Mobile Factory, Inc.

3912.T
Electronic Gaming & Multimedia
2026/07/23 Updated
Market Cap: $44.2M (¥7.2B)
Stock Price: $6.81 (¥1,115)
Exchange Rate: 1 USD = ¥163.67

2026 December Term Second Quarter Financial Results Explanation Material

Mobile Factory's financial results for the second quarter of the 2026 December term show revenue of 1,686 million yen, a YoY increase of 1.8%, EBITDA of 561 million yen, a YoY increase of 2.5%, and operating income of 561 million yen, achieving record highs. Revenue increased due to higher app billing utilization and new initiatives, while profits remained stable. The company plans to continue expanding location-based games and collaborative projects to drive revenue and profit growth.

Importance:
Page Updated: July 24, 2026
IR Disclosure Date: July 24, 2026

Key Figures

  • Revenue: 1,686 million yen (YoY +1.8%)
  • EBITDA: 561 million yen (YoY +2.5%)
  • Operating Income: 561 million yen (YoY +2.5%)

AI要約

Overview of the Results

Mobile Factory's financial results for the second quarter of the 2026 December term show revenue of 1,686 million yen (YoY +1.8%), EBITDA of 561 million yen (+2.5%), and operating income of 561 million yen (+2.5%), setting new records. The revenue increase is attributable to improved utilization of app billing and expanded earnings from new initiatives, with profits remaining stable. Recovery from the impact of COVID-19 and strong performance of new projects such as location-based games and collaborations are notable.

Future Outlook and Investor Impact

The company intends to continue expanding revenue and profit through location-based games and collaborative projects. With increased app billing utilization and the effects of new initiatives, steady growth is expected. For investors, the stable earnings base and growth prospects driven by new initiatives are attractive. In the medium to long term, expanding location-based games and collaborations are expected to be key drivers of revenue growth.

Revenue Trends

Operating Profit Trends

Operating Profit Margin

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Mobile Factory Co., Ltd.

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