Mobiquity Technologies, Inc. (MOBQ): Business Model Canvas [Dec-2025 Updated]

You're looking at Mobiquity Technologies, Inc. and seeing a massive, high-stakes pivot into AI-driven casino advertising, which is defintely a high-stakes play. They've secured a five-year deployment agreement with NRT to reach over 1,000 global casinos using their proprietary CMOne platform, and the early results show a 75% gross profit margin in Q3 2025. It's a strategy built on exclusive distribution and proprietary tech, but it still hinges on managing near-term capital needs. This Business Model Canvas breaks down exactly how this aggressive, focused engine is supposed to work; dive in below to see the structure.

Mobiquity Technologies, Inc. (MOBQ) - Canvas Business Model: Key Partnerships

You're looking at how Mobiquity Technologies, Inc. (MOBQ) is building out its ecosystem through strategic alliances as of late 2025. These partnerships are crucial for scaling their AdTech platform, especially in the high-value casino sector.

The Key Partnerships block is where Mobiquity Technologies, Inc. (MOBQ) secures access to distribution, capital, and demand. Here's a breakdown of the most significant relationships as of the end of 2025.

Context Networks: Strategic alliance and $500,000 equity swap for gaming ad tech

Mobiquity Technologies, Inc. deepened its relationship with Context Networks, Inc. in February 2025 via a $500,000 equity swap. This move established minority stakes in both companies. The alliance specifically targets the casino gaming advertising market, which Context Networks estimates holds a potential annual revenue of $20 million per 1,000 slot machines. This is a focused play on a niche, high-potential area.

NRT Technology: Five-year agreement to deploy ad platform in 1,000+ casinos globally

Announced in November 2025, this is a five-year strategic agreement with NRT Technology. The goal is to accelerate Context Networks' reach, powered by Mobiquity Technologies, Inc. (MOBQ)'s platform, into over 1,000 casino properties worldwide. NRT Technology already serves over 800 casinos in North America and all 25 of the world's 25 largest casino properties. The integration leverages NRT's existing infrastructure:

• NRT Financial Kiosks: More than 11,000 units globally.
• VisuaLimits Pro Digital Table Game Signs: Holding an 80% market share across table games.
• JoinGo Loyalty App: Used by 80% of casinos for player engagement.

Adfuel: Key demand partner for the exclusive casino Private Marketplace (PMP)

Adfuel serves as a key demand partner for the exclusive casino Private Marketplace (PMP) Mobiquity Technologies, Inc. (MOBQ) is building. This relationship secures the buy-side interest necessary to drive revenue through the new casino ad inventory.

ClearThink Capital: Secured $4 million equity line of credit facility in June 2025

Mobiquity Technologies, Inc. (MOBQ) secured a Strata Purchase Agreement with ClearThink Capital Partners, LLC, dated June 30, 2025. This facility provides access to capital through the sale of Class A common stock, with an initial Commitment Amount of Four Million Dollars ($4,000,000) in the aggregate. As a commitment fee, ClearThink also receives 100,000 restricted shares. The agreement remains in effect for 24 months from the start date.

NewsOut: Integrates CMOne platform for AI-driven brand amplification

In August 2025, NewsOut announced the integration of Mobiquity Technologies, Inc. (MOBQ)'s CMOne platform. This integration leverages NewsOut's distribution, which includes a partnership with New to The Street, a TV brand with a 3.1-million-subscriber YouTube channel.

Here's a quick look at the quantitative aspects of these major alliances:

The integration with NewsOut gives clients access to AI-powered tools that automate asset creation across channels like YouTube, X, LinkedIn, Instagram, Fox, and Bloomberg. This unified distribution across social, programmatic, DOOH (digital-out-of-home), and CTV (connected-TV) is a key component of the current strategy.

