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SLE customer relationships

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SLE customers relationship map

Super League (SLE): Customer Map and Revenue Implications for Investors

Thesis: Super League Enterprise monetizes immersive branded experiences and playable media by selling content production, in-game advertising and direct-to-consumer offers across major metaverse platforms; its revenue mix combines short-duration commercial engagements, subscription-style consumer receipts, and usage-based media placements, with notable customer concentration that makes client wins and renewals material to near-term cash flow.

For a structured, investor-ready view of SLE relationships, visit NullExposure.

The relationship roll call — who pays Super League and why

Below I list every counterparty disclosed in SLE’s customer-related public filings and communications, with a one- to two-line plain-English description and the source cited in investor language.

  • Universal Pictures — Engaged for entertainment-themed immersive programs and custom content; referenced in SLE’s Q3 2025 earnings call and FY2024 10‑K.
    Source: Q3 2025 earnings call; FY2024 Form 10‑K.

  • Avid Technology — Cited as a client for publishing and content studio revenue tied to custom game and immersive experience work in FY2024.
    Source: FY2024 Form 10‑K.

  • Bandi Namco Entertainment America Inc. — Listed among FY2024 customers for content studio and custom development revenue.
    Source: FY2024 Form 10‑K.

  • Claire’s — Named in FY2024 publishing and content studio revenue as a branded partner for immersive experiences.
    Source: FY2024 Form 10‑K.

  • DreamWorks: The Wild Robot — Identified in FY2024 as a content partner for branded, immersive experiences under the publishing and content studio line.
    Source: FY2024 Form 10‑K.

  • American Egg Board — Appears in the FY2024 customer list for custom game and immersive work.
    Source: FY2024 Form 10‑K.

  • Google / GOOGL — An official agency partner since 2024; SLE executes AI‑education and brand initiatives through playable experiences and continues to be cited as a repeat client.
    Source: Q3 2025 earnings call; multiple press releases (FY2025–FY2026).

  • International Olympic Committee (IOC) — Recorded among FY2024 publishing and immersive experience clients.
    Source: FY2024 Form 10‑K.

  • Kraft Lunchables — Cited in FY2024 as a client for custom gaming and immersive campaigns.
    Source: FY2024 Form 10‑K.

  • Lionsgate Ancillary LLC / Lionsgate — Listed in FY2024 and repeatedly referenced in 2025–2026 results as an entertainment partner for immersive activations.
    Source: FY2024 Form 10‑K; Q3 2025 earnings call; FY2025/2026 releases.

  • Logitech Inc. / LOGI — Named as a partner in FY2024 and in FY2026 results as a brand supported in campaigns.
    Source: FY2024 Form 10‑K; GlobeNewswire March 2026 release.

  • Maybelline — Included in FY2024 as a publishing/content-studio client in beauty vertical activations.
    Source: FY2024 Form 10‑K.

  • Paramount Global / Paramount / PARA / Paramount+ — Identified in FY2024 and in later releases as an entertainment client and campaign partner.
    Source: FY2024 Form 10‑K; Q3 2025 earnings call; GlobeNewswire March 2026.

  • Visa, Inc. — Appears in the FY2024 customer roster for custom development and immersive experiences.
    Source: FY2024 Form 10‑K.

  • Bazooka Brands — Highlighted in earnings remarks and press coverage for a full-scale Roblox campaign (Juicy Drop), showing SLE’s activation work for CPG brands.
    Source: Q3 2025 earnings call; FY2025/2026 press coverage (2025–2026).

  • Dave & Buster’s — Cited in Q3 2025 as part of SLE’s track record in quick-serve / fast-casual restaurant sector activations.
    Source: Q3 2025 earnings call.

  • Dave’s Hot Chicken — Named in Q3 2025 as a previous restaurant-sector partner on immersive platforms.
    Source: Q3 2025 earnings call.

  • Freddy’s — Included in the restaurant vertical list cited during Q3 2025 remarks.
    Source: Q3 2025 earnings call.

  • Panda Express — Identified as a major campaign client across Fortnite Creative and Roblox and noted as an expanded relationship in FY2026 reporting.
    Source: Q3 2025 earnings call; GlobeNewswire March 27, 2026.

  • Sega — Listed in Q3 2025 as a gaming-vertical partnership.
    Source: Q3 2025 earnings call.

  • American Heart Association — Appears in the FY2024 list for publishing and content studio revenue.
    Source: FY2024 Form 10‑K.

  • Chipotle (CMG) — Cited as a prior partner in quick-serve activations across immersive platforms.
    Source: Q3 2025 earnings call.

  • Disney / DIS — Reported in FY2026 results as a supported campaign partner.
    Source: GlobeNewswire March 27, 2026.

