GCL Global Holdings Ltd Stock Price, News & Analysis

GCL (Nasdaq: GCL) will participate in Benchmark’s 14th Annual Discovery One-on-One Conference in New York City. The company said Group CEO Sebastian Toke will attend one-on-one in-person meetings on December 4, 2025 from 8:45 AM to 3:40 PM ET at the New York Athletic Club. The presentation offers investors a chance for direct engagement on the company’s games and entertainment business.

GCL (Nasdaq: GCL) provided FY2026 guidance for the year ending March 31, 2026, forecasting revenue to exceed $240 million (an increase of $100 million versus FY2025) and gross profit to exceed $30 million (an increase of $10 million versus FY2025).

The company cited continued growth in consumer and gaming-adjacent verticals, the integration of Ban Leong Technologies and scaling of its digital publishing business as drivers, and highlighted development of game IPs including Showa American Story and The Defiant with expected upside in FY2027. GCL said synergies from combining IP, publishing, distribution, hardware and peripherals are expected to support long-term value creation. GCL will report H1 FY2026 results in December and host an investor call the morning of the release.

GCL (Nasdaq: GCL) announced on Oct 16, 2025 it has executed a non-binding Memorandum of Understanding to explore acquiring up to 51% of Madeviral, a Singapore-based game marketing agency with a claimed influencer network of 40,000.

The parties agreed to a 60-day exclusivity period to complete due diligence and negotiate definitive agreements. Closing is subject to customary conditions, including satisfactory due diligence, regulatory approvals and board approval. Madeviral’s leadership is expected to remain post-transaction if consummated. Further details will follow upon execution of definitive agreements.

GCL (Nasdaq: GCL) announced Island of Hearts, a live-action, narrative-driven interactive adventure co-created by 4Divinity and Titan with support from Leap Studio.

The game uses a first-person branching narrative and features Asia-based lifestyle creators including Siew Pui Yi, Debbie Wee, Nahyun Kim, Baby G, Ayako Ogawa, and Leah Usami. A hands-on demo will be on Steam's gamescom asia page starting 15 October 2025, and the title will be showcased at 4Divinity’s booth during gamescom asia x Thailand Game Show, Oct 16–19, 2025, where cast members will hold meet-and-greets. The full game is scheduled to launch in Spring 2026. Management framed the project as a strategic step in GCL’s game development and creator-collaboration strategy.

GCL Global Holdings (NASDAQ:GCL) announced that its subsidiary 4Divinity has secured global publishing rights for the mobile game "Kingdom Under Fire: The Civil War" from Taiwan's Alliance-Star International Enterprise. The agreement grants 4Divinity publishing rights across all mobile platforms globally, excluding Singapore and Malaysia.

The partnership targets the card & collectible-action mobile games segment, which shows strong monetization potential with monthly ARPPU ranging from $20-$80. The deal includes rights of first refusal for future Alliance-Star titles and transmedia opportunities. The game is expected to launch by the end of 2025, focusing primarily on the U.S. and Japanese markets.

GCL Global Holdings (NASDAQ:GCL) announced that its subsidiary 4Divinity has signed an MOU to acquire a 60% stake in Taiwan's Alliance-Star International through a share swap deal. The transaction values Alliance-Star at $10 million, with shareholders receiving $6 million worth of 4Divinity shares, representing 2.4% of 4Divinity's equity.

Alliance-Star, known for the "Kingdom Under Fire" franchise, will be rebranded as "4D Taiwan" post-acquisition. The deal strengthens GCL's presence in Greater China's gaming market, where China's player spending reached $49.2 billion in 2024. GCL reported strong FY2025 results with revenues of $142.1 million and net income of $5.0 million.

GCL Global Holdings (NASDAQ:GCL) announced that its subsidiary 4Divinity has secured a global publishing agreement with Hangzhou Hoothanes Technology for the upcoming game "The Defiant".

The game is a first-person shooter set during the Second Sino-Japanese War, featuring a mix of stealth, action, and espionage gameplay. Initially developed for PC with potential console releases, the game follows a resistance fighter's journey through war-torn China, combining tactical combat with narrative elements.

Under the agreement, 4Divinity will manage marketing, distribution, and platform negotiations. The deal includes a 90-day first refusal right for future Hoothanes titles and transmedia opportunities.

GCL Global Holdings (NASDAQ: GCL) has signed a non-binding term sheet with Harmony Capital to establish the GCL Game and Cultural Industry Fund. The proposed fund will have a budget of RMB100-150 million and will focus on strategic investments in China's game development and publishing sectors.

The fund will allocate over 70% of its capital to game development and publishing, with remaining investments planned for film and TV adaptations of game IPs, cultural ventures, and pre-IPO opportunities. The fund's structure includes a seven-year term, comprising a four-year investment period and three-year exit period, with potential extensions subject to partner approval.

GCL Global Holdings (NASDAQ:GCL) has announced the Asian release of "Mandragora: Whispers of the Witch Tree" on PlayStation®5 and Nintendo Switch platforms. The dark fantasy RPG, developed by Primal Game Studio and published regionally by GCL's subsidiary 4Divinity, is available in both digital and physical editions.

The game launches with two retail versions: a Standard Edition featuring a reversible cover, and a Deluxe Edition including additional items such as a mini keychain (Switch) or SteelBook case (PS5), game guide, soundtrack, digital artbook, and exclusive DLC content. Nintendo Switch players will receive a free New Game Plus mode update in October.