Global Mofy (GMM): Customer Map and Commercial Readout

Global Mofy Metaverse Limited operates an AI-native virtual content and 3D digital-asset studio that monetizes through project-based VFX and digital-production contracts, platform partnerships for immersive tourism and branded content, and repeat work for global advertisers and media producers. Revenue is driven primarily by production engagements—visual effects, 3D assets and digital-tourism projects—sold to streaming platforms, production houses and large brands. For a focused vendor-risk read and customer due diligence, see more at https://nullexposure.com/.

What the customer pattern tells investors

Global Mofy’s public filings and press releases show a commercial mix that is project-heavy, production-timed, and diversified across entertainment, branded consumer work and municipal cultural projects. That structure implies (a) revenue volatility tied to production cycles, (b) a sales model reliant on repeat project wins rather than long-term SaaS contracts, and (c) rising commercial credibility from marquee clients and platform placements. Below I synthesize the disclosed customer relationships and the operational signals they generate.

• Contracting posture: project-by-project production contracts with occasional multi-project partnerships.
• Concentration: a mix of domestic streaming platforms and multinational brands reduces single-customer dependency, but individual large productions can still swing quarterly revenue.
• Criticality: services are mission-critical to content release schedules and brand activations, giving Global Mofy negotiating leverage on pricing and delivery windows.
• Maturity: working relationships with established media producers and consumer brands indicate commercial traction beyond early-stage pilots.

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Customer roster — who Global Mofy is working with (itemized)

• HAO (Haoxi Health Technology Limited)
  Global Mofy’s Gausspeed AI platform entered a strategic partnership with Haoxi Health to combine AI capabilities and industry knowledge for health-related applications, signaling cross-sector AI licensing and collaborative product development. Source: Haoxi FY2024 disclosure reported via MarketScreener / ManilaTimes coverage (announced Sept 25, 2024; cited Mar 2026).

• Lianyungang Cultural Tourism Group
  Global Mofy announced a collaboration to develop digital cultural-tourism benchmark projects, including an immersive Crescent Island conservation-themed exhibition, reflecting municipal-scale digital-tourism engagements. Source: GlobeNewswire press release (Mar 12, 2026).

• iQIYI (IQ)
  Global Mofy’s Mofy VFX provided visual effects services for the 16-episode crime drama The Devil Between Us, produced by iQIYI and co-producers; this is a direct content-studio client relationship delivering episodic VFX. Source: GlobeNewswire correction and related press (Feb–Mar 2026).

• IQ (duplicate reporting / symbol for iQIYI)
  Multiple news outlets repeat that Mofy VFX powered the iQIYI crime series, confirming the studio’s role on a high-profile streaming title (see GlobeNewswire and AIMagazine coverage, Feb–Mar 2026).

• Xinli TV
  Mofy VFX delivered end-to-end VFX production for the urban workplace comedy No Pain No Gain, produced by Xinli TV and Yuewen Film & TV and premiered on Tencent Video—an example of Global Mofy working on mainstream online-first titles. Source: GlobeNewswire and QuiverQuant news (Feb–Mar 2026).

• Yuewen Film & TV
  Listed as a production partner on the Tencent Video release No Pain No Gain, Yuewen Film & TV co-produces projects for which Global Mofy supplies VFX, representing production-house repeat business. Source: GlobeNewswire press release (Feb 9, 2026).

• Yuewen Pictures
  As a co-producer on iQIYI’s crime drama, Yuewen Pictures is one of the production counterparts to which Global Mofy delivers VFX services on serialized content. Source: GlobeNewswire (Feb–Mar 2026).

• New Classics Media
  Named as a co-producer alongside iQIYI on the crime drama projects that used Mofy VFX, New Classics Media is another established content partner in the company’s media slate. Source: GlobeNewswire releases (Feb–Mar 2026).

• Inverse Mapping
  Listed among co-producers on the iQIYI series, Inverse Mapping participated in projects for which Global Mofy provided VFX, showing the company’s integration into multi-party production crews. Source: GlobeNewswire and AIMagazine coverage (Feb–Mar 2026).

• Tencent Video (TCEHY)
  Projects produced by Xinli TV and Yuewen that premiered on Tencent Video included VFX delivered by Global Mofy, giving the company distribution exposure on one of China’s major streaming platforms. Source: GlobeNewswire and QuiverQuant (Feb–Mar 2026).

• TCEHY (duplicate symbol entry for Tencent)
  Multiple outlets tie Global Mofy’s VFX work to titles distributed on Tencent Video, reconfirming platform-level placement for the company’s production output (QuiverQuant, GlobeNewswire, Feb–Mar 2026).

• L'Oreal (OR.PA)
  Global Mofy has cited L’Oreal among its high-profile customers in IPO materials, indicating capability to serve multinational consumer goods brands with digital marketing or immersive content. Source: Renaissance Capital IPO coverage (FY2022–FY2023 reporting, cited Mar–May 2026).

• OR.PA (duplicate symbol for L'Oreal)
  The IPO filings and press coverage reference L’Oreal as a named customer, reinforcing Global Mofy’s exposure to global brand work (Renaissance Capital, 2026).

• Pepsi (PEP)
  Global Mofy’s IPO materials list Pepsi as a past client, signaling the company’s reach into beverage-brand marketing and branded-content production. Source: Renaissance Capital IPO reporting (FY2022–FY2023).

• PEP (duplicate symbol for Pepsi)
  Renaissance Capital coverage repeated the Pepsi client disclosure during public-offering reporting, confirming brand-level engagements (2026).

• Crescent Island
  Global Mofy has developed an exhibition hall project for Crescent Island and cites the site as part of its digital cultural-tourism projects, reflecting municipal and destination-level deployments of immersive content. Source: CNBC quote and company announcements (project references to 2017 and re-affirmed in 2026 GlobeNewswire coverage).

Commercial implications and risk profile

• Revenue cadence: Project-oriented deliveries for episodic television and branded activations create lumpy revenue and higher working-capital cycles relative to subscription models.
• Customer diversity: The roster spans streaming platforms, production houses, consumer brands and municipal tourism groups—this reduces single-customer concentration but keeps exposure to cyclic content spend.
• Delivery risk and margin leverage: Visual-effects contracts are time-sensitive and can command premium pricing when tied to distribution windows; successful delivery on high-profile titles like iQIYI and Tencent Video titles boosts pricing power.
• Signal of commercial maturity: Repeated mentions of co-producers and global brands in public filings and press indicate repeat business and cross-industry applicability rather than one-off pilots.

Bottom line for investors

Global Mofy’s disclosed customers demonstrate a commercially diverse, production-driven business model with growing marquee references in streaming and branded work. For equity research and operational diligence, prioritize monitoring project backlog disclosure, contract lengths or retainer moves, and margin trends tied to AI-native tooling adoption.

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