The company reported Q4 2026 revenue of $24.3 million, down 20.8% year over year, with in-app purchases at $21.7 million and ads at $2.6 million, resulting in an operating loss of $0.8 million despite a net income of $0.9 million from other items.

Management noted a shift in mix toward cloud/AI infrastructure and robotics, with AI-related businesses continuing to grow and a return to sequential revenue growth driven by Internet Services and cloud/AI initiatives.

Monetization improved, with ARPDAU rising 11.6% to $0.577 and payer conversion increasing to 2.5% from 2.3%, indicating better value capture from a shrinking user base.

The AI game-generation pipeline has been fully validated for casual titles, capable of producing a complete game in about one week, with plans to test across genres and explore AI-native concepts.

Strategy Upgrade 2.0 centers on a six-step, AI-driven process that connects creators, developers, publishing operations, and players within a global, data-driven ecosystem.

The company outlines a six-step AI-enabled platform lifecycle with validation gates at each stage to drive continual iteration across the value chain.

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Q&A discussions emphasized smart mobility as a mobile robot concept, AI infrastructure competitive advantages, and potential strategic options for capital deployment and valuation.

Gamehaus will support its shift with a solid balance sheet and an extended share repurchase program to return capital and potentially fund the transition.

Management plans to reallocate user acquisition spend toward AI initiatives while optimizing the portfolio for cash flow and profitability; AI-enabled efficiency is expected to benefit G&A, with ongoing testing across genres.

Gamehaus took a minority stake in an early-stage AI game studio and formed a partnership to validate production processes, signaling broader AI growth ambitions beyond games.

The overarching outlook prioritizes diversification away from traditional ads toward cloud/AI infrastructure and robotics, focusing on practical AI applications and partnerships rather than pure foundation-model development.