Engine" [1][4] Group 1: Game Launch and Features - "Above the Snow" is a cozy and story-rich shelter management simulation game set in the 1960s Alps, combining survival mechanics, character-driven narratives, and base-building elements [2] - The game will be showcased at the Poznan Game Arena from October 24 to 26, 2025, where it will reveal collaborations with brands such as Cortazu, Fjordfiesta, and Heywood, enhancing the immersive experience [2] - "Rebel Engine" is a first-person action-adventure game that merges the fast-paced shooting of the 90s with intense melee combat, featuring original music by popular VTuber Hakos Baelz [3] Group 2: Strategic Partnerships - The collaborations highlight Snail Games' broader strategy of seeking non-traditional partnerships to enhance IP value and expand brand influence [4] - By integrating lifestyle brands with gaming and leveraging the entertainment influence of VTubers, the company aims to penetrate new global markets and maximize cross-promotional opportunities [4]

Core Insights - Snail, Inc. has announced a series of cross-industry partnerships aimed at expanding visibility, diversifying audiences, and driving long-term growth for its upcoming indie titles, Above the Snow and Rebel Engine [1][4] Group 1: Above the Snow - Above the Snow is a cozy, story-rich shelter management simulation set in the 1960s Alps, combining survival mechanics with character-driven storytelling and base-building [2] - The game has gained momentum after winning a NYX Award for best city builder and will be showcased at the Poznan Game Arena from October 24-26, 2025 [2] - Collaborations with brands such as Cortazu, Fjordfiesta, and Heywood will be unveiled at the event, integrating real-world lifestyle products into the gameplay [2] Group 2: Rebel Engine - Rebel Engine is a first-person action-adventure game that combines '90s-inspired shooter speed with hack-and-slash mechanics [3] - The game will feature a soundtrack composed by Hakos Baelz, a popular VTuber with over 1.09 million YouTube subscribers, marking her debut in video game soundtrack composition [3] - A demo of Rebel Engine will be available during Steam Next Fest from October 13-20, 2025, with players encouraged to wishlist the game for updates [3] Group 3: Strategic Partnerships - The partnerships reflect Snail Games' strategy of pursuing non-traditional collaborations to enhance intellectual property value and extend brand reach [4] - By integrating lifestyle branding with gaming and leveraging the entertainment power of VTubers, the company aims to capture new global markets and maximize cross-promotional opportunities [4]

Summary of Snail Inc. Conference Call Company Overview - **Company Name**: Snail Inc. - **Ticker Symbol**: SNAL - **Industry**: Video Game Development and Publishing - **Founded**: 2009 - **Public Listing**: NASDAQ since November 2022 - **Core Product**: Leader in sandbox survival genre, notably with the game ARK: Survival Evolved [2][3] Financial Performance - **2024 Net Revenue**: $85 million - **Units Sold**: 4.7 million [3] - **Historical Revenue**: Close to $1 billion in gross revenue from the ARK franchise [7] - **Daily Active Users**: Peak of 1.1 million in June 2022 [7] - **DLC Conversion Rate**: 54%, indicating strong engagement with downloadable content [9] Market Context - **Gaming Market Growth**: Expected to reach $200 billion by 2027 with approximately 4 billion players [6] - **User Engagement**: 42% of gamers are highly engaged, averaging 380 hours of playtime [8] Strategic Initiatives Growth Strategy 1. **Gaming Extension**: Focus on existing IPs, new DLCs, and licensing new IPs [11] 2. **Product Expansion**: Improve profitability through cost control and internal R&D [13] 3. **Stablecoin Initiative**: First gaming company to issue stablecoins, aiming to integrate with Snail's ecosystem [11][15] Upcoming Releases - **Major Releases**: One major DLC in late 2025 and two new IPs in 2026 [12] - **Licensing Agreements**: Anticipated nine releases in 2025, including Echoes of Elysium and Honeycomb: The World Beyond [12] Digital Assets and Stablecoin - **Stablecoin Market**: Current supply of approximately $170 billion, expected to reach $1.4 trillion by 2030 [15] - **Regulatory Environment**: The Genius Act provides clearer guidelines for stablecoin issuance [15][23] - **Strategic Goals**: Build a rewards ecosystem that ties gaming and cryptocurrency [15][24] User Engagement and Marketing - **Short-Form Video Content**: Entering the short video space to enhance user engagement and diversify revenue streams [20] - **Animated Series**: Launched on Paramount+ to attract new audiences beyond gamers [27] Operational Efficiency - **Development Costs**: Focus on lean operations with a mix of internal and outsourced development [17][18] - **R&D Focus**: Emphasis on internal R&D to drive revenue growth while managing costs effectively [13] Conclusion - Snail Inc. is positioned for growth in the gaming industry with a strong focus on user engagement, innovative product offerings, and strategic entry into the stablecoin market. The company aims to leverage its existing IPs while expanding its digital ecosystem to enhance profitability and market presence [11][15][20].

