Key performance drivers discussed:
- Total revenue: CAD $5.13M, up 60% vs. Q3 2024
- Gross profit: CAD $2.6M, up 48% vs. Q3 2024
- Deeper direct relationships with global brands and agencies
- Growing demand for custom creative advertising inside mobile games
Kidoz has emerged as a standout performer in the small cap adtech landscape. The company operates a global in-app advertising network that reaches hundreds of millions of users each month across mobile games, a channel increasingly favored by many of the world’s best-known brands seeking privacy-safe, high-engagement environments. Revenue has expanded steadily over the past several years, rising from $1.9 million in 2017 to $19.2 million in 2024. Its latest quarter reinforces that momentum, with Q3 revenue up 60 percent year over year to a record CAD $5.13 million, supported by meaningful improvements in gross profit and Adjusted EBITDA.
The discussion highlights a company not only growing, but doing so with operational discipline. CEO Jason Williams explains how multiple client verticals — from toys and entertainment to fast-food and broader consumer brands — drove performance as advertisers expanded budgets and sought more creative, measurable placements inside games.
HOW KIDOZ CAPTURED ITS STRONGEST Q3 YET
Kidoz’s ad-delivery system now powers tens of thousands of mobile apps and is certified by Apple and Google, giving it an advantage as global privacy standards tighten. The platform continues to attract larger, more frequent campaigns from major brands that require certainty around placement quality and performance.
A major contributor this quarter was the company’s shift toward more direct relationships with agencies and major advertisers. These partnerships are enabling Kidoz to secure bigger spend commitments and deliver custom creative units that command premium value.
“The system today can handle multiples of our annual revenue — now the focus is bringing in the clients to match that capacity,” CEO Jason Williams notes, underscoring the company’s readiness for commercial scale.
TAILWINDS TRANSFORMING THE MARKET
Several structural trends are reshaping digital advertising in Kidoz’s favor. AI is disrupting the open web, pushing advertisers to reallocate budgets into in-app environments where content is protected, attention is active, and performance is more predictable. At the same time, new regulatory proposals restricting social-media use for teens could shift even more screen time toward mobile gaming — a segment where Kidoz already holds deep penetration.
POSITIONED FOR A STRONG FINISH AND A STRONGER 2026
Kidoz invested ahead of Q4 to ensure system capacity for the industry’s busiest advertising season. With infrastructure now in place, the company is focused on scaling its client base across additional verticals and capturing recurring brand budgets throughout the year, not just during peak cycles.
As advertisers seek brand-safe environments with measurable engagement, Kidoz is becoming increasingly relevant. Its technology, relationships, and market tailwinds align at a moment when global advertisers are actively searching for new high-performance channels.
With record results, expanding partnerships, and a market shifting toward its core strengths, Kidoz enters the next phase of its growth story with momentum and clear visibility into long-term opportunity.
Tags: adtech, Advertising, penny stocks, small cap, small cap stock, small caps, Technology