)
CyberAgent (4751) investor relations material
CyberAgent Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Net sales rose 14% year-over-year to ¥232.3B, with operating profit up 2.8 times to ¥23.3B and net income attributable to owners of parent up 2.5 times to ¥12.4B, marking record Q1 results.
Growth was led by strong performance in the Media & IP and Game businesses, while the Internet Advertisement business declined due to a major client loss.
AbemaTV achieved its first quarterly operating profit since establishment.
Record-high results were achieved despite typical seasonal weakness, with significant contributions from global game expansion and improved profitability in media.
Net income attributable to owners of parent rose 145.7% year-over-year.
Financial highlights
Gross profit increased 38.9% year-over-year to ¥74.97B.
Operating margin improved to 10.1% from 4.1% a year ago.
SG&A expenses rose 12.9% year-over-year to ¥51.5B.
Ordinary income surged 174.9% to ¥24.2B.
Basic earnings per share rose to ¥24.58 from ¥10.01 year-over-year.
Outlook and guidance
Full-year net sales forecast is ¥880B, with operating profit guidance of ¥50–60B and net income forecast at ¥25–30B.
Q1 progress rates: 26.4% of annual sales and 46.8% of lower-end operating profit target achieved.
The company expects to return to a growth trajectory in the next quarter, with strong growth anticipated from Q3 onward.
No revision to the previously published forecast.
The impact from the loss of a major advertising client will end next quarter, with positive changes expected.
- TimeTickerHeadlineOpen
- 7 FebSBIN
Q3 FY26 net profit reached ₹21,028.15 crore, driven by robust income and strategic divestments. - 6 FebHTOO
Resale registration for 71,429 shares via warrant, with proceeds only on exercise; financial risks persist. - 6 FebVSAT
Q3 revenue up 3% to $1.16B, net income $25M, strong cash flow, Ligado boost, satellite focus. - 6 FebWEC
Targets 7–8% EPS growth, $37.5B capex, and coal exit by 2032 amid surging data center demand. - 6 FebBR
Q2 FY26 recurring revenue grew 8% and adjusted EPS guidance was raised to 9-12%. - 6 FebFFWM
Merger vote includes new non-voting stock class with limited conversion and no voting rights. - 6 FebKKR
Charter amendments seek to modernize governance and establish one share, one vote by 2026. - 6 FebARI
Proposed $9B real estate loan portfolio acquisition highlights disciplined, long-term strategy. - 6 FebSMCI
Q2 revenue jumped 123% to $12.7B, with FY26 guidance raised to at least $40B. - 6 FebRJF
Record revenues and assets, higher dividend, and acquisitions despite lower net income.
Next CyberAgent earnings date
Next CyberAgent earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
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.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
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.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
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.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
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.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage
)
)