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LY (4689) investor relations material
LY Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary4 Feb, 2026
Executive summary
Revenue and profit excluding ASKUL achieved double-digit year-on-year growth, despite a system outage at the subsidiary due to a ransomware attack impacting consolidated results.
Underlying business performance remained solid, with strong contributions from the Strategic segment and cost reductions.
Revenue for the nine months ended December 31, 2025, reached ¥1,495.3 billion, up 4.7% year-over-year, marking a record high for the period.
Adjusted EBITDA rose 3.8% year-over-year to ¥377.3 billion, also a record for the cumulative third quarter.
Full-year revenue guidance was revised downward due to the ASKUL outage, but adjusted EBITDA and EPS guidance remain unchanged.
Financial highlights
Consolidated revenue was JPY499.9B, down 0.7% YoY; excluding ASKUL, revenue rose 15.7% YoY to JPY442.6B.
Adjusted EBITDA was JPY126.0B, down 2.3% YoY; excluding ASKUL, adjusted EBITDA increased 11.2% YoY to JPY132.8B.
Commerce advertising revenue grew 20.1% year-on-year; company-wide ad revenue increased 3%.
E-commerce transaction value rose 6.8% year-over-year to ¥3,492.3 billion, with strong growth in Yahoo! Flea Market and BEENOS.
Net income attributable to owners of the parent grew 43.6% year-over-year to ¥183.3 billion.
Outlook and guidance
FY2025 revenue forecast revised to ¥2,000.0 billion due to ASKUL outage; adjusted EBITDA guidance unchanged at ¥500.0–510.0 billion.
For FY2026, targeting a 10%-15% increase in adjusted EBITDA (¥550–575 billion) driven by business growth and cost reductions.
Adjusted EPS expected within initial guidance range of ¥25.9–26.9.
Strategic segment growth and cost reductions expected to support future performance.
Detail ASKUL outage's Q3 impact and full-year offset
Strategic Business growth: sustainable drivers vs one-offs
How do recent consolidations alter asset composition
FY26 EBITDA: What is ASKUL recovery's upside?
AI search ad monetization strategy and timeline?
Post-March: What specific ID link collaborations
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Next LY earnings date
Q4 20267 May, 2026
Next LY earnings date
Q4 20267 May, 2026
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Frequently asked questions
LY Corporation is a Japanese company primarily engaged in the operation of online platforms and digital services, often focusing on e-commerce and internet-based solutions. The company manages several digital platforms that facilitate commerce, advertising, and content distribution, catering to a broad consumer base in Japan. LY Corporation’s services typically include mobile applications and web-based platforms, designed to provide users with accessible and user-friendly experiences across retail and digital media sectors. The company is headquartered in Tokyo, Japan, and its shares are listed on the Tokyo Stock Exchange.
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