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].