The9 (NCTY) investor relations material

Executive summary

• Achieved record half-year net income of $55 million, the highest since IPO in 2004, with Q2 net income of $32 million, up 39% sequentially, driven by fair value recognition of 9BIT tokens.

• Strategic repositioning to integrate gaming and digital asset expertise via The9bit, an AI-powered game creation platform, which surpassed 180,000 user-created games since August 2025.

• Investment in NYB, an AI-driven drug discovery company, expected to contribute significant investment income following its SPAC merger approval, with anticipated 15%-16% ownership post-combination.

• 475 million 9BIT tokens received in Q2; cumulative 1.9 billion tokens allocated in H1 2026.

Financial highlights

• Q2 2026 net income reached $32 million, a 39% increase from the previous quarter, with H1 2026 net income totaling $55 million.

• Total cryptocurrency holdings valued at $120 million, including 347 BTC and 1.9 billion 9BIT tokens.

• 9BIT token daily trading volume is about $10 million; token price rose from $0.003 at listing to $0.05.

Outlook and guidance

• Expect strong revenue growth for The9bit platform in the second half of 2026 as in-game purchase games launch.

• Focus remains on stabilizing and scaling The9bit ecosystem, with selective pursuit of complementary AI-driven opportunities.

• Expansion into new markets like the U.S. and Europe will be deliberate, adapting the Southeast Asia model as needed and considering local regulatory conditions.

• Management expresses confidence in long-term convergence of AI, user-generated content, and digital assets.