Gamehaus Holdings Inc. Announces Unaudited Financial Results for the Fourth Quarter and Fiscal Year Ended June 30, 2026
Gamehaus posts lower 2026 revenue but stable EPS, tightens costs, shifts toward AI-generated content, and extends its US$5 million buyback program.
Rhea-AI Summary
Gamehaus Holdings (GMHS) reported unaudited Q4 and fiscal 2026 results showing lower revenue but roughly flat annual net income.
Q4 2026 revenue was US$24.3 million, down 20.8% year over year, with in-app purchases at US$21.7 million and advertising at US$2.6 million. Operating costs fell 14.4% to US$25.1 million, resulting in an operating loss of US$0.8 million versus a prior-year operating profit, while net income declined to US$0.9 million from US$1.5 million, aided by US$1.6 million in other income.
Fiscal 2026 revenue declined 11.4% to US$104.7 million, but net income nudged up 0.8% to US$3.9 million as operating costs dropped 9.9% to US$103.3 million. ARPDAU improved (US$0.547 vs. US$0.463) despite lower MAUs and DAUs, reflecting better monetization. The company guided Q1 2027 revenue to US$20–23 million and highlighted a strategic pivot toward AI-generated content, managing its legacy game portfolio for cash flow.
The board extended a Class A share repurchase program of up to US$5 million by one year to August 28, 2027; by June 30, 2026, about 518,000 shares had been repurchased for approximately US$600,000. Cash and cash equivalents rose to US$17.6 million from US$15.2 million, which Gamehaus believes is sufficient for its liquidity and working capital needs over the next 12 months.
Positive
- Fiscal 2026 revenue US$104.7 million, with ARPDAU rising to US$0.547 from US$0.463, indicating improved per-user monetization despite lower user counts.
- Fiscal 2026 net income edged up 0.8% to US$3.9 million, and EPS held at US$0.08 per share year over year.
- Total operating costs fell 9.9% in fiscal 2026 to US$103.3 million, including a 15.2% cut in selling and marketing spend.
- Cash and cash equivalents increased to US$17.6 million from US$15.2 million, and the company states this covers the next 12 months’ needs.
- Other income, net rose to US$2.5 million in fiscal 2026 from US$0.6 million, supporting bottom-line stability.
- Share repurchase plan of up to US$5 million was extended to August 28, 2027; 518,000 shares were bought for about US$600,000 by June 30, 2026.
Negative
- Q4 2026 revenue declined 20.8% year over year to US$24.3 million, with in-app purchases down 22.2%.
- Fiscal 2026 revenue decreased 11.4% to US$104.7 million, reflecting reduced user acquisition and marketing pullbacks.
- Q4 2026 operating margin turned to a −3.1% loss from a 4.6% profit a year earlier.
- Fiscal 2026 operating income fell to US$1.4 million from US$3.4 million as operating margin shrank to 1.3%.
- Average DAUs dropped to 509 thousand from 693 thousand for fiscal 2026, while average MAUs fell to 3,008 thousand from 3,771 thousand.
- Q1 2027 revenue guidance of US$20–23 million is below Q4 2026 revenue of US$24.3 million, implying continued near-term top-line pressure.
News Explained
The
Details
Market reaction after Q4 and FY2026 earnings report: GMHS +4.29%
Following this news, GMHS has gained 4.29%, reflecting a moderate positive market reaction. The stock is currently trading at $0.85.
