Core Insights - Snail, Inc. will participate in the Steam Autumn Sale from September 29 to October 6, 2025, aiming to showcase its game portfolio and enhance brand visibility [1] - The company views seasonal promotions as a crucial part of its broader distribution strategy, having seen significant increases in player engagement and sales during previous sales events [3] Group 1: Promotional Strategy - Seasonal promotions are intended to lower entry barriers for new players and increase engagement with classic series and upcoming titles [3] - During the June Steam Sale, Snail's game "ARK: Survival Evolved" saw a sales increase of over 3.8 times, with daily sales rising by 3,022% compared to earlier months in 2025 [3] - The company aims to boost the activity of classic games while increasing exposure for independent and emerging titles through participation in the Steam Autumn Sale [3] Group 2: Featured Discounts - "ARK: Survival Ascended" is offered at a 50% discount, providing an ultimate dinosaur survival adventure experience [6] - "Bellwright," currently in early access, is available at a 20% discount, with hopes that seasonal exposure will aid its growth before the 1.0 version release [6] - "West Hunt" is discounted by 50%, leveraging multiplayer and streaming community exposure to build its audience [6] - "Survivor Mercs," an early access rogue-lite shooter, is available at a 38% discount, with expectations for increased community growth during the sale [6] - "Robots at Midnight" is offered at a 30% discount, featuring immersive exploration and fast-paced combat [6] - "Zombie Rollerz: The Last Ship" is discounted by 19%, combining tower defense strategy with chaotic gameplay [6]

Core Insights - Snail, Inc. is participating in the Steam Autumn Sale from September 29, 2025, to October 6, 2025, aiming to showcase its portfolio and broaden its player base [1] - The company views seasonal promotions as a crucial part of its publishing strategy, having seen significant engagement and sales increases during previous events [3] Company Strategy - Seasonal promotions are designed to lower barriers to entry for new players and enhance visibility for both established franchises and early access projects [3] - The recent Annual Steam Publisher Sale in June resulted in ARK: Survival Evolved experiencing a 3.8x increase in total units sold and a 3,022% rise in average daily sales compared to prior months [3] - The company aims to diversify its player base and strengthen long-term engagement through its multifaceted promotional approach [3] Featured Discounts - ARK: Survival Ascended – 50% Off - Bellwright – 20% Off, with over 1 million Steam wishlists - West Hunt – 50% Off, targeting multiplayer and streaming communities - Survivor Mercs – 38% Off, an early access roguelite extraction shooter - Robots at Midnight – 30% Off, designed for accessible soulslike gameplay - Zombie Rollerz: The Last Ship – 19% Off, combining tower defense strategy with bullet-dodging chaos [6]

Core Viewpoint - Snail, Inc. is set to showcase its upcoming game "Honeycomb: The World Beyond" at the 2025 Tokyo Game Show, following a successful presentation at the 2025 Cologne International Game Show, as part of its global marketing strategy ahead of the game's official release on November 6, 2025 [1][2]. Group 1: Game Details - "Honeycomb: The World Beyond" is a casual survival sandbox game where players assume the role of bioengineer Hennessy on the vibrant Sota7 planet, tasked with missions critical to humanity's survival [2]. - The game combines elements of scientific experimentation, exploration, and strategic base building, aiming to resonate with global players while providing an immersive and accessible gameplay experience [2]. Group 2: Marketing Strategy - Snail Games is participating in two major international exhibitions to implement a coordinated global strategy, enhancing market penetration, expanding the international player base, and increasing product visibility in key regions [2]. - The Tokyo Game Show, scheduled from September 25 to 28, 2025, is highlighted as a significant opportunity for Snail Games to connect with Asian markets, following the Cologne event which attracted 357,000 attendees from 128 countries [1][2]. Group 3: Company Background - Snail, Inc. is a leading independent game developer and publisher, providing interactive digital entertainment content across various platforms, including consoles, PC, and mobile devices [3]. - Frozen Way Games, a team of over 80 passionate game enthusiasts, collaborates with Snail Games, emphasizing their commitment to creating enjoyable gaming experiences [4].

Core Insights - Snail, Inc. is set to showcase its upcoming game Honeycomb: The World Beyond at the Tokyo Game Show 2025, with an official global launch scheduled for November 6, 2025 [1] - The game follows a successful presentation at Gamescom 2025, which attracted over 357,000 visitors, and aims to build awareness in the Asian market through the Tokyo Game Show [2] - Honeycomb: The World Beyond is a cozy survival sandbox game where players assume the role of a bioengineer on a dynamic planet, designed to appeal to a global audience [3] Company Strategy - Snail Games and Frozen Way Games are executing a coordinated global strategy to maximize market penetration and expand their international player base by leveraging major gaming events [4] - The strategy aims to enhance portfolio visibility and align with consumer demand in diverse global markets, moving beyond the ARK franchise [4] Event Details - The Tokyo Game Show 2025 will take place from September 25 to 28 at Makuhari Messe in Chiba, Japan, where attendees can experience Honeycomb: The World Beyond [5]

