Presentation Material: Q1 FY2026

Key insights

7 takeaways · ~3 min read

01
For Q1 FY2026, overall sales increased by 14.0% year-over-year to 232.3 billion yen, and operating profit surged 2.8x year-over-year to 23.3 billion yen, marking a strong start to the fiscal year.See it on page 5
02
The Game business was a primary driver of growth, with sales up 69.2% year-over-year to 64.7 billion yen and operating profit increasing 5.3x year-over-year to 17.6 billion yen, fueled by existing titles and global expansion.See it on page 5
03
The Media & IP business also contributed significantly, achieving a 12.5% year-over-year increase in sales to 62.6 billion yen and a 3.5x year-over-year increase in operating profit to 4.9 billion yen.See it on page 5
04
Net income for Q1 FY2026 rose 2.5 times year-over-year to 12.4 billion yen.See it on page 10
05
Ad Sales experienced a slight decrease of 2.7% year-over-year to 114.6 billion yen due to the loss of a large client, though the trend is showing gradual improvement.See it on page 23
06
The company is forecasting full-year FY2026 sales of 880.0 billion yen and operating profit between 50.0 and 60.0 billion yen, acknowledging the volatility inherent in the Game business.See it on page 14
07
Three new directors, including one female, were appointed to the board, increasing the total to 10 directors (8 male, 2 female), emphasizing diversity.See it on page 38

Summary

The future information, such as earnings forecast, written in this document is based on our expectations and assumptions as of the date the forecast was made. Our actual results could differ materially from those described in this forecast because of various risks and uncertainties. 1. Summary (October - December 2025) 4. Internet Advertisement Business 6.