CyberAgent, Inc. (CYAGF) Q4 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

We would like to begin CyberAgent's FY2025 four-year earnings briefing. This earnings briefing is being streamed. With respect to the content we will be sharing with you today, please refer to the disclaimer contained within the presentation material. President Fujita will take us through the earnings results. I'm the President Fujita. I would like to take you through the four-year earnings briefing for FY 2025. First of all, this is the overall results. So overall, this fiscal year, we did well. We did make an upward revision, but we even surpassed the upward revision, OP increased considerably, and sales grew for the 28th consecutive year. individually media and ip business since abema was launched we have been investing quite significantly in abema but for the first time in 10 years op achieved profitability and ip business has been a focal area but we continue we have continued to make investments in this area as well and we are making progress and with respect to the advertising business we did see a large client leave however overall we have continued to expand this business op we had a little bit of a difficulty but we are implementing measures And with respect to the game business, we released seven new games this fiscal year, and multiple games became a new hit. OP grew dramatically as well, due to other payment options. And this is a graph of our 28 consecutive year sales growth. So for the 25 fiscal years, ever since we went public, for consecutive 20 consecutive years, we have continued to grow steadily. And we have been We have booked the second highest OP this fiscal year, especially Uma Musume was a huge hit, but we even recovered from the huge hit that Uma Musume was in the past. And with respect to SG&A expenses, our performance outpaced our plans so...