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Key Figures
- Q4 revenue
- US$24.3 million, down 20.8%
- Fourth quarter fiscal 2026 vs. fiscal 2025
- Q4 net income
- US$0.9 million, down 38.2%
- Fourth quarter fiscal 2026 vs. fiscal 2025
- Fiscal-year revenue
- US$104.7 million, down 11.4%
- Fiscal year 2026 vs. fiscal year 2025
- Fiscal-year net income
- US$3.9 million, up 0.8%
- Fiscal year 2026 vs. fiscal year 2025
- Q4 operating margin
- Negative 3.1%
- Fourth quarter fiscal 2026 vs. positive 4.6% in fiscal 2025
- Q1 FY2027 revenue outlook
- US$20 million–US$23 million
- Quarter ending September 30, 2026
- Cash and equivalents
- US$17.6 million
- As of June 30, 2026
- Share repurchase extension
- Through August 28, 2027
- Existing US$5 million authorization extended for one year
Previous Earnings Reports
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Net income rose 16.4% despite a 9.1% revenue decline
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Revenue declined 7.8% while net income increased and margin expanded
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Revenue and user metrics declined despite higher net income
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Annual revenue and net income declined year over year
-
Revenue, net income, users and operating margin all declined
24h Move is the share-price change in the day after each event; other market factors may also have contributed.
Key Terms
arpdau financial
live-ops technical
payer conversion rate financial
7d retention rate technical
AI-generated analysis. How Rhea-AI works. Not financial advice.
Fourth Quarter of Fiscal Year 2026 Financial Highlights
- Total revenue was
US , representing a$24.3 million 20.8% decrease fromUS in the fourth quarter of fiscal year 2025. In-app purchases contributed$30.7 million US , while advertising revenue reached$21.7 million US .$2.6 million - Total operating costs and expenses were
US , representing a$25.1 million 14.4% reduction fromUS in the fourth quarter of fiscal year 2025.$29.3 million - Net income was
US , representing a$0.9 million 38.2% decrease fromUS in the fourth quarter of fiscal year 2025.$1.5 million
Fourth Quarter of Fiscal Year 2026 Operating Highlights
in thousands, except percentages | For the Three Months Ended June 30, | |||||||
2026 | 2025 | |||||||
Average MAUs[1] | 2,710 | 3,404 | ||||||
Average DAUs[2] | 446 | 613 | ||||||
ARPDAU[3] | 0.577 | 0.517 | ||||||
Average DPUs[4] | 11 | 14 | ||||||
Average Daily Payer Conversion Rate[5] | 2.5 | % | 2.3 | % | ||||
Average 7D Retention Rate[6] | 8.4 | % | 9.7 | % | ||||
Fiscal Year 2026 Financial Highlights
- Total revenue was
US , representing an$104.7 million 11.4% decrease fromUS in fiscal year 2025. In-app purchases contributed$118.0 million US , while advertising revenue reached$94.5 million US .$10.2 million - Total operating costs and expenses were
US , representing a$103.3 million 9.9% reduction fromUS in fiscal year 2025.$114.7 million - Net income was
US , representing a$3.9 million 0.8% increase fromUS in fiscal year 2025.$3.8 million
Fiscal Year 2026 Operating Highlights
in thousands, except percentages | For the Fiscal Years Ended June 30, | |||||||
2026 | 2025 | |||||||
Average MAUs[1] | 3,008 | 3,771 | ||||||
Average DAUs[2] | 509 | 693 | ||||||
ARPDAU[3] | 0.547 | 0.463 | ||||||
Average DPUs[4] | 12 | 15 | ||||||
Average Daily Payer Conversion Rate[5] | 2.4 | % | 2.2 | % | ||||
Average 7D Retention Rate[6] | 8.7 | % | 10.1 | % | ||||
[1] Average Monthly Active Users, or Average MAUs, is defined as the number of individual users who play a game during a particular month. |
Mr. Feng Xie, founder and chairman of Gamehaus, commented: "Fiscal 2026 was the last full year prior to the implementation of the strategic initiatives we announced earlier. Last month, we set out the strategic initiatives we are undertaking, and beginning with fiscal year 2027, we will progressively implement our new strategic initiatives, directing our resources toward the development and distribution of AI-generated content. The economics of user acquisition in the casual category have changed structurally, and we have chosen to respond by managing our legacy portfolio for cash flow and return rather than for scale, and by reallocating resources toward the directions opened up by generative technology. We enter this transition from a position of financial strength, and our Board has extended our share repurchase program for a further year. We believe our balance sheet provides a strong foundation to fund this transition on our own terms, and we intend to do so."
