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Extra Everything: The Story of Chipotle
Chipotle's story from a single restaurant to a nationwide chain, through crisis and turnaround, built on one of the strongest models in the industry.
CJ ENM CO
CJ ENM CO (035760) investor relations material
CJ ENM CO Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary6 Aug, 2026
Executive summary
Operating profit increased 17% year-over-year in Q2 2026, despite an 8% YoY revenue decline to KRW 1.2033 trillion.
Profitability gains were driven by diversified revenue streams from content and artist IP, expansion of platform businesses like TVING, Mnet Plus, and Commerce, and a turnaround in Media Platform.
Advanced growth through digital platform expansion, global content strategies, and scaling fandom-based business models with significant subscriber and MAU growth.
Financial highlights
Revenue: KRW 1.2033 trillion, down 8.3% YoY; operating profit: KRW 33.4 billion, up 16.9% YoY.
Studio Dragon revenue grew 26.9% YoY to KRW 145.3 billion; operating profit turned positive at KRW 15.4 billion.
TVING revenue: KRW 140.7 billion, operating profit: KRW 6 billion.
Commerce revenue: KRW 402.8 billion, up 4.4% YoY; operating profit: KRW 26.0 billion, up 21.2% YoY.
Net profit for Q2 2026 was KRW 22 billion, a turnaround from a net loss in Q1 2026.
Outlook and guidance
Continued focus on expanding IP monetization, platform subscriber growth, and global content portfolio, targeting overseas markets including India, Middle East, and LATAM.
TVING expects increased content costs in H2 but aims to offset with subscriber and ad revenue growth.
Studio Dragon to maintain growth with blockbuster lineups and expanded pre-sales.
Commerce business to expand external customer base and enhance creator commerce.
Music to expand HIP activities and global tours.
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Latest events from CJ ENM CO
- Q1 2025 revenue hit KRW 1,138.3B with a net loss, but music and commerce grew strongly.035760
Q1 20259 Jul 2026 - 2024 H1 revenue up 16% YoY, operating profit positive, digital and global content drive growth.035760Q2 20248 Jul 2026
- Profit turnaround and 19.8% revenue growth in 2024, with digital and global expansion ahead.035760Q4 20241 Jul 2026
- Q3 2025 revenue up 11% YoY, profit rebounds, driven by content and digital expansion.035760Q3 202523 Jun 2026
- Q2 2025 revenue up 12.7% YoY, net income rebounded, digital and global growth prioritized.035760Q2 202523 Jun 2026
- Revenue up, operating profit positive, but net loss widened on LiveCity charges; OTT investments ongoing.035760Q3 202423 Jun 2026
- Q1 2026 revenue up 16.8% YoY to KRW 1.33T, digital and global content drive growth.035760Q1 202622 Jun 2026
- Operating profit more than doubled in Q4 2025 despite a 19.6% revenue drop.035760Q4 20255 Feb 2026
Next CJ ENM CO earnings date
Q3 20266 Nov, 2026
CJ ENM CO
Next CJ ENM CO earnings date
Q3 20266 Nov, 2026
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Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
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@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
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