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Company Structure and Operations - Global Mofy Cayman is a holding company with no significant assets or operations, conducting business in China through its subsidiaries[32]. - Global Mofy Zhejiang WFOE, incorporated on April 3, 2023, is engaged in technology development, technical services, and software development[34]. - As of the date of the report, no dividends or distributions have been made to US investors, and the company's business is primarily conducted through its subsidiaries[54]. - The company has appointed Cogency Global Inc. as its agent to receive service of process in the United States[46]. - The company has received all requisite licenses and permissions from PRC authorities to conduct its business operations, with no denials reported[66]. - The business licenses held by subsidiaries allow for a range of technology services, including development, consulting, and advertising, across various regions in China[67][68]. Financial Operations and Dividends - Current PRC regulations permit the WFOE to pay dividends to the company only out of accumulated profits, if any, determined in accordance with Chinese accounting standards[53]. - The company relies on dividends paid by its subsidiaries for working capital and cash needs, including servicing debt obligations and paying operating expenses[54]. - No dividends, distributions, or transfers have been made between Global Mofy Cayman and its subsidiaries, and no cash dividends are expected in the foreseeable future[59]. - The company’s ability to pay dividends may be restricted by debt instruments governing its subsidiaries[56]. - The company's PRC subsidiaries generate revenue primarily in Renminbi, which is not freely convertible, potentially limiting the ability to pay dividends[88]. - A withholding tax rate of up to 10% may apply to dividends payable by Chinese companies to non-PRC-resident enterprises, affecting the company's ability to distribute dividends[89]. - The company relies on dividends from its PRC subsidiaries for funding, which are subject to PRC laws that restrict payments to only after-tax profits and require statutory reserves[150][155]. Regulatory Environment - The PRC government may impose restrictions on the ability to transfer cash or assets, affecting the company's liquidity[51]. - The company must comply with PRC foreign exchange regulations for the remittance of dividends outside of China[52]. - PRC regulations require subsidiaries to set aside a minimum of 10% of net income after taxes as statutory surplus reserves until it reaches 50% of registered capital[56]. - The Holding Foreign Companies Accountable Act may impact the company's ability to complete business combinations with certain companies, particularly those with substantial operations in China[60]. - The company does not anticipate any regulatory objections to its offering from PRC authorities[68]. - The company is not currently required to obtain any other approval from Chinese authorities to list on U.S. exchanges or issue securities to foreign investors[75]. - The company must comply with new cybersecurity review measures before any public offering at a foreign stock exchange, adding potential compliance challenges[99]. - The company is subject to extensive regulation in the financial and taxation solution services industry, creating uncertainties regarding the legality of its operations[95]. Market and Competition - The company faces intense competition in the metaverse and digital entertainment industry, which could negatively impact its market share and financial performance[90]. - The company faces intense competition in the metaverse and digital entertainment industry, with significant competitors like BaseFX and SVHQ Media, which may affect market share[226]. Financial Performance - For the fiscal year ended September 30, 2025, the revenue from digital asset development reached $22.83 million, up from $20.5 million in 2024 and $11.5 million in 2023, indicating significant growth in this business line[209]. - The company incurred a net loss of $19.30 million for the fiscal year ended September 30, 2025, following a profit of $12.1 million in 2024 and $6.6 million in 2023, highlighting ongoing financial challenges[211]. - The company anticipates an increase in operating costs and expenses as it continues to grow, which may impact future profitability[212]. - The company has a limited operating history, making it difficult to predict future performance and increasing the risk of fluctuating financial results[210]. Customer and Supplier Dependency - As of September 30, 2025, one customer accounted for approximately 16% of total revenues, indicating a reliance on major customers for revenue generation[214]. - Four major suppliers accounted for approximately 19%, 14%, 11%, and 11% of total purchases for the year ended September 30, 2025, reflecting dependency on key suppliers[217]. - As of September 30, 2025, the balance due from four customers accounted for approximately 22%, 20%, 18%, and 13% of total accounts receivable, indicating potential risks in cash flow[215]. Legal and Compliance Risks - The company may face significant legal and regulatory obstacles in obtaining information for shareholder investigations or litigation outside of China[84]. - The PRC legal system's unpredictability may impede the company's ability to enforce contracts and could adversely affect operations[126]. - Enforcement of foreign judgments in China is uncertain, particularly for judgments from U.S. courts, due to the lack of reciprocal agreements[183]. - The company may face significant scrutiny and negative publicity similar to other U.S.-listed Chinese companies, which could adversely affect its operations and stock value[181]. Economic and Political Factors - The company’s operations are significantly influenced by political, economic, and social conditions in China, which could impact financial performance[128]. - Adverse changes in PRC government policies could materially affect the overall economic growth of China, reducing demand for the company's products and services[84]. - The financial and operating performance of the company may be adversely affected by general economic conditions, natural disasters, and public health crises impacting the metaverse industry[186]. - The rapid spread of COVID-19 has resulted in increased travel restrictions and business disruptions, potentially leading to financial distress for buyers and impacting revenues[187].

