BOM Executive Evaluation • July 2026

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Presentation

1-Year Journey with Nativex: Agility, High Performance & Long-Term Value Compounding in Mobile AdTech

Presenter

Claire (Nguyen)

Current Role

AdTech Strategist

Business Unit

Nativex Vietnam (Mobvista Group)

Review Horizon

H1 2026 Review & H2 Strategic Plan

H1 Target: 102% Rev • 108% Profit

"Relentlessly focused on moving forward with sharp data agility."

Executive Overview

Agenda & Key Discussion Pillars

15-Minute Structured Pitch for Board of Management Evaluation

6 SECTIONS

01

About Me

1-Year journey with Nativex, core mindset & passion for the mobile AdTech ecosystem.

1.5 Mins

02

Performance Review

H1 2026 targets exceeded: $670K Rev, $317K Profit, margin protection & diversification.

3.5 Mins

03

Next-Level Readiness

Crisis management & tough negotiations: iKame IVT recovery and GreenSM $8K savings.

3.0 Mins

04

Mobvista Cultural Values

Self-evaluation across all 5 core values: Day 1 mindset, Ownership, Backbone & Compound Interest.

2.5 Mins

05

Strategic Development Plan

H2 2026 goals ($813K Rev, $381K Profit), key account scaling & SEA regional expansion.

2.5 Mins

06

Insights & Future Outlook

Market trends (IAA to Hybrid), industry risks & internal CPA team resource suggestions.

2.0 Mins

01 • About Me

Claire — AdTech Strategist, Vietnam

1-Year Journey with Nativex & Driving High-Performance Growth

JULY 2025 – JULY 2026

C

Claire (Nguyen)

AdTech Strategist @ Nativex

An AdTech strategist from Vietnam with a deep-rooted passion for the mobile advertising ecosystem, specializing in programmatic UA, hybrid monetization, and affiliate network scaling.

Core Identity & Philosophy

High-Performance Culture Business Agility Relentless Execution

Professional Foundation & Key Drivers

01

1-Year Milestone with Nativex

Thrived in our fast-paced, high-velocity environment since July 2025. Rapidly transformed market opportunities into scalable revenue channels.

02

Dynamic AdTech Ecosystem as Catalyst

The rapid evolution of ad formats, tracking algorithms, and market shifts keeps my mindset razor-sharp, adaptable, and forward-looking.

03

Long-Term Value Creation Focus

Committed to building sustainable partnerships, protecting profit margins, and unlocking high-yielding regional GEOs for Nativex.

"The dynamic nature of AdTech is my greatest motivator—it keeps my mindset sharp, agile, and relentlessly focused on moving forward."

02 • Performance Review & Milestones (H1 2026)

Exceeding H1 Business & Financial Targets

Consistent Overachievement Across Revenue, Profit, Margins & Global Partner Rankings

H1 2026 RESULTS

                  Total Revenue
                  102% Target
                
$670,237

                  Exceeded ambitious H1 revenue target by +$13,237.51 through aggressive gaming & app scaling.

                  Gross Profit
                  108% Target
                
$316,874

                  Surpassed profit quota by 108% ($316,874.89), demonstrating superior margin discipline.

                  Profit Margin
                  Robust
                
40% – 50%

                  Sustained high-yield 40-50% margins across all major Casual and Hybrid gaming campaigns.

                  Partner Ranking
                  Global Tier-1
                
#1 & #2

                  #1 Affiliate Globally for iKame

                  #2 Affiliate Globally for GreenSM (GSM)

H1 2026 Target vs Actual Performance Breakdown

Financial Highlights Summary

Revenue: $670,237.51

Profit: $316,874.89

Net Take-Rate: 47.3%

02 • Performance Review & Milestones (H1 2026)

Volume Growth & Portfolio Diversification

Securing Core Gaming Revenue Engine while Pioneering New High-Yield Verticals

VERTICAL PORTFOLIO

Core Revenue Engine 44% Share

Casual Games (US)

Anchor of H1 revenue, generating 44% of total top-line with steady volume retention and top-tier margin efficiency.