Mobiquity Technologies, Inc. (MOBQ) - Canvas Business Model: Key Activities

You're looking at the core engine driving Mobiquity Technologies, Inc. right now, which is clearly a pivot toward high-value, specialized advertising technology, especially in the gaming sector. The key activities reflect this sharp focus, moving away from older revenue sources to solidify these new tech streams.

Developing and optimizing the AI-powered CMOne marketing platform

This platform is central to the current strategy. Mobiquity Technologies, Inc. launched CMOne, described as a fully agentic AI marketing platform, in August 2025. The activity here involves building out its autonomous capabilities, which include AI content creation and real-time media buying. Momentum is being tracked by client wins; as of August 21, 2025, the company announced two additional clients adopting CMOne through its partnership with NewsOut. This platform is designed to unify organic content, paid media, and conversational engagement into one system.

Integrating AdTech platform into NRT's 11,000+ casino hardware units

This is a massive operational undertaking, cemented by a five-year strategic agreement with NRT Technology announced on November 6, 2025. The core activity is integrating the advertising technology across NRT's extensive portfolio. Specifically, this involves the 11,000+ NRT Financial Kiosks globally, which are already coded for marketing activation via Context's API. This integration aims to accelerate reach into more than 1,000 casino properties worldwide. To be fair, NRT already serves over 800 casinos in North America and all 25 of the world's 25 largest casino properties, giving Mobiquity Technologies, Inc. immediate distribution access.

Programmatic media buying and real-time audience targeting

The platform's capabilities directly support this. CMOne includes an Ad Intelligence Engine that launches and optimizes ads across platforms like Hulu, Spotify, Reddit, TikTok, and Taboola in real time. The casino partnership highlights the potential scale of this activity. Context Networks estimates potential annual revenue of $20 million per 1,000 slot machines based on this new programmatic advertising capability.

Collecting and activating first-party behavioral and location data

This activity is intrinsically linked to the casino integration. The partnership with Context Networks, powered by Mobiquity Technologies, Inc.'s platform, is designed to deliver highly targeted, real-time advertising and branded experiences across guest touchpoints. This requires the continuous collection and activation of first-party data from devices like the VisuaLimits Pro Digital Table Game Signs, which hold an 80% market share across table games, delivering customer-facing ad experiences directly at the table.

Securing additional capital to address the going concern risk

Given the history of operating losses, securing liquidity is a critical, ongoing activity. Management has noted that historical recurring losses and negative cash flows raise substantial doubt about the ability to continue as a going concern. To manage this, the company secured a $4 million equity line of credit facility with ClearThink Capital in June 2025 and also raised $1.1 million through common stock sales. This financing is necessary to support the new technology revenue stream.

Here's a quick math look at the recent financial state and operational scale as of late 2025:

The CMOne platform's expansion is being tracked through client adoption, which is a key performance indicator for the new strategy. The company is focusing on scaling these new capabilities, as evidenced by the recent partnership announcements:

• CMOne launched as a fully agentic AI marketing platform.
• Expansion via NewsOut partnership added two new clients.
• Integration with NewsOut's distribution includes a 3.1-million-subscriber YouTube channel.
• The platform automates content distribution across social, CTV, DOOH, and digital platforms.
• The NRT deal is a five-year strategic agreement.

The shift in focus is clear; the Q2 2025 revenue of $31,108 is a stark contrast to the $266,892 from Q2 2024, reflecting a strategic move away from political advertising toward the gaming tech partnership. Finance: draft 13-week cash view by Friday.

Mobiquity Technologies, Inc. (MOBQ) - Canvas Business Model: Key Resources

You're looking at what really powers Mobiquity Technologies, Inc. (MOBQ) right now, late in 2025. These aren't just abstract assets; they are the concrete things the company uses to create value, especially given the recent push into agentic AI marketing.