Share Capital and Shareholder Rights - The authorized share capital of GLOBAL MOFY AI LIMITED is US$1,020,000.00, divided into 30,000,000,000 Class A Shares and 4,000,000,000 Class B Shares, each with a par value of US$0.00003[3]. - Each Class A Share entitles the holder to one vote, while each Class B Share entitles the holder to twenty votes on all matters at general meetings[18]. - Class B Shares do not confer any rights to receive dividends, whereas Class A Shares do[18]. - The Company has the power to issue shares with special rights or restrictions as determined by the Directors[7]. - The liability of each Shareholder is limited to the amount unpaid on their shares[6]. - Shareholders holding at least 30% of voting rights can requisition a general meeting, ensuring significant shareholder influence in Company decisions[54]. - The Company may fix a record date for determining shareholders entitled to dividends, ensuring clarity in dividend distribution[51]. Share Management and Financial Security - The Company may purchase its own shares, including redeemable shares, on terms determined by the Directors[20]. - The Company has a first priority lien on every partly paid or unpaid share for all moneys called or payable, ensuring financial security for the Company[22]. - The Directors may sell shares on which the Company has a lien after a 14-day notice period, allowing for effective management of unpaid shares[23]. - If a call remains unpaid, interest will accrue at a rate of 10% per annum until payment is made, incentivizing timely payments from shareholders[28]. - The Company may forfeit shares if payment requirements are not met after a specified notice period, allowing for the recovery of unpaid amounts[34]. - The Directors have the authority to make arrangements regarding the payment of calls on partly paid shares, providing flexibility in financial management[30]. - The Company may increase its share capital through new shares as per Ordinary Resolution, allowing for potential growth and expansion[48]. Meetings and Resolutions - A general meeting requires at least five clear days' notice to shareholders, specifying the meeting's details[44]. - A quorum for a general meeting is one or more shareholders holding at least one-third of the voting power of all outstanding shares[58]. - If a quorum is not present within half an hour, the meeting will be adjourned to the same time and place seven days later[59]. - Shareholders may participate in meetings via telephone or similar communication equipment, which counts as presence[60]. - Resolutions at general meetings are typically decided by a show of hands unless a poll is demanded by the chairman or shareholders holding at least 30% of the voting rights[64]. - A written resolution can be passed without a meeting if all shareholders entitled to vote are notified and agree[52]. Directors and Management - Directors may appoint additional directors at any time, and the company can fix the maximum and minimum number of directors by ordinary resolution[79]. - Directors are entitled to remuneration as determined by the board, with no shareholding qualification required unless specified[81]. - The company may validate prior acts of directors that breach their duties through a special resolution[86]. - Directors have the power to borrow money and mortgage the company's property as needed[87]. - The Directors have the authority to appoint various officers, including a President and Vice-Presidents, to manage the Company as deemed necessary[88]. - The Company may establish local or divisional boards for management purposes, with Directors having the power to delegate authority to these boards[97]. - The Directors are responsible for maintaining minutes of meetings, including appointments and resolutions made[107]. - A quorum for Directors' meetings is two if there are two or more Directors, and one if there is only one Director[101]. - Directors may participate in meetings via telephone or similar communication equipment, which counts as presence at the meeting[100]. - The Directors may delegate powers to committees, which must include a majority of Independent Directors as required by listing rules[90]. Dividends and Financial Management - Directors may declare dividends from legally available funds, including interim dividends, subject to the approval of an Ordinary Resolution[119]. - Dividends may be paid in cash or in kind, and will be declared based on the amount paid on shares or their par value if unpaid[123][124]. - The Company may set aside reserves from available funds before declaring dividends for contingencies or equalizing dividends[121]. - The Company may capitalize any part of its profits not required for paying preferential dividends or any sum standing to the credit of the share premium account[77]. - The amount resolved to be capitalized must be appropriated to Shareholders in the same proportions as if it had been distributed by way of dividend[135]. - Any dividend that remains unclaimed for a period of six years shall be forfeited to the Company[127]. Accounting and Auditing - The Company may appoint Auditors, but is not required to do so, and the accounts shall be audited as determined by the Company[131]. - The Directors shall establish a share premium account and carry to its credit a sum equal to the premium paid on the issue of any share[132]. - The books of account relating to the Company's affairs shall be kept at the registered office or other places determined by the Directors[128]. Legal and Administrative Provisions - The Company may execute deeds without a seal by the signature of a Director or Secretary, as authorized by the Directors[118]. - Any notice or document served by post shall be deemed to have been served five days after posting[138]. - The Directors have the authority to present a petition for the winding up of the Company without the sanction of a resolution passed at a general meeting[146].

