LY Corporation (YAHOY) Q4 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

We would like to start FY2025 Full Year and Q4 Financial Results Briefing of MY Corporation. Thank you very much for joining us today. We will be using the presentation material which is shown on our website. In today's session from LINE Yahoo Corporation, we have Mr. Takeshi Idezawa, the President and CEO, Mr. Ryosuke Sakaue, the Senior Executive Officer and CFO, Mr. Hiroshi Kataoka, the Domain Lead of Media and Search Domain, and Mr. Makoto Hide, the domain lead of commerce domain as well as mr yuki ikehata the domain lead of corporate business domain first we'll explain the fi25 four-year and q4 business results and then we take questions we plan to spend about one hour for this session. We are live streaming this session. Now let's get started. Thank you. This is Idezawa of LY Corporation. Thank you very much for taking the time out of your busy schedule to join us today, FY2025, for your NQ4 financial resource briefing. Let me give you the overview. First, this page is the highlights. The revenue and profit increased despite a temporary impact of the ASCO system outage on the consolidated basis. Excluding ASCO, both revenue and adjusted EBITDA grew in double-digit percentage. We accelerated the AI agent rollout to evolve line-based experiences and integrate AI into existing services. Centering around the AI agent rollout, we would grow each business to realize the continuous profit growth and enhance shareholder return. Next fiscal year, we plan to increase the dividend per share to 11 yen. We aim to achieve ROE of 8% or more in FY30. Next page, this is an agenda that I'd like to follow. First, consolidated financial results. In fiscal 2025, consolidated revenue grew 6.2% year-on-year. Adjusted EBITDA was up 5.5% year-on-year. The results ended close to the lowe...