Proprietary AI-driven AdTech platforms (CMOne, ATOS, MobiExchange)

The core of the offering is the technology stack. Mobiquity Technologies, Inc. (MOBQ) launched CMOne, which they call a 'fully agentic AI marketing platform,' on August 4, 2025. This platform is designed to unify organic content, paid media, and conversational engagement into one autonomous system. As of August 21, 2025, adoption was already accelerating, with Mobiquity Technologies, Inc. (MOBQ) announcing that two additional clients would adopt the CMOne platform. Looking at the financials leading up to this, the company's 2024 revenue hit $2.09 million, which was a 142.47% increase over the prior year's $860,090. Honestly, the growth trajectory is steep, though 2024 losses were significant at -$8.59 million.

The platform suite, which includes CMOne, ATOS, and MobiExchange, is built on what they describe as proven AdTech infrastructure. Here's a snapshot of the scale of the business as of the latest available data:

Exclusive access to NRT's global casino distribution network

This is a massive physical and digital footprint that Mobiquity Technologies, Inc. (MOBQ) accesses through its partnership with Context Networks and NRT Technology, announced as a five-year strategic agreement in November 2025. This access is key to monetizing in-venue advertising across gaming properties. It's not just a small deal; it's about integrating into the operational backbone of the industry. If you're assessing this asset, look at the sheer volume of endpoints:

• Reach accelerated to more than 1,000 casino properties worldwide.
• NRT serves over 800 casinos in North America alone.
• Access to all 25 of the world's 25 largest casino properties.
• Integration across more than 11,000 NRT Financial Kiosks globally.
• Leveraging VisuaLimits Pro Digital Table Game Signs, which hold an 80% market share across table games.
• Integration with the JoinGo Loyalty App, used by 80% of casinos.

First-party data intelligence for compliant audience targeting

In this post-cookie environment, first-party data is gold, and Mobiquity Technologies, Inc. (MOBQ) uses its AI to make sense of it compliantly. The market agrees on its value; for instance, a McKinsey report suggests that businesses effectively using first-party data can increase revenue by up to 15% while reducing marketing spend by 20%. You should note that over 70% of companies are pouring resources into first- and zero-party data as of late 2025, showing this is a critical, non-negotiable resource now. Furthermore, a Forrester study indicated that 73% of business decision makers who use customer behavioral insights in marketing expect conversion rates to increase. This focus on direct, compliant data is what allows their platforms to deliver targeted advertising across mobile, CTV, and in-venue screens.

Software engineering talent for platform development

The AI platforms and data intelligence capabilities require specialized human capital. While I don't have a precise, current headcount just for the software engineering team, the overall company size as of 2024 was reported with 8 employees. That small number suggests a highly leveraged, perhaps outsourced or heavily reliant-on-subsidiaries structure for development, which is definitely something to watch. The ability to launch a 'fully agentic AI marketing platform' like CMOne points to high-value, scarce talent, even if the total headcount is low. Finance: draft 13-week cash view by Friday.

Mobiquity Technologies, Inc. (MOBQ) - Canvas Business Model: Value Propositions

You're looking at the core value Mobiquity Technologies, Inc. (MOBQ) delivers to its customers as of late 2025. It's all about automating and optimizing marketing spend through specialized technology.

AI-driven unified brand engagement via the CMOne platform

The primary value centers on the CMOne platform, which Mobiquity Technologies, Inc. launched on August 4, 2025. This is described as a fully agentic AI marketing platform designed for unified brand engagement. It unifies organic content, paid media, and conversational engagement into one autonomous system. The platform allows teams to move from ideation to execution without switching tools. For instance, it automates content creation, real-time media buying, and omnichannel brand engagement. The platform's capabilities include:

• Automated content generation.
• Real-time media buying.
• Optimization across social, CTV, DOOH, and digital platforms.

Highly targeted, real-time advertising on in-venue casino screens

Mobiquity Technologies, Inc. is securing high-value digital out-of-home (DOOH) channels. A key value proposition involves powering dynamic digital advertising across casino environments. This is being executed through a strategic alliance with Context Networks-NRT, announced in November 2025, targeting deployment in over 1,000 casinos globally. Context Networks estimates the potential annual revenue for this specific channel at $20 million per 1,000 slot machines. The platform delivers real-time behavioral insights for audience targeting across these in-venue screens.

