Asia Communacopia and Technology Key Takeaways Huya

HUYA expects its mobile title 'Goose Goose Duck' to drive a significant monetization ramp-up in 2H26, supporting an annual Rmb200mn operating profit target. The company is concurrently optimizing its livestreaming business and using AI to enhance production efficiency.

Key Takeaways

• 1.Management expects Goose Goose Duck mobile monetization to ramp up in 2H26, leveraging its current DAU of 2-3 million.
• 2.HUYA targets an operating profit of approximately Rmb200mn for FY26, heavily backend-loaded to the second half.
• 3.The livestreaming business is stabilizing domestically while the company aggressively scales back loss-making overseas operations.

Table of Contents

• Goose Goose Duck mobile (鹅鸭杀手游)
• Near-term game pipeline
• Livestreaming business
• Operating Profit target
• AI Impact
• Disclosure Appendix
• Price target and rating history chart(s)
• Regulatory disclosures

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