Summary of Snail Inc. (SNAL) 2025 Conference Call Company Overview - **Company Name**: Snail Inc. - **Ticker Symbol**: SNAL - **Industry**: Interactive Digital Entertainment - **Founded**: 1999 - **IPO**: 2022 - **Flagship Product**: Ark franchise, particularly Ark Survival Evolved, launched in 2015 - **Recent Ventures**: Entering the stablecoin and blockchain-enabled digital assets space to diversify revenue streams [1][3][10] Core Insights and Arguments - **Market Position**: Snail Inc. is a leading gaming company in a rapidly growing industry, with a significant player base and a strong portfolio of games [19][34] - **Revenue Model**: The company primarily utilizes a free-to-play model, with a conversion rate of 1-3% for monetization [9][10] - **Game Performance**: - Ark Survival Evolved has grossed over $950 million and has more than 100 million installs [19] - Peak daily active users on Steam reached 1.1 million [21] - Consistent revenue growth quarter over quarter, with spikes during new game or DLC launches [21][22] - **Expansion Plans**: - Plans to launch two internally developed games in 2026, utilizing existing IPs [24][37] - Investment in indie game publishing to diversify offerings [23] Financial Highlights - **Revenue Dependency**: Approximately 85% of revenue is derived from Ark-related products [36] - **Cost Management**: Majority of costs are related to royalties and licensing fees; launching internally developed games will reduce these costs [37][38] Blockchain and Stablecoin Initiatives - **Stablecoin Strategy**: - Aiming to be the first gaming company to issue a stablecoin, leveraging its existing player base [32] - The stablecoin will serve as a rewards program and a money transmittal platform [30][31] - Engaging legal and compliance experts to navigate regulatory requirements [41] - **Market Potential**: The stablecoin market is projected to grow from $170 billion to $1.4 trillion by 2030 [31] Additional Important Points - **Engagement Metrics**: Over 4.1 billion hours played on Steam alone, indicating high player engagement [19] - **DLC Success**: Expansion packs consistently perform well, contributing significantly to revenue [12][13] - **Operational Efficiency**: The company maintains a lean operational structure, utilizing both internal teams and outsourced contractors [25][27] Conclusion Snail Inc. is positioned as a strong player in the gaming industry with a robust revenue model, significant player engagement, and innovative plans for blockchain integration. The focus on stablecoins and internal game development is expected to enhance growth and profitability in the coming years [34][41].

Core Insights - Snail Games has showcased significant milestones across its various publishing brands, highlighting its ability to operate flexibly across multiple platforms and game types, reinforcing its growth strategy in the market [1][4]. Group 1: Game Releases and Updates - Snail Games, in collaboration with Studio Sirens, released an updated version of the ARK DevKit on the Epic Games Store, aimed at supporting user-generated content following the DLC release of ARK: Aquatica [1]. - The game ARK: Survival Evolved sold approximately 1.2 million copies in Q2 2025, achieving a peak of over 258,000 daily active users, which aims to extend the game's ecosystem and lifecycle [1]. - The action-adventure RPG Robots at Midnight is launching on PlayStation, Steam, and Xbox with a 30% promotional discount to attract a broader player base [2]. - Snail Games and Frozen Way showcased the upcoming survival sandbox game Honeycomb: The World Beyond at Gamescom 2025, with a release date set for November 6, 2025 [2][3]. Group 2: Collaborations and New Projects - Snail's independent brand Wandering Wizard is collaborating with Latin American developer Seven Leaf Clover to present the new game Rebel Engine at PAX West, emphasizing the growing influence of the Latin American gaming industry [3]. - The Interactive Films brand of Snail Games will release The Fame Game: Welcome to Hollywood on Steam on September 4, 2025, catering to the increasing demand for narrative-driven interactive entertainment [3]. Group 3: Strategic Growth and Market Expansion - The milestones achieved by Snail Games demonstrate the strength of its multi-brand publishing strategy and its capability to deliver across various game types, platforms, and regional markets [4]. - The company continues to expand its market presence through participation in global exhibitions, partnerships with well-known collaborators, and the establishment of a diverse publishing network [4].

Core Insights - Snail, Inc. has achieved significant portfolio milestones across its publishing labels, emphasizing its strategy for broad market engagement and growth [1][7] - The company is actively expanding its presence in various gaming genres and platforms, showcasing its ability to deliver diverse content [7] Group 1: Product Launches and Updates - Snail Games, in collaboration with Studio Sirens, released the updated ARK DevKit on Epic Games Store, supporting user-generated content for ARK: Aquatica DLC, with ARK: Survival Evolved selling approximately 1.2 million units in Q2 2025 and reaching a peak DAU of over 258,000 [2] - The action-adventure RPG Robots at Midnight will debut on PlayStation, launching with a 30% promotional discount across multiple platforms to attract new players [3] - The company presented Honeycomb: The World Beyond at Gamescom 2025, confirming a release date of November 6, 2025, and utilizing NVIDIA technology to enhance gameplay [4] - Snail's indie branch Wandering Wizard will showcase Rebel Engine at PAX West, highlighting the collaboration with Latin American developers to emphasize the region's growing influence in gaming [5] - The Interactive Films label will launch The Fame Game: Welcome to Hollywood on September 4, 2025, tapping into the demand for narrative-driven interactive entertainment [6] Group 2: Strategic Initiatives - The milestones achieved reflect the strength of Snail's multi-label publishing strategy, demonstrating its capability to engage across multiple genres, platforms, and regions [7] - The company continues to broaden its market presence through global showcases, high-profile collaborations, and diverse publishing partnerships [7]

