Stock Performance - The stock of GMM.us experienced significant volatility, with a rapid increase of 5.59% on January 10, 2026, reaching $1.51 per share, following a decline of 6.90% on January 8, 2026, and an increase of 8.45% on January 7, 2026, indicating short-term market sentiment fluctuations [2]. Financial Performance - Recent financial reports indicate that the company generated revenue of $26.73 million, with a net profit of $5.04 million and earnings per share of $1.19, while maintaining a stable gross margin. The 2024 financial report shows a year-over-year revenue growth of 53.8%, with significant growth in digital asset business revenue [3]. Business Development - The company focuses on virtual content production for the metaverse, utilizing the MofyLab technology platform. In 2024, it launched the AI video generation platform Gausspeed and established a vocational education academy, expanding into overseas markets. Industry-level data policies may provide long-term opportunities [4].

Core Insights - Global Mofy AI Limited, a generative AI-driven technology solutions provider, announced that its CEO, Mr. Haogang Yang, was recognized as one of the "Top 10 Innovative Economic Figures of the Year" at the 2025 China Economic Summit Forum [1][2]. Group 1: Recognition and Event - The 2025 China Economic Summit Forum took place in Beijing on January 24–25, 2026, focusing on economic digitalization and new development opportunities [3]. - The award program acknowledges entrepreneurs who have significantly contributed to digital transformation and innovation-led development [3]. Group 2: Company Overview and Leadership - Since its founding in 2017, Global Mofy has aimed to tackle challenges in digital content production, such as high costs and low efficiency [4]. - Under Mr. Yang's leadership, the company has invested in standardized 3D digital asset systems and workflow optimization, laying the groundwork for AI-enabled content production [4]. Group 3: Future Vision - Mr. Yang emphasized the importance of AI in enhancing production while maintaining creative vision, aiming to unlock efficiency and organizational capability without replacing creativity [5]. - The company plans to deepen innovation in generative AI and explore the integration of technology and art to contribute to high-quality growth in the digital economy [5]. Group 4: Company Capabilities - Global Mofy utilizes its proprietary "Mofy Lab" technology platform to create high-definition 3D digital assets for various applications, including movies, AR/VR, and gaming [6]. - The company boasts a digital asset bank, Global Mofy Metaverse, which contains over 150,000 high-precision 3D digital assets [6].

Core Viewpoint - Global Mofy AI Limited has successfully delivered high-quality visual effects for the urban workplace comedy series "No Pain No Gain," which has gained significant popularity on Tencent Video since its premiere [1][2]. Group 1: Company Overview - Global Mofy AI Limited is a generative AI-driven technology solutions provider focused on virtual content production and the development of 3D digital assets for the digital content industry [6]. - The company utilizes its proprietary "Mofy Lab" technology platform, which includes interactive 3D and AI technology, to create high-definition virtual versions of various physical world objects [6]. - Global Mofy Metaverse is recognized as one of the leading digital asset banks in China, boasting over 150,000 high-precision 3D digital assets [6]. Group 2: Project Details - The series "No Pain No Gain" features extensive VFX work, combining comedic storytelling with a fast-paced urban setting and stylized visuals [3]. - Global Mofy employed advanced generative AI tools and an AI-native production workflow to ensure high-quality and efficient delivery of VFX at scale [3][4]. - The production workflow integrates AI-assisted and automation-driven modules across key stages of the VFX pipeline, aiming to enhance throughput and maintain high visual standards [4]. Group 3: Market Impact - The series has attracted strong audience attention and online discussion, indicating a robust market appeal for premium episodic content that resonates with young viewers [2]. - The internal popularity metric, known as the "heat index," for "No Pain No Gain" has surpassed 24,000, with the series ranking No. 1 on both the real-time TV series list and the real-time trending search list on Tencent Video [1]. - The successful execution of this project helps strengthen Global Mofy's reputation and credibility within the industry, positioning the company as a reliable long-term partner for high-volume, high-quality digital content production [5].

