GIBO HOLDINGS Ltd (NASDAQ: GIBO)

GIBO HOLDINGS LIMITED operates an AI generated content animation streaming platform under the brand GIBO.ai. The platform enables users across Asia to create, publish, share and view AI generated animation videos while providing creators with a suite of AI powered tools for voice synthesis, image generation, scriptwriting and audio visual synchronization. Launched in September 2023, GIBO.ai combines a video library with creator focused services to support the full lifecycle of anime style content, from idea generation to distribution. The company’s mission is to build a sustainable ecosystem where creators can monetise their work and viewers can access engaging, locally relevant animated stories.

The company currently generates revenue from information technology services provided to enterprise customers, including platform customisation, data migration and security solutions, under a contract valued at US$60 million payable in instalments. In 2024 it reported revenue of $30.0 million and a net loss of $24.9 million, compared with no revenue and a net loss of $12.1 million in 2023. Management intends to monetise the platform through advertising, subscription plans and pay per view options once its registered user base reaches 100 million, a milestone expected by the end of the second quarter of 2025. Its IT service customers are enterprises in the technology and AI sectors, while the platform’s free access users are young people and content creators across Asia.

GIBO HOLDINGS LIMITED competes in the AI generated content animation streaming market in Asia, which expanded from $4.3 billion in 2019 to $12.5 billion in 2023, reflecting a compound annual growth rate of 30.6%. Rival platforms fall into two categories: those that supply AI tools to creators and those that focus on streaming animation to viewers. The company differentiates itself by offering an integrated solution that combines a large content library with proprietary AI powered creation tools, including voice synthesis, image generation, scriptwriting and audio visual synchronization. Its competitive advantages are further supported by a deep understanding of regional user preferences, a robust recommendation engine, strong brand recognition among young audiences and a user friendly interface that works across mobile, tablet and desktop devices.

The platform’s registered user base exceeded 85.9 million individuals as of December 31 2024, spanning fifteen Asian markets: Indonesia, the Philippines, Vietnam, Thailand, Myanmar, Malaysia, South Korea, Japan, Taiwan, Bangladesh, India, Cambodia, Hong Kong, Singapore and Laos. Of these users, more than 73,000 are active content contributors who have uploaded over 142,000 videos, generated 112.3 billion total views and recorded more than 44.3 million interactions such as likes, comments, shares and messages. The platform recorded an average of 37.5 million monthly active users since its launch in September 2023. In addition, the company provides IT services to enterprise customers in the technology and artificial intelligence sectors, although no specific client names are disclosed in the filing.