Revenue Growth - Revenue for fiscal year 2025 reached $90.4 million, representing a 32% year-over-year growth, with a notable 41% growth in the second half of the year compared to the same period in fiscal 2024[3] - Revenue for the year ended July 31, 2025, was $90,370,793, representing a 32.1% increase from $68,424,577 in 2024[21] - Consolidated in-game purchases increased to $106,994,440 in fiscal year 2025, up 26.8% from $84,461,982 in fiscal year 2024[32] User Engagement - Daily active users (DAUs) increased to 264,149 in fiscal 2025, up from 197,100 in fiscal 2024, while paying daily active users (PDAUs) rose to 17,458 from 16,446[17] - Users outside of Japan accounted for 30% of total revenue in fiscal 2025, up from 19% in the previous year, indicating successful market expansion efforts[3] Financial Performance - Net income for fiscal 2025 was $3.8 million ($0.06 per share), a decrease from $6.0 million ($0.10 per share) in fiscal 2024[8] - Net income for 2025 was $3,828,563, a decrease of 36.0% from $5,977,639 in 2024[21] - Adjusted EBITDA for fiscal 2025 was $8.0 million, representing 8.8% of revenue, despite increased advertising expenses to support new game launches[8] - Adjusted EBITDA for fiscal year 2025 was $7,961,000, compared to $11,999,000 in fiscal year 2024, indicating a decline of 33.4%[29] Expenses - Cost of revenue increased to $22,040,054 in 2025 from $16,211,779 in 2024, reflecting a 35.5% rise[21] - Research and development expenses surged to $5,528,733 in 2025, up from $952,440 in 2024, indicating a significant investment in innovation[21] - Sales and marketing expenses rose to $55,387,277 in 2025, compared to $39,426,506 in 2024, marking a 40.6% increase[21] - Total other operating expenses rose to $32,410,968 in fiscal year 2025, compared to $20,389,634 in fiscal year 2024, reflecting a significant increase of 59.1%[32] Assets and Liabilities - Total assets increased to $46,502,256 as of July 31, 2025, compared to $43,942,507 in 2024, showing growth in the company's financial position[23] - Total liabilities decreased to $18,854,199 in 2025 from $20,103,053 in 2024, indicating improved financial health[23] - Shareholders' equity rose to $27,648,057 in 2025, up from $23,839,454 in 2024, reflecting a stronger equity base[23] Other Financial Metrics - The company reported a contingent gain of $4,709,029 on recovery of previously impaired assets, contributing positively to other income[21] - The company completed its Initial Public Offering in August 2025, raising $12.0 million in gross proceeds[4] - Return on advertisement spend (ROAS) improved to 116.4% in fiscal 2025, up from 99.3% in fiscal 2024[7] - The company has a robust pipeline with 24 games in backlog for fiscal 2026, indicating strong future growth potential[4] Cash Flow - Net cash provided by operating activities decreased to $111,375 in fiscal year 2025 from $1,587,647 in fiscal year 2024[26] - Cash and cash equivalents at the end of fiscal year 2025 were $12,208,630, down from $14,461,251 at the end of fiscal year 2024[26] Impairments and Losses - Impairment of advance to game developers was $3,147,411 in fiscal year 2025, a substantial increase from $401,451 in fiscal year 2024[26] - The company reported a foreign currency transaction loss of $287,946 in fiscal year 2025, compared to a gain of $784,674 in fiscal year 2024[32]

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]

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]

Core Insights - CTW Cayman, a leading game platform company, will participate in the Planet MicroCap Showcase Conference on October 22-23, 2025, in Toronto [1][2] - The company is recognized as the largest anime IP-based H5 game platform globally in 2023, according to a Frost & Sullivan Report [3] Company Overview - CTW provides global access to web-based, free-to-play games inspired by popular Japanese animations, including titles like "So I'm a Spider, So What?" and "Queen's Blade Limit Break" [3] - The flagship platform, G123.jp, is designed to deliver these games to a worldwide audience [3] Conference Participation - Management will present at 1 p.m. ET on October 22, followed by investor meetings throughout the conference [2] - The presentation will be accessible on CTW's investor relations page [2]

Core Insights - Premarket trading is showing notable activity with significant price movements indicating potential trading opportunities before the market opens [1] Premarket Gainers - SHF Holdings, Inc. (SHFS) increased by 150% to $8.17 - Lithium Americas Corp. (LAC) rose by 69% to $5.18 - Aqua Metals, Inc. (AQMS) gained 50% reaching $6.11 - CleanCore Solutions, Inc. (ZONE) up by 44% at $2.87 - Cyclerion Therapeutics, Inc. (CYCN) increased by 33% to $4.03 - Twin Vee Powercats Co. (VEEE) rose by 17% to $2.92 - Solidion Technology, Inc. (STI) up by 11% at $5.09 - China Pharma Holdings, Inc. (CPHI) increased by 11% to $2.18 - Stardust Power Inc. (SDST) rose by 10% to $3.04 - Aligos Therapeutics, Inc. (ALGS) increased by 7% to $11.03 [3] Premarket Losers - Aytu BioPharma, Inc. (AYTU) decreased by 15% to $2.11 - Professional Diversity Network, Inc. (IPDN) down by 13% to $4.10 - STRATA Skin Sciences, Inc. (SSKN) fell by 10% to $2.31 - Cohu, Inc. (COHU) decreased by 9% to $20.68 - Super League Enterprise, Inc. (SLE) down by 9% to $7.74 - CTW Cayman (CTW) fell by 9% to $2.29 - Fitell Corporation (FTEL) decreased by 8% to $7.70 - Soluna Holdings, Inc. (SLNH) down by 8% to $2.16 - StableX Technologies, Inc. (SBLX) decreased by 5% to $5.22 - Indaptus Therapeutics, Inc. (INDP) down by 5% to $2.95 [4]