Core Viewpoint - Snail, Inc. will participate in the Noble Capital Markets Emerging Growth Virtual Equity Conference on October 8-9, 2025, presenting its business and engaging in one-on-one meetings with investors [1][2]. Company Overview - Snail, Inc. is a leading global independent developer and publisher of interactive digital entertainment, offering a portfolio of premium games across various platforms, including consoles, PCs, and mobile devices [4]. Event Details - The management team of Snail, Inc. is scheduled to present on October 9, 2025, at 12:30 p.m. Eastern time in a fireside chat format, which will be webcast live and available for replay [2]. - One-on-one meetings with Snail, Inc. management will be available throughout the conference [2]. Contact Information - For additional information or to schedule meetings, interested parties can contact Giorgia Pigato at gpigato@noblecapitalmarkets.com or Gateway Group at SNAL@gateway-grp.com [3]. - Investor contacts include John Yi and Steven Shinmachi from Gateway Group, Inc. at 949-574-3860 [5].

Core Insights - Snail Games has announced a strategic partnership with Noiz to enhance game promotion through creator-driven ecosystems, launching four new titles at TwitchCon [1][2] - The partnership aims to maximize early community engagement, accelerate brand awareness, and build long-term brand value [1][2] Group 1: Strategic Initiatives - The collaboration with Noiz will leverage TwitchCon's audience to enhance project visibility and facilitate scalable creator-led marketing [2] - Snail Games will invite streamers to participate in paid marketing activities designed around its product lineup, fostering sustainable creator relationships [2] - Exclusive post-event parties will be held for invited guests, providing opportunities for game trials and industry networking [2] Group 2: Product Launches - The new titles showcased include: - "ARK: Lost Colony" - the first expansion pack for "ARK: Survival Ascended," set to launch in December 2025 [3] - "Echoes of Elysium" - a survival RPG set in the Elysium skies, expected to release later this year [4] - "Honeycomb: The World Beyond" - a warm survival adventure game where players act as bioengineers to study alien ecosystems [4] - "Rebel Engine" - a high-speed retro shooting game combining 90s shooting game pace with intense melee combat [4] - The focus on community building, influencer collaboration, and early IP cultivation highlights Snail Games' commitment to innovation and long-term value creation in the global gaming market [4]

Core Insights - Snail, Inc. is showcasing its upcoming titles at TwitchCon through a collaboration with Noiz, aiming to enhance game promotion and community engagement [1][2][3] Group 1: Upcoming Titles - Featured titles include: - **ARK: Lost Colony** - An expansion for ARK: Survival Ascended, launching December 2025 [4] - **Echoes of Elysium** - An airship survival RPG set to launch later this year [4] - **Honeycomb: The World Beyond** - A cozy survival adventure focused on bio-engineering to save Earth [4] - **Rebel Engine** - A fast-paced boomer-shooter combining '90s shooter speed with melee combat [5] Group 2: Strategic Initiatives - The collaboration with Noiz aims to connect streamers with Snail Games' portfolio, facilitating paid marketing campaigns that incentivize content creation [2][3] - Snail Games is focusing on community-building and influencer engagement to establish early franchise potential [5] Group 3: Event Details - Snail Games will be present at TwitchCon San Diego from October 17 to October 19, 2025, at booth 2115 SW [5]