Fourth Quarter of Fiscal Year 2026 Unaudited Financial Results
Revenue
Total revenue was
Advertising costs decreased by
Operating Costs and Expenses
Total operating costs and expenses were
- Cost of revenue decreased by
17.4% toUS in the fourth quarter of fiscal year 2026, from$12.0 million US in the fourth quarter of fiscal year 2025. The decline was primarily driven by lower platform commission costs, as well as adjustments to developer profit-sharing arrangements as certain titles progress through their lifecycle.$14.5 million - Research and development expenses remained stable, increasing
0.8% toUS in the fourth quarter of fiscal year 2026, from$1.5 million US in the fourth quarter of fiscal year 2025. The modest increase reflects the Company's continued investment in previously initiated game development and related research and development initiatives.$1.4 million - Selling and marketing expenses decreased by
13.6% toUS in the fourth quarter of fiscal year 2026, from$10.2 million US in the fourth quarter of fiscal year 2025. The decrease was largely attributable to a$11.8 million US reduction in advertising spend on player acquisition and retention, as the Company maintained a structured approach to reduce marketing investment amid uneven ad performance across major platforms, including Apple App Store and Google Play, through which the Company distributes games to game players or users, while continuing to optimize spend efficiency on mature titles.$1.5 million - General and administrative expenses were
US in the fourth quarter of fiscal year 2026, representing a decrease of$1.4 million 6.6% fromUS in the fourth quarter of fiscal year 2025. The decrease was primarily attributable to lower personnel costs resulting from a reduction in headcount, as well as enhanced operational efficiency driven by the increased adoption of artificial intelligence ("AI")-enabled tools across the Company's administrative functions.$1.5 million
Operating Income
Operating loss was
Other Income, Net
Other income, net, which mainly included the Company's investment income, interest income and expenses, non-operating income and expenses, and other income and expenses, was
Net Income
Net income was
Fiscal Year 2026 Unaudited Financial Results
Revenue
Total revenue was
Advertising costs decreased
Operating Costs and Expenses
Total operating costs and expenses were
- Cost of revenue decreased by
11.4% toUS in the fiscal year 2026, from$49.5 million US in the prior fiscal year, reflecting lower platform commission costs, as well as adjustments to developer profit-sharing arrangements as certain titles progress through their lifecycle.$55.9 million - Research and development expenses increased
11.4% toUS in the fiscal year 2026, from$6.3 million US in the prior fiscal year, primarily reflecting the Company's continued investment in game development and related research and development initiatives.$5.7 million - Selling and marketing expenses decreased by
15.2% toUS in the fiscal year 2026, from$41.0 million US in the prior fiscal year. The decrease was largely attributable to a$48.4 million US reduction in advertising spend on player acquisition and retention, as the Company maintained a structured approach to reduce marketing investment amid uneven ad performance across major platforms, including Apple App Store and Google Play, through which the Company distributes games to game players or users, while continuing to optimize spend efficiency on mature titles.$7.3 million - General and administrative expenses were
US in the fiscal year 2026, representing an increase of$6.4 million 36.5% fromUS in the prior fiscal year. The increase was primarily due to higher personnel costs associated with the continued build-out of the Company's public company infrastructure, including corporate governance and investor relations functions, as well as selective hiring to strengthen management capacity and key operational roles in support of the Company's expanding business. This increase was partially offset in the fourth quarter of the year by headcount reductions and enhanced operating efficiency resulting from the increased adoption of AI-enabled tools across the Company's administrative functions.$4.7 million
Operating Income
Operating income was
Other Income, Net
Other income, net, which mainly included the Company's investment income, interest income and expenses, non-operating income and expenses, and other income and expenses, was
Net Income
Net income was
Cash and Cash Equivalents
Cash and cash equivalents were
Business Outlook
For the first quarter of fiscal year 2027 ending September 30, 2026, the Company expects its total revenue to be in the range of approximately
Recent Development
Share Repurchase Plan Update
In August 2025, the board of directors of the Company (the "Board") approved a share repurchase plan, pursuant to which the aggregate value of Class A ordinary shares authorized for repurchase under the plan through August 28, 2026 shall not exceed
As of June 30, 2026, the Company had repurchased approximately 518,000 of its Class A ordinary shares for approximately
Conference Call Information
The management team of Gamehaus will host a conference call at 08:00 A.M. Eastern Time on Tuesday, September 8, 2026 (08:00 P.M.
