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Company

KIDOZ INC.

Ticker
KDOZF
Sector
Industry
Report date
April 29, 2026
Valye AI Score

100

Very high visibility
Recent developments
Recent developments summary

Recent news highlights Kidoz’s record financial performance for fiscal 2025, platform expansion, and regulatory alignment supporting its business momentum.

Recent developments:
  • Kidoz Inc. reported record revenue of USD 18,433,172 and net income of USD 456,817 for fiscal 2025, reflecting 32% revenue growth over 2024 [N1].
  • The company announced plans to present 2025 results and highlight platform expansion and business momentum [N2].
  • Kidoz reported record Q4 2025 revenue of USD 9,598,132 and pre-tax profit of USD 1,793,093 [N3].
  • The company highlighted growth and technology expansion in its Q4 2025 results announcement [N4].
  • Kidoz welcomed CloudX innovation aimed at driving fairer mobile advertising auctions [N5].
  • The company expressed support for France’s proposed under-15 social media ban, aligning with its compliance focus [N6].
  • Kidoz presented at the 3rd Annual DealFlow Discovery Conference [N7].
  • The company announced results of its 2025 Annual General Meeting [N8].
Overview

Kidoz Inc. is a mobile advertising platform company headquartered in Vancouver, Canada, with development operations in Israel and marketing presence in the UK. The company specializes in delivering high-attention, brand-safe advertising experiences within mobile applications and games, focusing on children and family audiences under strict compliance with COPPA, GDPR-K, and other privacy regulations. Its core technology includes the Kidoz Safe Ad Platform and SDK integrated into thousands of apps, Kite IQ contextual intelligence engine, and Privacy Shield compliance framework. Kidoz also operates Prado, a separate platform targeting audiences over 13 years old, offering programmatic SSP, DSP, and Ad Exchange services across premium mobile apps. The company’s business model combines programmatic marketplaces, partner channels, and direct premium brand relationships, capitalizing on the digital advertising market’s shift from identity-based to contextual targeting. Kidoz reported record revenue and net income for fiscal 2025, supported by global agency partnerships, expanded sales teams, and technology investments. The company maintains strong liquidity and continues to invest in compliance, technology enhancements, and market expansion.

Executive summary

Financial figures (if any) are summarized from the latest available SEC filings and are provided for informational purposes only — not financial advice. Kidoz Inc. is a Canadian mobile advertising company focused on compliant, high-attention in-app advertising primarily targeting children and families, with an expanding platform for all ages. The company reported record revenue of USD 18.4 million and net income of USD 457 thousand for fiscal 2025, reflecting 32% revenue growth over 2024. Kidoz operates proprietary technology including a Safe Ad Platform, SDK, AI-driven contextual intelligence, and a privacy shield to meet global regulatory standards. The company’s programmatic and direct brand partnership business models leverage shifts in digital advertising toward contextual targeting amid increasing privacy regulations. Liquidity remains strong with over USD 4.4 million in cash and a current ratio above 2.0 as of December 31, 2025. Recent news highlights continued platform expansion, business momentum, and regulatory alignment.

Scenarios for KDOZF

Bull case model:

Kidoz’s business benefits from structural shifts in digital advertising away from identity-based targeting toward contextual and privacy-compliant solutions. Its proprietary technology stack, including the Safe Ad Platform, SDK, Kite IQ, and Privacy Shield, positions it well to capture increasing advertiser budgets allocated to mobile gaming and family-friendly environments. The company’s expansion into the broader all-ages market through Prado opens additional revenue streams. Strong global agency partnerships and direct brand relationships support scalable growth. Continued investments in AI-driven capabilities and compliance infrastructure enhance operational efficiency and competitive differentiation. The company’s strong liquidity and positive net income in fiscal 2025 provide a foundation for ongoing technology development and market expansion.

Bear case model:

Kidoz faces risks from evolving regulatory environments that could impose stricter compliance requirements or limit advertising opportunities. The digital advertising market is competitive, with pressure from larger platforms and alternative programmatic solutions. Reliance on mobile gaming and app ecosystems exposes the company to shifts in user engagement or platform policies. The discontinuation of the Kid Mode OS OEM licensing reduces diversification. Operational risks include maintaining technology performance, managing international sales channels, and sustaining compliance certifications. Financially, while profitable in 2025, the company’s net income margins are modest, and increased expenses in R&D and sales could pressure profitability. Liquidity depends on continued revenue growth and operational cash flow generation.