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Company Structure and Operations - Global Mofy Cayman is a holding company with no significant assets or operations, conducting business in China through its subsidiaries[32]. - Global Mofy Zhejiang WFOE, incorporated on April 3, 2023, is engaged in technology development, technical services, and software development[34]. - As of the date of the report, no dividends or distributions have been made to US investors, and the company's business is primarily conducted through its subsidiaries[54]. - The company has appointed Cogency Global Inc. as its agent to receive service of process in the United States[46]. - The company has received all requisite licenses and permissions from PRC authorities to conduct its business operations, with no denials reported[66]. - The business licenses held by subsidiaries allow for a range of technology services, including development, consulting, and advertising, across various regions in China[67][68]. Financial Operations and Dividends - Current PRC regulations permit the WFOE to pay dividends to the company only out of accumulated profits, if any, determined in accordance with Chinese accounting standards[53]. - The company relies on dividends paid by its subsidiaries for working capital and cash needs, including servicing debt obligations and paying operating expenses[54]. - No dividends, distributions, or transfers have been made between Global Mofy Cayman and its subsidiaries, and no cash dividends are expected in the foreseeable future[59]. - The company’s ability to pay dividends may be restricted by debt instruments governing its subsidiaries[56]. - The company's PRC subsidiaries generate revenue primarily in Renminbi, which is not freely convertible, potentially limiting the ability to pay dividends[88]. - A withholding tax rate of up to 10% may apply to dividends payable by Chinese companies to non-PRC-resident enterprises, affecting the company's ability to distribute dividends[89]. - The company relies on dividends from its PRC subsidiaries for funding, which are subject to PRC laws that restrict payments to only after-tax profits and require statutory reserves[150][155]. Regulatory Environment - The PRC government may impose restrictions on the ability to transfer cash or assets, affecting the company's liquidity[51]. - The company must comply with PRC foreign exchange regulations for the remittance of dividends outside of China[52]. - PRC regulations require subsidiaries to set aside a minimum of 10% of net income after taxes as statutory surplus reserves until it reaches 50% of registered capital[56]. - The Holding Foreign Companies Accountable Act may impact the company's ability to complete business combinations with certain companies, particularly those with substantial operations in China[60]. - The company does not anticipate any regulatory objections to its offering from PRC authorities[68]. - The company is not currently required to obtain any other approval from Chinese authorities to list on U.S. exchanges or issue securities to foreign investors[75]. - The company must comply with new cybersecurity review measures before any public offering at a foreign stock exchange, adding potential compliance challenges[99]. - The company is subject to extensive regulation in the financial and taxation solution services industry, creating uncertainties regarding the legality of its operations[95]. Market and Competition - The company faces intense competition in the metaverse and digital entertainment industry, which could negatively impact its market share and financial performance[90]. - The company faces intense competition in the metaverse and digital entertainment industry, with significant competitors like BaseFX and SVHQ Media, which may affect market share[226]. Financial Performance - For the fiscal year ended September 30, 2025, the revenue from digital asset development reached $22.83 million, up from $20.5 million in 2024 and $11.5 million in 2023, indicating significant growth in this business line[209]. - The company incurred a net loss of $19.30 million for the fiscal year ended September 30, 2025, following a profit of $12.1 million in 2024 and $6.6 million in 2023, highlighting ongoing financial challenges[211]. - The company anticipates an increase in operating costs and expenses as it continues to grow, which may impact future profitability[212]. - The company has a limited operating history, making it difficult to predict future performance and increasing the risk of fluctuating financial results[210]. Customer and Supplier Dependency - As of September 30, 2025, one customer accounted for approximately 16% of total revenues, indicating a reliance on major customers for revenue generation[214]. - Four major suppliers accounted for approximately 19%, 14%, 11%, and 11% of total purchases for the year ended September 30, 2025, reflecting dependency on key suppliers[217]. - As of September 30, 2025, the balance due from four customers accounted for approximately 22%, 20%, 18%, and 13% of total accounts receivable, indicating potential risks in cash flow[215]. Legal and Compliance Risks - The company may face significant legal and regulatory obstacles in obtaining information for shareholder investigations or litigation outside of China[84]. - The PRC legal system's unpredictability may impede the company's ability to enforce contracts and could adversely affect operations[126]. - Enforcement of foreign judgments in China is uncertain, particularly for judgments from U.S. courts, due to the lack of reciprocal agreements[183]. - The company may face significant scrutiny and negative publicity similar to other U.S.-listed Chinese companies, which could adversely affect its operations and stock value[181]. Economic and Political Factors - The company’s operations are significantly influenced by political, economic, and social conditions in China, which could impact financial performance[128]. - Adverse changes in PRC government policies could materially affect the overall economic growth of China, reducing demand for the company's products and services[84]. - The financial and operating performance of the company may be adversely affected by general economic conditions, natural disasters, and public health crises impacting the metaverse industry[186]. - The rapid spread of COVID-19 has resulted in increased travel restrictions and business disruptions, potentially leading to financial distress for buyers and impacting revenues[187].

