CTW Cayman-A(CTW)
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CTW Launches Doraemon Comic Traveler Role-Playing Game From The Beloved Franchise
Globenewswire· 2025-12-15 12:00
TOKYO, Dec. 15, 2025 (GLOBE NEWSWIRE) -- CTW Cayman (Nasdaq: CTW) (“CTW” or “the Company”), a leading game platform company providing global access to web-based games through its flagship HTML5 platform G123.jp, today announced that its subsidiary CTW Inc. (Tokyo, Japan) has officially launched Doraemon Comic Traveler, a full-scale online role-playing game (RPG) based on the beloved Doraemon manga franchise. Players can immediately enjoy the game on any mobile, PC, or tablet device at G123.jp, which offers ...
Argus Research Initiates Equity Research Report Coverage on CTW Cayman (NasdaqCM:CTW)
Prnewswire· 2025-12-04 12:45
NEW YORK, Dec. 4, 2025 /PRNewswire/ -- Argus Research, an independent investment research firm, has launched Equity Research Report coverage on CTW Cayman (NasdaqCM:CTW). Click Here to view the full Argus Equity Research Report. COMPANY HIGHLIGHTS: Excerpts (as conveyed by Argus Analyst Steve Silver) include: For more Information please contact: CTW: An emerging leader in browser-based Japanese anime games Matt Chesler, CFA FNK IR [email protected] About Argus Research Corp. Long-standing Relationships With ...
CTW Launches Crayon Shinchan: My Sugoroku Great Strategy Video Game Based on Popular Crayon Shinchan Anime Franchise
Globenewswire· 2025-12-02 12:18
Core Insights - CTW Cayman has launched a new game titled "Crayon Shinchan: My Sugoroku Great Strategy," expanding its offerings on the G123.jp platform to a total of 30 games [1][3] - The game is based on the popular Japanese manga "Crayon Shinchan" and incorporates traditional sugoroku gameplay mechanics, allowing players to collect various in-game items [2][4] - CTW is recognized as the largest anime IP-based H5 game platform globally, according to a Frost & Sullivan report from 2023 [5] Company Overview - CTW Cayman is a leading game platform company that provides global access to web-based, free-to-play games inspired by popular Japanese animations [5] - The flagship platform, G123.jp, allows users to play games without registration or downloads, enhancing user accessibility [1][5] - The company has a sustainable business model that focuses on securing valuable intellectual properties and collaborating with top third-party game developers [3] Game Features - "Crayon Shinchan: My Sugoroku Great Strategy" features gameplay that includes rolling dice, collecting "Action Coins," and engaging in mini-games and surprise events [2] - Players can collect free in-game items such as "Cosplay Costumes," "Emotes," and "Collection Cards," which adds to the game's appeal [2] - The game aims to bring the humor and charm of the "Crayon Shinchan" series to a new audience of gamers [3]
CTW Cayman-A(CTW) - 2025 Q4 - Earnings Call Transcript
2025-11-18 14:32
Financial Data and Key Metrics Changes - Revenue for fiscal year 2025 grew 32% year over year to $98.4 million, driven by seven new game launches generating approximately $32.3 million [3][4] - Operating loss recorded at $1.1 million compared to operating income of $6.7 million in the previous year, attributed to strategic investments in AI and marketing [4][5] - Adjusted EBITDA decreased to $8 million from $12 million in fiscal year 2024, reflecting higher personnel and marketing investments [5][6] - Cash and cash equivalents stood at $12.2 million as of July 31, 2025, with no debt on the balance sheet [6] Business Line Data and Key Metrics Changes - Segment profit increased by $4.3 million year over year to $31.3 million, indicating improved operational efficiency [5] - The two top-performing titles were "So I'm a Spider, So What? - Ruler of Labyrinth" contributing $14.2 million and "Arifureta: Rebellion's Soul" contributing $9.3 million [3][4] Market Data and Key Metrics Changes - Growth was strong across all major regions, with significant international expansion noted, particularly outside Japan [4][6] - The company is focusing on enhancing advertisement spending in markets outside Japan to support growth [14] Company Strategy and Development Direction - The company plans to translate recent investments into growth and operating leverage, with a focus on AI systems and creative infrastructure [7][8] - Expansion into the U.S. market is a priority, with plans to open a new office in New York City to build local capabilities [7][8] - The company aims to maintain financial discipline while investing in talent, infrastructure, and marketing expansion [7][8] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in continued top-line growth