Super League Acquires Let’s Bounce, Inc. to Accelerate Full Funnel Marketing within Gaming and UGC Channels

Rhea-AI Summary

Super League (NASDAQ: SLE) announced on January 7, 2026 the acquisition of Let’s Bounce, Inc. (Bounce), a marketing‑tech business focused on scalable brand engagement inside gaming and UGC environments. The deal adds turnkey in‑game activations, loyalty mechanics, and campaign measurement to Super League’s playable ad and gamified content stack. Bounce has a pipeline of opportunities and prior work on Roblox (reported 151.5 million DAU as of Sept 30, 2025), and Super League said integration is expected to support accelerated campaign scale, repeatable revenue, and an improved path to profitability. Bounce co‑founders will join Super League and receive inducement grants subject to vesting.

Positive

• Adds turnkey loyalty mechanics driving 20% higher product sales
• Targets 30% lower CPA on incentive acquisition programs
• Extends reach to Roblox with 151.5M average daily users (Sep 30, 2025)
• Company expects immediate positive impact on path to profitability

Negative

• Issuance of inducement grants totaling 663,218 common shares (331,609 each)

News Market Reaction

-9.81%

14 alerts

-9.81% News Effect

-19.7% Trough in 6 hr 7 min

-$860K Valuation Impact

$8M Market Cap

0.6x Rel. Volume

On the day this news was published, SLE declined 9.81%, reflecting a notable negative market reaction. Argus tracked a trough of -19.7% from its starting point during tracking. Our momentum scanner triggered 14 alerts that day, indicating notable trading interest and price volatility. This price movement removed approximately $860K from the company's valuation, bringing the market cap to $8M at that time.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

Roblox DAUs: 151.5 million Roblox hours engaged: 88.7 billion Higher product sales: 20% +5 more

8 metrics

Roblox DAUs 151.5 million Average daily active users as of Sep 30, 2025

Roblox hours engaged 88.7 billion Hours engaged in first three quarters of 2025

Higher product sales 20% Sales lift from campaigns attaching real-world value to in-game participation

Lower CPA 30% Reduction in cost per acquisition for incentive-driven programs

Higher annual spend 12–18% Annual spend uplift from loyalty program participants vs non-members

Inducement grant per founder 331,609 shares Common stock inducement grants to each Bounce co-founder

Registered resale shares 49,700,000 shares Shares of common stock registered for resale on Form S-3

Potential warrant proceeds $29.7 million Cash proceeds if registered warrants are exercised for cash

Market Reality Check

Price: $5.40 Vol: Volume 819,942 is 2.51x t...

high vol

$5.40 Last Close

Volume Volume 819,942 is 2.51x the 20-day average of 326,335, indicating elevated trading interest pre-news. high

Technical Shares at $0.68 are trading below the 200-day MA of $4.93 and far under the $33.20 52-week high.

Peers on Argus

While SLE was down 4.61%, peers showed mixed moves: DGLY +11.31%, LCFY +9.18%, S...

While SLE was down 4.61%, peers showed mixed moves: DGLY +11.31%, LCFY +9.18%, SJ +6.08%, with ONFO and GITS modestly negative, pointing to stock-specific factors.

Historical Context

5 past events · Latest: Jan 06 (Positive)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Jan 06	Board/leadership change	Positive	-4.6%	Added investment banking veteran and made CEO Chairman to boost capital markets expertise.
Jan 06	Gaming asset acquisition	Positive	-4.6%	Acquired stake in Top 100 Roblox game to secure cash-generating asset exposure.
Dec 09	Board + advisor adds	Positive	+7.4%	Added digital-asset expertise on Board and advisory side ahead of strategy update.
Dec 04	CEO strategic update	Positive	+9.0%	CEO interview highlighted turnaround financing and focus on playable ads growth.
Dec 02	Adtech partnership	Positive	-6.1%	Announced multi-partner gamified foodtainment program across CTV, mobile and TikTok.

Pattern Detected

Recent strategic and governance announcements often read positively but have produced mixed price reactions, with several partnership/acquisition items followed by declines.

Recent Company History

Over the past month, Super League has focused on governance, capital markets expertise and expanding its playable media ecosystem. On Dec 2–9, 2025, board additions, a strategic advisor, and a multi-partner foodtainment initiative coincided with both double-digit gains and notable pullbacks. On Jan 6, 2026, a Roblox game stake acquisition and a board refresh again paired upbeat strategic language with a -4.61% move. Today’s Bounce acquisition continues this pattern of building assets and capabilities around gaming and UGC monetization.

