CyberAgent, Inc. (CYAGF) Q1 2026 Earnings Call

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WEBVTT 00:00:00.031 -- 00:00:02.674 We would like to begin CyberAgent's 00:00:02.674 -- 00:00:04.674 FY2026 00:00:05.097 -- 00:00:08.879 first quarter earnings briefing session. 00:00:10.603 -- 00:00:14.645 This session is being streamed. 00:00:15.568 -- 00:00:19.933 With respect to the content we will be sharing today, please refer to the disclaimer 00:00:19.933 -- 00:00:23.655 included within the presentation material. 00:00:25.219 -- 00:00:27.081 President Yamauchi 00:00:27.081 -- 00:00:30.122 will take you through our results. 00:00:32.954 -- 00:00:36.579 My name is Yamauchi. I have become the new president in December. 00:00:36.579 -- 00:00:38.579 From 00:00:38.701 -- 00:00:41.164 this session onwards, 00:00:41.164 -- 00:00:45.507 I will be sharing our results with you. 00:00:49.935 -- 00:00:51.517 Overall, 00:00:51.517 -- 00:00:54.061 we've done well in Q1, 00:00:54.061 -- 00:01:00.308 and FY2026 is off to a solid start. Sales has increased by 14%, 00:01:00.308 -- 00:01:05.993 And the OP has increased 2.8 fold year on year. 00:01:06.517 -- 00:01:10.502 Although we have made proper investments in media and IP, we have increased profits and 00:01:10.502 -- 00:01:13.887 this business has started to contribute to our results. 00:01:13.887 -- 00:01:18.192 We have seen significant increases in the game business profit thanks to the performance 00:01:18.192 -- 00:01:21.677 of existing titles as well as global business. 00:01:21.677 -- 00:01:26.844 With respect to advertising, in the third quarter of FY 2025, we saw one large client 00:01:26.844 -- 00:01:28.844 leave. 00:01:28.878 -- 00:01:31.922 And this will have impact on each quarter for one year. 00:01:31.922 -- 00:01:36.169 However, the situation has begun to improve in the recent months. 00:01:36.169 -- 00:01:41...