driven by an expanding global presence and upcoming releases [7][8] - The company anticipates increased operating expenses due to investments in talent and infrastructure but remains focused on long-term value creation [7][8] Other Important Information - The company completed its initial public offering on Nasdaq, raising $12 million in gross proceeds [6] - The return on advertising spend improved significantly, indicating effective allocation of marketing resources [5][6] Q&A Session Summary Question: What is driving accelerated revenue growth in the second half? - The growth is attributed to the addition of new titles and increased advertisement spending in international markets [12][13][14] Question: What is the expected timeline for launching games in pre-registration and backlog? - Most games in pre-registration are expected to launch within the current fiscal year, with efforts to expedite the process [17][18][19] Question: What are the expectations for the North American market? - The North American market is expected to grow significantly, with potential to match or exceed the Japanese market in certain titles [21][22][23] Question: What sets CTW apart from its competitors in securing attractive anime IP? - Strong relationships with IP holders, a frictionless HTML5 platform, and advanced AI-backed marketing tools are key competitive advantages [24][25] Question: What initiatives are in place for growing the U.S. market? - The company is focusing on organic growth and exploring M&A opportunities, particularly with local marketing channels [29][31] Question: Do you expect U.S. users to become higher spenders than those in Japan? - There is potential for North American users to become significant spenders, with expectations of increased whale customers in the region [30][32][33] Question: What capabilities are being developed in AI-driven user acquisition? - Investments are being made in optimizing advertisement management systems and enhancing AI tools for game development and marketing [39][40][41]
CTW Cayman-A(CTW) - 2025 Q4 - Earnings Call Transcript
2025-11-18 14:32
Financial Data and Key Metrics Changes - Revenue for fiscal year 2025 grew 32% year over year to $98.4 million, driven by seven new game launches generating approximately $32.3 million [3][4] - Operating loss recorded at $1.1 million compared to operating income of $6.7 million in the previous year, attributed to strategic investments in AI and marketing [4][5] - Adjusted EBITDA decreased to $8 million from $12 million in fiscal year 2024, reflecting higher personnel and marketing investments [5][6] - Cash and cash equivalents stood at $12.2 million as of July 31, 2025, with no debt on the balance sheet [6] Business Line Data and Key Metrics Changes - Segment profit increased by $4.3 million year over year to $31.3 million, indicating improved operational efficiency [5] - The two top-performing titles were "Soul Ama: Spider's Soul World - Ruler of Labyrinth" contributing approximately $14.2 million and "A Rift of Rita: Rebellion's Soul" contributing about $9.3 million [3][4] Market Data and Key Metrics Changes - Growth was strong across all major regions, with significant advertising and marketing investments made outside Japan to support international expansion [4][14] - The company is expanding its footprint in the U.S. and plans to open a new office in New York City to enhance local capabilities [7][8] Company Strategy and Development Direction - The company aims to translate recent investments into growth and operating leverage, focusing on efficiency gains across marketing and user engagement [7] - Plans to continue disciplined investments in talent, infrastructure, and marketing to support a larger global footprint [7][8] - The company is exploring potential M&A opportunities in the U.S. market to enhance growth [31] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about continued top-line growth driven by an expanding global presence and upcoming game releases [7][8] - The North American market is expected to grow significantly, with potential for it to lead in revenue generation for certain titles in the future [22][33] Other Important Information - The company completed its initial public offering on Nasdaq, raising $12 million in gross proceeds [6] - The focus remains on long-term value creation while maintaining a healthy balance sheet and positive operating cash flows [8] Q&A Session Summary Question: What is driving accelerated revenue growth in the second half? - The growth is attributed to the addition of new titles and increased international marketing efforts, particularly outside Japan [12][14] Question: What is the expected