Q2 2026 LY Corp Earnings Call Transcript
Key Points
- LY Corp (YAHOF) reported a 9.4% year-on-year increase in consolidated revenue, reaching JPY505.7 billion.
- Consolidated adjusted EBITDA grew by 11.3% year-on-year to JPY125.4 billion, indicating solid profit growth.
- The company is making significant progress in AI agentization and the expansion of line official accounts and mini apps.
- Domestic shopping transaction value grew by 13.1% year-over-year, driven by last-minute demand ahead of the discontinuation of a tax donation program.
- LY Corp (YAHOF) revised its annual dividend upward from JPY7 to JPY7.3 due to a share repurchase and cancellation.
- The company experienced a decline in search advertising revenue, which impacted consolidated revenue.
- A ransomware attack on a group company, ASO Corporation, caused a system failure and partial information leakage.
- Expenses increased, although revenue growth in strategic and commerce businesses outpaced this increase.
- The media business saw a decline in both revenue and adjusted EBITDA, despite cost-saving efforts.
- The company anticipates continued challenges in search advertising revenue due to budget reductions by major clients.
We will now begin at the LY Corporation financial results briefing for the second quarter of fiscal year 2025.
Thank you very much for joining us today. We will be referring to the financial results presentation available on the Liyaub LY Corporation website during today's session. We kindly ask you. To follow along with the material. Joining us today from LY Corporation are Mr. Takeshi Ideawa, President and CEO Mr. Rioske Sakawe, executive corporate officer, CFO, Mr. Yuki Ikehata, corporate executive executive corporate officer, corporate business domain lead. Mr. Makoto Hide, Executive corporate officer, commerce domain lead. Mr. Hiroshikataua, executive corporate officer, Media and Search domain lead. First, Mr. Ideawa will provide an overview of our financial results for the second quarter of fiscal year 2025. Following his presentation, we will hold a Q&A session. The entire briefing is scheduled to take approximate.
One hour, we will be live streaming this session.
If there is any distortion or inconvenience in the video or audio, please TRY alternate server link.
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