Key insights
7 takeaways · ~3 min read- 01The company achieved record-high sales of 217.3 billion yen in FY2025 Q2, up 1.2% YoY, with operating profit increasing by 0.7% YoY to 20.8 billion yen, primarily driven by Media & IP and Ad businesses.See it on page 5
- 02An inappropriate accounting treatment at a consolidated subsidiary led to corrections of past annual securities reports and amendments of financial statements, with details released on May 15, 2025.See it on page 2
- 03The Media & IP business saw significant growth, with sales up 14.4% YoY to 57.0 billion yen and operating profit increasing 6.5x YoY to 3.3 billion yen, through building a multi-layered revenue stream and investing in anime production.See it on page 13
- 04The Ad business maintained a high sales increase rate, up 9.9% YoY to 117.5 billion yen, and operating profit increased by 8.7% YoY to 6.0 billion yen, with an operating profit margin of 5.1%.See it on page 5
- 05Sales and profit in the game console game sector declined 23.4% YoY to 51.4 billion yen and 15.7% YoY to 15.3 billion yen respectively, despite a significant QoQ increase (34.6% in sales, 4.6x in OP) due to a game release in February 2024.See it on page 30
- 06The company is expanding its AI agent service, initially developed for internal use (reducing report completion time from 1-2 days to 2 minutes), to external clients as of March 2025, offering customized AI agents in cooperation with Oracle.See it on page 28
- 07The new game "SD Gundam G Generation ETERNAL," co-developed with Bandai Namco Entertainment Inc., was globally released on April 16, 2025, and the company is implementing external payment methods in apps like "Project SEKAI COLORFUL STAGE!" and "Princess Connect! Re:Dive" following the Act on Promotion of Competition for Specified Smartphone Software.See it on page 32
Summary
2Q FY2025 Presentation Material We corrected past annual securities reports and others due to the discovery of an inappropriate accounting treatment at the consolidated subsidiary. Please refer to the “Notice on Submission of Correction Reports of Past Annual Securities Reports and Amendments of Financial Statements for Past Fiscal Years” released on May 15, 2025, for details.
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