Mimedia Holdings CEO talks 2026 position

Executive Summary

• Mimedia Holdings reports strong progress in 2025, positioning itself for growth in 2026 through new partnerships, expanded OEM capabilities, and enhanced platform features.
• The company has secured three new device integration partners (Bait, Coolpad, and HTC) and strengthened existing OEM relationships by shifting production to lower-tariff regions to protect margins.
• Management highlights a significant increase in high-value Tier 1 market distribution, with US CPM rates exceeding $20, and notes the addition of AI features and new language support (Hindi, Arabic) to the platform.

Key Details

• New Partnerships: Signed three new partners for device integration in 2026: Bait, Coolpad, and HTC.
• OEM Strategy: Existing OEM partners expanded production capabilities outside high-tariff countries into lower-tariff regions to increase scalability and insulate margins.
• Distribution Expansion: Existing OEM partners added large new buyers/distribution outlets, specifically noting Orbic licensing the Caterpillar Rugged smartphone, which will feature Mimedia as the default media gallery.
• Market Shift to Tier 1: Device distribution is tilting toward Tier 1 mobile advertising markets (US and Europe).
  • US CPM rates are consistently above $20 (U.S.), more than double management's previous projections.
  • Contrast with Latin America CPM rates, which range from $2 to $3 (U.S.).
• Business Development Pipeline:
  • New partners expected to be signed in Q1 2026 upon finalization of product roadmaps.
  • ADG (a China-based partner signed in H2 2025) has added new potential partnerships to the pipeline, with management confident in conversions in China.
• Product & Technology Updates:
  • Added new AI features based on machine learning and rule-based algorithms to strengthen competitive advantages.
  • Added language support for Hindi and Arabic to prepare for anticipated launches in those regions.
• Current Status: All partners are either shipping devices or readying shipments in the near term; this represents the highest number of simultaneous shipping partners in company history.
• Upcoming Events: Management will discuss progress at the AlphaNorth Capital Event (Jan. 16–18) in Nassau, Bahamas.

Notable Quotes

• "In 2025, the company overcame macro and/or external industry challenges, and stands today in a far stronger position than it was in at this time last year..."
• "Management will provide specific partner device announcements in the coming weeks as they occur."