GAMESQUARE HLDGS INC Stock Price, News & Analysis

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.

GameSquare Holdings (NASDAQ:GAME) reported Q2 2025 financial results, marking significant strategic shifts. The company posted revenue of $15.9 million and reduced its net loss to $3.0 million from $11.6 million year-over-year.

Key developments include the divestiture of FaZe Media on April 1, 2025, and the launch of an innovative Ethereum-based treasury management strategy on July 1, 2025. As of August 13, 2025, GameSquare held 15,630.07 ETH valued at $74.3 million with unrealized gains of $19.3 million. The company maintains $99 million in combined ETH, NFT, and cash assets.

GameSquare expects stronger performance in H2 2025, targeting profitability in Q3, driven by its crypto yield strategy targeting 8-14% returns, improved gross margins, and $5 million in additional annualized cost savings.

GameSquare (NASDAQ: GAME) has announced a strategic partnership with the Animecoin Foundation, becoming its agency of record in a $2.5 million revenue agreement. Under the deal, GameSquare will purchase up to $2.5 million in Animecoin ($ANIME) and receive an equivalent amount in tokens for its creative and agency services.

The partnership includes collaboration with Azuki, an LA-based anime company, to develop physical and digital products. GameSquare's crypto strategy targets 8-14% annualized yields through Ethereum-based treasury management and 6-10% yields from digital assets. Animecoin, with a fully diluted value of $180 million, will be featured on FaZe Esports jerseys.

Stream Hatchet, a subsidiary of GameSquare (NASDAQ:GAME), has secured a strategic partnership with Ubisoft to manage influencer marketing for the launch of Tom Clancy's Rainbow Six Siege X. The collaboration will utilize Stream Hatchet's proprietary technology and data-driven talent discovery platform to execute influencer activations at scale.

The partnership is expected to contribute to GameSquare's 2025 revenue, marking Stream Hatchet's evolution from an analytics provider to a full-service marketing platform. Rainbow Six Siege, with its tens of millions of registered players since 2015, aims to engage both existing fans and new audiences through this strategic influencer campaign.

GameSquare Holdings (NASDAQ:GAME) has scheduled its Q2 2025 earnings release for Thursday, August 14, 2025, after market close. The company will host an earnings conference call the same day at 5:00 p.m. ET.

CEO Justin Kenna and other members of the management team will lead the earnings webcast, which will be accessible to shareholders, investors, and media through the company's online platform.

Zoned, a GameSquare Company (NASDAQ:GAME), has launched 'Fortnite Diner Tycoon' in collaboration with Dairy MAX, representing 700 dairy farmers. The custom game mode, part of Dairy MAX's Level Unlocked initiative, aims to reconnect Gen Z with dairy products through an interactive gaming experience.

The game allows players to build and manage their own diners while learning about dairy's role in a balanced diet. This digital initiative follows last year's successful Farm Tycoon release, creating a complete farm-to-table gaming experience that modernizes the classic "Got Milk?" campaign for today's digital-native audience.

GameSquare (NASDAQ: GAME) has initiated its Ethereum treasury strategy through Dialectic's onchain yield platform, targeting 8-14% annual yields. The company has purchased 2,717 ETH for $10 million, bringing total holdings to 15,630.07 ETH.

The Board has approved a $5 million stock buyback program funded by yield proceeds, with purchases permitted when stock trades below $1.50 per share. The company has deployed over $60 million in ETH and NFT purchases, with authorization for up to $250 million in total Ethereum treasury allocation.