timeline for launching games in pre-registration and backlog? - Most games in pre-registration are expected to launch within the current fiscal year, with efforts being made to expedite the process [17][19] Question: What are the expectations for the North American market? - The North American market is anticipated to grow significantly, with potential to match or exceed the Japanese market in certain titles [22][33] Question: What sets CTW apart from its competitors in securing attractive anime IP rights? - Strong relationships with IP holders, a frictionless HTML5 platform, and advanced AI-backed marketing tools are key competitive advantages [24][25] Question: What initiatives are in place for growing the U.S. market? - The company is focusing on organic growth, opening a local office, and exploring M&A opportunities with established marketing channels [31] Question: Are North American users expected to become higher spenders than Japanese users? - There is potential for North American users to become significant spenders, with expectations of increased whale customers in the mid to long term [32][33] Question: What new capabilities are being developed in AI-driven user acquisition? - Investments are being made in optimizing advertisement management systems and enhancing AI tools for game development and marketing [39][41]
CTW Cayman-A(CTW) - 2025 Q4 - Earnings Call Transcript
2025-11-18 14:30
Financial Data and Key Metrics Changes - Revenue for fiscal year 2025 grew 32% year over year to $98.4 million, driven by seven new game launches generating approximately $32.3 million [4][5] - Operating loss recorded at $1.1 million compared to operating income of $6.7 million in the previous year, attributed to strategic investments in AI and marketing [5][6] - Adjusted EBITDA decreased to $8 million from $12 million in fiscal year 2024, reflecting higher personnel and marketing investments [6][7] - Cash and cash equivalents stood at $12.2 million as of July 31, 2025, with no debt on the balance sheet [7] Business Line Data and Key Metrics Changes - Segment profit increased by $4.3 million year over year to $31.3 million, indicating improved operational efficiency [6] - The two top-performing titles were "Soul Ama: Spider's Soul World - Ruler of Labyrinth" contributing approximately $14.2 million and "A Rift of Rita: Rebellion's Soul" contributing about $9.3 million [4] Market Data and Key Metrics Changes - Growth was strong across all major regions, with significant international expansion efforts noted [5] - The company is focusing on enhancing advertisement spending in markets outside Japan, which remains the largest market [15] Company Strategy and Development Direction - The company plans to translate recent investments into growth and operating leverage, with a focus on AI systems and creative infrastructure [8] - Expansion into the U.S. market is a priority, with plans to open a new office in New York City to build local capabilities [9] - The company aims to maintain financial discipline while supporting global expansion and technology investments [9] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about continued top-line growth driven by an expanding global presence and upcoming releases [8] - The company anticipates increased operating expenses due to investments in talent and infrastructure, but remains committed to long-term value creation [8] Other Important Information - The company completed its initial public offering on Nasdaq, raising $12 million in gross proceeds [7] - The focus on AI-driven marketing systems has improved return on advertising spend from 99% in fiscal year 2024 to 116% in fiscal year 2025 [6] Q&A Session Summary Question: What is driving accelerated revenue growth in the second half? - The growth is attributed to the addition of new titles and increased advertisement spending in international markets [14][15] Question: What is the expected timeline for launching games in pre-registration and backlog? - Most games in pre-registration are expected to launch in the current fiscal year, with efforts to expedite the process [19][20] Question: What are the expectations for the North American market? - The company has high expectations for North America, anticipating it could lead the Japanese market in certain titles in the long run [23][24] Question: What sets CTW apart from its competitors? - CTW has strong relationships with IP holders, a frictionless HTML5 platform, and an AI-backed marketing tool that enhances monetization [26][27] Question: What initiatives are in place for growing the U.S. market? - The company is looking at both organic growth and potential M&A opportunities to enhance its presence in the U.S. [34] Question: Do you expect U.S. users to become higher spenders than those in Japan? - There is potential for North American users to become significant spenders, with expectations of more whale customers emerging in the region [35][36] Question: What capabilities are being developed in AI-driven user acquisition? - Investments are being made in optimizing advertisement management systems and enhancing AI tools for game development [38][39]
