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Square Enix (9684) investor relations material
Square Enix Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Net sales for the nine months ended December 31, 2025, were ¥215.4B, down 13.3% year-over-year, while operating income rose 39% to ¥46.4B and ordinary income increased 40.8% to ¥53.2B.
Profit attributable to owners of parent was ¥25.6B, up 3.6% year-over-year, despite ¥11.95B in reorganization costs.
Operating income and margins rose significantly year-over-year, driven by improved profitability in Digital Entertainment and higher income from Merchandising and Amusement.
Foreign exchange gains of ¥5.54B contributed to higher ordinary income.
Financial highlights
Gross profit for the period was ¥93.4B, with a gross margin of 43.3%.
Earnings per share (basic) were ¥71.03, reflecting a stock split.
Comprehensive income was ¥23.8B, down 4.5% year-over-year.
Total assets increased to ¥423.4B, and net assets rose to ¥342.2B.
Cash and deposits increased to ¥251.0B as of December 31, 2025.
Outlook and guidance
Full-year net sales forecast is ¥280.0B, unchanged from previous guidance.
Full-year operating income forecast raised to ¥49.0B (up ¥8.0B from prior guidance).
Full-year profit attributable to owners of parent forecast increased to ¥27.0B (up ¥10.1B from prior guidance).
Earnings per share (basic) forecast at ¥74.90, reflecting the stock split.
Dividend per share maintained at ¥129 (pre-split) or ¥43 (post-split), with year-end projection at ¥25.00 per share post-split.
- Operating income rose 28.8% despite a 15% sales drop, but profit fell on reorganization costs.9684
Q2 20266 Nov 2025 - Profits and sales fell year-over-year, but Amusement grew and stock split plans remain.9684
Q1 20268 Aug 2025 - Operating income up 22.1% despite lower sales, led by Amusement, MMO, and Merchandising growth.9684
Q2 202513 Jun 2025 - Operating income soared despite lower sales, with strong cost controls and guidance maintained.9684
Q1 202513 Jun 2025 - Operating income and net profit rose sharply despite lower sales and a planned stock split.9684
Q4 20256 Jun 2025 - Profit and sales fell, but MMO, Amusement, and Merchandising segments delivered strong growth.9684
Q3 20255 Jun 2025
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