Gamehaus Holdings Earnings Call Transcripts
Fiscal Year 2026
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Q3 FY2026 revenue exceeded guidance at $26.2M, with net income up 40% year-over-year. DTC and AI initiatives drove margin gains, while new RPG and Puzzle titles are set to launch in FY2027. Share buybacks and disciplined capital allocation continue.
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Q2 FY26 revenue reached $26.3M, with net income up 151% year-over-year and operating margin at 3.3%. DTC revenue share is rising, AI is streamlining production, and a robust RPG and Puzzle pipeline supports future growth.
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Q1 FY2026 revenue was $27.7M with net income up 18% YoY and net margin improving to 6.7%. DTC integration and cost controls drove higher margins, while a robust RPG pipeline and AI initiatives support long-term growth. Q2 revenue guidance is $24–27M.
Fiscal Year 2025
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Q4 and FY25 revenue declined year-over-year due to reduced user acquisition and marketing, but cost controls preserved profitability. AI and DTC strategies are driving operational improvements, and a $5M share buyback was launched. Q1 FY26 revenue guidance is $27M-$30M.
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Revenue for the first nine months fell to $87.4M, reflecting a strategic shift from mature game marketing to long-term investments in content and AI. Flagship titles remained strong, while new products and Asian expansion showed promise. Q4 revenue is guided at $27.5M–$30M.