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Earnings presentation3928Mynet Inc.Information and Communications, Services and Others

Executive Summary of the Results Briefing for the Second Quarter of the Fiscal Year Ending December 2026

Although the first half posted an operating loss due to upfront investment in growth areas, profit in the second quarter improved by ¥70 million from the first quarter. The company aims to expand earnings in the second half and achieve its full-year forecast by expanding services to all 60 J.League clubs, entering into a capital and business alliance, and securing new game operation contracts.

Worth reading
36Immaterial
0–100. This measures how worthwhile something is to read, not how good or bad the company is.
Direction
Mixed performance
Direction inferred from the company’s description.
Scale
7000
¥10,000
Wording
Conditional
How definitive the wording is.

Contents of this document

Earnings presentationSecond quarter of the fiscal year ending December 20265 items taken from the company’s own explanation
Financial Results Figures (The key points of this material are explained below)
Results for the three months of the current quarter
Improvement in profitability
¥7,000 10,000
Quarterly game business revenue
Over ¥2 billion
Standalone operating profit of Secondary
More than ¥300 million
What the company explained in this material
Self-assessment against the planThe company's self-assessment against its own plan.
The first-half loss was within expectations, and progress toward achieving the full-year earnings forecast is on track
Breakdown of Factors Affecting the ChangeReasons cited by the Company for the change in the figures.
  • Planned upfront investment in priority growth areas
  • Stable profits from the Secondary business
  • Earnings contribution from the sports content segment
  • Expansion of priority growth areas
  • Earnings contribution from new contracted projects

The company identifies the factors but does not state the amount attributable to each one.

New initiatives
  • Expanded the coverage of the official J.League "J.League Fantasy Card" to all 60 clubs
  • Capital and business alliance with Zero Gaming
  • Raised approximately ¥200 million through a third-party allotment and invested in sports DX
  • Expansion into other sports
  • Secured a new game operation contract
Key KPIsA metric the company considers important as a management benchmark.
  • Number of J.League clubs covered60 Club
    Year on year against the same period last yearExpanded to all 60 clubs from the new season
  • Number of consecutive quarters of revenue growth in priority growth areas5 Consecutive quarters
    Year on year against the same period last yearExpansion
  • Revenue scale of the recruitment matching businessMore than ¥200 million
    Year on year against the same period last yearRapid growth
Segment results
  • Priority growth areas
    SalesExpanded for 5 consecutive quarters
  • Talent-Matching Business
    SalesA scale capable of generating more than ¥200 million annually
  • Gaming Business
    SalesMore than ¥2 billion per quarter
  • Secondary
    ProfitStandalone operating profit of more than ¥300 million
Contents of this document
ItemDetails
Document typeEarnings presentation
Fiscal Period CoveredSecond quarter of the fiscal year ending December 2026
Results for the three months of the current quarterImprovement in profitability ¥7,000 10,000 / Quarterly game business revenue Over ¥2 billion / Standalone operating profit of Secondary More than ¥300 million
Self-assessment against the planThe first-half loss was within expectations, and progress toward achieving the full-year earnings forecast is on track
Segment resultsSegment Priority growth areas / Sales Expanded for 5 consecutive quarters / Profit Not disclosed / Year on year against the same period last year Not disclosed, Segment Talent-Matching Business / Sales A scale capable of generating more than ¥200 million annually / Profit Not disclosed / Year on year against the same period last year Not disclosed, Segment Gaming Business / Sales More than ¥2 billion per quarter / Profit Not disclosed / Year on year against the same period last year Not disclosed, Segment Secondary / Sales Not disclosed / Profit Standalone operating profit of more than ¥300 million / Year on year against the same period last year Not disclosed
Breakdown of Factors Affecting the ChangeFactors Planned upfront investment in priority growth areas / Amount Not disclosed, Factors Stable profits from the Secondary business / Amount Not disclosed, Factors Earnings contribution from the sports content segment / Amount Not disclosed, Factors Expansion of priority growth areas / Amount Not disclosed, Factors Earnings contribution from new contracted projects / Amount Not disclosed
Key KPIsIndicator name Number of J.League clubs covered / Value 60 Club / Year on year against the same period last year Expanded to all 60 clubs from the new season, Indicator name Number of consecutive quarters of revenue growth in priority growth areas / Value 5 Consecutive quarters / Year on year against the same period last year Expansion, Indicator name Revenue scale of the recruitment matching business / Value More than ¥200 million / Year on year against the same period last year Rapid growth
New initiativesExpanded the coverage of the official J.League "J.League Fantasy Card" to all 60 clubs, Capital and business alliance with Zero Gaming, Raised approximately ¥200 million through a third-party allotment and invested in sports DX, Expansion into other sports, Secured a new game operation contract
Items this document does not state (23)
Net SalesOperating profitOrdinary incomeNet incomeGross Profit MarginOperating profit marginSelling, general and administrative expensesFull-year earnings forecastProgress against full-year forecastUnit price and quantity metricsNumber of stores and locationsNumber of employeesAssumptions Underlying the Business OutlookRisk amount incorporated into the outlookMedium-term management plan targetsFinancial targetsAnnual DividendPayout ratioAcquisition of treasury sharesCapital expendituresOrders received and order backlogMarket Size / ShareKey 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.

The company explained that the first-half loss resulted from planned upfront investment in priority growth areas. It cited stable profits from the Secondary business, earnings contributions from the sports content segment following the launch of the new season, expansion of priority growth areas, and contributions from new contracted projects as factors behind the second-quarter improvement and earnings contribution in the second half.

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.
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Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.
Executive Summary of the Results Briefing for the Second Quarter of the Fiscal Year Ending December 2026 | Mynet Inc. (3928) timely disclosure | Komori