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CJ ENM CO
CJ ENM CO (035760) investor relations material
CJ ENM CO Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary5 Feb, 2026
Executive summary
Achieved significant global expansion and business model enhancement, with content ranking number one in the 2025 FUNdex for 27 weeks and five of the top 10 K-dramas on TVING per U.S. TIME, and major dramas and variety shows dominating TV-OTT viewership.
Diversified profit models through strategic IP design, fan meetings, merchandise, and international successes such as "Bon Appétit, Your Majesty" and "Marry My Husband."
TVING solidified its position as a global content hub for HBO Max Southeast Asia and Disney+, with branded zone expansion and international co-productions.
FY2026 strategy focuses on transitioning to an IP and platform-driven business model, accelerating global business, and leveraging AI for content planning and production.
Financial highlights
Q4 2025 revenue was KRW 1.427 trillion (W1,437.8bn), down 19.6% YoY, but operating profit more than doubled to KRW 86 billion (W86.0bn), up 109.8% YoY.
Entertainment segment revenue fell 26.4% YoY to W1,023.5bn, but operating profit surged 152.8% YoY to W53.3bn.
Commerce revenue increased 4.1% YoY to W414.3bn, with operating profit up 77.0% YoY to W35.9bn.
Media Platform revenue grew 17.2% YoY to W409.6bn, with operating profit up 1,048.9% YoY to W17.8bn.
Studio Dragon annual revenue reached KRW 530.7 billion, with operating profit of KRW 30.4 billion; Q4 operating margin was 12.7%.
Outlook and guidance
FY2026 will prioritize platform competitiveness, securing global Mega IPs, and advancing mobile live commerce (MLC) business models.
TVING expects further loss reduction in 2026, with some quarters potentially breaking even, driven by subscriber and ad revenue growth.
Studio Dragon plans to expand its lineup to over 25 titles in 2026, focusing on production efficiency, AI utilization, and IP-centric monetization.
Fifth Season will focus on profitability over top-line growth, with several titles in the pipeline for 2026.
TVING profitability path given investment needs?
Global IP strategy: expected revenue contribution?
Commerce profit growth drivers beyond seasonal peaks?
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Next CJ ENM CO earnings date
Q1 20267 May, 2026
CJ ENM CO
Next CJ ENM CO earnings date
Q1 20267 May, 2026
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