Regulatory & Risk Context

Active S-3 Shelf

Shelf Active

Active S-3 Shelf Registration 2025-12-16

An effective S-3/A shelf filed on Dec 16, 2025 indicates the company has an active registration in place, which can facilitate future securities issuance and potential dilution, although no specific amounts are detailed here.

Market Pulse Summary

The stock moved -9.8% in the session following this news. A negative reaction despite the accretive ...

Analysis

The stock moved -9.8% in the session following this news. A negative reaction despite the accretive framing of the Bounce acquisition fits a recent pattern where upbeat strategic or partnership news coincided with downside moves. Earlier governance and Roblox asset announcements were also followed by a -4.61% move. Investors may be weighing integration and dilution risks in light of existing resale registration and an active S-3/A. Past volatility around news suggests that execution and balance-sheet optics remain key sensitivities.

Key Terms

ugc, campaign measurement, attribution models, cpa, +4 more

8 terms

ugc technical

"inside gaming and UGC environments."

User-generated content (UGC) is any text, image, video, review or comment created and shared by customers or the public rather than by a company. It matters to investors because UGC acts like public word-of-mouth and can change sales, customer trust and marketing costs quickly—positive UGC can amplify growth at low cost, while negative or problematic UGC can hurt reputation, raise moderation or legal expenses, and affect valuation.

campaign measurement technical

"a roadmap to more automated campaign measurement."

Campaign measurement is the process of tracking how well a marketing or advertising effort performs by looking at simple outcomes like how many people saw it, how many responded, and how much revenue or customers it generated relative to the cost. For investors this matters because it shows whether marketing dollars are turning into real growth and efficient sales—think of it like checking a car’s miles per gallon and distance traveled to judge whether a trip was worth the fuel.

attribution models technical

"seek more reliable attribution models to justify significant shifts in spend"

Attribution models are rules or methods companies use to decide which activities get credit for a sale, sign-up, or other business result — like deciding which team members deserve praise when a group project succeeds. They matter to investors because the chosen model changes how a company reports the effectiveness and cost of marketing, customer acquisition, and growth, affecting revenue quality, reported margins, and forecasts.

cpa financial

"incentive-driven acquisition programs have seen 30% lower CPA on outcomes"

A Certified Public Accountant (CPA) is a licensed accounting professional who has passed standardized exams and met experience requirements to audit financial statements, prepare tax filings, and provide financial advice. Investors care because CPAs help ensure a company’s financial reports are accurate and trustworthy—like an independent mechanic inspecting a car before purchase—reducing the risk that numbers are misleading or contain errors that could affect investment decisions.

roi financial

"how brands measure ROI in gaming: campaigns that attach real-world value"

Return on investment (ROI) measures how much money an investor makes or loses relative to the amount they put in, expressed as a percentage. It helps compare the efficiency of different investments—like checking which of several gardens produced the most fruit for the seeds planted—so investors can decide which opportunities deliver the best payoff for the risk and capital they commit.

restricted stock units financial

"will each be issued an inducement grant ... shares of common stock"

Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.

nasdaq rule 5635(c)(4) regulatory

"inducement grant, pursuant to NASDAQ Rule 5635(c)(4), in the amount"

NASDAQ Rule 5635(c)(4) is a listing standard that requires a company to obtain shareholder approval before issuing a substantial number of new shares or convertible securities in certain financing or insider-related transactions that would materially dilute existing holders. It matters to investors because the vote gives shareholders a check on deals that could significantly change ownership stakes or voting power—like a homeowners’ association approving a major renovation that affects the whole neighborhood’s value.

performance stock units financial

"In addition, the executive was granted performance stock units tied"

Performance stock units are a type of company award that grants employees shares of stock only if certain performance goals are met. They motivate employees to work toward specific company achievements, aligning their interests with those of shareholders. For investors, they can influence a company's future stock supply and reflect management’s confidence in reaching key targets.

AI-generated analysis. Not financial advice.

