THECOO Inc.
Notice of Revision of Earnings Guidance
Revising the full-year earnings forecast for the fiscal year ending December 2026 on the back of the fan business platform. Revenue is higher than the previous forecast, and operating income, ordinary income, net income, and net income per share are all upwardly revised. Growth in the assumed number of fans and pricing optimization contributed to the upgrade. However, selling, general and administrative expenses are expected to continue rising.
Key Figures
- Revenue: 6,140 million yen (previous forecast 5,480 million yen, increase 660 million yen)
- Operating income: 700 million yen (previous 300 million yen, increase 400 million yen)
- Ordinary income: 720 million yen (previous 300 million yen, increase 420 million yen)
AI要約
Section Heading
In summary, this IR communicates the upward revision of the full-year earnings forecast for the fiscal year ending December 2026. As the number of fans grows in the fan business platform, both subscription revenue and non-subscription revenue are strengthening the revenue base, and pricing optimization progressed beyond plan. As a result, revenue, as well as each level of profitability and net income are expected to improve. On the other hand, SG&A expenses are expected to rise due to increased variable costs accompanying business expansion and ongoing investments for long-term growth.
Section 2 Heading
The revision is driven by greater-than-expected fan growth and improved pricing strategy, supporting full-year earnings improvement. Risks such as changes in market environment remain, and actual results may differ from these forecasts. Going forward, the plan is to continue growth investments while further improving profitability.
THECOO Co., Ltd.
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