CyberAgent, Inc. (CYAGF) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

We would like to begin CyberAgent's FY2026 second quarter earnings briefing. This session is being video streamed. With respect to the content we will be sharing with you today, please refer to the disclaimer included in the presentation material. Our president, Yamauchi will take us through the results. This is President Yamauchi. I would like to take you through the FY2026 second quarter results. Overall, we had a very good result we very good quarter we saw record high sales and as the second quarter we saw record high second quarter op as well with respect for the media and ip business we it is doing well with abema starting to contribute to profits with respect to the ad business A large client has left, but we managed to fill the gap ahead of schedule. And we have seen sales and profits increase one again record highs, we saw record high sales and doubled. We saw also saw double digit growth Y on Y. With respect to the game business, we did very well with anniversary events and global expansion. We also saw significant increases in revenue and profit sales and profits. We continue to see upward trajectory in terms of sales and marked record high sales during this quarter. We also saw record high OP in the past due to the unparalleled hit game Uma Musume, but we booked a record high Q2 OP this period. And this is SG&A expenses. And we welcome 402 new employees and the number of employees have trended on schedule. And this is the P&L. And this is the balance sheet. With respect to the forecast, as you can see, we are trending well overall. We have achieved a lower end of the forecast range during our first half. And we are certain we'll be able to overdeliver on our forecast. but things may be a little slower during the second half. And as it is difficult to accu...