Marketing Tech Platform Expands Capabilities Across Turnkey In-Game Activations, Loyalty Mechanics and Campaign Measurement

SANTA MONICA, Calif., Jan. 07, 2026 (GLOBE NEWSWIRE) -- Super League (Nasdaq: SLE) (the “Company”), a leader in playable media trusted by global brands to reach and activate gaming audiences through playable ads and gamified content, announced today the acquisition of Let’s Bounce, Inc. (“Bounce”), a marketing technology company focused on enabling scalable, measurable brand engagement inside gaming and UGC environments. Bounce, with an existing pipeline of opportunities, is expected to have an immediate positive impact on Super League’s path to profitability and ability to deliver enduring shareholder value, enabling more efficient in-game marketing programs, the addition of turnkey loyalty solutions to drive advertiser outcomes, and a roadmap to more automated campaign measurement.

Gaming and UGC content dominates the attention economy for members of Gen Z and Gen Alpha, with 94% and 96% playing video games, respectively. Marketers continue to recognize the depth of engagement within these platforms, but continue to seek more reliable attribution models to justify significant shifts in spend away from traditional digital advertising. Bounce’s platform specifically addresses this gap with products that expand Super League’s ability to deliver repeatable, measurable, turnkey solutions that meet higher standards of performance.

“The sustained growth in how under-40 audiences consume games and gamified content is reshaping the media landscape in a way that directly aligns with Super League’s strategy,” said Matt Edelman, Chief Executive Officer of Super League. “By integrating Bounce into our expanding suite of immersive, mobile, and CTV playable solutions, we are strengthening our ability to deliver scalable, full-funnel campaigns with performance and measurement that meet the expectations of the world’s most demanding marketers.”

Founded in 2023, Bounce has focused on bringing automation, insight, and measurement into gaming — applying principles long established in web, social, and commerce marketing to interactive environments. Over the past two years, the company has worked closely with brands, agencies, and studios in support primarily of marketing programs on Roblox (NYSE: RBLX), the world’s largest immersive gaming and creation platform with more than 151.5 million average daily active users as of September 30, 2025, according to the company’s third quarter 2025 financial results, and 88.7 billion hours engaged in the first three quarters of 2025, according to the 2025 Roblox Replay. Through that work, Bounce has had the opportunity to design a comprehensive infrastructure that is extensible to mobile games and other UGC environments. Integration into Super League’s developer and brand-facing products is expected to increase campaign scale, expand wallet share with existing brand partners, and unlock repeatable revenue opportunities.

Matt Edelman commented, “Marketers are being squeezed from all sides - rising costs on mega-platforms, board-level pressure for AI-driven efficiency, and widespread ad-blocking and ad-skipping. At the same time, consumers are sending a clear signal through their time and attention: they choose games! With Bounce now part of Super League, we are even better positioned to convert that signal into measurable business impact, by delivering advertising experiences rooted in play that make brand dollars work harder, and can bring more value to our shareholders.”

Loyalty and conversion mechanics are increasingly central to how brands measure ROI in gaming: campaigns that attach real-world value to in-game participation have delivered 20% higher product sales, while incentive-driven acquisition programs have seen 30% lower CPA on outcomes like signups and installs. Industry research shows that loyalty mechanics materially improve advertising performance, with loyalty participants driving 12–18% higher annual spend than non-members. Bringing these mechanics natively into playable media across gaming and UGC environments gives Super League a powerful lever to translate attention into attributable results—capturing customers, driving redemption, and compounding value through retention.

“Gaming has moved beyond experimentation,” said Barak Chamo, Co-Founder of Bounce. “Brands today are asking for clarity, repeatability, and performance. Joining Super League allows us to bring what we’ve built over the past two years into a platform with the scale, operational depth, and market leadership required to deliver on those expectations.”

Bounce Co-Founders, Barak Chamo and Jasper Degens, will join Super League as Directors of Product and Engineering, respectively. 

Barak Chamo is a product leader and an entrepreneur focused on interactive technology and consumer engagement. He previously co-founded Strata and has worked across the US and Asia, building products at the intersection of gaming, retail, and analytics. Barak holds a Master’s degree from NYU’s Interactive Telecommunications Program (ITP).

Jasper Degens is a technology leader with over a decade of experience building and leading teams globally. He co-founded Strata, innovating at the intersection of marketing and playable technologies, and led the development of large-scale interactive installations for the acclaimed art collective teamLab. He continues exploring how emerging technologies create meaningful connections between audiences, brands, and interactive spaces.

