CyberAgent Investor Presentation: August 2026

CyberAgent continues to demonstrate robust financial health, marking its 28th consecutive year of sales growth in fiscal year 2025. Total sales reached 874.0 billion yen, representing a 9.1 percent year-over-year increase, while operating profit surged by 78.9 percent to 71.7 billion yen. This performance is underpinned by the successful transition of the ABEMA streaming platform to profitability, a milestone achieved a decade after its launch. As the company enters a new leadership era under President Takahiro Yamauchi and founder Susumu Fujita, it has upwardly revised its fiscal year 2026 forecasts and increased dividends to 20 yen per share, signaling confidence in its long-term capital efficiency and market position.

The company’s growth strategy centers on the integration of its media, advertising, and intellectual property segments. By leveraging ABEMA as a core social infrastructure, CyberAgent is aggressively expanding its role in original anime production and global IP monetization. This value chain is supported by a dominant position in the Japanese programmatic advertising market and a commitment to technological innovation. Significant investments in proprietary large language models and artificial intelligence research are currently being utilized to enhance creative production, optimize advertising performance, and drive operational efficiencies across the organization.

In the mobile gaming sector, CyberAgent maintains its market-leading status through a specialized workforce dedicated to hit reproducibility and the long-term management of high-performing titles. While AI-related investments have temporarily impacted operating margins, the firm remains focused on scaling its digital ecosystem. By aligning its media distribution capabilities with a sophisticated digital marketing framework, the company continues to solidify its influence within the Japanese technology and entertainment landscape, supported by a consistent shareholder return policy and inclusion in major indices such as the Nikkei 225.