Q3 2025 LY Corp Earnings Call Transcript

Feb 6, 2025 / 07:30 AM GMT

Release Date Price: 円475.7 (+0.36%)

Transcript

Key Points

Positve

LY Corp (YAHOF) reported a 6% year-on-year revenue growth and a 17.5% increase in adjusted EBITDA, indicating strong financial performance.
The company revised its dividend forecast upwards from JPY5.56 to JPY7, reflecting confidence in its financial health and commitment to shareholder returns.
Yahoo Japan Shopping saw a 9.5% year-on-year increase in transaction value, driven by successful sales promotions and the launch of Yahoo Japan hometown tax.
The strategic business segment, PayPay, reported a 19% year-on-year revenue increase, with improved profitability and a margin expansion to 19.8%.
The acquisition of EBINO is expected to contribute positively to the consolidated P&L, with anticipated synergies and growth in the intermediary cross-border market.

Negative

Display ads weakened slightly due to lower demand in certain industries, impacting overall advertising revenue.
The renewal of LY Corp's media business, initially planned for 2024, has been postponed to 2025, potentially delaying expected benefits.
There is uncertainty over the progress of the M&A pipeline, which could affect future growth and capital allocation strategies.
The impact of the Crystal intelligence project on financial results is uncertain, with potential usage fees affecting cost structures.
Despite strong performance, there is no guarantee of continuous dividend increases beyond JPY7, which may concern some investors.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

4689.T - LY Corp
Q3 2025 LY Corp Earnings Call
Feb 06, 2025 / 07:30AM GMT

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Presentation
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Unidentified_1 [1]
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Thank you very much for your participation in this session. We will use the cooperation business results presentation posted on the cooperation website.

Let me first introduce the participants from cooperation.

Takashi, President and representative director Rosa y Ikehata, Executive Corporate Officer Marketing Solution Company, CEO and Mr Makoto Hide, executive Corporate Officer, commerce Company, CEO First, Sakae will explain the third quarter results for fiscal year 2024.

After that, it will be a Q&A session.

The entire session is scheduled to last for about one hour.

Also, please note that this session is also broadcasted live for those of you watching the live broadcast. If you experience any problems

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