Compliance-focused solutions for publisher data monetization

Mobiquity Technologies, Inc. offers solutions that address the increasing need for data privacy compliance. This focus was a transformative decision starting in 2023, shifting the company toward compliant, first-party data solutions for publisher data monetization. The company's overall business overview includes offering data compliance services alongside its advertising technology stack.

High gross profit margin service delivery, reaching 75% in Q3 2025

The service delivery model is showing significant margin improvement, which is a critical value point for the business's sustainability. The financial results for the quarter ending September 30, 2025, illustrate this efficiency. Here's the quick math on the margin performance for that period:

This gross margin of 75.00% was achieved on revenues of $117,074 for the quarter ending September 30, 2025. Also, note that for that same quarter, sales to just two customers accounted for approximately 92% of total revenues.

Finance: draft 13-week cash view by Friday.

Mobiquity Technologies, Inc. (MOBQ) - Canvas Business Model: Customer Relationships

You're looking at a business model where customer relationships are, frankly, highly concentrated. This isn't a broad-based consumer play; it's about deep, mission-critical integration with a very small set of partners. Honestly, the relationship structure is bifurcated, leaning heavily toward the enterprise side right now.

The most immediate point to grasp is the extreme reliance on a few key accounts. For the quarter ended September 30, 2025, sales to just two customers accounted for approximately 92% of Mobiquity Technologies, Inc.'s total revenues. That level of dependency means the relationship management for these entities must be high-touch, almost certainly involving dedicated account management to ensure retention and expansion. To be fair, this concentration is up from 86% the prior year, showing a slight consolidation of revenue among the top partners, even as overall Q3 2025 revenue dropped to $117,074 USD.

The strategic, long-term partnership agreements form the backbone of the enterprise relationship strategy. A prime example is the agreement announced on November 6, 2025, with NRT Technology, which is a five-year strategic agreement. This deal is designed to integrate Mobiquity Technologies, Inc.'s advertising platform across NRT's ecosystem, targeting reach into more than 1,000 casino properties globally and leveraging NRT's installed base of more than 11,000 Financial Kiosks. This isn't a transactional sale; it's an infrastructure integration that locks in revenue visibility for the next half-decade, which is a key action for de-risking that customer concentration.

For the smaller end of the market, the focus shifts to the automated self-service platform, CMOne. Mobiquity Technologies, Inc. launched CMOne, described as a Fully Agentic AI Marketing Platform, in August 2025. The goal here is scale without the high-touch cost. We saw early validation of this strategy when Mobiquity Technologies, Inc. announced on August 21, 2025, that two additional clients adopted CMOne through the NewsOut partnership. This suggests a tiered approach: dedicated, high-touch support for the massive enterprise deals, and scalable, automated access for smaller entities using the CMOne system.

Here's a quick look at the structural elements of these relationships as of late 2025:

The relationship management is clearly segmented by client size and strategic importance. You can see the difference in approach:

• Dedicated Account Management for large enterprise clients, necessary given the 92% revenue concentration.
• Automated self-service platform access via CMOne for smaller entities, launched in August 2025.
• Strategic, long-term partnership agreements, exemplified by the five-year NRT deal announced in November 2025.
• High-touch relationship management is defintely required for the top two revenue contributors.

Finance: draft 13-week cash view by Friday.

Mobiquity Technologies, Inc. (MOBQ) - Canvas Business Model: Channels

You're looking at the distribution methods for Mobiquity Technologies, Inc. (MOBQ) as of late 2025, which is heavily weighted toward strategic alliances given the company's current scale.

