FreeCast, Inc. Class A Common Stock LD Micro 20th Annual Main Event Conference

Thank you very much. Appreciate that. Good afternoon, everyone. How are you doing today? Good? Getting through it? All right. The most important thing I would say to learn about our company is it really has roots at a beginning that have kind of real roots at a real beginning. In 1996, my team created pre-buffering. 400-500 million people a day watch streaming. We were not clever enough to get it completely trademarked and patented for all the ideas and things, so we got the big L on the loser on that one. I think it's important to understand that it's probably super important to this conversation, so I wanted to start out with it overall so you know where these things come from. They don't come from new ideas.

I'm more like the Forrest Gump of the streaming industry because I've been involved in it so long, and the stories are unbelievable as they go along. First of all, we're not another streaming service, and that's important because streaming companies, they compete for their subscribers. TV operating systems compete for the screen. Think about what I just said there. Streaming companies compete for subscribers. We are not a D2C company. While we've been very successful, if again, I were to go back and waste your time here, I could explain to you why we've had some very popular D2C products. We woke up one day, and it was right after COVID, and what we learned is with everyone who was really strong in the usage of streaming because they had time now to spend and get it, we learned what they didn't like.

That was just as important because we've been data people for a long time. I think that really kind of moves us into this piece because FreeCast enables companies, I could use the clicker, that already have customers. They already have customers, and let's talk about who those people are. Our partners already have customers. They're wireless and telecom companies. They're broadband ISP companies. They're satellite providers. They're utility companies, and they're membership brands. They bring established customer relationships already. They bill those customers already. They've already been, in most cases, when you start thinking about telecoms and others, there's multi-billions of dollars of infrastructure that's already been spent. Think about what I just said. They literally originate consumers way before all this other streaming stuff begins. FreeCast supplies a white label media and monetization software. We're in the software business. It's very important to understand.

One partner in our world can open a large door because they have the mass user of consumers. Think about it. You are talking about 25,000 households in a utility. You are talking about 50,000 or 500,000 customers, but then you have millions of customers when you start talking about the telecom companies. It is a big business. Again, I am trying to take you out of D2C because really that is where everybody thinks about streaming. You think about your Netflix, you think about your Pluto TV, you think about all the things that you see, but I am going to bring that pretty solid to you here in a second and why it makes sense. We call this PEAC, our Partner-Enabled Addressable Customers. The clients that we have that already have customers that they already serve, that is a pretty big piece of business.

How the potential reach becomes revenue, think about it. You are talking about enterprise partners who already have the reach. Essentially, they have what I would call the marketing and the literal influence to activate users, and then, of course, there is engagement transactions which equal revenue. Here is the thing. That value is huge because that is where software also lives, and that is why software has large margins. Therefore, a lot of these telecom companies, I will give you an example. For billing purposes may use Amdocs. A large percentage of them would use this product. It might say T-Mobile, it may say Verizon, or it might say AT&T, but Amdocs has a large percentage of that market already. It is another idea of how software is already in this group. One activated user has multiple revenue paths.

You have advertising, you have premium subscriptions, you have sports that is on pay-per-view, but also in the subscriptions. You have movies and transactions. You have commerce. You have partner communications. Let me go through those real quick. Advertising, you have seen a big change in advertising in the last two years. Advertising was set up so that it was basically DAI, dynamically ad inserted, because it could learn little patterns and things about your viewing habits, and then they would go back, and they would try to do match, and they would serve you an ad. You are seeing a lot of zen moments, and you are seeing a lot of information where these calm breaks that come in. What I see, and frankly, excuse my French, I am pissed off about, I see a $25,000 ad wasted. Here is the reason why in most cases.

I cannot say for every case, but it is pretty simple. The ad is wasted because those data points that they put in there, a lot of the systems that would serve you that ad, the ad-serving systems cannot accept that much data. You can create all this data about the person that you want. I am talking about voluntary data. I am not talking about somebody going out behind your back and trying to get data in a negative situation. I am talking about positive data. They go in and they try to apply that data. It does not connect. That is why you get ads that are different. You might get different language ads. It is a bad system. Premium subscriptions are premium subscriptions. Anybody who, if you have a place where you become the marketplace and you can sell subscriptions, there is obviously a reason where monetization lives.

They pay you for that, or they're going to go out and market to you directly, and that's a very high expense. That's where a lot of the stocks that you'll see today are suffering because of all these loaded costs. You have sports pay-per-view. We all know what that is. It doesn't make a difference if it's a pay-per-view fight or if it's some type of subscription that you buy throughout the year. Movie transaction, commerce, and partner communication. This is the thing that I want to focus on in this discussion, partner communications. If you're a telecom company, I'm just going to lift your phone up.

Is there any reason in the phones that you don't have that you don't have a screen that has all the little things that you already have, which is generally going to be the date, going to be a weather pattern of some sort. It's going to be your schedule. You're going to have some things there, and you're also going to have something pretty important. What if that's in the TV? Think about the TV. I come in, this is my neighborhood, it's branded. You know what? The garbage is going to be picked up on Friday because Thursday's a holiday. You know what? The pool's being surfaced. You know what else? Here's where I can pay my HOA fees, but here's all the information about all the things that are happening in my neighborhood around me that I've chosen that are important to me.

Partner communications, if you're a telecom partner, you've had no telecommunications other than push SMS messages to you and sending you a message. Why have they not ever owned the screen? There's 650 million smart TVs out there. There's 7 billion smartphones, most of which are used for media delivery. But you go all the way to the back where all the bloatware is and things that you probably have never clicked on, and most of those things that came with your phone. You don't care. There's no interface that gives you proper things of information. What's even cooler is what happens if all your media, not the apps. We're not talking about a Roku TV or a Google TV where you click on that app and you dive. You go app diving, and you come back out. You want to go check the other server.

What's on that one? And you dive. What happens if somebody takes all the data and you have a Netflix carousel, you have a Paramount carousel. You've selected the things that you have in your subscriptions, and you've got it. But you know what's even cooler? What's even cooler is we benefit without owning the content. We're not in the content game. Content companies want distribution. What we're talking about is bringing big customers, telecommunication, and by the way, we've done this. Our POCs are already in place. Go back and look at them. We started with small phone companies. We started with small regional utilities. Then we moved into tying together 13 sovereign nations in the Caribbean Islands. And now we're moving into 210 DMA markets that TVs run in the United States.

Now we are adding in Starlink and DirecTV as a partner because you still might want A&E through Syfy cable channels. Believe it or not, there are people who still want those type of cable channels that they want to watch live as they happen. Think about that. Because now your enterprise partner, they want the engagement and the monetization. Why haven't they been getting it? Why is it down here at the TV level and at the streaming app level? Everybody can still participate, and we connect them. It's that simple. It's software. Again, a very important piece of the puzzle because it's not infrastructure. It's not marketing. They do all that. All right, more than television. It's two-way relationship. As I mentioned before, you got broadband upgrades that could be discussed. You've got your wireless plan offers.

You have your residential information that you can share, and you have member benefits. You have different buckets that we appeal to, telecoms, ISPs, but you also can appeal to brands. A Costco wants to have Costco TV. Why isn't Costco TV not available that they can provide to everybody if they can make it? That even they have little specials and ads and things in that. They don't have to bomb it because you're still going to have the normal stuff that you do, but they could be represented in these types of products. In this case, entertainment gives customers a reason to return. Software-led, partner-branded, scalable by design. It's very simple. It's a white label platform. Whoever it is, we brand it. It's provided to them. You got multiple devices and services, and it's designed for repeatable deployment.