Gamehaus (GMHS) Company presentation summary

Investment highlights and strategic positioning

• Data-driven validation and AI-powered tools enable scalable, repeatable hit-making in mobile gaming.

• Global creator network and GBS platform create self-reinforcing growth loops and network effects.

• Integrated platform connects creators, developers, publishers, and players, embedding data validation at every stage.

• Four strategic shifts: fragmented to integrated, guesswork to validation, local to global, and one-off profits to a recurring platform model.

• Focus on empowering small and mid-sized developers through collaborative partnerships and commercial amplification.

Market opportunity and portfolio

• Mobile games are the largest and fastest-growing segment, with 49% of global gaming revenue and a projected 1.67 billion paying gamers by 2027.

• Multi-genre portfolio emphasizes casual and mid-core games, with ongoing expansion into new genres.

• Strategic focus on RPG and puzzle games, leveraging high-quality Asian development teams and global creative partnerships.

• Addressable markets include $2B Chinese overseas publishing, $54B global casual/mid-core, and $114B global mobile gaming.

Financial and operational performance

• FY2025 revenue reached $118.0M, with $3.8M net income and a 3.2% net margin; Q2 FY26 revenue was $26.3M with $0.9M net income and a 3.5% margin.

• Majority of revenue from in-app purchases, with advertising as a secondary stream.

• Average DAUs were 693K in FY2025 and 499K in Q2 FY26; payer conversion rates were 2.2% and 2.5% respectively.

• Cost structure includes significant investment in R&D, sales & marketing, and G&A.