Global Mofy AI is a China-based technology company that creates 3D digital content and virtual assets for the media and entertainment industry. The company operates two service lines: virtual technology services (~59% of FY25 revenue) and digital asset development and licensing (~41%). The virtual technology services business produces custom 3D visual effects and virtual content for movies, TV series, animations, advertising, and gaming, on fixed-fee project contracts typically running four to eight months. The digital asset business centers on a library of over 150,000 high-precision 3D digital assets rendered at 4K resolution, which customers license for use in virtual productions. These licenses are generally non-exclusive, meaning Global Mofy can license the same asset repeatedly to different customers — a more scalable model than pure project work. The company's proprietary platform, Mofy Lab, uses 3D scanning hardware and AI-assisted reconstruction software to convert real-world objects and scenes into high-fidelity digital assets. Customers include Tencent affiliates, Youku affiliates, L'Oreal, Pepsi, and entertainment companies such as Perfect World. Revenue is concentrated, with one customer representing ~16% of FY25 revenue. Global Mofy is investing in AI-driven content tools, including its Gausspeed generative AI platform built on NVIDIA infrastructure, and recently launched Gauss AI Lab as a unified AI content ecosystem. The company has also made early moves into content production through its Mofy Clip short drama brand.
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