Core Insights - Snail, Inc. is set to present at the 2025 Annual Gateway Conference on September 3, 2025, at 12:30 p.m. Pacific Time [1][2] - The company is a leading global independent developer and publisher of interactive digital entertainment, with a diverse portfolio of premium games across multiple platforms [3] Company Overview - Snail, Inc. (Nasdaq: SNAL) specializes in interactive digital entertainment, targeting consumers worldwide with games for consoles, PCs, and mobile devices [3] - The company aims to connect with investors and analysts through its participation in industry conferences [4] Conference Details - The Gateway Conference will take place at the Four Seasons Hotel in San Francisco, providing a platform for public and private companies to engage with potential investors and partners [4][5] - Attendees will have access to presentations and one-on-one meetings with senior executives from over 75 companies across various sectors [5]

Core Insights - Snail, Inc. reported quarterly earnings of $1.13 per share, significantly exceeding the Zacks Consensus Estimate of a loss of $0.01 per share, marking an earnings surprise of +11,400% [1] - The company generated revenues of $22.19 million for the quarter ended June 2025, which was 14.67% below the Zacks Consensus Estimate, but an increase from $21.61 million year-over-year [2] - Snail, Inc. shares have declined approximately 47.4% year-to-date, contrasting with the S&P 500's gain of 9.7% [3] Earnings Performance - Over the last four quarters, Snail, Inc. has surpassed consensus EPS estimates two times [2] - The company had a previous expectation of a loss of $0.11 per share, but reported a loss of $0.06, resulting in a surprise of +45.45% [1] Future Outlook - The sustainability of the stock's price movement will largely depend on management's commentary during the earnings call [3] - Current consensus EPS estimate for the upcoming quarter is -$0.01 on revenues of $25 million, and for the current fiscal year, it is $0.01 on revenues of $103.11 million [7] Industry Context - The Gaming industry, to which Snail, Inc. belongs, is currently ranked in the top 39% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - Another company in the same industry, GDEV Inc., is expected to report quarterly earnings of $0.26 per share, reflecting a year-over-year decline of 67.9% [9]

Financial Data and Key Metrics Changes - The company's net revenue for Q2 2025 increased to $22,260,000 compared to the same period last year, primarily due to an increase in total AHRQ sales and the inclusion of ART Survival Ascended in the platform subscription program [22][23] - Bookings for Q2 increased by 18.5% to $27,100,000 compared to $22,900,000 from the same period last year, driven by various sale promotions [24][25] - The net loss for Q2 was negative $16,600,000 compared to net income of $2,300,000 in the same period last year, attributed to increased costs and operating expenses [24][25] Business Line Data and Key Metrics Changes - The company saw a significant increase in units sold, which rose by 58.4% to 2,100,000 for the quarter, largely driven by strong performance in June [8][9] - The average daily active users (DAU) for ARC Survival Evolved and ARC Survival Ascended reached approximately 157,085, with cumulative hours played reaching 4.1 billion [13][14] - The mobile game surpassed 6,900,000 downloads, with an average DAU of approximately 104,000 during the quarter [13] Market Data and Key Metrics Changes - The publisher sale event in June was a critical driver for player acquisition and engagement, leading to a 10.8 times increase in daily unit sales compared to non-promotional periods [18] - The ten-year anniversary of the ARC franchise saw significant updates and promotions, resulting in a resurgence in sales and engagement for titles like ARC Survival Evolved [17][19] Company Strategy and Development Direction - The company is pursuing a dual-pronged growth strategy focusing on both the core gaming business and the stablecoin initiative, aiming to drive growth in gaming while exploring long-term opportunities in digital assets [12][33] - The stablecoin project is seen as a natural evolution of the company's innovation-led strategy, with plans to develop a proprietary U.S. Dollar-backed stablecoin [27][28] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the future across both gaming and stablecoin initiatives, emphasizing the potential for these two pillars to become interconnected [12][33] - The company is committed to transparency and regular updates regarding the stablecoin project as it progresses [8][32] Other Important Information - The company has engaged strategic partners and advisors to ensure the success of the stablecoin initiative, including a legal advisor for compliance and a consultant with deep industry expertise [30][31] - The company has initiated a capital formation strategy through an equity market offering to build the necessary reserves for the stablecoin [32] Q&A Session Summary Question: What drove the increase in bookings this quarter? - The increase in bookings was primarily driven by various sale promotions in 2025 that did not occur in 2024, specifically around ART Survival Evolved and the presale of ART Lost Colony [25] Question: How does the company plan to integrate the stablecoin initiative with its gaming operations? - The stablecoin initiative is expected to create synergies with the gaming portfolio, enabling new user experiences and innovative solutions [12][33]