Sabio Holdings Inc. (SBIO:TSXV)

  • Streaming TV ad spend in the U.S. is growing at a 15% CAGR as users shift from linear to streaming TV, providing a major tailwind for SBIO. Sabio has a household graph of 80M households based on mobile and CTV app data, providing it with proprietary data and analytics.

  • SBIO is gearing up for a strong 2026 with multiple political events occurring, supporting a return to revenue growth and cashflow generation.

  • Sabio is trusted by a customer base made up of Fortune 500 brand partners, with nearly 65% of the Company’s top 2024 customers increasing spend in 2025.

  • Sabio is led by CEO & Co-Founder Aziz Rahimtoola, who brings over two decades of experience in the TV and digital advertising sectors at major firms. Mr. Rahimtoola owns 43% of the Company, with the remaining management team and board owning 9%.

Investment Summary

Company Description

Sabio Holdings is a Los Angeles-based ad-tech company specializing in helping top 100 global brands reach, engage, and validate streaming TV audiences in a highly fragmented media ecosystem. Sabio leverages its complete end-to-end ad-supported streaming tech stack, which features App Science, a non-cookie-based SaaS analytics and insights platform with a proprietary 80M household graph and AI capabilities alongside its ad-serving technology and direct supply.

Research

A group of five people, including children and one adult, sitting and standing in a living room watching a smart TV screen that displays a streaming app interface.

Sabio Holdings: 
Research Note
May 26, 2026

A group of five people, including children and one adult, sitting and standing in a living room watching a smart TV screen that displays a streaming app interface.

Sabio Holdings: 
Research Note
May 1, 2026

A group of five people, including children and one adult, sitting and standing in a living room watching a smart TV screen that displays a streaming app interface.

Sabio Holdings: 
Research Note
November 25, 2025

A group of five people, including children and one adult, sitting and standing in a living room watching a smart TV screen that displays a streaming app interface.

Sabio Holdings: 
Research Note
August 27, 2025

A group of five people, including children and one adult, sitting and standing in a living room watching a smart TV screen that displays a streaming app interface.

Sabio Holdings: 
Research Note
May 28, 2025

A group of five people watching a television in a bright living room. The TV screen displays streaming service icons.

Sabio Holdings: 
Research Note
March 18, 2025

Two people sitting on the floor watching a YouTube video on a television screen, with the YouTube play button overlay in the center.

Sabio Holdings: 
Management Interview
February 26, 2025

A group of five people sitting on the floor watching a TV with streaming app icons on the screen.

Sabio Holdings: 
Initiation Report
February 3, 2025

A group of children and a man watching a smart TV in a living room, with the TV displaying app icons.

Sabio Holdings: 
Research Note
February 18, 2025