Japan · Delayed Price · Currency is JPY CyberAgent Earnings Call Transcripts
Fiscal Year 2026
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Record high sales and operating profit were achieved, with strong growth in media, IP, and games. Advertising rebounded after a major client loss, and global game sales surged 3.5x year-over-year. ABEMA and new IP initiatives are driving future growth.
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Q1 FY 2026 delivered record-high sales and operating profit, with a 14% sales increase and 2.8x OP growth year-over-year. Media/IP and game segments drove profits, and ABEMA became profitable. Advertising is set to rebound as client impact fades.
Fiscal Year 2025
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Surpassed revised guidance with strong OP and net income growth, driven by hit games and media/IP profitability. Game and advertising segments expanded, with AI investments and new leadership announced.
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Q3 saw operating profit more than double year-on-year, driven by hit game releases and strong media/IP growth. Upward revisions to full-year forecasts reflect significant outperformance, with global expansion accelerating.
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Healthy financial results with consolidated sales of JPY 217 billion and OP up 6.5x year-over-year. Media, IP, and ad segments drove growth, while new payment methods are set to boost game profitability.
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Sales rose 5.6% and OP surged 32.1% year-over-year, with strong growth in advertising and media/IP segments. Game business OP declined slightly, but new titles and global expansion are planned. Progress is on track to meet annual targets.
Fiscal Year 2024
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FY 2024 saw strong sales and profit growth across media, ad, and game segments, with ABEMA and new game titles driving performance. FY 2025 is expected to maintain profit growth, with a focus on IP creation and improved profitability from premium offerings.
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Sales and profits surged in Q3, with operating profit up nearly 500% year-on-year and all major segments contributing. Full-year forecasts were revised upward, and new game and media content, plus IP investments, are expected to drive continued growth.