Company Overview: Mobivity Holdings Corp.

Business Description

• Core Business: Develops and operates proprietary mobile marketing platforms that enable brands and enterprises to execute data-driven marketing campaigns both locally and nationally.
• Main Platform: Recurrency™
  • Purpose:
    • Transforms messy point-of-sale (POS) data collected from thousands of individual sale points into usable marketing intelligence.
    • Measures, predicts, and increases guest frequency and spend by marketing channel.
    • Deploys and manages one-time use offer codes and ties sales directly to specific promotions for accurate attribution.
    • Powers delivery of targeted, attributable 1:1 offers to consumers in digital environments, such as mobile campaigns, mobile apps, and in-store interactions.

Revenue Model

• Two primary revenue streams:
  1. SaaS Platform Sales: Used by quick service restaurants and convenience store brands to build customer loyalty and engagement.
  2. Connected Rewards™: Powers incentivized digital programs where users receive real-world rewards (e.g., free or discounted products) for digital actions like app downloads or in-game achievements.
• Customer Charges:
  • Per-action fees (e.g., per install, per engagement, or per rewarded activity).
• Customers Include:
  • Major mobile casual game publishers.
  • Leading convenience and quick service restaurant brands.
  • Specific examples include Subway, Sonic Drive-In, Chick-fil-A, Checkers/Rally’s, Circle K (over 40,000 retail locations globally).

Technology Platform Features

• Data Capture:
  • Integrates with various POS systems through lightweight software client.
  • Enables access to real-time POS data for analysis and reward redemption.
• Data Analysis:
  • Turns POS transaction data into marketing insights.
  • Links offline POS data with digital campaigns for full attribution.
• Motivation and Rewards Delivery:
  • Powers real-world rewards for digital actions within mobile games or apps.
  • Ensures 100% transaction attribution across channels.

Business Strategy

• Build industry-leading mobile marketing technology that bridges in-person and digital interaction points.
• Exploit competitive advantages of their platform, including long-standing experience in loyalty marketing.
• Evolve sales/customer support to adapt to digital marketing trends.
• Pursue acquisitions to enhance product capabilities and build IP portfolio (current patents include eight issued patents related to user authentication, message testing, receipt-based messaging).
• Build intellectual property (currently owns patents and trademarks such as Boomtext, SmartReceipt, Livelenz, Belly).

Operations & Market

• Employees: As of March 27, 2025, the company has 28 employees:
  • 13 in research and development.
  • 10 in sales and marketing.
  • 4 in administrative roles.
• Revenue (2024): Approximately $1.14 million (7.1% increase over 2023).
• Net Loss (2024): Around $10.2 million.
• Market Focus:
  • Primarily operates in North America.
  • Manages business activities on a consolidated basis (one reportable segment).
• Customer Concentration:
  • Two customers accounted for 57% of revenue in 2024.
  • Three customers accounted for 55% in 2023.

Recent Developments

• Issued $6.9 million in convertible notes during 2024 to related parties.
• Issued additional convertible notes in early 2025, raising $2.3 million.
• Recognized interest expense of approximately $454,912 in 2024 related to related-party notes.
• Proprietary platform is used widely for retail chains and game publishers, generating measurable increases in guest spend and loyalty.

This summary reflects the company's operations, revenue sources, customer base, workforce, financial results for 2024, and strategic focuses, based solely on provided information.