Sega Sammy reported a net loss of ¥5.7 billion for FY2026/3, driven by a ¥58.8 billion extraordinary loss from goodwill impairments on Rovio and Stakelogic, despite revenue rising to ¥487.5 billion.
02
The company significantly lowered its medium-term adjusted EBITDA target to just under ¥110 billion, down from the original goal of over ¥180 billion, and expects to miss its 10% return on equity benchmark.
03
Pachislot and Pachinko segment revenue reached ¥132 billion with ¥32.1 billion in operating income, but sales are forecasted to decline to ¥115.5 billion in FY2027/3 due to rising semiconductor costs and a shift toward lower-priced units.
04
Rovio’s post-acquisition performance has underperformed, with the company now focusing on revitalizing the Angry Birds IP through film, licensing, and mobile game launches in China to restore earnings.
05
Operating cash flow reached ¥25.9 billion, but heavy investment in the acquisitions of GAN and Stakelogic limited free cash flow to ¥3.4 billion.
06
Gaming-machine sales grew to ¥8.3 billion, with the company shifting toward a lease-centric revenue model and expanding its B2B footprint in the U.S. via a new 'V2' platform.
Insights
01
Sega Sammy reported a net loss of ¥5.7 billion for FY2026/3, driven by a ¥58.8 billion extraordinary loss from goodwill impairments on Rovio and Stakelogic, despite revenue rising to ¥487.5 billion.
02
The company significantly lowered its medium-term adjusted EBITDA target to just under ¥110 billion, down from the original goal of over ¥180 billion, and expects to miss its 10% return on equity benchmark.
03
Pachislot and Pachinko segment revenue reached ¥132 billion with ¥32.1 billion in operating income, but sales are forecasted to decline to ¥115.5 billion in FY2027/3 due to rising semiconductor costs and a shift toward lower-priced units.
04
Rovio’s post-acquisition performance has underperformed, with the company now focusing on revitalizing the Angry Birds IP through film, licensing, and mobile game launches in China to restore earnings.
05
Operating cash flow reached ¥25.9 billion, but heavy investment in the acquisitions of GAN and Stakelogic limited free cash flow to ¥3.4 billion.
06
Gaming-machine sales grew to ¥8.3 billion, with the company shifting toward a lease-centric revenue model and expanding its B2B footprint in the U.S. via a new 'V2' platform.