Global Mofy Metaverse Limited

For FY2025, Global Mofy reported revenue of $55.9 million, up 35.3% from $41.4 million in FY2024. Gross profit was $22.5 million versus $20.8 million in FY2024, and gross margin was 40.2%. R&D expense was about $7.9 million versus $7.4 million in FY2024, a 6.7% increase, and total assets rose to $78 million from $59.2 million, up 31.9%. Management said FY2025 was a record year and that FY2026 should maintain strong growth momentum, with continued expansion in key application areas, ongoing technological innovation, and sustainable revenue growth over the long term.

The lead remarks framed FY2025 as a strategic inflection point, not just a strong operating year. Management emphasized a deliberate move from AI-driven tools toward AI-native production workflows, supported by a 150,000-plus asset bank, Gausspeed, Mofy Lab, and new AI lab efforts. The tone was confident and transformation-focused, with repeated messaging that the company is building long-term infrastructure for scalable content production.

The financial commentary focused on record revenue growth and the tradeoff of investing ahead of the curve. Revenue reached $55.9 million, gross profit was $22.5 million, gross margin was 40.2%, and R&D was about $7.9 million, up 6.7% year over year. The CFO also noted total assets of $78 million, up from $59.2 million, and said the investments in intangible assets, AI technologies, and the asset bank were intentional to support future margin expansion and efficiency.

In Q&A, an analyst asked how the company can keep revenue growth stable; management pointed to three drivers: continued demand for 3D digital assets, growth in film/TV/advertising/virtual tourism, and the expansion into short drama investment and production. On outlook, management said FY2026 should maintain strong growth momentum and further expand market presence through technological innovation. Another analyst asked whether the company would prioritize technology or ecosystem expansion over the next 3-5 years, and management answered that the two are complementary, with a 'technology first and service-driven' resource allocation. When asked if short drama is a long-term strategy or short-term monetization, management said it is part of long-term strategic planning, not merely a short-term monetization tool.