- The gaming world is centred in the spotlight following the US$55 billion privatization of Electronic Arts, with shares of the beloved brand growing 10 times over the past 12 years
- Investors will be looking to replicate this success in smaller, emerging companies, whose prospects for growth and profitability seem to be at odds with their stock prices
- Toronto-based OverActive Media, market capitalization C$39.20 million, presents one such opportunity
With the gaming world centred in the spotlight following the US$55 billion privatization of Electronic Arts, investors will be looking to replicate EA’s success in smaller, emerging companies, whose prospects for growth and profitability seem to be at odds with their stock prices.
Toronto-based OverActive Media, market capitalization C$39.20 million, presents one such opportunity, driven by its increasingly efficient esports operations. The company’s flagship teams include:
- Toronto Ultra in the Call of Duty League, which hosted the Call of Duty League Championship Weekend at the Kitchener Memorial Auditorium from June 26–29, attracting 11,000 fans and a peak of 353,000 online viewers.
- Movistar KOI in the League of Legends EMEA Championship (LEC) and the VALORANT Champions League EMEA, which hosted the inaugural LEC Roadtrip at Madrid Arena from April 26–27, attracting more than 18,000 fans and reaching a peak of 348,000 concurrent viewers. Movistar also took home the 2025 LEC Spring Split title in Madrid, drawing more than 490,000 concurrent viewers and qualifying for the Esports World Cup, where the team took 3rd place earning US$200,000 in prize money.
Supported by high-profile partners such as Red Bull, Bell, Monster Energy, Movistar and Advanced Micro Devices, OverActive has posted a multi-year track record of financial improvements that stands in stark contrast to its competitors, increasing revenue from C$14.16 million in 2022 to C$27.01 million in 2024, while drastically reducing net losses from C$36.93 million to C$630,000, respectively.
With a healthy C$13.36 million in revenue collected in H1 2025, and operating expenses down 12 per cent year-to-date as of Q2, management is confident in contracted higher-margin league-share and digital merchandising revenue lifting the company into profitability by year end.
Looking farther ahead, OverActive intends to continue fostering profitable growth by strategically diversifying its revenue. Its most recent initiative, ActiveVoices, is an AI-powered SaaS platform offering real-time translation, dubbing and publishing in over a dozen languages geared towards garnering market share in the global content creator economy.
Despite its progressively improving financial health, OverActive Media stock (TSXV:OAM) has given back 78 per cent since January 2022, granting value investors an enticing thesis to put money to work.
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