Core Insights - CTW Cayman has announced the pre-registration for its new simulation game, The Apothecary Diaries Palace Chronicles, which is based on a popular anime series [1][2] - The game will be available on the G123.jp platform, allowing players to engage with the game directly through web browsers without installation [2][4] - The Apothecary Diaries has gained significant popularity since its premiere in 2023, dominating streaming charts in Japan and receiving accolades in the U.S. [3] Company Overview - CTW Cayman is a leading game platform company that provides global access to web-based, free-to-play games inspired by Japanese animations, with G123.jp as its flagship HTML5 platform [6] - According to a Frost & Sullivan Report, CTW was the largest anime IP-based H5 game platform in the world in 2023 in terms of gross billings [6] - The company focuses on collaborating with top-tier developers and investing in high-quality intellectual properties (IP) to enhance in-game purchases and expand its global audience [5][6] Game Lineup - The Apothecary Diaries Palace Chronicles will join a growing lineup of globally recognized games on G123.jp, including titles like High School DxD and Game of Thrones [4] - Currently, there are 12 games in pre-registration and an additional 10 titles in development [5]

Core Viewpoint - CTW Cayman is a leading game platform company that provides global access to web-based, free-to-play games inspired by popular Japanese animations, and will participate in the Lake Street Capital Markets Best Ideas Growth Conference in New York City on September 11, 2025 [1]. Group 1: Company Overview - CTW Cayman operates the flagship HTML5 platform, G123.jp, which showcases a diverse selection of free-to-play games [1][3]. - The company was recognized as the largest anime IP-based H5 game platform in the world in 2023 in terms of gross billings, according to a Frost & Sullivan Report [3]. - CTW focuses on helping game developers generate revenue from Japanese anime IP by reaching a global player audience [3]. Group 2: Business Model and Strategy - CTW shares revenue generated from players' in-game purchases worldwide with game developers [3]. - The company leverages established relationships with leading Japanese animation IP holders to offer premium IP content and resources, along with distribution and marketing services to game developers [3]. - By collaborating with skilled game developers, CTW aims to deliver high-quality, animation-themed gaming experiences to gamers globally [3].

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 through its flagship HTML5 platform, G123.jp [3] - The company was recognized as the largest anime IP-based H5 game platform in the world in 2023 in terms of gross billings according to a Frost & Sullivan Report [3] Recent Developments - CTW is scheduled to ring the Nasdaq Stock Market Opening Bell on August 18, 2025, marking a significant moment for the company following its public listing earlier in the month [1][2] - Ryuichi Sasaki, the Founder, CEO, and Chairman of CTW, emphasized the importance of this event for the company and its investors, highlighting the growth potential in the global gaming market [2] Business Model and Strategy - CTW focuses on providing a comprehensive platform that enables game developers to generate revenue from Japanese anime IP by reaching a global player audience [3] - The company shares revenue from players' in-game purchases with game developers and offers premium IP content, distribution, and marketing services [3]

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 through its flagship HTML5 platform, G123.jp [6] - The company was recognized as the largest anime IP-based H5 game platform in the world in 2023 in terms of gross billings according to a Frost & Sullivan Report [6] Initial Public Offering (IPO) - CTW announced the closing of its initial public offering of 2,400,000 Class A ordinary shares at a public offering price of $5.00 per share, resulting in gross proceeds of $12.0 million before deductions [1] - The Ordinary Shares began trading on The Nasdaq Capital Market under the ticker symbol "CTW" on August 6, 2025 [1] - The underwriters have an option to purchase an additional 360,000 Ordinary Shares at the initial public offering price within 45 days from the closing of the Offering [2] Legal and Regulatory Information - A registration statement on Form F-1 relating to the Offering was filed with the U.S. Securities and Exchange Commission and was declared effective on July 30, 2025 [4] - The Offering is being made only by means of a prospectus forming part of the registration statement [4] Business Model and Strategy - CTW focuses on providing a comprehensive platform that helps game developers generate revenue from Japanese anime IP by reaching a global player audience [6] - The company shares revenue generated from players' in-game purchases with game developers and offers premium IP content, distribution, and marketing services [6]

Group 1 - The core viewpoint of the article is that CTW Cayman, a Japanese gaming company, experienced a decline in its stock price on the first day of its IPO in the U.S. [2] - The opening price of CTW's shares was $4.26, which represents a drop of 14.8% from the IPO issuance price of $5 per share [2]