GAMESQUARE HLDGS INC Stock Price, News & Analysis

GameSquare (NASDAQ:GAME) subsidiary Stream Hatchet released its Q3 2025 Live Streaming Trends Report on October 23, 2025, reporting record Q3 engagement.

Key figures: global live streaming hours were 9.6B in Q3 2025, up 13% YoY; TikTok Live reached 9.2B hours versus 4.6B for Twitch; Twitch fell below 50% market share for the first time; the Esports World Cup reached 168M hours, up 73% YoY; Kai Cenat's Mafiathon accounted for 71% of Subtember subs; FC Barcelona hit 3.2M live viewers for a match.

GameSquare (NASDAQ:GAME) reminded shareholders that its adjourned Annual Meeting of Shareholders will be held on November 4, 2025 and urged voting by the proxy deadline of October 31, 2025 at 11:59 p.m. CT. Institutional Shareholder Services (ISS) has recommended shareholders vote FOR all four proposals, including approval of a technical statutory merger to restate the certificate of incorporation to increase authorized shares, remove supermajority voting requirements, declassify the board, and make other specified changes.

Insiders and major shareholders named in the release have voted in favor; shareholders of record as of September 5, 2025 are urged to vote online, by phone, or by mail. Voting assistance contact information is provided.

GameSquare (NASDAQ:GAME) announced on October 3, 2025 its initial stock repurchase under a previously announced $5.0 million buyback authorization. The company repurchased 833,124 shares for $599,148, an average price of $0.7192 per share. After the transaction, GameSquare has $4.4 million remaining under the current authorization. The press release states the company will continue to use funds from its treasury strategy to opportunistically repurchase shares and calls the program a way to create shareholder value.

GameSquare (NASDAQ: GAME) announced a significant expansion of its partnership with Rollbit, increasing the FaZe Clan Esports sponsorship from $1.75 million to $3.25 million in annual revenue. The enhanced deal includes prominent jersey placement for Rollbit's logo on FaZe Clan's Counter-Strike team uniforms.

The company's Web3 growth strategy has generated over $8 million in new annual revenue during Q3 2025, including notable partnerships with Rekt Brands ($2.0 million) and Animecoin Foundation ($2.5 million). This expansion marks the third enhancement of Rollbit's historic esports sponsorship with FaZe Clan, reinforcing GameSquare's position at the intersection of gaming, entertainment, and Web3 technology.

GameSquare Holdings (NASDAQ:GAME) has been appointed as the agency of record for World of Dance, a leading competitive dance brand with a global reach of over 100 million viewers annually. Under this partnership, GameSquare will serve as the exclusive sales and strategy partner for World of Dance's global portfolio.

The agreement includes GameSquare producing the World of Dance Summit scheduled for July 7-10, 2026, at the Anaheim Convention Center, featuring competitors from over 50 countries. World of Dance boasts a digital community of 32 million followers and primarily targets audiences aged 13-34, combining elements of youth culture, music, fashion, and movement.

GameSquare (NASDAQ: GAME) has announced the $8.5 million acquisition of Click Management, a leading talent management firm. Click generated $12.4 million in revenue in 2024 and managed over 545 commercial deals with 75 active talent.

The acquisition includes an initial $4.5 million cash payment at close, $4.0 million within 60 days of December 31, 2025, and potential earnouts of up to $3.0 million. GameSquare projects Click will contribute $14.5 million in annualized pro-forma revenue and $1.2 million in EBITDA for H2 2025.

As part of its optimization strategy, GameSquare will divest Frankly Media and consolidate Sideqik into Stream Hatchet. The company expects H2 2025 proforma revenue of $36.8 million and adjusted EBITDA of $2.9 million. GameSquare maintains a strong financial position with $87.7 million in cash and onchain holdings, with no debt.

GameSquare Holdings (NASDAQ: GAME) reported its first month of results from its Ethereum (ETH) treasury strategy, achieving an annualized yield of 7.84% in August 2025. The company's onchain assets totaled $76.2 million, including 15,731.07 ETH valued at $69.1 million and an NFT portfolio with a $7.15 million cost basis.

The company launched a new NFT yielding program on September 1, 2025, expected to enhance returns. GameSquare's ETH strategy is already outperforming Coinbase's staking yield of 1.89% APY by over four times. The company has also introduced holdings.gamesquare.com for real-time tracking of onchain asset value and expects the program to contribute to Q3 2025 profitability.

GameSquare (NASDAQ:GAME) has announced a strategic partnership with Barnes & Noble College to create collegiate esports and gaming programs across the United States. The partnership will reach nearly 6 million students through over 1,100 physical and virtual campus bookstores.

The collaboration will feature multiple competitions throughout the 2025-2026 academic year, including online qualifiers and live finals on a national stage. The initiative is backed by compelling market data showing that over 90% of college students play video games, with 35% playing daily. Additionally, more than 200 U.S. colleges and universities now offer varsity-level competitive gaming programs.

GameSquare (NASDAQ: GAME) has secured a $2 million agency of record partnership with Rekt Brands Inc., marking their second major Web3 partnership in August 2025. The total new Web3 revenue from both partnerships amounts to $6.25 million.

Rekt Brands, known for Rekt Drinks, is projected to sell over 1 million cans in its first year. The partnership includes GameSquare providing strategic guidance for Rekt's currency growth, product development, and gaming integration. Notably, Rekt will receive brand placement on FaZe Esports jerseys.

The collaboration aligns with GameSquare's Ethereum treasury strategy, positioning it among top public ETH holders. Rekt's $REKT Coin currently has a fully diluted value exceeding $360 million, focusing on art, culture, media, NFTs, and physical goods verticals.