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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 Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary7 May, 2026
Executive summary
Q1 2026 revenue reached KRW 1.29 trillion (W1,329.7bn), up 17% YoY, with operating profit at KRW 1.5 billion, a 107.2% YoY increase.
Growth was driven by strong entertainment content sales, TVING subscriber surge, and expanded commerce IP.
Profitability was challenged but is expected to recover in Q2 2026 through ad business and platform enhancements.
Financial highlights
TVING revenue reached KRW 103 billion with an operating loss of KRW 19.2 billion, a YoY improvement of KRW 14.5 billion.
Fifth Season revenue was KRW 233.6 billion with an operating loss of KRW 2.9 billion, also improving by KRW 14.5 billion YoY.
Studio Dragon posted KRW 155.3 billion in revenue and KRW 6.4 billion in operating profit, up 16% YoY and 50.1% YoY respectively.
Scripted (Film & Drama) revenue surged 44.8% YoY to W457.3bn, with operating profit of W8.0bn.
Mnet Plus surpassed 44 million subscribers, with revenue up 260%.
Outlook and guidance
Q2 focus includes recovering advertising revenue through integrated products and advanced sponsorship strategies.
Profitability expected to improve in H2 2026 as IP-based revenue models and business structure optimization take effect.
TVING expects to reach break-even from Q2, driven by ad income and content supply normalization.
Scripted segment to expand global sales and co-productions, with new deals in Japan, North America, and Russia.
Commerce to focus on IP expansion, premium products, and sustained MLC growth through AI and influencer commerce.
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Latest events from CJ ENM CO
- Operating profit more than doubled in Q4 2025 despite a 19.6% revenue drop.035760
Q4 20255 Feb 2026 - Q2 revenue up 11% YoY, profit rebound, TVING and digital content drive growth.035760Q2 20242 Feb 2026
- Operating profit more than doubled, but a one-off LiveCity loss drove a major net loss.035760Q3 202416 Jan 2026
- Q1 revenue reached KOR 1.1383 trillion; profits fell, but recovery is targeted from Q2.035760Q1 202526 Dec 2025
- Q3 2025 revenue up 10.8% YoY, with profit rebound driven by content and digital growth.035760Q3 20259 Dec 2025
- 2024 saw profit turnaround and strong growth, with digital and global expansion set for 2025.035760Q4 20246 Dec 2025
- Double-digit revenue growth, profit margin pressure, and global content drive future gains.035760Q2 202514 Aug 2025
Next CJ ENM CO earnings date
Q2 20266 Aug, 2026
CJ ENM CO
Next CJ ENM CO earnings date
Q2 20266 Aug, 2026
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Leroy DaleyApp Store
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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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