Messrs. Chamo and Degens will each be issued an inducement grant, pursuant to NASDAQ Rule 5635(c)(4), in the amount of 331,609 shares of common stock and in conjunction with their employment by Super League. The inducement grant is subject to satisfaction of certain vesting conditions.

Forward-Looking Statements

This press release contains "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, and the safe harbor provisions of the U.S. Private Securities Litigation Reform Act of 1995.

Forward Looking Statements can be identified by words such as “anticipate,” “intend,” "plan," "goal," "seek," "believe," "project," "estimate," "expect," "strategy," "future," "likely," "may," "should," "will" and similar references to future periods. Forward-looking statements include all statements other than statements of historical fact, including, without limitation, all statements regarding the private placement, including expected proceeds, Super League’s ability to maintain compliance with the Listing Rules of the Nasdaq Capital Market, statements regarding expected operating results and financial performance (including the Company’s commitment to and ability to achieve Adjusted EBITDA-positive results in Q4), strategic transactions and partnerships, and capital structure, liquidity, and financing activities. These statements are based on current expectations, estimates, forecasts, and projections about the industry and markets in which the Company operates, management’s current beliefs, and certain assumptions made by the Company, all of which are subject to change.

Forward-looking statements are not guarantees of future performance and involve known and unknown risks, uncertainties, and other factors that are difficult to predict and that could cause actual results to differ materially from those expressed or implied by such forward-looking statements. Important factors include, but are not limited to: the Company’s ability to adequately utilize the funds received recent financings; the Company’s ability to execute on cost reduction initiatives and strategic transactions; customer demand and adoption trends; the timing, outcome, and enforceability of any patent applications; the ability to successfully integrate new technologies and partnerships; platform, regulatory, macroeconomic and market conditions; the Company’s ability to maintain compliance with Nasdaq Capital Market continued listing standards; access to, and the cost of, capital; and the other risks and uncertainties described in the section entitled “Risk Factors” in the Company’s Annual Report on Form 10-K for the year ended December 31, 2024, the Company’s Quarterly Report on Form 10-Q for the quarters ended March 31, 2025, June 30, 2025, and September 30, 2025, and other filings with the Securities and Exchange Commission. You are cautioned not to place undue reliance on any forward-looking statements, which speak only as of the date hereof. Except as required by law, the Company undertakes no obligation to update or revise any forward-looking statements to reflect events or circumstances after the date of this release or to reflect the occurrence of unanticipated events.

About Super League

Super League (Nasdaq: SLE) is redefining how brands connect with consumers through the power of playable media. The company creates moments that matter by placing brands directly in the path of play through playable ads and gamified content across mobile, web, CTV, social, and the world’s largest immersive gaming platforms. Powered by proprietary technologies, an award-winning development studio, and a vast network of native creators, Super League enables brands to stand out culturally, inspire loyalty, and drive measurable impact in today’s attention-driven economy. For more information, visit superleague.com.

About Bounce

Bounce is a marketing technology company focused on enabling scalable, measurable brand engagement inside gaming and UGC environments through turn-key integrations, loyalty mechanics, and analytics. https://www.letsbounce.gg/

Investor Relations Contact:
Shannon Devine/ Mark Schwalenberg
MZ North America
Main: 203-741-8811
SLE@mzgroup.us

FAQ

What did Super League (SLE) announce on January 7, 2026?

Super League announced the acquisition of Let’s Bounce to add in‑game activations, loyalty mechanics, and campaign measurement.

How will the Bounce acquisition affect Super League’s marketing products (SLE)?

The acquisition adds turnkey loyalty and measurement tools designed to scale playable ad campaigns and improve attribution.

What Roblox metrics are cited in Super League’s SLE announcement?

The release cites Roblox having 151.5 million average daily active users as of Sept 30, 2025.

Will Bounce leadership join Super League (SLE) after the deal?

Yes; Bounce co‑founders Barak Chamo and Jasper Degens will join as Directors of Product and Engineering.

Did Super League (SLE) disclose a purchase price for Bounce?

No purchase price was disclosed; the announcement describes pipeline and strategic benefits but not deal value.

Are there shareholder impacts from the Bounce deal for SLE?

The company will issue inducement grants totaling 663,218 shares subject to vesting, which may dilute existing shares.