Participant Online Registration: https://dpregister.com/sreg/10211296/104ac9496c0
A live and archived webcast of the conference call will be available on the Company's Investor Relations website at https://ir.gamehaus.com/.
About Gamehaus
Gamehaus Holdings Inc. is a technology-driven global mobile game publisher dedicated to bridging creative studios and players worldwide. With a portfolio spanning mid-core and casual games, Gamehaus delivers full-stack publishing support across market insights, user growth, live-ops, data analytics and monetization optimization. With a vision to be the go-to partner for creative teams, the Company specializes in combining global publishing reach with AI- and data-powered solutions to help partners build lasting success. As part of its strategic evolution, the Company intends to increasingly focus on AI-generated content to enable scalable content production across a broad ecosystem of creators and game developers. For more information, please visit https://ir.gamehaus.com.
Forward-Looking Statements
Certain statements in this announcement are forward-looking statements, including, but not limited to, the Company's business plan and outlook. These forward-looking statements involve known and unknown risks and uncertainties and are based on the Company's current expectations and projections about future events that may affect its financial condition, results of operations, business strategy and financial needs. Investors can find many (but not all) of these statements by the use of words such as "approximates," "believes," "hopes," "expects," "anticipates," "estimates," "projects," "intends," "plans," "will," "would," "should," "could," "may", or other similar expressions in this press release. The Company undertakes no obligation to update or revise publicly any forward-looking statements to reflect subsequent occurring events or circumstances, or changes in its expectations, except as may be required by law. Although the Company believes that the expectations expressed in these forward-looking statements are reasonable, it cannot assure you that such expectations will turn out to be correct, and the Company cautions investors that actual results may differ materially from the anticipated results due to various risks and uncertainties, including but not limited to those described under the "Risk Factors" section in the Company's annual report on Form 20-F filed with the U.S. Securities and Exchange Commission.
Investor Relations Contact
Gamehaus Holdings Inc.
Investor Relations Team
Email: IR@Gamehaus.com
The Blueshirt Group
Mr. Jack Wang
Email: Gamehaus@TheBlueshirtGroup.co
GAMEHAUS HOLDINGS INC. AND ITS SUBSIDIARIES | ||||||||
UNAUDITED CONDENSED CONSOLIDATED BALANCE SHEETS | ||||||||
(Amount in USD dollars, except for number of shares or otherwise noted) | ||||||||
As of | ||||||||
June 30, 2026 | June 30, 2025 | |||||||
(Unaudited) | (Audited) | |||||||
ASSETS | ||||||||
CURRENT ASSETS: | ||||||||
Cash and cash equivalents | $ | 17,566,879 | $ | 15,234,745 | ||||
Restricted cash | 3,512 | - | ||||||
Short-term investments | 5,102,400 | 1,345,154 | ||||||
Accounts receivable | 8,042,595 | 10,423,418 | ||||||
Advanced to suppliers, current | 7,426,261 | 9,442,382 | ||||||
Prepaid expenses and other current assets | 4,287,243 | 3,128,788 | ||||||
TOTAL CURRENT ASSETS | 42,428,890 | 39,574,487 | ||||||
NON-CURRENT ASSETS: | ||||||||
Plant and equipment, net | 879,345 | 124,503 | ||||||
Intangible assets, net | 3,518,876 | 5,001,523 | ||||||
