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    Matthew Mas • B. Riley Securities

    Matthew Mas is a Vice President and Equity Research Analyst at B. Riley Securities, specializing in coverage of the technology, media, and telecommunications (TMT) sectors. He closely follows a range of public companies in the TMT space, delivering fundamental research and investment recommendations, though specific company names and detailed performance metrics are not publicly disclosed. Since joining B. Riley Securities in the early 2020s, Matthew Mas has built his career as an analyst with a focus on providing insightful sector analysis; prior professional experience and career milestones remain undisclosed in public records. He is registered with FINRA and holds the Series 7 and Series 63 securities licenses.

    Matthew Mas's questions to Enthusiast Gaming Holdings Inc (EGLXF) leadership

    Matthew Mas's questions to Enthusiast Gaming Holdings Inc (EGLXF) leadership • Q1 2025

    Question

    Matthew Mas from B. Riley Securities asked about the macro environment's impact on the media business, questioning if Q2 would see another sequential decline or if new sales hires would offset uncertainty. He also inquired if Q1 represented an overall revenue trough, sought clarity on the future cadence of operating expenses, and asked for details on the 'total closed dollars' metric for direct sales and its revenue recognition timeline.

    Answer

    CFO Alex Macdonald acknowledged Q1 volatility but noted Q2 has been more stable, and the company still expects typical seasonal lifts in H2. He confirmed that Q1 should represent a revenue trough. Mr. Macdonald explained that the five new unramped sellers are expected to contribute positively in Q2 and Q3, highlighting that Q1 booked dollars already surpassed Q4. He projected that the Q1 operating expense level is a good baseline for the year, with further efficiencies expected. Finally, he clarified that 'closed dollars' is a bookings metric, with revenue typically recognized within the remaining quarters of the year.

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    Matthew Mas's questions to Enthusiast Gaming Holdings Inc (EGLXF) leadership • Q2 2024

    Question

    Matthew Mas asked for more details on the performance improvements from the Playwire ad tech partnership, the amount of video programmatic revenue included in Q2 results and its future trajectory, and the company's profitability outlook for 2025.

    Answer

    CFO Felicia DellaFortuna attributed performance gains to the Playwire partnership enabling faster improvements in ad viewability and density, which boosted yield. She stated Q2 video programmatic revenue was approximately $3 million and is expected to decrease in Q3, establishing a new baseline. Interim CEO Adrian Montgomery addressed the 2025 outlook, emphasizing that with a 66% gross margin, the company's mandate is to drive scalable growth, which will now contribute more significantly to profitability. DellaFortuna added that Q2 2025 will offer a cleaner year-over-year comparison.

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