What were the key takeaways from Gamehaus Holdings’s earnings call?

What is the revenue and EPS growth rate for Gamehaus Holdings year over year?

What guidance did Gamehaus Holdings's management provide for the next earnings period?

What is Gamehaus Holdings's latest dividend and current dividend yield?

Did Gamehaus Holdings beat or miss consensus estimates last quarter?

What is Gamehaus Holdings's gross profit margin?

What factors drove the changes in Gamehaus Holdings's revenue and profit?

What were the key takeaways from Gamehaus Holdings's earnings call?

- **Revenue stability with margin expansion**: $27.7M revenue (flat YoY) but net margin up to 6.7% vs. 5% last quarter.
- **DTC transformation accelerating**: Flagship iOS title DTC share jumps from 10% to 16% in Q1, targeting 30%+ next quarter.
- **AI-driven efficiency gains**: R&D spend up 18% to build enterprise knowledge engine and AI tools for cross-project optimization.
- **Share buyback signaling confidence**: $5M program underway, 200k shares repurchased as of Oct 31 despite regulatory constraints.
- **Asian growth engine**: Shifting focus to Japan, Korea, and Southeast Asia for higher monetization RPG titles.

**【Management Opening Remarks】**
- Q1 FY2026 revenue reached $27.7 million, in line with guidance, with net income up 18% YoY to $1.8 million.
- Net margin improved to 6.7% (vs. 5% last quarter), driven by reduced ad spend and cost optimization.
- DTC (direct-to-consumer) revenue for flagship iOS title rose from 10% in August to 16% by quarter-end, with target to exceed 30% next quarter.
- New RPG game launched in Q1, with plans to release another RPG before March 2026.
- Shifting focus to high-RPU Asian markets (Japan, Korea, Southeast Asia) for future growth.

**【CFO Financial Commentary】**
- Advertising costs down 13.5% YoY to $10.8 million, as resources shifted to new game development.
- Cost of revenue declined 5.4% to $13.3 million due to lower platform fees.
- R&D expenses increased 18.3% to $1.2 million for AI platform enhancements.
- Operating cash flow of $15.3 million, with $5 million share buyback program underway (200k shares repurchased as of Oct 31).

**【Q&A Highlights】**
- ARPDAU growth (24.4% YoY) driven by live ops optimizations and higher RPG product mix.
- DTC adoption reducing platform fees, with target to reach 15%+ company-wide DTC contribution by H1 2026.
- Share buybacks demonstrate confidence in undervaluation, with repurchases constrained by SEC rules but accelerating as liquidity allows.
- Q2 FY2026 revenue guidance of $24-27 million reflects cautious approach to holiday season user acquisition costs.

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