Right-of-use assets, net | 1,699,352 | 512,647 | ||||||
Long-term investments | 2,266,420 | 1,995,021 | ||||||
Other non-current assets | 4,347,772 | - | ||||||
TOTAL NON-CURRENT ASSETS | 12,711,765 | 7,633,694 | ||||||
TOTAL ASSETS | $ | 55,140,655 | $ | 47,208,181 | ||||
LIABILITIES | ||||||||
CURRENT LIABILITIES: | ||||||||
Short-term loans | $ | 764,281 | $ | - | ||||
Accounts payable | 11,435,530 | 10,752,234 | ||||||
Contract liabilities | 1,471,074 | 1,871,120 | ||||||
Accrued expenses and other current liabilities | 957,955 | 903,252 | ||||||
Lease liabilities | 279,825 | 463,064 | ||||||
Taxes payable | 44,920 | 51,599 | ||||||
TOTAL CURRENT LIABILITIES | 14,953,585 | 14,041,269 | ||||||
NON-CURRENT LIABILITY: | ||||||||
Lease liabilities | 1,532,181 | 58,517 | ||||||
TOTAL NON-CURRENT LIABILITY | 1,532,181 | 58,517 | ||||||
TOTAL LIABILITIES | $ | 16,485,766 | $ | 14,099,786 | ||||
SHAREHOLDERS' EQUITY: | ||||||||
Class A ordinary shares (par value of | 4,952 | 3,797 | ||||||
Class B ordinary shares (par value of | 780 | 1,560 | ||||||
Additional paid-in capital | 11,287,138 | 10,954,201 | ||||||
Treasury stock | (599,999) | - | ||||||
Retained earnings | 27,825,836 | 23,543,001 | ||||||
Accumulated other comprehensive income (loss) | 683,791 | (1,276,222) | ||||||
TOTAL GAMEHAUS HOLDINGS INC'S SHAREHOLDERS' | 39,202,498 | 33,226,337 | ||||||
Non-controlling interests | (547,609) | (117,942) | ||||||
TOTAL SHAREHOLDERS' EQUITY | 38,654,889 | 33,108,395 | ||||||
TOTAL LIABILITIES AND SHAREHOLDERS' EQUITY | $ | 55,140,655 | $ | 47,208,181 | ||||
GAMEHAUS HOLDINGS INC. AND ITS SUBSIDIARIES | |||||||||||||||||||||
UNAUDITED CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS | |||||||||||||||||||||
AND COMPREHENSIVE INCOME | |||||||||||||||||||||
(Amount in USD dollars, except for number of shares or otherwise noted) | |||||||||||||||||||||
For the Three Months Ended | For the Fiscal Years Ended | ||||||||||||||||||||
2026 | 2025 | 2026 | 2025 | ||||||||||||||||||
(Unaudited) | (Unaudited) | (Unaudited) | (Audited) | ||||||||||||||||||
REVENUE | $ | 24,334,525 | 30,717,232 | $ | 104,651,590 | $ | 118,048,882 | ||||||||||||||
OPERATING COST AND EXPENSES | |||||||||||||||||||||
Cost of revenue | (12,003,338) | (14,530,125) | (49,480,191) | (55,860,712) | |||||||||||||||||
Research and development expenses | (1,457,706) | (1,446,021) | (6,343,012) | (5,694,010) | |||||||||||||||||
Selling and marketing expenses | (10,186,038) | (11,791,798) | (41,020,636) | (48,393,515) | |||||||||||||||||
General and administrative expenses | (1,442,905) | (1,544,058) | (6,431,723) | (4,710,537) | |||||||||||||||||
OPERATING (LOSS) INCOME | $ | (755,462) | $ | 1,405,230 | $ | 1,376,028 | $ | 3,390,108 | |||||||||||||
OTHER INCOME (EXPENSES): | |||||||||||||||||||||
Investment income, net | 1,482,523 | 33,469 | 1,921,032 | 25,752 | |||||||||||||||||
Interest income | 97,165 | 102,109 | 543,365 | 529,773 | |||||||||||||||||
Other (expenses) income, net | (7,881) | (9,042) | 30,160 | 39,770 | |||||||||||||||||
Total other income, net | 1,571,807 | 126,536 | 2,494,557 | 595,295 | |||||||||||||||||
INCOME BEFORE INCOME TAXES | 816,345 | 1,531,766 | 3,870,585 | 3,985,403 | |||||||||||||||||
INCOME TAXES BENEFIT (EXPENSES) | 131,691 | 3,330 | (18,540) | (165,590) | |||||||||||||||||
NET INCOME | 948,036 | 1,535,096 | 3,852,045 | 3,819,813 | |||||||||||||||||
Less: net loss attributable to non-controlling interests | (244,155) | (79,226) | (430,790) | (141,718) | |||||||||||||||||
