Quarterly Transition by Business Segment: FY2026 Third Quarter

CyberAgent’s financial performance for the third quarter of fiscal year 2026 reflects a period of contraction across its primary business segments compared to the preceding quarter. Total consolidated sales for the third quarter reached 230.69 billion yen, a decrease from the 246.21 billion yen recorded in the second quarter. Operating profit followed a similar downward trend, falling to 14.99 billion yen from 29.06 billion yen in the second quarter. These figures encompass the company’s core operations, including the Media and IP business, Internet Advertisement business, Game business, and Investment Development business.

The Game business remains the most significant contributor to operating profit, though it experienced a notable decline in the third quarter, generating 12.33 billion yen in profit compared to 20.92 billion yen in the second quarter. The operating profit margin for this segment dropped to 20.2 percent, down from 31.0 percent in the previous quarter. Similarly, the Internet Advertisement business saw its operating profit decrease to 4.15 billion yen, with a margin of 3.4 percent. The Media and IP business also reported a decline, with operating profit falling to 2.78 billion yen and a margin of 4.7 percent.

The Investment Development business continues to face significant volatility, reporting an operating loss of 884 million yen for the third quarter. While the company maintains a diversified portfolio, the overall consolidated operating profit margin for the third quarter settled at 6.5 percent. These results highlight a challenging quarter characterized by reduced profitability across the firm's major revenue streams, marking a departure from the growth observed in the earlier stages of the fiscal year.