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CyberAgent, Inc. (CYGIY) Q2 2026 Earnings Call Prepared R...
2026-05-13 · via All Articles on Seeking Alpha

CyberAgent, Inc. (CYGIY) Q2 2026 Earnings Call May 13, 2026 3:30 AM EDT

Company Participants

Takahiro Yamauchi - Representative Director & President

Presentation

Operator

We would like to begin CyberAgent's FY 2026 Second Quarter Earnings Briefing. This session is being video streamed. With respect to the content we will be sharing with you today, please refer to the disclaimer included in the presentation material. Our President, Yamauchi will take us through the results.

Takahiro Yamauchi
Representative Director & President

This is President, Yamauchi. I would like to take you through the FY 2026 second quarter results. Overall, we had a very good result, very good quarter. We saw record high sales. And for the second quarter, we saw record high second quarter OP as well. With respect to the Media and IP business, it is doing well with Abema starting to contribute to profit. With respect to the ad business, a large client has left, but we managed to fill the gap ahead of schedule. And we have seen sales and profits increase once again, record high -- we saw record high sales and double -- we saw -- also saw double-digit growth Y-o-Y. With respect to the game business, we did very -- we did well with anniversary events and global expansion. We also saw significant increases in revenue and profit -- sales and profits.

We continue to see upward trajectory in terms of sales and record high sales during this quarter. We also saw record high OP in the past due to the unparalleled hit game, Umamusume, but we booked a record high Q2 OP this period. And this is the SG&A expenses, and we welcomed 402 new employees and the number of employees has trended on schedule. And this is the P&L. And this is the balance sheet. With respect to the forecast, as you