Top Revenue Engine: 44% contribution to H1 total revenue

Gapu Casual: Maintained consistent, robust delivery and margin

Strategic Diversification Non-Gaming

Pioneering Verticals

Reduced over-reliance on pure gaming by unlocking high-LTV non-gaming categories:

IAP Apps (Varmeta): Strong early traction, positive iOS ROAS, landmark case study

Banking (Techcombank): High user quality, CASA growth & growing volume

Expansion & Defense 53% Retention

Retention & Expansion

Proactively insulated business from fraud and localized churn by expanding GEO horizons:

53% Retention Rate: Sustained active engagement across key accounts

New High-Yield GEOs: Unlocked Thailand, Philippines, Laos, Russia, UK, Germany

03 • Next-Level Readiness & Innovation

iKame Games: Fraud Crisis Management & Full Recovery

Turning an Applovin MAX IVT Emergency into a Long-Term Growth Foundation

CASE STUDY 01

The Challenge Feb 2026 (Month 4 Evaluation)

Applovin MAX issued an Invalid Traffic (IVT) warning during a critical partnership evaluation period, prompting iKame to pause all active campaigns immediately.

Strategic Actions Taken

1

Single Point of Contact: Bridged iKame leadership and internal CSM team to conduct an immediate root-cause traffic analysis.

2

Emergency Alignment Meeting: Hosted urgent cross-team alignment to redefine traffic filtering workflows and establish strict preventive protocols.

3

Applovin MAX Engagement: Proactively reached out to Applovin MAX representatives to secure an objective, 3rd-party damage assessment.

The Outcome March 2026 Resumption

Client Confidence Restored & MoM Volume Acceleration

Global Tier-1 Status: Solidified Nativex as iKame's #1 Affiliate Partner globally.

Preventive Workflow: Transformed reactive crisis into automated fraud mitigation pipeline.

Deep Client Trust: Account expanded into app verticals & new game titles.

Key Takeaway: Crisis management converted an existential account threat into our strongest client relationship in Vietnam.

03 • Next-Level Readiness & Innovation

GreenSM: Margin Defense & Strategic Negotiation

Decisive Data-Backed Negotiation Saving $8,000 in Disputed Compensation

CASE STUDY 02

The Discrepancy Dispute AppsFlyer vs Backend

A tracking discrepancy between AppsFlyer and GSM's internal backend led them to demand an unreasonable $10,000 compensation penalty, falsely claiming competing networks had conceded.

Strategic Counter-Measures

1

Fact-Finding & Bluff Exposure: Conducted discreet cross-checks with peer affiliate networks to verify market reality and expose the claim.

2

Firm Negotiation Stance: Framed commercial leverage clearly: persistent unreasonable claims would force publishers to halt traffic delivery.

3

Objective Data Anchoring: Shifted the conversation from emotional pressure to empirical MMP discrepancies and traffic optimization.

Negotiation Impact 80% Penalty Reduction

Initial Demand

$10,000

Unreasonable penalty

Final Settlement

$2,000

Saved $8,000 Margin

Maintained #2 Global Status: Partnership preserved without sacrificing profitability.

Runway for H2 Retargeting: Client agreed to expand into retargeting campaigns in VN.

04 • Mobvista Cultural Value Self-Evaluation

Living the Mobvista Core Cultural Values

Translating Group Principles into Measurable Business Actions & Strategic Outcomes

5 CORE PILLARS

A

Keep Starting Up

It's Always the First Day

Embraced a "Day 1" hungry mindset to onboard Varmeta (IAP) with zero prior VN case studies. Learned on the fly and unlocked a new high-margin revenue model.

Pioneered IAP

B

Ownership

Take Decisions & Search Excellence

Refused to wait for the iKame IVT crisis to escalate. Proactively audited traffic with iKame & Applovin, leading internal CSM alignment to prevent revenue loss.

Proactive Crisis Lead

C

Simple & Reliable

Reliability Makes Things Simple

Approached GSM's $10K claim strictly objectively. Cross-checked cross-network data to eliminate speculation, ensuring transparent, result-oriented negotiations.