CTW Cayman-A(CTW) - 2025 Q4 - Annual Report
2025-11-17 22:11
Financial Performance - The company generated a net income of approximately $3.8 million for the year ended July 31, 2025, compared to $6.0 million in 2024 and $3.4 million in 2023[378]. - Revenue for the fiscal year ended July 31, 2025, was approximately $90.37 million, reflecting a 32.07% increase from $68.42 million in 2024[330]. - Gross in-game purchase amount for fiscal year 2025 reached $106.99 million, up from $84.46 million in 2024 and $81.39 million in 2023, representing a year-over-year increase of 26.5%[311]. - Net income decreased by about US$2.2 million, or 36.4%, from about US$6.0 million in fiscal 2024 to about US$3.8 million in fiscal 2025[369]. Cash Flow and Investments - As of July 31, 2025, the company had approximately $12.2 million in cash and cash equivalents, a decrease from $14.5 million in 2024, while net working capital increased from $6.1 million in 2024 to $9.7 million[375]. - For the year ended July 31, 2025, net cash provided by operating activities was approximately $0.1 million, down from $1.6 million in 2024 and $2.6 million in 2023[376]. - The company used about $1.2 million in investing activities for the year ended July 31, 2025, primarily for property and equipment purchases and investments in films and television programs[382]. - The net cash used in investing activities for 2025 was about US$1.2 million, consistent with 2024, and an increase from US$0.5 million in 2023[382][383]. User Metrics and Engagement - Daily active users (DAUs) increased to 264,149 in fiscal year 2025, compared to 197,100 in 2024 and 189,985 in 2023, reflecting a growth of 33.9% year-over-year[311]. - Monthly active users (MAUs) increased to 3,378,835 in fiscal year 2025, compared to 2,301,929 in 2024, marking a growth of 46.9% year-over-year[311]. - Paying daily active users (PDAUs) rose to 17,458 in fiscal year 2025, a 6.2% increase from 16,446 in 2024 and a 29.0% increase from 13,541 in 2023[311]. - The ratio of PDAUs to DAUs decreased to 6.61% in fiscal year 2025 from 8.34% in 2024, indicating a decline in conversion efficiency[311]. Expenses and Cost Management - Cost of revenue increased by approximately $5.8 million, or 36.0%, to $22.04 million for the fiscal year ended July 31, 2025[337]. - General and administrative expenses rose by 63.78% to $8.48 million, driven by increased administrative functionalities and public company costs[330][323]. - Research and development expenses surged by 480.48% to $5.53 million, reflecting the company's commitment to technology and content improvement[330][325]. - Sales and marketing expenses increased by approximately US$16.0 million, or 40.5%, in fiscal 2025, accounting for approximately 61.3% of total revenue[355]. Market and Revenue Sources - Japan remained the largest market, contributing approximately 69.6% of total revenue in fiscal 2025, down from 81.5% in fiscal 2024[335]. - Revenue from South Korea increased by approximately $6.1 million, or 188.0%, indicating strong user growth following new releases[334]. - The developer of "Vivid Army" was the largest customer, contributing 30.1%, 40.3%, and 58.2% of revenues for the fiscal years ended July 31, 2025, 2024, and 2023, respectively[303]. Future Outlook and Strategic Initiatives - The company expects significant capital expenditures in the foreseeable future to support business expansion and enhance research and development capabilities[386]. - The company aims to expand its active user base and enhance monetization through collaborations with leading game developers and IP providers[312]. - The company plans to continue investing in research and development to improve user gaming experience and operational efficiency[390]. Accounting and Compliance - The company appointed Golden Ocean FAC PAC as its new independent registered public accounting firm effective September 5, 2025, succeeding YCM CPA INC.[372]. - The company has not entered into any off-balance sheet financial guarantees or derivative contracts that are not reflected in its combined financial statements[389]. - The adoption of ASC 326 for expected credit losses did not have a material impact on the company's financial statements[394].
