In the first quarter, the impact of the Middle East situation is not pronounced, but if it becomes prolonged there may be effects in the latter half. The decline in overseas business is led by weaker performance in China, Thailand, and North America, while Taiwan, Vietnam, and Indonesia are strong. Organic growth excluding exchange effects and BPO impact is about 3%; excluding digital holding group effects, about 3% as well. The full-year plan targets double-digit growth. Continue AI initiatives, efficiency improvements, and growth investment in the domestic market. The TV advertising market is not currently having a large impact, and recovery at Fuji TV could contribute to ad spots.<\/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":"2433","jir_company_name":"Hakuhodo DY Holdings","jir_importance":"\u2605\u2605\u2605\u2605\u2606","jir_publication_date":"2026-09-15","jir_source_link":"https:\/\/japanir.jp\/wp-content\/uploads\/2026\/09\/2433-20260915-01.pdf","jir_short_summary":"In the first quarter, the impact of the Middle East situation is not pronounced, but if it becomes prolonged there may be effects in the latter half. The decline in overseas business is led by weaker performance in China, Thailand, and North America, while Taiwan, Vietnam, and Indonesia are strong. Organic growth excluding exchange effects and BPO impact is about 3%; excluding digital holding group effects, about 3% as well. The full-year plan targets double-digit growth. Continue AI initiatives, efficiency improvements, and growth investment in the domestic market. The TV advertising market is not currently having a large impact, and recovery at Fuji TV could contribute to ad spots.","jir_summary":"### Overview of performance and market environment\nThe first quarter does not show a strong impact from the Middle East situation, but if the situation persists, it may affect the second half onward. Overseas business is affected by weakness in China, Thailand, and North America, while Taiwan, Vietnam, and Indonesia are performing well. North America digital advertising trends and the timing of demand recovery in consulting will be key. Organic growth, excluding FX and BPO, is about 3%, and excluding Digital Agencies group effects, about 3% as well; the company aims for double-digit growth for the full year.\n\n### AI utilization and investment policy\nAdvance efficiency through AI-driven optimization of operations, enhancement of value proposition, and support for clients in AI adoption in three directions. Continue capacity investments tied to clients' performance to fuel growth in domestic areas. Deepen collaboration with digital agency partners to create value across the group. North American talent demand and cost management pose challenges; monitor sustainability of growth excluding FX effects.","jir_financial_highlights":"Sales: Not available (Not available)\nGross profit: Not available (Not available)\nOverseas business revenue decline and profit decline factors: Not available (Not available)","jir_category":"","jir_hashtags":"#HakuhodoDYHoldings, #DigitalAdvertising, #AIUtilization, #OverseasBusiness","jir_key_figures":"Sales: Not available\nOperating income: Not available\nOverseas business revenue decline and profit decline factors: Not available","jir_meta_title":"Hakuhodo DY Holdings: Q1 Earnings Trends and AI Utilization Strategy | September 2026","jir_meta_description":"Hakuhodo DY Holdings 1Q FY2027 earnings briefing Q&A summary. Middle East situation impact, overseas business trends, efficiency gains from AI, growth strategy, and outlook for domestic and international markets.","jir_og_title":"Hakuhodo DY Holdings Q1 Trends and AI Strategy","jir_og_description":"Limited impact from Middle East situation but risk of prolongation; overseas business challenges; growth strategy through AI utilization.","jir_og_image_url":"\/assets\/og\/company-general_ir.jpg","jir_chart_data_collection":"[]","ir_related_company":7918,"ir_release_date":"","ir_type":"","ir_is_new":false,"ir_document_url":"","jir_ir_type":"financial_summary","footnotes":""},"sector":[],"importance":[],"class_list":["post-114010","ir_release","type-ir_release","status-publish","hentry"],"yoast_head":"\n