Data-Driven Truth

D

Have Backbone

Disagree and Commit

Demonstrated courage to firmly push back against GSM's unjustified compensation, leveraging publisher traffic realities to slash penalty to $2K without breaking ties.

Saved $8,000

E

Compound Interest

Long-Term Value Creation

Built repeatable preventive workflows for iKame (driving MoM scale) and protected GSM margin runway for CSM team to optimize future win-win campaigns.

Long-Term ROI

05 • Strategic Development Plan (H2 2026)

H2 2026 Financial & Market Expansion Targets

Scaling Top-Line Growth (+21%), Deepening Account Retention, and Expanding into Key SEA Markets

GROWTH TARGETS

                  H2 Financial Targets
                  +21.4% MoM
                
Revenue Target
$813,535
Targeting +$143K over H1
Profit Target
$381,540
Sustaining ~47% Net Margin

                  Account Growth
                  Scale & Protect
                
+10 Clients
New Client Acquisition Engine
+20% Growth: Expansion rate on existing core accounts
Churn < 30%: Tighten SLA & fraud mitigation to protect retention

                  Market Penetration
                  SEA & South Asia
                
Top 3 / Top 5
Market Ranking Ambition
Priority GEOs: Pakistan (PK), Thailand (TH), Malaysia (MY)
Top 3: Games & Apps Ranking in Target GEOs
Top 5: Non-Gaming (Fintech / E-com) Market Ranking

⚡ H1 vs H2 Growth Trajectory: Revenue scales from $670K → $813.5K | Gross Profit scales from $317K → $381.5K High-Growth Strategic Roadmap

05 • Strategic Development Plan (H2 2026)

Strategic Execution Priorities & Acquisition Engine

Three-Pronged Execution: Focus Verticals, Key Account Scaling & Multi-Channel Pipeline

EXECUTION PLAYBOOK

1

Focus Verticals & CPS

Accelerating non-gaming diversification via structured performance models:

E-Commerce (CPS Model): Launch Cost-Per-Sale campaigns to capture GMV spend

OTT & Streaming Apps: Capitalize on VN pirated site crackdown with licensed TV apps

Banking & Fintech: Expand CASA, e-wallets and investment app partnerships

2

Key Account Scaling

Deepening wallet share and product cross-selling across core accounts:

iKame: Unlock new game titles & initiate direct cross-sell to their app team

GreenSM (GSM): Roll out localized retargeting campaigns in Vietnam

Techcombank & Varmeta: Scale volume via new traffic sources & boost Android performance

3

New Acquisition Engine

Building a robust, compounding inbound & outbound sales pipeline:

Direct B2B Sales: High-touch physical meetings, industry summits & C-level dinners

MMP Referral Ecosystem: Leverage partner networks (AppsFlyer, Adjust, Airbridge)

Thought Leadership: Co-host educational webinars with top analytics platforms

06 • Insights & Future Outlook

Market Dynamics & Industry Headwinds

Capitalizing on Ecosystem Shifts while Proactively De-risking the Business

MACRO ANALYSIS

                  Emerging Market Opportunities
                  Tailwinds
                
                      IAA Spend Migration:
                      US IAA budgets cooling down, ad spend actively shifting toward alternative high-engagement markets (VN, Turkey, Japan, Korea).
                    
                      Hybrid Monetization Surge:
                      Traditional IAA developers transitioning toward Hybrid casual & IAP revenue models, opening higher CPA margins.
                    
                      Premium OTT/Streaming UA Boom:
                      VN regulatory crackdowns on pirate streaming created prime UA tailwinds for licensed TV/OTT apps.
                    
                      Fintech MMP Upgrades:
                      Fintech/investment apps upgrading tracking infrastructure to test non-traditional UA channels outside saturated platforms.

Industry Risks & Headwinds Threats & Mitigations

Ad Fraud & Account Churn: High industry fraud creates skepticism during client onboarding. Mitigation: Strict pre-launch IVT filtration & MMP transparency.

Intensified Regional Competition: Chinese & Indian affiliate networks establishing localized sales in VN. Mitigation: Superior account servicing, CSM speed & custom tech tools.