CTW Cayman-A(CTW) - 2025 Q2 - Quarterly Report
2025-11-17 21:45
Exhibit 99.1 CTW Announces Fiscal Year 2025 Financial Results Management will host an earnings webcast on Tuesday, November 18 at 8:30 a.m. EST TOKYO, JAPAN, November 17, 2025 – CTW Cayman (Nasdaq: CTW) ("CTW" or "the Company"), a leading game platform company providing global access to web-based games through its flagship HTML5 platform, G123.jp, reports financial results for the six months ("2H25") and fiscal year ended July 31, 2025 ("FY25"). Financial and Business Highlights Comments from Ryuichi Sasaki ...
CTW Announces Fiscal Year 2025 Financial Results
Globenewswire· 2025-11-17 21:30
Core Insights - CTW Cayman reported a revenue of $90.4 million for fiscal year 2025, reflecting a 32% increase compared to $68.4 million in fiscal year 2024, with a notable acceleration of 41% growth in the second half of the year [3][4][21] - The company successfully launched seven new games in fiscal 2025, generating $32.3 million in revenue, which helped offset the decline in revenue from older titles [3][5][4] - The company is focusing on expanding its user base beyond Japan, with users outside Japan accounting for 30% of revenue in fiscal 2025, up from 19% in the previous year [3][4] Financial Performance - Revenue for fiscal 2025 was $90.4 million, a 32% increase from $68.4 million in fiscal 2024, with in-game purchases rising 27% year-over-year to $107.0 million [4][21] - Net income for fiscal 2025 was $3.8 million ($0.06 per share), down from $6.0 million ($0.10 per share) in fiscal 2024 [7][21] - Adjusted EBITDA for fiscal 2025 was $8.0 million, compared to $12.0 million in fiscal 2024 [7][21] Game Launches and Pipeline - In fiscal 2025, CTW launched seven new games, including popular titles such as "So I'm a Spider, So What?" and "Ruler of the Labyrinth," bringing the total active games to 29 [3][4] - The company has a robust pipeline for fiscal 2026, with 24 games in backlog, including titles based on well-known anime IPs [3][4] Market Expansion and Strategy - The company has made significant investments in R&D and personnel, particularly in Shanghai and Taipei, to enhance its AI capabilities and scalability [3][4] - Initial investments in North America are underway, targeting a large and relatively untapped market [3][4] Key Operating Metrics - Daily active users (DAUs) increased to 264,149 in fiscal 2025 from 197,100 in fiscal 2024, while paying daily active users (PDAUs) rose to 17,458 from 16,446 [16] - The average revenue per paying daily active user (ARPPDAU) increased to $16.79 in fiscal 2025 from $14.07 in fiscal 2024 [16] - Return on advertisement spend (ROAS) improved to 116.4% in fiscal 2025 from 99.3% in fiscal 2024 [6][16]
CTW to Announce Fiscal Year 2025 Financial Results on November 17 and Host Earnings Webcast on November 18
Globenewswire· 2025-11-10 12:00
Core Viewpoint - CTW Cayman, a leading game platform company, is set to release its financial results for the six months and fiscal year ended July 31, 2025, on November 17, 2025, after market close [1] Company Overview - CTW Cayman is recognized for providing global access to web-based, free-to-play games inspired by popular Japanese animations, including titles such as "So I'm a Spider, So What?" and "Queen's Blade Limit Break" [3] - The company operates its flagship HTML5 platform, G123.jp, which is noted as the largest anime IP-based H5 game platform globally in terms of gross billings as of 2023, according to a Frost & Sullivan Report [3]