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GCL Holdings (GCL) - From IP to Shelf: Building a Full-Stack Gaming Flywheel

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In this episode of the WTR Small-Cap Spotlight podcast, Sebastian Toke, CEO of GCL Holdings, joins Shawn Severson and James Kisner of Water Tower Research to discuss GCL’s full-stack games & entertainment flywheel—connecting distribution (Epicsoft Asia, 2Game), publishing (4Divinity), and hardware/peripherals (Ban Leong Technologies) so data, marketing, and retail execution reinforce one another from IP origination to shelf.

The conversation covers FY25 performance (+142% YoY revenue) and what management views as an inflection proving the ecosystem, GCL’s role as global…

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