Share Capital and Shareholder Rights - The authorized share capital of GLOBAL MOFY AI LIMITED is US$1,020,000.00, divided into 30,000,000,000 Class A Shares and 4,000,000,000 Class B Shares, each with a par value of US$0.00003[3]. - Each Class A Share entitles the holder to one vote, while each Class B Share entitles the holder to twenty votes on all matters at general meetings[18]. - Class B Shares do not confer any rights to receive dividends, whereas Class A Shares do[18]. - The Company has the power to issue shares with special rights or restrictions as determined by the Directors[7]. - The liability of each Shareholder is limited to the amount unpaid on their shares[6]. - Shareholders holding at least 30% of voting rights can requisition a general meeting, ensuring significant shareholder influence in Company decisions[54]. - The Company may fix a record date for determining shareholders entitled to dividends, ensuring clarity in dividend distribution[51]. Share Management and Financial Security - The Company may purchase its own shares, including redeemable shares, on terms determined by the Directors[20]. - The Company has a first priority lien on every partly paid or unpaid share for all moneys called or payable, ensuring financial security for the Company[22]. - The Directors may sell shares on which the Company has a lien after a 14-day notice period, allowing for effective management of unpaid shares[23]. - If a call remains unpaid, interest will accrue at a rate of 10% per annum until payment is made, incentivizing timely payments from shareholders[28]. - The Company may forfeit shares if payment requirements are not met after a specified notice period, allowing for the recovery of unpaid amounts[34]. - The Directors have the authority to make arrangements regarding the payment of calls on partly paid shares, providing flexibility in financial management[30]. - The Company may increase its share capital through new shares as per Ordinary Resolution, allowing for potential growth and expansion[48]. Meetings and Resolutions - A general meeting requires at least five clear days' notice to shareholders, specifying the meeting's details[44]. - A quorum for a general meeting is one or more shareholders holding at least one-third of the voting power of all outstanding shares[58]. - If a quorum is not present within half an hour, the meeting will be adjourned to the same time and place seven days later[59]. - Shareholders may participate in meetings via telephone or similar communication equipment, which counts as presence[60]. - Resolutions at general meetings are typically decided by a show of hands unless a poll is demanded by the chairman or shareholders holding at least 30% of the voting rights[64]. - A written resolution can be passed without a meeting if all shareholders entitled to vote are notified and agree[52]. Directors and Management - Directors may appoint additional directors at any time, and the company can fix the maximum and minimum number of directors by ordinary resolution[79]. - Directors are entitled to remuneration as determined by the board, with no shareholding qualification required unless specified[81]. - The company may validate prior acts of directors that breach their duties through a special resolution[86]. - Directors have the power to borrow money and mortgage the company's property as needed[87]. - The Directors have the authority to appoint various officers, including a President and Vice-Presidents, to manage the Company as deemed necessary[88]. - The Company may establish local or divisional boards for management purposes, with Directors having the power to delegate authority to these boards[97]. - The Directors are responsible for maintaining minutes of meetings, including appointments and resolutions made[107]. - A quorum for Directors' meetings is two if there are two or more Directors, and one if there is only one Director[101]. - Directors may participate in meetings via telephone or similar communication equipment, which counts as presence at the meeting[100]. - The Directors may delegate powers to committees, which must include a majority of Independent Directors as required by listing rules[90]. Dividends and Financial Management - Directors may declare dividends from legally available funds, including interim dividends, subject to the approval of an Ordinary Resolution[119]. - Dividends may be paid in cash or in kind, and will be declared based on the amount paid on shares or their par value if unpaid[123][124]. - The Company may set aside reserves from available funds before declaring dividends for contingencies or equalizing dividends[121]. - The Company may capitalize any part of its profits not required for paying preferential dividends or any sum standing to the credit of the share premium account[77]. - The amount resolved to be capitalized must be appropriated to Shareholders in the same proportions as if it had been distributed by way of dividend[135]. - Any dividend that remains unclaimed for a period of six years shall be forfeited to the Company[127]. Accounting and Auditing - The Company may appoint Auditors, but is not required to do so, and the accounts shall be audited as determined by the Company[131]. - The Directors shall establish a share premium account and carry to its credit a sum equal to the premium paid on the issue of any share[132]. - The books of account relating to the Company's affairs shall be kept at the registered office or other places determined by the Directors[128]. Legal and Administrative Provisions - The Company may execute deeds without a seal by the signature of a Director or Secretary, as authorized by the Directors[118]. - Any notice or document served by post shall be deemed to have been served five days after posting[138]. - The Directors have the authority to present a petition for the winding up of the Company without the sanction of a resolution passed at a general meeting[146].

