Worth reading
72In focus
0–100. This measures how worthwhile something is to read, not how good or bad the company is.Direction
Improvement
Direction inferred from the company’s description.Scale
78
¥ millionWording
Conditional
How definitive the wording is.Contents of this document
Results presentationThird quarter of the fiscal year ending December 20268 items taken from the company’s own explanation
Financial Results Figures (The key points of this material are explained below)
Net Sales¥5,708 million+16.1%
Operating profit¥872 million+195.1%
Net income¥533 million+456.5%
Gross Profit Margin61.3 %
Operating profit margin15.3 %
Selling, general and administrative expenses¥2,628 million
Results for the three months of the current quarter
Net Sales
¥1,987 million
Gross margin
¥1,213 million
Selling, general and administrative expenses
¥900 million
Operating profit
¥313 million
Operating profit margin
15.8 %
Net income
¥241 million
Full-year earnings forecast
Net Sales
¥7,723 million
Operating profit
¥878 million
Ordinary income
¥812 million
Net income
¥436 million
Dividend per share
74.27 Yen
Progress against full-year forecast 通期の予想に対して、いまどこまで進んだかの割合です。
Net Sales73.9 %
Operating profit99.3 %
Net income122.4 %
What the company explained in this material
New initiatives
- Investment of ¥200–300 million in advertising and security
- AI-driven restructuring of operations
- Succession of the Dot Money business
- Expansion of point management functions
Key KPIsA metric the company considers important as a management benchmark.
- ARPU60.7 YenYear on year against the same period last year+24.1%
- MAU1,059.7 ten thousandYear on year against the same period last year-8.4%
- Tradable share ratio26.06 %
- Cumulative TownWiFi downloads2,500 10,000 or more
Unit price and quantity metricsThese figures show sales broken down by price and volume.
ARPU
60.7 Yen+24.1%
MAU
1,059.7 ten thousand-8.4%
Medium-term management plan targets
GMO Research & AI profitabilityFiscal year ending December 2026
GMO Stock Point profitabilityFY2028 December
Market Size / Share
Internet advertising media spending
4,178 yen
Internet research
847 yen
Target product count
30,000 Products
Target MAU
15 100 million MAUs
Number of employees
227 people
As ofEnd of December 2025
Annual Dividend
74.27 Yen
Payout ratio
75 %
DOE
2 %
| Item | Details |
|---|---|
| Document type | Results presentation |
| Fiscal Period Covered | Third quarter of the fiscal year ending December 2026 |
| Net Sales | ¥5,708 million (YoY +16.1%) |
| Operating profit | ¥872 million (YoY +195.1%) |
| Net income | ¥533 million (YoY +456.5%) |
| Gross Profit Margin | 61.3 % |
| Operating profit margin | 15.3 % |
| Selling, general and administrative expenses | ¥2,628 million |
| Results for the three months of the current quarter | Net Sales ¥1,987 million / Gross margin ¥1,213 million / Selling, general and administrative expenses ¥900 million / Operating profit ¥313 million / Operating profit margin 15.8 % / Net income ¥241 million |
| Full-year earnings forecast | Net Sales ¥7,723 million / Operating profit ¥878 million / Ordinary income ¥812 million / Net income ¥436 million / Dividend per share 74.27 Yen |
| Progress against full-year forecast | Net Sales 73.9 % / Operating profit 99.3 % / Net income 122.4 % |
| Key KPIs | Indicator name ARPU / Value 60.7 Yen / Year on year against the same period last year 24.1 Yen, Indicator name MAU / Value 1,059.7 ten thousand / Year on year against the same period last year -8.4 ten thousand, Indicator name Tradable share ratio / Value 26.06 % / Year on year against the same period last year Not disclosed, Indicator name Cumulative TownWiFi downloads / Value 2,500 10,000 or more / Year on year against the same period last year Not disclosed |
| Unit price and quantity metrics | ARPU 60.7 Yen (YoY +24.1%) / MAU 1,059.7 ten thousand (YoY -8.4%) |
| Number of employees | 227 people |
| Medium-term management plan targets | GMO Research & AI profitability Fiscal year ending December 2026 / GMO Stock Point profitability FY2028 December |
| Annual Dividend | 74.27 Yen |
| Payout ratio | 75 % |
| Market Size / Share | Internet advertising media spending 4,178 yen / Internet research 847 yen / Target product count 30,000 Products / Target MAU 15 100 million MAUs |
| New initiatives | Investment of ¥200–300 million in advertising and security, AI-driven restructuring of operations, Succession of the Dot Money business, Expansion of point management functions |
Items this document does not state (12)
Ordinary incomeSelf-assessment against the planSegment resultsBreakdown of Factors Affecting the ChangeNumber of stores and locationsAssumptions Underlying the Business OutlookRisk amount incorporated into the outlookFinancial targetsAcquisition of treasury sharesCapital expendituresOrders received and order backlogKey points of the Q&A
These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.
The reasons the company gives
The company's own explanation, not something inferred from the numbers.Business performance remained strong due to an improved gross margin resulting from a change in the revenue mix, lower selling, general and administrative expenses following structural reforms at GMOリサーチ&AI社, and the consolidation of GMOタウンWiFi社, among other factors.
How to read this page
This is not the documentKomori reads the disclosure the company filed and writes this summary. Figures are as stated by the company and are not audited.
Weight is not a verdictIt measures how much this changes what the company had already told the market. It is not a view on the shares.
Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.