CyberAgent, Inc. (CYAGF) Q2 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

We would like to begin cyber agents FY2025 second quarter earnings briefing. This session is being streamed. With respect to the content we will share with you today, Please refer to the declaimer included in the presentation material. President and CEO Fujita will take you through the earnings results. I'm the President Fujita. We would like to first start by apologizing For the inappropriate accounting practices, we discovered at the consolidated subsidiary, so we have correct the past annual securities report. We apologize for the inconvenience caused. We would like to now take you through the financial earnings results from January to March 2025. The recent results have been overall quite healthy. It's doing well compared to the previous fiscal year. In the previous fiscal year, we released a console game and we made an upward revision last year in the second quarter, but it's a console game. So immediately after release, we saw concentration of sales, and we knew that it was going to be a tough quarter this fiscal year. But overall, we've achieved our targets. So in terms of the content, we've done better than last fiscal year. The media and IP business. OP was 6.5 times of last fiscal year, so it's grown significantly. And in terms of the ad business, the sales and OP both increased. And with respect to the game business, I mentioned the console game that we released last year. So bearing that in mind, the sales and OP have decreased, but Q and Q we've seen significant improvements, increases, and we have also released a big title since. So overall we're in a very good position. This is a consolidated sales. The consulate sells for this fiscal this quarter, which 217 billion yen, so the revenue has gone up. and we it has increased slightly higher about 100 mill...