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

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

What is the market's earnings forecast for Gamehaus Holdings next quarter?

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

What does Gamehaus Holdings do and what are its main business segments?

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

Did Gamehaus Holdings beat or miss consensus estimates last quarter?

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.

Gamehaus Holdings Inc (GMHS) Q1 2026 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

GMHS

GMHS fundamentals

You can ask Aime