Notice of Revision to Full-Year Earnings Guidance

Overview of Guidance Revision

Geniee, Inc. has downwardly revised its full-year earnings guidance for the fiscal year ending March 2027. Revenue is expected to decrease by approximately 6.1% from the prior guidance, from 16,400 million yen to 15,400 million yen, and operating income is expected to decrease by approximately 18.0%, from 2,500 million yen to 2,050 million yen. Main factors include one-off gains/losses and financing cost impacts, reduced profitability in the Digital PR business, and regional variations across advertising platform businesses. By segment, domestic SSP remains solid, while overseas SSP is expected to underperform due to suspension of delivery and lower unit prices; the Digital PR business is affected by a decline in large projects and the consolidation impact of SEIRYO. The company intends to advance AI utilization to improve operational efficiency and profitability.

Future Outlook and Risk Factors

Based on first-half performance, the company reassessed the second-half outlook. Measures include improving operational efficiency through AI utilization, recovery of enterprise project progress, and stabilizing revenue through SEIRYO contributions. External risks include continued regulatory changes and intensified competition in the advertising market, as well as shifts in digital advertising budgets. There is no indication that this matter directly involves risks related to misstatements or reversal of allowance for doubtful accounts.