Direct Sales Team targeting enterprise and SMB clients

The direct sales effort appears highly concentrated, focusing on securing large, strategic accounts rather than broad market penetration. For the quarter ended September 30, 2025, sales to just two customers accounted for approximately 92% of total revenues, which were $117,074 for that quarter. The company reported having 8 employees as of September 30, 2025. The overall revenue for the nine months ended September 30, 2025, was only $160,795. This structure suggests a small, high-touch sales function aimed at enterprise-level advertising agencies, brands, and publishers.

The channel focus is entirely domestic, with 100% of revenues generated from customers in the United States.

Strategic integration into NRT's financial kiosks and digital signs

A significant channel development is the five-year strategic agreement with Context Networks, which integrates Mobiquity Technologies' advertising platform into NRT Technology's portfolio. This move targets the high-value casino gaming vertical through existing physical infrastructure. This integration provides access to distribution across NRT's installed base, which includes:

• NRT Financial Kiosks: More than 11,000 units globally.
• VisuaLimits Pro Digital Table Game Signs: Displays where the technology has an 80% market share across table games.
• Opal Non-Gaming Kiosks: Deployed for bill payments and account top-ups.

The goal of this specific channel is accelerating reach into more than 1,000 casino properties worldwide.

Programmatic advertising exchanges and demand-side platforms (DSPs)

The core technology delivery channel is programmatic, utilizing the ATOS platform for media buying and audience targeting across various digital endpoints. The platform is designed to engage with approximately 10 billion advertisement opportunities per day. The company's technology is deployed across:

• Mobile advertising inventory.
• Connected TV (CTV).
• Digital out-of-home (DOOH) screens.
• Social media placements.

The company also launched CMOne, an AI-powered marketing platform, in August 2025, which centralizes these programmatic functions.

Web-based marketing portals and digital conferences

The company maintains a public-facing web presence at www.mobiquitytechnologies.com. The Publisher Platform is designed to target digital content owners to monetize their inventory through seamless access to the ATOS and MobiExchange platforms. While the company is active in digital announcements, such as the August 2025 launch of CMOne and the November 2025 announcement regarding the NRT partnership, specific financial metrics tied directly to web portal subscriptions or digital conference lead generation are not separately reported from the single operating segment.

The following table summarizes the reported revenue performance across the most recent reported quarters, reflecting the current state of channel effectiveness:

Mobiquity Technologies, Inc. (MOBQ) - Canvas Business Model: Customer Segments

You're looking at the core groups Mobiquity Technologies, Inc. (MOBQ) is targeting with its advertising and data intelligence platforms as of late 2025. The strategy clearly shows a pivot toward high-value niche markets alongside broader AI-driven tools.

Casino and Gaming Operators globally (target of 1,000+ properties)

This segment is being addressed through a strategic alliance announced in November 2025, leveraging Mobiquity Technologies' platform via Context Networks and NRT Technology. The goal is to deploy dynamic digital advertising across a massive installed base.

• Target reach acceleration into more than 1,000 casino properties worldwide.
• NRT Technology serves over 800 casinos in North America alone.
• The partnership includes access to all 25 of the world's 25 largest casino properties.
• The potential annual revenue estimate for this channel is $20 million per 1,000 slot machines.
• The technology integrates with NRT Financial Kiosks, which total more than 11,000 units globally.
• The integration targets VisuaLimits Pro Digital Table Game Signs, which hold an 80% market share across table games.

Brands and Advertisers seeking to reach casino patrons

This group is the direct beneficiary of the casino advertising push, receiving highly targeted, real-time advertising and branded experiences across multiple guest touchpoints within the gaming environment. Generally, Mobiquity Technologies targets advertising agencies and brands across its programmatic media offerings. However, the overall revenue picture shows significant concentration in this area.

• For the third quarter ended September 30, 2025, sales to two customers accounted for approximately 92% of total revenues.
• The trailing 12-month revenue as of September 30, 2025, was $1.15M.

Small to Medium-Sized Businesses (SMBs) using CMOne

The CMOne platform, launched in August 2025, is positioned as a fully agentic AI marketing operating system designed to democratize enterprise-grade marketing capabilities for smaller entities.

