QYOU Media Inc.

Fiscal 2025 revenue was CAD 32.16 million, a record for the company. Q4 2025 revenue was CAD 11.1 million, also a record quarter, and Q1 2026 revenue was CAD 7 million, which management said was about 22% higher year over year. Net loss improved by 73%, or about CAD 5.5 million, and the company posted a net profit of CAD 738K in Q3 2025. Management did not give formal 2026 guidance, but said it expects profitability in 2026 on a combined and aggregated basis and is targeting roughly 30% CAGR growth, with a stated combined revenue figure of $30 million shown on one slide and corrected as a U.S. dollar presentation error.

Curt Marvis focused on the company’s pivot toward the creator economy, saying it is now mainstream and highly fragmented, with more opportunity for QYOU as it builds scale, technology, and global reach. He emphasized growth in enterprise relationships with large brands, expansion of media buying and amplification, and the value of the company’s proprietary tech platform, which he described as AI-ready and superior to what he has seen in the market. His tone was upbeat and defensive at the same time: proud of the company’s progress, but candid about execution issues, the reporting delay, and the need to rebuild investor confidence.

The call did not include a formal CFO presentation, but Marvis discussed the financial mechanics in detail. He said the company is still carrying drag from legacy gaming and channel businesses, though he expects that burden to fall away further in Q2 and be largely behind them in the second half of 2026. He also highlighted margin pressure from procurement at larger clients, noted that AR is often over 90 days while influencer and platform payments can be due net 30, and said the company is keeping cash conservative in North America because of that timing mismatch and some high-interest debt.

Analysts and investors asked about unexpected issues in 2026, liquidity, personal insider buying, Dubai expansion, stock underperformance, margins, debt repayment, and aging receivables. Management said the biggest surprise is the level of brand spending in the space, but the main challenge is tougher procurement and margin pressure; Chatterbox’s IPO funds are ring-fenced in India, while North American cash is being managed conservatively due to AR/AP timing and legacy debt. Marvis said he has not sold any shares since the company went public in 2017 and is not buying now because of personal finances and lack of share liquidity, but he remains convinced the stock will eventually recover if the business executes.