Moat:

Kidoz’s moat is built on its proprietary Safe Ad Platform and SDK technology, which is deeply integrated into thousands of mobile apps, providing controlled, high-quality supply that differentiates it from open programmatic ecosystems. Its strict compliance with global child privacy regulations such as COPPA and GDPR-K, combined with Google certification and Apple approval, establishes a trusted brand-safe environment that is difficult for competitors to replicate. The company’s AI-driven contextual intelligence engine (Kite IQ) and Privacy Shield framework enhance targeting and compliance without reliance on personal data tracking, aligning with evolving regulatory landscapes. Kidoz’s direct relationships with premium app publishers and global agency partners, along with its programmatic and direct brand partnership models, create scalable and recurring demand. The separation of its kid-safe platform from the broader Prado platform for all ages further protects its compliance integrity. These factors collectively create barriers to entry and support sustainable competitive advantages in a privacy-focused digital advertising market.

Risks overview
Risks summary
The primary risks for Kidoz relate to regulatory compliance in child-focused digital advertising, competitive pressures in programmatic advertising, and maintaining technology performance and client relationships in a rapidly evolving market.
Risks details:

• Regulatory and Compliance Risks: Kidoz operates in a highly regulated environment focused on child privacy and digital advertising compliance. Changes in laws or enforcement could increase costs or restrict business activities.
• Market Competition: The digital advertising space is competitive with large established players and emerging technologies. Kidoz must maintain technological differentiation and client relationships to sustain market share.
• Technology and Operational Risks: The company depends on proprietary technology platforms and integrations with app publishers. Technical failures, security breaches, or loss of key partnerships could adversely affect operations.
• Financial Risks: While Kidoz reported net income in 2025, profitability margins are narrow. Increased expenses in R&D and sales, or disruptions in revenue growth, could impact financial stability.
• Customer Concentration and Market Dependency: Kidoz’s revenue is linked to mobile gaming and app ecosystems. Changes in user behavior, platform policies, or advertiser budgets could affect demand for its services.

FINAL FORECAST FOR KDOZF

Final take one line
Kidoz Inc. demonstrates high business model visibility with detailed SEC disclosures and recent news highlighting record financial performance and strategic platform expansion.
Final take 12 to 24 month view

Business trends: Increasing advertiser demand for privacy-compliant, contextual mobile advertising solutions, with growth in programmatic and direct brand partnerships.
Execution milestones: Record revenue and net income in fiscal 2025, expanded AI-driven platform capabilities, and global agency partnerships across 60 countries.
Key risks: Regulatory changes impacting child-focused advertising compliance, competitive pressures in digital ad tech, and operational challenges in technology and client retention.

Valye AI Visibility Research Score

Very high visibility

Visibility score reflects the breadth and consistency of available disclosure across SEC filings, recent public reporting, and baseline business context (research-only; not investment advice).

100
LLM visibility overview
LLM Visibility known facts
  • Kidoz Inc. is a Canadian company listed on the TSX Venture Exchange (symbol KDOZ) and OTCQB Venture Market (symbol KDOZF) [S1].
  • The company was originally incorporated in Florida in 1987 and transitioned to Canadian jurisdiction under the Canada Business Corporations Act by 2023 [S1].
  • Kidoz operates a mobile advertising platform focused on delivering high-attention in-app advertising experiences without reliance on personal data tracking, targeting children and families with compliance to COPPA, GDPR-K, and other global privacy frameworks [S1].
  • The core technology includes the Kidoz Safe Ad Platform, SDK integrated into thousands of mobile apps, Kite IQ AI-driven contextual intelligence engine, and Kidoz Privacy Shield for compliance and brand safety [S1].
  • Kidoz also operates Prado, a division targeting audiences over 13 years old, offering SSP, DSP, and Ad Exchange technology for programmatic advertising across thousands of premium apps, fully separated from the kid-safe platform [S1].
  • The company’s business model includes programmatic marketplaces, partner channels, and direct premium brand relationships, capitalizing on shifts from identity-based to contextual advertising [S1].
  • Kidoz’s SDK integration provides controlled, high-quality supply, differentiating it from open programmatic ecosystems [S1].
  • The company’s sales and marketing strategy includes global agency partnerships, campaigns launched in 60 countries in 2025, and recruitment of top-tier international sales houses [S1].
  • Kidoz’s technology and compliance investments increased in 2025, including R&D spending to enhance AI capabilities and platform performance [S1].
  • The company discontinued its Kid Mode Operating System OEM licensing in 2025 to focus on Kidoz and Prado markets [S1].
  • Kidoz owns Rooplay, a cloud-based EduGame system for kids available on Android and iOS platforms [S1].
  • Organizationally, Kidoz operates through Canadian incorporated entity and subsidiaries including Kidoz Ltd., Shoal Media Canada, Prado Media, Shoal Media UK, and Shoal Media Inc. [S1].
  • The company’s executive office is in Vancouver, Canada, with a primary development office in Netanya, Israel, and a sales and marketing office in London, UK [S1].
  • As of December 31, 2025, Kidoz reported revenue of USD 18,433,172 and net income of USD 456,817 for fiscal 2025 [S1][N1].
  • The company had cash and equivalents of USD 4,462,452 and a current ratio of 2.12 as of December 31, 2025, indicating liquidity [S1].
  • Net cash provided by operations was USD 1,705,665 for the year ended December 31, 2025 [S1].
  • Adjusted EBITDA for 2025 was USD 825,449, reflecting operational profitability excluding certain non-cash and non-operating items [S1].
  • Revenue increased 32% in 2025 compared to 2024, driven by demand for high-performance advertising solutions in gaming apps [S1][N1].
  • The company’s programmatic business provides scalable recurring demand across Kidoz and Prado networks, with direct integrations with publishers and demand partners [S1].
  • Kidoz’s platform is aligned with the digital advertising market shift toward contextual targeting due to declining availability of user-level data and regulatory changes [S1].
  • Kidoz’s managed programmatic solution and direct connections to premium apps and demand sources are key differentiators [S1].
  • The company’s sales and marketing expenses increased in 2025 due to hiring additional staff and increased commissions reflecting revenue growth [S1].
  • Kidoz’s stock-based compensation is part of its staff compensation program, with options granted to employees and consultants [S1].
  • The company’s offices operate with a hybrid remote model, with most staff working from home across 14 countries [S1].
  • Kidoz’s technology investments include compliance education and support for partners to meet evolving regulations [S1].
  • The company’s platform is Google certified and Apple approved for kid-safe advertising environments [S1].
  • Kidoz’s recent news highlights record revenue and net income for fiscal 2025, record Q4 2025 revenue and pre-tax profit, platform expansion, and business momentum [N1][N2][N3][N4].
  • Kidoz has welcomed innovations and regulatory developments such as CloudX for mobile advertising auctions and France’s proposed under-15 social media ban, which align with its compliance focus [N5][N6].
  • The company has presented at industry conferences and announced results of its 2025 AGM [N7][N8].
Sources
Sources - Context summary

