CyberAgent Inc
TSE:4751

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CyberAgent Inc
TSE:4751
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Price: 1 312.5 JPY 1.23% Market Closed
Market Cap: 665.2B JPY

CyberAgent Inc
Investor Relations

In the bustling business districts of Tokyo, CyberAgent Inc. stands as a symbol of digital innovation and strategic acumen. Founded in 1998 by Susumu Fujita, the company initially sought to carve a niche in the burgeoning internet advertising industry. Over the years, it deftly navigated the shifting sands of digital evolution, expanding its business model to encompass a dynamic trifecta: media, gaming, and advertising. CyberAgent's media arm revolves around its internet TV business, AbemaTV, a platform that combines the allure of live and on-demand streaming, capturing the attention of digital natives. Through AbemaTV, CyberAgent leverages its advertising capabilities, effectively monetizing its user base through targeted ad placements, while building partnerships with established content creators to keep audiences engaged.

Gaming, however, has become a mainstay in CyberAgent's revenue stream, driven by its subsidiary Cygames. Known for popular titles such as "Granblue Fantasy" and "Rage of Bahamut," Cygames contributes not only in terms of profitability but also in cementing CyberAgent's reputation as a powerhouse in the mobile gaming sector. This digital entertainment colossus harnesses the freemium model, where games are free to play but entice players to make in-game purchases for enhancements and virtual goods; a strategy that has proven highly lucrative. Meanwhile, in the advertising segment, CyberAgent employs data-driven algorithms to optimize digital ad spaces, profiting from its prowess in both product creation and distribution across its vast digital network. Together, these interlocking segments form a harmonious business ecosystem, driving CyberAgent's continuous growth and influence within Japan’s tech landscape.

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Last Earnings Call
Fiscal Period
Q3 2025
Call Date
Aug 8, 2025
AI Summary
Q3 2025

Operating Profit: Q3 operating profit was 2.4 times higher year-on-year, significantly exceeding both internal plans and previous guidance.

Upward Guidance Revision: Management announced a major upward revision to full-year forecasts after already surpassing previous targets of JPY 42 billion in operating profit and JPY 820 billion in sales.

Game Business Surge: Game segment operating profit soared 3.2 times year-on-year, driven by two major new game hits, with additional global expansion underway.

Media & IP Momentum: Media and IP business grew 17.7% year-on-year with strong performance from original content and new broadcasting rights acquisitions.

Advertising Headwinds: Advertising business saw a drop in sales and profit following the loss of a large client, but management remains confident in the business's stability and recovery.

Net Income: Net income for the quarter reached JPY 31 billion.

Key Financials
Operating Profit
2.4x year-on-year
Game Business Operating Profit
3.2x year-on-year
Media and IP Business Growth
17.7% year-on-year
Media and IP Business Operating Profit
7.8x year-on-year
Net Income
JPY 31 billion
Sales
JPY 820 billion (previous target, surpassed in Q3)
Advertising Business OP Margin
3.3%
Earnings Call Recording
Other Earnings Calls

Management

Mr. Susumu Fujita
Co-Founder, CEO, President & Representative Director
No Bio Available
Mr. Yusuke Hidaka
Co-Founder, Executive Officer, VP & Director
No Bio Available
Mr. Norishige Nagase
Senior Managing Executive Officer & CTO
No Bio Available
Mr. Tetsuhito Soyama
Managing Executive Officer & CHO
No Bio Available
Mr. Yasuaki Okamoto
Executive VP & Executive MD of Internet Advertisement Business
No Bio Available
Mr. Go Nakayama
Senior Managing Executive Officer, MD & Director
No Bio Available
Mr. Takahiro Yamauchi
Senior Managing Executive Officer & MD of Internet Advertisement Business
No Bio Available
Mr. Koki Ukita
Managing Executive Officer
No Bio Available

Contacts

Address
TOKYO-TO
Shibuya-Ku
Abema Towers, 40-1, Udagawa-cho
Contacts
+81354590202.0
www.cyberagent.co.jp