Publishers focused on first-party data compliance and monetization

Publishers utilize the AdHere Publisher platform, part of the Mobiquity Suite for Publishers, to manage first-party data amid privacy regulation changes. The goal is to improve revenue through direct advertiser sales by converting first-party data into compliant audience codes.

• The platform includes a Consent Management platform to ensure compliance with privacy requirements.
• It offers an Audience Builder service to create targeted audiences from a publisher's 1st party data.

Finance: draft Q4 2025 revenue forecast based on casino segment activation by Friday.

Mobiquity Technologies, Inc. (MOBQ) - Canvas Business Model: Cost Structure

You're looking at the hard costs Mobiquity Technologies, Inc. is incurring to run its advertising and data intelligence platform as of late 2025. Honestly, the cost structure is heavily influenced by the recent revenue shift, making the Cost of Revenue a key focus right now.

For the third quarter ending September 30, 2025, the Cost of Revenue was quite low relative to the top line, which is what drives the strong margin performance you asked about. The total revenue for Q3 2025 was $117,074, and the Gross Profit came in at $87,773.

This relationship directly supports the 75% Q3 2025 gross margin you noted. Here's the quick math on the direct costs associated with generating that revenue for the quarter:

• Costs of revenue for Q3 2025: $29,301 (Calculated as $117,074 Revenue minus $87,773 Gross Profit).
• Gross Margin for Q3 2025: 75.0%.

When we look at the overhead, the latest comprehensive annual data we have is for the fiscal year ending December 31, 2024, which gives us a baseline for General and Administrative (G&A) expenses. Keep in mind these are in USD Thousands.

The search results didn't break out specific 2025 quarterly figures for Technology Research and Development (R&D) expenses or the specific salaries for software engineering and data science teams within the operating expenses for Q3 2025. What this estimate hides is the exact compensation structure for the AI and data science talent that powers the ATOS platform.

The overall operating expense structure for Q3 2025 shows the company is running at a significant operating loss, which is important context for the cost base. The Loss from operations for Q3 2025 was $(1,952,226).

• Net Loss for Q3 2025: $(2,221,051).
• Loss per share - basic and diluted for Q3 2025: $(0.10).

Finance: draft 13-week cash view by Friday.

Mobiquity Technologies, Inc. (MOBQ) - Canvas Business Model: Revenue Streams

You're looking at the core ways Mobiquity Technologies, Inc. (MOBQ) is trying to monetize its position in the AdTech space as of late 2025, which is a critical exercise given the financial headwinds.

The trailing twelve-month revenue as of September 30, 2025, was reported at $1.15 million. For context on the recent quarter, the revenue for the three months ending September 30, 2025, came in at $117.07K, showing a significant year-over-year contraction for that period.

Programmatic advertising fees (CPM/CPA) from targeted campaigns remain a foundational element, especially with the recent strategic pivot. The November 2025 rollout of the alliance with Context Networks, targeting over 1,000 casinos for digital out-of-home (DOOH) advertising on slot machines, is a clear action to secure a high-value channel for these transaction-based fees.

Platform-as-a-Service (PaaS) subscription fees for CMOne represent the future engine for recurring revenue. Mobiquity Technologies, Inc. launched CMOne-an AI-powered platform-in August 2025, betting on this technology to drive efficiency and new subscription income, particularly for small and medium-sized businesses needing unified brand engagement tools. This shift is defintely important for stabilizing the top line.

Data licensing and intelligence platform access fees are being actively pursued as a key growth area. The company is seeking to implement several new revenue streams from its location data collection and analysis capabilities, moving beyond just advertising impressions.

Here's a quick look at how these streams map out against the reported TTM revenue:

The intelligence platform access is designed to support various high-value data applications, which you should track closely as they mature into reliable income sources:

• Footfall Reporting
• Attribution Reporting
• Real Estate Planning
• Financial Forecasting
• Custom Research

Finance: draft 13-week cash view by Friday.