Core Insights - Global Mofy AI Limited reported record annual revenue for fiscal year 2025, driven by a strategic transition towards AI-native production pipelines and AI Agent-based workflows [2][3][5]. Financial Performance - Total assets increased to $78.0 million as of September 30, 2025, up 31.9% from $59.2 million in 2024, primarily due to investments in intangible assets related to 3D digital assets and AI technologies [4]. - Revenue for fiscal year 2025 reached $55.9 million, a 35.3% increase from $41.4 million in fiscal year 2024, fueled by demand for virtual content production and 3D digital assets across various sectors [5]. - Gross profit was $22.5 million, with a gross margin of 40.2%, reflecting ongoing investments in AI-native production infrastructure and R&D initiatives [7]. - The company reported a net loss of $19.3 million for fiscal year 2025, compared to a net income of $12.1 million in fiscal year 2024, mainly due to non-cash accounting items related to warrant liabilities [8]. - Non-GAAP operating income was $10.8 million, an increase of 17.9% year-over-year from $9.1 million in fiscal year 2024 [9]. Strategic Initiatives - The company adopted a new cooperation model to engage in short-form drama investment and production, aiming to diversify revenue streams [6]. - R&D expenses increased to $7.9 million, up 6.7% from $7.4 million in fiscal year 2024, focusing on expanding the 3D digital asset library and developing AI-based generative tools [10][11]. - The launch of Gauss AI Lab in fiscal year 2025 aims to enhance AI-native production workflows and support long-term efficiency and scalability [11]. Recent Developments - In January 2025, the company provided visual effects for the television series "Guardians of the Dafeng," showcasing its capabilities in high-quality production [16]. - The company made a strategic investment in Wetruck AI, a digital freight platform in Ethiopia, marking its entry into the African market [16]. - Global Mofy established Eaglepoint AI Inc. in January 2026 to enhance its AI data engineering and model training capabilities [16].

Core Insights - Global Mofy AI Limited has announced the establishment of Eaglepoint AI Inc., a strategic expansion aimed at enhancing its global AI infrastructure, with a 51% controlling interest held through its subsidiary GMM Discovery LLC [1][4] - Eaglepoint AI is focused on high-quality data labeling, governance, and AI model training support, utilizing a proprietary tool named Aquila for managing the AI lifecycle [2][3] Company Overview - Global Mofy AI Limited is a generative AI-driven technology solutions provider engaged in virtual content production and the development of 3D digital assets, with over 100,000 high-precision 3D digital assets in its portfolio [5] Strategic Expansion - The formation of Eaglepoint AI represents a collaboration with a team of engineering and data professionals from the U.S., Germany, and Ethiopia, enhancing the company's operational model by combining U.S. data governance with East African engineering execution [1][3] - The initiative aligns with projections that AI will contribute approximately $2.9 trillion to Africa's economic growth by 2030, allowing the company to build a sustainable data supply chain [3] Technological Advancements - Aquila, the internal training and evaluation workflow tool developed by Eaglepoint AI, streamlines various aspects of AI model training, significantly enhancing efficiency and consistency across multiple models [2]

Core Viewpoint - Global Mofy AI Limited has successfully closed a private placement financing, raising approximately US$4.8 million to support its operations and growth in the generative AI-driven technology sector [1][3]. Group 1: Financing Details - The private placement was completed on December 18, 2025, with gross proceeds of about US$4.8 million before expenses [1]. - The company entered into securities purchase agreements on December 5, 2025, selling a total of 15,000,000 Class A ordinary shares at a price of US$0.31875 per share [2]. Group 2: Use of Proceeds - The net proceeds from the private placement will be utilized for general corporate purposes, including working capital, product development, and the expansion of AI-powered technology platforms [3]. Group 3: Company Overview - Global Mofy AI Limited is a technology solutions provider focused on virtual content production and the development of 3D digital assets for the digital content industry [6]. - The company operates the "Mofy Lab" technology platform, which creates high-definition 3D digital assets applicable in various fields such as movies, TV series, AR/VR, animation, advertising, and gaming [6]. - Global Mofy is recognized as one of the leading digital asset banks in China, boasting over 100,000 high-precision 3D digital assets [6].

Core Viewpoint - Global Mofy AI Limited has announced a private placement of securities, aiming to raise approximately US$4.8 million to support its operations and technology development [1][3]. Group 1: Securities Offering - The company has entered into securities purchase agreements with investors for the purchase of 15,000,000 Class A ordinary shares at a price of US$0.31875 per share [2]. - The offering is expected to close upon meeting customary closing conditions outlined in the SPAs [2]. Group 2: Use of Proceeds - The net proceeds from the offering will be utilized for general corporate purposes, including working capital, product development, and the expansion of AI-powered technology platforms [3]. Group 3: Company Overview - Global Mofy AI Limited is a generative AI-driven technology solutions provider focused on virtual content production and the development of 3D digital assets for the digital content industry [6]. - The company operates the "Mofy Lab" technology platform, which creates high-definition 3D digital assets applicable in various sectors such as movies, TV series, AR/VR, animation, advertising, and gaming [6]. - Global Mofy is recognized as one of the leading digital asset banks in China, boasting over 100,000 high-precision 3D digital assets [6].

