Recent developments highlight Mobiquity's strategic evolution toward its AI-powered GrowthOS platform and ongoing commercialization efforts, including expansion in casino advertising through its partnership with Context Networks.

• In July 2026, Mobiquity announced a strategic evolution centered on GrowthOS™, an AI-powered customer acquisition operating system integrating customer intelligence, AI decisioning, and campaign activation [S2].
• GrowthOS is designed to unify fragmented customer acquisition technologies into a single intelligent platform supporting multiple revenue streams including SaaS subscriptions, platform licensing, managed services, and AI-powered marketing solutions [S2].
• Mobiquity reported significant revenue growth in Q2 2026, with revenues of $177,697 compared to $31,108 in Q2 2025, reflecting continued commercialization of GrowthOS and expanded customer engagements [S2].
• The company continues to invest in AI capabilities, platform enhancements, and business development while maintaining disciplined cost management [S2].
• Mobiquity expanded its strategic partnership with Context Networks to support targeted advertising across casino gaming devices and venues, with initial deployments in Wisconsin and Nebraska [S1].
• This partnership positions Mobiquity uniquely as the only publicly traded ad tech company with programmatic advertising integrated into casino gaming infrastructure [S1].

Mobiquity's integrated AI-powered GrowthOS platform addresses a large market opportunity in customer acquisition by unifying data intelligence, AI decisioning, and campaign execution. The company's strategic partnership with Context Networks uniquely positions it in the emerging casino and gaming advertising vertical, potentially opening new revenue streams. Recent revenue growth and improved gross profit margins in 2026 indicate progress in commercializing its platforms. Continued enhancements in AI capabilities and expansion of recurring SaaS and managed services revenue could strengthen its business model. The company's focus on scalable software solutions and strategic partnerships may enable it to capture opportunities in multiple segments of the programmatic advertising industry.

Mobiquity has a history of operating losses, substantial accumulated deficits, and liquidity constraints, with a current ratio of 0.1 and cash ratio of 0.03 as of June 30, 2026, raising substantial doubt about its ability to continue as a going concern. Revenue remains volatile and heavily dependent on a few customers, with significant declines in 2025 due to the absence of political advertising revenue. The company's expansion into casino and gaming advertising involves execution risks, including uncertain advertiser adoption and casino operator support. The AI capabilities integral to its platforms may not perform as expected. Competition from larger, better-funded companies in advertising technology and data analytics is intense. Failure to secure additional financing or to scale GrowthOS adoption could materially impair operations and financial condition.

Mobiquity's moat is anchored in its integrated proprietary technology platforms combining advertising infrastructure, data intelligence, and publisher monetization with AI-driven capabilities. Its unique strategic partnership with Context Networks provides exclusive exposure to programmatic advertising integrated directly into casino gaming devices and infrastructure, a niche with limited public competitors. The company's ability to offer an end-to-end AI-powered customer acquisition operating system (GrowthOS™) that unifies fragmented marketing technologies also contributes to its competitive differentiation. However, the company faces competition from larger, better-resourced firms in advertising technology, identity resolution, and privacy compliance sectors. Its small employee base and reliance on strategic partnerships may limit rapid scaling. The evolving regulatory environment and technological complexity present ongoing challenges to maintaining and expanding its competitive position.

• Going Concern and Liquidity Risk: The company has a history of operating losses and substantial accumulated deficits, with management and auditors expressing substantial doubt about its ability to continue as a going concern. Liquidity ratios as of June 30, 2026, indicate limited short-term financial resources.
• Revenue Volatility and Customer Concentration: Revenue declined significantly in 2025 due to the absence of political advertising revenue and reduced customer activity. The company depends on a small number of customers for a large portion of revenue, which may lead to fluctuations in operating results.
• Execution Risk in Casino and Gaming Advertising Expansion: Mobiquity's growth strategy includes expansion into casino and gaming advertising through its partnership with Context Networks. This emerging market carries risks related to advertiser adoption, casino operator support, and revenue development.
• AI Performance and Technology Risks: The company's platforms rely heavily on artificial intelligence and machine learning capabilities. There is risk that these AI functions may not perform as intended, affecting campaign optimization and customer acquisition effectiveness.
• Competitive Pressure: Mobiquity operates in competitive segments with larger, better-resourced competitors offering advertising infrastructure, identity resolution, and privacy compliance solutions. Maintaining competitive positioning requires continuous innovation and investment.
• Regulatory and Privacy Compliance Risks: The business is subject to evolving data privacy laws such as GDPR and CCPA. Changes in regulations or their interpretation may increase compliance costs or require modifications to technology and business practices.