  • H&R Block / HRB — Initiated programs during FY2026 quarter as disclosed in SLE’s March 2026 results.
    Source: GlobeNewswire March 27, 2026.

  • Regal Cinemas / RGARF — Launched a virtual movie theatre collaboration on Roblox and executed a National Popcorn Day activation in early 2026.
    Source: Markets/FinancialContent Jan 2026; SahmCapital Jan 15, 2026; GlobeNewswire March 27, 2026.

  • Skechers / SKX — Partnered to open a virtual store on Roblox in May 2024; listed in company press coverage as an example of retail activations.
    Source: SahmCapital press release May 13, 2024.

  • The Lego Group — Included in FY2024 client list for custom game and immersive experiences.
    Source: FY2024 Form 10‑K.

  • DreamWorks Animation — Identified in press releases (2022–2023) and FY2024 materials as a creative partner for franchise experiences on Roblox.
    Source: GlobeNewswire/press releases 2022–2023; FY2024 Form 10‑K.

  • ES3 — Reported market coverage noted a 22% stock reaction after an exclusive sales partnership announcement with SLE in 2025.
    Source: StockstoTrade news item (Oct 2025).

  • NYX / NYXH — Cited in Q3 2025 earnings call as the beauty vertical representative (NYX) among recent client programs.
    Source: Q3 2025 earnings call.

  • Department of Veteran Affairs (U.S.) — Noted in Q3 2025 commentary as an example of a government vertical engagement.
    Source: Q3 2025 earnings call.

  • Food and Drug Administration (FDA) — Listed alongside the VA in Q3 2025 as government-focused work.
    Source: Q3 2025 earnings call.

  • Regal (again noted under press) — Additional press and markets coverage confirm recurring engagements in FY2026.
    Source: SahmCapital Jan 15, 2026; Markets/FinancialContent Jan 27, 2026.

That completes the list of counterparties disclosed across SLE’s 10‑K, earnings calls and press coverage in the provided results. Every mention above is directly tied to a public filing or company communications in the period 2022–2026.

What these relationships imply for revenue quality and risk

  • Concentration is real and quantifiable. SLE disclosed that for FY2024 two customers accounted for 20% and one for 14% of revenue, and three customers represented 45% of accounts receivable at year-end; that level of concentration makes renewals and timing of campaigns a direct driver of near‑term topline volatility.
    Source: FY2024 Form 10‑K.

  • Contracting posture blends short-term and recurring economics. The company’s contracts include short-duration commercial engagements (<=1 year) alongside subscription-style direct-to-consumer receipts and usage/CPM-based media placements, indicating revenue that is at once project-driven and partially recurring. Treat go‑to-market as project sales with embedded recurring consumer monetization.
    Source: FY2024 Form 10‑K revenue recognition notes; company disclosures on monetization.

  • SLE acts principally as the seller and service provider. Management represents that SLE acts as the principal in media, advertising, publishing and content-studio revenue except where resellers are involved—this supports gross revenue recognition but also concentrates delivery risk on SLE’s production capabilities.
    Source: FY2024 Form 10‑K.

  • Geography: global reach with a domestic operational footprint. Marketing and client roster signal global brand engagements, while the company operates primarily in domestic markets for reporting purposes—expect cross-border client work but U.S.-centric reporting and operational controls.
    Source: FY2024 Form 10‑K.

Financial and operational takeaways investors should act on

  • Catalysts: Repeat business from Google, Panda Express and entertainment studios provides visible revenue streams and marketing credibility that accelerate new client acquisition. Recent FY2026 commentary notes program initiations with H&R Block and Regal as momentum indicators.
    Source: GlobeNewswire March 27, 2026; Q3 2025 earnings call.

  • Risks: Customer concentration, project timing and short contractual durations create lumpy revenue and earnings; cancellations or delayed launches at a small number of large clients will materially affect quarterly results. Payment timing risk is visible in accounts receivable concentration.
    Source: FY2024 Form 10‑K.

  • Business model strength: The combination of branded activations for large advertisers, repeat entertainment partnerships, and direct-to-consumer economics (subscriptions, in-game goods) gives SLE multiple monetization levers, reducing single-channel dependency if management sustains execution.
    Source: FY2024 Form 10‑K; Q3 2025 earnings call.

For deeper, structured intelligence on how these client relationships translate to revenue scenarios and counterparty risk scores, check NullExposure for the full investor package.

Bottom line

Super League’s client base spans blue‑chip advertisers, entertainment studios, fast‑casual restaurant brands, and government bodies, supporting a services-first, content-driven revenue model that is nevertheless sensitive to a handful of large contracts and campaign timing. Investors should weigh the strength of marquee partnerships and repeat activations against concentration and short-term contract exposure when modeling revenue and cash flow for SLE.

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