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.<\/p>\n","protected":false},"comment_status":"open","ping_status":"closed","template":"","meta":{"Ticker":"","DATE":"","longName":"","company_name_ja":"","fullTimeEmployees":0,"address":"","phone":"","website":"","industry":"","sector":"","regularMarketPrice":0,"financialCurrency":"","marketCap":0,"fiftyTwoWeekLow":0,"fiftyTwoWeekHigh":0,"epsTrailingTwelveMonths":0,"epsForward":0,"bookValue":0,"totalRevenue":0,"OperatingIncome":0,"operatingMargins":0,"NetIncome":0,"profitMargins":0,"ebitda":0,"trailingPE":0,"forwardPE":0,"priceToBook":0,"returnOnEquity":0,"recommendationMean":0,"recommendationKey":"","targetMeanPrice":0,"numberOfAnalystOpinions":0,"analyst_earnings_data":"","dividendRate":0,"dividendYield":0,"payoutRatio":0,"totalEsg":0,"environmentScore":0,"socialScore":0,"governanceScore":0,"title":"","providerPublishTime":"","link":"","longBusinessSummary":"","longBusinessSummary_ja":"","quarterly_revenue":0,"quarterly_net_income":0,"quarterly_operating_profit":0,"enterprise_value":0,"company_officer_1_name":"","company_officer_1_title":"","company_officer_2_name":"","company_officer_2_title":"","company_officer_3_name":"","company_officer_3_title":"","company_officer_4_name":"","company_officer_4_title":"","company_officer_5_name":"","company_officer_5_title":"","company_officers_update_time":"","get_dividend_history_year1":0,"get_dividend_history_year2":0,"get_dividend_history_year3":0,"get_dividend_history_year4":0,"get_dividend_history_year5":0,"get_dividend_history_year6":0,"get_dividend_history_year7":0,"get_dividend_history_year8":0,"get_dividend_history_year9":0,"get_dividend_history_year10":0,"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"jir_stock_code":"6180","jir_company_name":"GMO Media, Inc.","jir_importance":"\u2605\u2605\u2605\u2605\u2606","jir_publication_date":"2026-09-07","jir_source_link":"https:\/\/japanir.jp\/wp-content\/uploads\/2026\/09\/6180-20260907-01.pdf","jir_short_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.","jir_summary":"### Business performance overview\nGMO 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.\n\n### Growth strategy and AI utilization\nIn 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.","jir_financial_highlights":"Net sales: 3,376 \u767e\u4e07\u5186 (\u524d\u5e74\u540c\u671f\u6bd47.9%\u6e1b)\nOperating income: 345 \u767e\u4e07\u5186 (\u524d\u5e74\u540c\u671f\u6bd438.4%\u6e1b)\nNet sales (Consolidated full year): 7,500 \u767e\u4e07\u5186 (\u636e\u3048\u7f6e\u304d)\nOperating income (Consolidated full year): 950 \u767e\u4e07\u5186 (\u636e\u3048\u7f6e\u304d)\nNumber of contracted clinics (Kirei Pass Connect by GMO): \u62e1\u5927\u7d99\u7d9a (\u4e0d\u660e)","jir_category":"","jir_hashtags":"#GMOMedia, #Earnings, #Stock-basedBusiness, #AIUtilization","jir_key_figures":"Net sales: 3,376 \u767e\u4e07\u5186\uff08\u524d\u5e74\u540c\u671f\u6bd47.9%\u6e1b\uff09\nOperating income: 345 \u767e\u4e07\u5186\uff08\u524d\u5e74\u540c\u671f\u6bd438.4%\u6e1b\uff09\nConsolidated full-year net sales: 7,500 \u767e\u4e07\u5186\uff08\u636e\u3048\u7f6e\u304d\uff09","jir_meta_title":"GMO Media Q2 FY2026 Earnings Q&A Summary | Full-Year Guidance Maintained","jir_meta_description":"Summary of GMO Media's Q2 FY2026 earnings Q&A. First half net sales 3,376 million yen and operating income 345 million yen, below prior year; second half to rebuild earnings base through expansion of stock-based business and new partnerships. AI utilization expansion explained.","jir_og_title":"GMO Media | Q2 FY2026 Earnings Q&A Summary","jir_og_description":"GMO Media earnings Q&A summary. While first-half results slowed, growth drivers for the second half and expansion of AI utilization will strengthen the earnings base.","jir_og_image_url":"\/assets\/og\/company-general_ir.jpg","jir_chart_data_collection":"[]","ir_related_company":59003,"ir_release_date":"","ir_type":"","ir_is_new":false,"ir_document_url":"","jir_ir_type":"financial_summary","footnotes":""},"sector":[],"importance":[],"class_list":["post-111310","ir_release","type-ir_release","status-publish","hentry"],"yoast_head":"\n