GMO Media Inc.
Q2 FY2026 Interim Financial Results Q&A Summary
Full-year guidance unchanged; first half results: net sales of 3,376 million yen, down 7.9% YoY; operating income of 345 million yen, down 38.4% YoY. For the second half, aim to rebuild earnings base through expansion of recurring revenue and new partnerships. Strengthening AI utilization and growth of stock-based services.
Key Figures
- Net sales: 3,376 百万円（前年同期比7.9%減）
- Operating income: 345 百万円（前年同期比38.4%減）
- Consolidated full-year net sales: 7,500 百万円（据え置き）
AI要約
Business performance overview
GMO Media maintained its prior full-year targets of net sales of 7,500 million yen and operating income of 950 million yen in the FY2026 2Q results. In the first half, cash-flow revenue declined, cosmetic-clinic-related one-off revenue from coupons fell, and revised contract terms affected performance, with net sales of 3,376 million yen and operating income of 345 million yen, down YoY. Meanwhile, industry-specific stock-based businesses continued to expand. For the second half, the company plans to rebuild the earnings base through the accumulation of stock revenue, the execution of new partnerships, and four growth drivers.
Growth strategy and AI utilization
In the cosmetic medical field, expand the number of contracted clinics for Kirei Pass Connect and extend AI capabilities (AI management analysis, AI voice medical records, etc.). In the education/learning domain, continue net additions of DX services such as Koete Co. Manager. In advertising/gaming, expect increased profitability and user scale from new channels, with five new pipelines in the Solutions business (GMO Repeater) slated to launch from the third quarter onward.
GMO Media, Inc.
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