Core Insights - Global Mofy AI Limited is focused on enhancing e-commerce development and high-quality digital asset production in alignment with China's Fifteenth Five-Year Plan [1][2][3] Group 1: Company Overview - Global Mofy AI Limited is a generative AI-driven technology solutions provider specializing in virtual content production and the development of 3D digital assets for the digital content industry [5] - The company utilizes its proprietary "Mofy Lab" technology platform to create high-definition virtual versions of physical objects, which can be applied in various sectors including movies, AR/VR, and gaming [5] - Global Mofy has established itself as one of the leading digital asset banks in China, boasting over 100,000 high-precision 3D digital assets [5] Group 2: Recent Developments - Representatives from CAITEC and the Chaoyang District Bureau of Commerce visited Global Mofy to discuss e-commerce development planning under the Fifteenth Five-Year Plan [1] - During the meeting, Global Mofy highlighted its achievements during the Fourteenth Five-Year period, including the development of a high-precision 3D digital asset library and a virtual content production pipeline [2] - The company proposed measurable targets and industry templates for the upcoming Five-Year period, emphasizing the importance of standardized specifications and post-implementation reviews [2][3] Group 3: Strategic Focus - The company aims to deepen its efforts in cultural and tourism digitization, public cultural services, and e-commerce content and brand communication [4] - Global Mofy plans to enhance coordination between Mofy Lab and its Gausspeed toolchain to convert practical cases into replicable project portfolios [4] - The focus is on advancing towards scalable solutions that ensure delivery certainty and cost efficiency, reflecting lessons learned from the previous Five-Year period [4]

Core Viewpoint - Global Mofy AI Limited is advancing in the generative AI-driven technology sector, focusing on virtual content production and 3D digital asset development, as highlighted by the participation of its CMO in a significant cultural management forum [1][2][3]. Group 1: Company Developments - The company showcased its latest progress in 3D digital asset development and AI-generated content workflow during the "2025 Smart Cultural Management Forum" [1][2]. - Global Mofy emphasized its "digital asset-driven" approach, expanding its large-scale, high-precision 3D digital asset library and advancing generative AI technologies such as text-to-video and text-to-3D model generation [3][4]. - The company introduced its generative AI platform, Gausspeed, and called for collaboration among industry partners, universities, and research institutions to enhance digital cultural production [3][4]. Group 2: Industry Insights - The forum addressed key topics like AI-powered content creation, the integration of art and technology, and the digital operations of cultural IPs, indicating a shift towards innovation in the digital cultural sector [2]. - The cultural and creative industries are entering a new era driven by generative AI and 3D digital assets, as stated by the CMO of Global Mofy [4]. - The company aims to build an open and standardized ecosystem centered on high-quality 3D digital assets, enhancing productivity for creators and enterprises [4]. Group 3: Company Background - Global Mofy AI Limited is recognized as a leading digital asset bank in China, with over 100,000 high-precision 3D digital assets available for various applications, including movies, TV series, AR/VR, and gaming [5]. - The company utilizes its proprietary "Mofy Lab" technology platform to create high-definition virtual versions of physical world objects [5].

Core Viewpoint - Global Mofy AI Limited is positioned as a leader in the generative AI-driven technology solutions sector, focusing on virtual content production and 3D digital asset development for the digital content industry, as evidenced by its participation in iQIYI's 2025 iJOY Autumn Showcase [1][4]. Group 1: Company Developments - Global Mofy AI Limited's subsidiary, Mofy VFX, has been actively involved in major film and television projects under iQIYI's "Leap Program," particularly in virtual production and AI-powered visual effects R&D [2]. - The company has contributed to the virtual production and post-production VFX for notable titles such as "The Guiding Lantern" and "Eradication," showcasing its capabilities in creating immersive visual experiences [2][3]. - The company aims to enhance its digital content production infrastructure and accelerate the intelligent upgrade of creative workflows, emphasizing the synergy between artistic vision and technological innovation [4]. Group 2: Industry Insights - The film and television industry is entering a new era characterized by intelligence and assetization, driven by advancements in generative AI technology [3]. - iQIYI is recognized as a leading content platform in China, fostering deep integration between creative production and industrial workflows, which is vital for the industry's development [3]. - Global Mofy AI Limited is committed to exploring new growth opportunities within a diversified creative ecosystem, focusing on long-term value creation through sustained R&D investment and innovation [4].