Revenue: As of FY2026 Q2, the actual value is USD 2.46 M, beating the estimate of USD 1.75 M.

EPS: As of FY2026 Q2, the actual value is USD 0.02, beating the estimate of USD -0.15.

Consolidated Revenue

Gaxos.ai Inc. achieved record consolidated revenue of approximately $2.46 million in the second quarter of 2026. This represents a 35.8% increase from $1.81 million in the first quarter of 2026 and a 1,337% increase from $0.17 million in the second quarter of 2025.

Net Income

GAAP net income was $241,056, or $0.02 per basic and diluted share, primarily reflecting a gain from the gaming asset sale.

Advertising and Marketing Expense

Advertising and marketing expense amounted to $3,141,273 in the second quarter of 2026, compared with $2,766,824 in the first quarter of 2026. This expense represented approximately 128% of revenue during the second quarter, which was an improvement from approximately 153% in the first quarter, marking an approximately 16.4% improvement.

Marketing Efficiency

Revenue generated per advertising dollar improved approximately 20%, reaching $0.78 in the second quarter from $0.65 in the first quarter. Revenue increased by 35.8%, substantially outpacing the approximately 13.5% increase in advertising and marketing expense.

Cash and Short-term Investments

Cash and short-term investments were approximately $11.44 million as of June 30, 2026, compared to approximately $11.71 million at March 31, 2026.

Capital Structure

As of August 12, 2026, Gaxos.ai Inc. had 10,744,634 shares of common stock outstanding. During the second quarter, Gaxos.ai Inc. generated net proceeds of approximately $1.0 million from selling shares through its at-the-market offering program.

Operational Developments

During the second quarter, Gaxos.ai Inc. completed the sale of substantially all its gaming assets, including its mobile-game portfolio and Gaxos Gaming Labs, to Game Foundry AI. As part of the asset sale, Gaxos.ai Inc. received 2.2 million shares of Game Foundry AI common stock, valued for transaction purposes at approximately $1.76 million. Gaxos.ai Inc. also maintains a 19.99% ownership interest in America First Defense.AI LLC.

Outlook

For the remainder of 2026, Gaxos.ai Inc. intends to focus on increasing recurring and repeat revenue across its core operating businesses and improving customer-acquisition efficiency and advertising payback. The company also plans to scale products and customer channels demonstrating favorable contribution economics while maintaining discipline in operating expenditures and capital allocation. Additionally, Gaxos.ai Inc. aims to provide investors with additional operating measurements where reliable and appropriate.