Core Insights - Global Mofy AI Limited reported record annual revenue for fiscal year 2025, driven by a strategic transition towards AI-native production pipelines and AI Agent-based workflows [2][3][5]. Financial Performance - Total assets increased to $78.0 million as of September 30, 2025, up 31.9% from $59.2 million in 2024, primarily due to investments in intangible assets related to 3D digital assets and AI technologies [4]. - Revenue for fiscal year 2025 reached $55.9 million, a 35.3% increase from $41.4 million in fiscal year 2024, fueled by demand for virtual content production and 3D digital assets across various sectors [5]. - Gross profit was $22.5 million, with a gross margin of 40.2%, reflecting ongoing investments in AI-native production infrastructure and R&D initiatives [7]. - The company reported a net loss of $19.3 million for fiscal year 2025, compared to a net income of $12.1 million in fiscal year 2024, mainly due to non-cash accounting items related to warrant liabilities [8]. - Non-GAAP operating income was $10.8 million, an increase of 17.9% year-over-year from $9.1 million in fiscal year 2024 [9]. Strategic Initiatives - The company adopted a new cooperation model to engage in short-form drama investment and production, aiming to diversify revenue streams [6]. - R&D expenses increased to $7.9 million, up 6.7% from $7.4 million in fiscal year 2024, focusing on expanding the 3D digital asset library and developing AI-based generative tools [10][11]. - The launch of Gauss AI Lab in fiscal year 2025 aims to enhance AI-native production workflows and support long-term efficiency and scalability [11]. Recent Developments - In January 2025, the company provided visual effects for the television series "Guardians of the Dafeng," showcasing its capabilities in high-quality production [16]. - The company made a strategic investment in Wetruck AI, a digital freight platform in Ethiopia, marking its entry into the African market [16]. - Global Mofy established Eaglepoint AI Inc. in January 2026 to enhance its AI data engineering and model training capabilities [16].

Core Insights - Global Mofy AI Limited has announced the establishment of Eaglepoint AI Inc., a strategic expansion aimed at enhancing its global AI infrastructure, with a 51% controlling interest held through its subsidiary GMM Discovery LLC [1][4] - Eaglepoint AI is focused on high-quality data labeling, governance, and AI model training support, utilizing a proprietary tool named Aquila for managing the AI lifecycle [2][3] Company Overview - Global Mofy AI Limited is a generative AI-driven technology solutions provider engaged in virtual content production and the development of 3D digital assets, with over 100,000 high-precision 3D digital assets in its portfolio [5] Strategic Expansion - The formation of Eaglepoint AI represents a collaboration with a team of engineering and data professionals from the U.S., Germany, and Ethiopia, enhancing the company's operational model by combining U.S. data governance with East African engineering execution [1][3] - The initiative aligns with projections that AI will contribute approximately $2.9 trillion to Africa's economic growth by 2030, allowing the company to build a sustainable data supply chain [3] Technological Advancements - Aquila, the internal training and evaluation workflow tool developed by Eaglepoint AI, streamlines various aspects of AI model training, significantly enhancing efficiency and consistency across multiple models [2]

Core Viewpoint - Global Mofy AI Limited has successfully closed a private placement financing, raising approximately US$4.8 million to support its operations and growth in the generative AI-driven technology sector [1][3]. Group 1: Financing Details - The private placement was completed on December 18, 2025, with gross proceeds of about US$4.8 million before expenses [1]. - The company entered into securities purchase agreements on December 5, 2025, selling a total of 15,000,000 Class A ordinary shares at a price of US$0.31875 per share [2]. Group 2: Use of Proceeds - The net proceeds from the private placement will be utilized for general corporate purposes, including working capital, product development, and the expansion of AI-powered technology platforms [3]. Group 3: Company Overview - Global Mofy AI Limited is a technology solutions provider focused on virtual content production and the development of 3D digital assets for the digital content industry [6]. - The company operates the "Mofy Lab" technology platform, which creates high-definition 3D digital assets applicable in various fields such as movies, TV series, AR/VR, animation, advertising, and gaming [6]. - Global Mofy is recognized as one of the leading digital asset banks in China, boasting over 100,000 high-precision 3D digital assets [6].

Core Viewpoint - Global Mofy AI Limited has announced a private placement of securities, aiming to raise approximately US$4.8 million to support its operations and technology development [1][3]. Group 1: Securities Offering - The company has entered into securities purchase agreements with investors for the purchase of 15,000,000 Class A ordinary shares at a price of US$0.31875 per share [2]. - The offering is expected to close upon meeting customary closing conditions outlined in the SPAs [2]. Group 2: Use of Proceeds - The net proceeds from the offering will be utilized for general corporate purposes, including working capital, product development, and the expansion of AI-powered technology platforms [3]. Group 3: Company Overview - Global Mofy AI Limited is a generative AI-driven technology solutions provider focused on virtual content production and the development of 3D digital assets for the digital content industry [6]. - The company operates the "Mofy Lab" technology platform, which creates high-definition 3D digital assets applicable in various sectors such as movies, TV series, AR/VR, animation, advertising, and gaming [6]. - Global Mofy is recognized as one of the leading digital asset banks in China, boasting over 100,000 high-precision 3D digital assets [6].