• Mobiquity Technologies, Inc. is an advertising technology and data intelligence company developing software platforms for digital advertising execution, audience analytics, and publisher monetization with privacy and data compliance support [S1].
• The company operates three proprietary platforms: Advertising Technology Operating System (ATOS), Data Intelligence Platform (MobiExchange), and Publisher Platform for Monetization and Compliance (CMOne) [S1].
• ATOS is a programmatic advertising platform automating buying, selling, delivery, and measurement of digital advertising across devices, incorporating AI and machine learning, processing about 10 billion advertising opportunities daily [S1].
• MobiExchange is a SaaS data intelligence platform aggregating location, transactional, contextual, and behavioral data, hosted on AWS, enabling analytics and custom data products [S1].
• CMOne (formerly AdHere) is a publisher monetization and compliance platform enabling first-party data management, privacy compliance, AI-assisted campaign optimization, and programmatic inventory monetization [S1].
• The platforms can operate independently or as an integrated stack providing end-to-end advertising and data management [S1].
• Revenue is generated primarily through platform licensing (SaaS or white-label, fees based on usage or ad spend) and managed services (operating campaigns or platform services for clients, earning fees or revenue percentages) [S1].
• Customers include advertising agencies, brands, publishers, and other advertising technology companies [S1].
• The company has a strategic partnership with Context Networks focused on advertising technology for casino and gaming environments, enabling targeted advertising across gaming machines, kiosks, mobile apps, and digital displays in casinos [S1].
• Initial casino deployments occurred in Wisconsin and Nebraska, converting gaming and venue screens into monetizable digital advertising inventory [S1].
• Mobiquity is the only publicly traded ad tech company with programmatic advertising integrated directly into casino gaming devices and infrastructure [S1].
• The company is transitioning to an AI-powered customer acquisition platform called GrowthOS™, integrating GeoIntel™ (customer intelligence and predictive analytics), CMOne™ (AI decision engine), and ATOS™ (campaign activation and optimization) [S2].
• GrowthOS creates a closed-loop system continuously learning from customer interactions to improve acquisition efficiency through automation and machine learning [S2].
• GrowthOS supports multiple revenue streams including SaaS subscriptions, platform licensing, managed services, AI-powered marketing, data intelligence, media execution, and strategic partnerships [S2].
• Management's strategic priorities include expanding GrowthOS deployments, increasing recurring revenue, enhancing AI capabilities, expanding activation channels, and growing partnerships [S2].
• Mobiquity reported revenues of $177,697 and $196,137 for the three and six months ended June 30, 2026, respectively, representing significant increases over prior year periods [S2].
• Gross profit was $66,662 (38% margin) for Q2 2026 and $80,748 (41% margin) for the six months ended June 30, 2026 [S2].
• Operating expenses were $1,897,546 for Q2 2026 and $3,898,200 for the six months ended June 30, 2026, reflecting continued investment in product development and commercialization [S2].
• Loss from operations was $1,830,884 for Q2 2026 and $3,817,452 for the six months ended June 30, 2026, showing improvement compared to prior periods [S2].
• The company had cash and equivalents of $123,340 and current assets of $391,838 as of June 30, 2026, with current liabilities of $3,732,882, resulting in a current ratio of 0.1 and cash ratio of 0.03 [S2].
• Mobiquity has a history of operating losses and substantial accumulated deficits, with management and auditors expressing substantial doubt about the company's ability to continue as a going concern [S1].
• The company relies on equity and debt financing to support operations and product development, with ongoing needs for capital to sustain and grow the business [S1, S2].
• Revenue has been volatile, with a significant decline in 2025 due to the absence of political advertising revenue and customer concentration [S1].
• The company faces execution risks related to the adoption of its casino and gaming advertising platform and the performance of its AI capabilities [S1].
• Mobiquity's platforms address evolving privacy regulations such as GDPR and CCPA, integrating privacy and consent management tools [S1].
• The company has eight employees as of March 2026 and uses contractors and consultants to support development and operations [S1].
• Mobiquity's strategic evolution centers on GrowthOS, aiming to unify fragmented customer acquisition technologies into a single AI-driven operating system [S2].
• The company’s strategic partnership with Context Networks positions it uniquely in the casino gaming advertising vertical [S1].
• Mobiquity's revenue growth in 2026 reflects ongoing commercialization of GrowthOS and expanded customer engagements, though revenue timing may fluctuate due to customer implementation cycles [S2].
• Cost of revenues increased in 2026 due to cloud infrastructure, software licensing, data services, and engineering support, but management sees potential for operating leverage as the platform scales [S2].
• Management continues to invest strategically in AI, machine learning, platform enhancements, and business development while maintaining cost discipline [S2].