Vertical Dependency on Gaming: Cooling VN gaming market makes gaming concentration risky. Mitigation: Aggressive H2 push into E-com (CPS), OTT & Fintech.

Strategic Imperative: Vertical diversification and fraud resilience are non-negotiable for sustained margin growth.

06 • Suggestions & Conclusion

Internal Team Alignment & Executive Summary

Unlocking CPA Operational Bandwidth & Scaling Compound Value for Nativex

RECOMMENDATIONS & Q&A

Internal Organization Suggestion

Capacity & Bandwidth Expansion for CPA Team

To support aggressive H2 revenue targets ($813.5K) and complex multi-GEO campaigns, I highly recommend allocating additional resource bandwidth for the CPA team:

Eliminate Execution Bottlenecks: Ease current workload overload to ensure zero delays in campaign launch.

Stringent Performance Tracking: Enable real-time traffic hygiene and proactive fraud auditing.

Granular CVR Tactics: Empower CSMs to deploy targeted creative and bid optimizations to lift conversion rates.

🚀 Expected ROI: A well-resourced CPA operations unit directly translates to higher account retention and faster volume scale.

Executive Commitment

Ready for the Next Level

Over the past year, I have demonstrated the agility, resilience, and commercial ownership required to drive sustainable, compounded growth for Nativex and Mobvista.

H1 PROVEN

$670K / 102%

H2 COMMITTED

$813K / 10 New

Thank you, Board of Management, for your trust and mentorship. I am eager to take on expanded responsibilities to scale Nativex Vietnam further.

Claire (Nguyen)

AdTech Strategist, Nativex Vietnam

Q & A Discussion

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Agenda & Key Discussion Pillars

Claire — AdTech Strategist, Vietnam

Claire (Nguyen)

Professional Foundation & Key Drivers

1-Year Milestone with Nativex

Dynamic AdTech Ecosystem as Catalyst

Long-Term Value Creation Focus

Exceeding H1 Business & Financial Targets

Financial Highlights Summary

Volume Growth & Portfolio Diversification

Casual Games (US)

Pioneering Verticals

Retention & Expansion

iKame Games: Fraud Crisis Management & Full Recovery

Client Confidence Restored & MoM Volume Acceleration

Complete Volume Recovery

GreenSM: Margin Defense & Strategic Negotiation

$8,000 Direct Margin Protected

Living the Mobvista Core Cultural Values

Keep Starting Up

Ownership

Simple & Reliable

Have Backbone

Compound Interest

H2 2026 Financial & Market Expansion Targets

Strategic Execution Priorities & Acquisition Engine

Focus Verticals & CPS

Key Account Scaling

New Acquisition Engine

Market Dynamics & Industry Headwinds

Internal Team Alignment & Executive Summary

Capacity & Bandwidth Expansion for CPA Team

Ready for the Next Level

PromotionPresentation

Agenda & Key Discussion Pillars

Claire — AdTech Strategist, Vietnam

Claire (Nguyen)

Professional Foundation & Key Drivers

1-Year Milestone with Nativex

Dynamic AdTech Ecosystem as Catalyst

Long-Term Value Creation Focus

Exceeding H1 Business & Financial Targets

Financial Highlights Summary

Volume Growth & Portfolio Diversification

Casual Games (US)

Pioneering Verticals

Retention & Expansion

iKame Games: Fraud Crisis Management & Full Recovery

Client Confidence Restored & MoM Volume Acceleration

Complete Volume Recovery

GreenSM: Margin Defense & Strategic Negotiation

$8,000 Direct Margin Protected

Living the Mobvista Core Cultural Values

Keep Starting Up

Ownership

Simple & Reliable

Have Backbone

Compound Interest

H2 2026 Financial & Market Expansion Targets

Strategic Execution Priorities & Acquisition Engine

Focus Verticals & CPS

Key Account Scaling

New Acquisition Engine

Market Dynamics & Industry Headwinds

Internal Team Alignment & Executive Summary

Capacity & Bandwidth Expansion for CPA Team

Ready for the Next Level

Slide Overview

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