GameSquare Holdings, a next-generation media, entertainment and technology company, announced it has entered into an asset purchase agreement with BENlabs to acquire TubeBuddy, an AI-enabled software and workflow platform focused on helping creators and brands optimize YouTube channel performance and audience growth.
GameSquare Holdings said the acquisition strengthens its position at the center of the creator, gaming and digital media ecosystems. TubeBuddy adds a scaled creator technology layer to GameSquare’s broader platform as the company works to build an integrated ecosystem spanning content, community, data and performance marketing.
TubeBuddy provides search engine optimization, workflow, analytics and productivity tools powered by proprietary AI. Its tools are used by creators and digital publishers to grow, manage and monetize their content. The platform has supported more than 10 million creators and also serves major media companies and global publishers. According to the company, TubeBuddy’s technology is designed to help creators grow faster, with reported performance metrics including higher per-video views and stronger subscriber growth relative to competing solutions.
Under the terms of the agreement, GameSquare will acquire the assets of the TubeBuddy business. In exchange, GameSquare issued 5 million shares of its newly designated Series A-2 Preferred Stock to BENlabs as part of the transaction.
GameSquare said the addition of TubeBuddy enhances its technology stack, expands direct relationships with creators and creates new opportunities for data-driven brand partnerships and monetization. With TubeBuddy integrated, the company’s platform will include an AI-enabled software layer embedded into creator workflows, an anticipated increase in recurring software and subscription revenue, first-party creator and channel data capabilities, cross-platform brand and performance marketing solutions, and new integration opportunities across its media, esports and creator network.
On a pro forma basis, taking into account its plans for the TubeBuddy business, GameSquare introduced annual financial guidance for fiscal year 2026. The company expects revenue of $85 million to $90 million, gross margin of 35-40%, and adjusted EBITDA of over $5 million. Other than revenue and gross margin, the company provides guidance on a non-GAAP basis and does not provide a reconciliation of forward-looking adjusted EBITDA to GAAP net income or loss due to the inherent difficulty in forecasting certain amounts required for that reconciliation.
GameSquare said the 2026 guidance reflects the progress of its multi-year strategy to scale its platform and drive sustainable operating profitability, citing improvements in revenue mix, margin profile and adjusted EBITDA trajectory.
GameSquare operates a platform spanning creative services, advanced analytics and esports, including FaZe Clan Esports. The company positions itself as a digital-native business focused on connecting brands and publishers with Gen Z, Gen Alpha and Millennial audiences across gaming, esports and youth culture, while also developing an innovative treasury management program aimed at enhancing capital efficiency.
KEY QUOTES:
“Global consumer engagement and commerce are being reshaped in real time by creator platforms, performance data, and community-driven media. Our mission is to assemble a powerful combination of technology, media assets, and creator tools to power this next-generation ecosystem. TubeBuddy represents exactly the type of innovative, high-utility technology resource that strengthens our platform and positions GameSquare to serve brands, creators, and audiences at scale.”
“The guidance for 2026 we are introducing today reflects the success of our multi-year strategy aimed at scaling our platform and driving sustainable operating profitability. We are seeing the benefits of our operating initiatives in our revenue mix, margin profile, and Adjusted EBITDA trajectory. With the addition of TubeBuddy and continued operating discipline, we are entering 2026 with meaningful momentum and a strong financial foundation for continued growth and value creation.”
Justin Kenna, CEO of GameSquare Holdings, Inc.