Generated 2026-04-29

Sources - Earning calls
Sources - Other context
Sources - SEC Filings
  • S1 | 2026-04-29 | 20-F
  • S2 | 2026-04-29 | 6-K
Sources - News headlines
  • N1 | 2026-04-29 | www.nasdaq.com | Kidoz Inc. Reports Record Revenue of USD $18,433,172 (CAD $25,761,870) and Net Income of USD $456,817 (CAD $638,439) in Fiscal 2025 | https://www.nasdaq.com/press-release/kidoz-inc-reports-record-revenue-usd-18433172-cad-25761870-and-net-income-usd-456817
  • N2 | 2026-04-24 | www.nasdaq.com | Kidoz Inc. to Present 2025 Results and Highlight Platform Expansion and Business Momentum | https://www.nasdaq.com/press-release/kidoz-inc-present-2025-results-and-highlight-platform-expansion-and-business-momentum
  • N3 | 2026-02-26 | www.nasdaq.com | Kidoz Inc. Reports Record Q4 2025 Revenue of USD $9,598,132 (CAD $13,414,177) and Pre-Tax Profit of USD $1,793,093 (CAD $2,611,404) | https://www.nasdaq.com/press-release/kidoz-inc-reports-record-q4-2025-revenue-usd-9598132-cad-13414177-and-pre-tax-profit
  • N4 | 2026-02-24 | www.nasdaq.com | Kidoz Inc. to Announce Fourth Quarter 2025 Results After Close of Business February 26, 2026; Highlights Growth and Technology Expansion | https://www.nasdaq.com/press-release/kidoz-inc-announce-fourth-quarter-2025-results-after-close-business-february-26-2026
  • N5 | 2026-02-05 | www.nasdaq.com | Kidoz Welcomes CloudX Innovation Driving Fairer Mobile Advertising Auctions | https://www.nasdaq.com/press-release/kidoz-welcomes-cloudx-innovation-driving-fairer-mobile-advertising-auctions-2026-02
  • N6 | 2026-01-19 | www.nasdaq.com | Kidoz Welcomes France’s Proposed Under-15 Social Media Ban | https://www.nasdaq.com/press-release/kidoz-welcomes-frances-proposed-under-15-social-media-ban-2026-01-19
  • N7 | 2026-01-08 | www.nasdaq.com | Kidoz Inc. Presenting at the 3rd Annual DealFlow Discovery Conference | https://www.nasdaq.com/press-release/kidoz-inc-presenting-3rd-annual-dealflow-discovery-conference-2026-01-08
  • N8 | 2025-11-26 | www.nasdaq.com | Kidoz Inc. Announces Results of 2025 AGM | https://www.nasdaq.com/press-release/kidoz-inc-announces-results-2025-agm-2025-11-26
Important legal disclaimer

This material is for informational purposes only and does not constitute investment, financial, legal or tax advice, or an offer or solicitation to buy or sell any security. The Valye AI Score is a model-based estimate derived from public information and is subject to change without notice. No representation or warranty, express or implied, is made as to the accuracy, completeness or fairness of the information herein. Past performance is not indicative of future results. Investors should conduct their own research and consult a qualified financial adviser before making any investment decisions.

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