NET INCOME ATTRIBUTABLE TO | 1,192,191 | 1,614,322 | 4,282,835 | 3,961,531 | |||||||||||||||||
OTHER COMPREHENSIVE INCOME | |||||||||||||||||||||
Net income | 948,036 | 1,535,096 | 3,852,045 | 3,819,813 | |||||||||||||||||
Foreign currency translation adjustment, net of tax | 1,169,711 | 280,529 | 1,961,136 | 492,187 | |||||||||||||||||
TOTAL COMPREHENSIVE INCOME | $ | 2,117,747 | $ | 1,815,625 | $ | 5,813,181 | $ | 4,312,000 | |||||||||||||
Less: total comprehensive loss attributable to non-controlling interests | (296,943) | (79,094) | (429,667) | (145,978) | |||||||||||||||||
TOTAL COMPREHENSIVE INCOME | 2,414,690 | 1,894,719 | 6,242,848 | 4,457,978 | |||||||||||||||||
BASIC AND DILUTED EARNINGS PER SHARE: | |||||||||||||||||||||
Net income attributable to Gamehaus Holdings Inc's | |||||||||||||||||||||
Basic and diluted | $ | 0.02 | $ | 0.03 | $ | 0.08 | $ | 0.08 | |||||||||||||
Weighted average shares outstanding used in | |||||||||||||||||||||
Basic and diluted | 53,493,892 | 52,646,954 | 53,389,642 | 51,539,531 | |||||||||||||||||
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SOURCE Gamehaus Holdings Inc.
FAQ
How did Gamehaus’s key user metrics change in fiscal 2026?
For fiscal 2026, average MAUs declined to 3,008 thousand from 3,771 thousand and average DAUs fell to 509 thousand from 693 thousand. Average DPUs decreased to 12 thousand from 15 thousand, while the average daily payer conversion rate improved slightly to 2.4% from 2.2%. The average 7-day retention rate declined to 8.7% from 10.1%, but ARPDAU increased to US$0.547 from US$0.463, indicating higher revenue per active user.
What strategic shift did Gamehaus describe for fiscal 2027 and beyond?
The company stated that fiscal 2026 was the last full year before implementing earlier announced strategic initiatives. Starting in fiscal 2027, it plans to progressively focus resources on the development and distribution of AI-generated content. Management said it will manage its legacy casual game portfolio for cash flow and return rather than for scale, reallocating investment toward opportunities created by generative technology.
What guidance did Gamehaus provide for the first quarter of fiscal 2027?
For the quarter ending September 30, 2026, Gamehaus expects total revenue in the range of approximately US$20 million to US$23 million. The company said this outlook reflects its current view of financial performance, business conditions and market environment, and incorporates effects of its strategic transition, including optimization of its legacy game portfolio and resource reallocation to AI-related initiatives.
What did Gamehaus say about its liquidity position as of June 30, 2026?
Gamehaus reported cash and cash equivalents of US$17.6 million as of June 30, 2026, up from US$15.2 million a year earlier. The company stated that this level of cash is expected to be sufficient to meet its current liquidity and working capital needs for the next 12 months.
How can investors access the Gamehaus Q4 and fiscal 2026 earnings conference call?
The management team will host a conference call at 08:00 A.M. Eastern Time on Tuesday, September 8, 2026 (08:00 P.M. Beijing/Hong Kong time). Participants must first complete online registration at https://dpregister.com/sreg/10211296/104ac9496c0 to receive a conference passcode, unique PIN, dial-in numbers and joining instructions. A live and archived webcast of the call will be available on the company’s investor relations website at https://ir.gamehaus.com/.