Announced details
Forecast net sales for the fiscal year ending December 2026: ¥5,656 million (+68.5% from the previous forecast)
Operating profit: ¥740 million (+12.1%)
Ordinary profit: ¥730 million (+12.1%)
Profit attributable to owners of the parent: ¥440 million (+2.8%)
For the fiscal year ending December 2027, combined net sales of more than ¥10 billion and operating profit of more than ¥1 billion on a simple aggregation basis
GMO NIKKO and GMO Insight joined the Group, and a four-company structure including GMO Digital Lab was launched. The shares were transferred from GMO Internet Group, Inc. (9449) to GMO Internet, Inc. (4784), and the Company joined the consolidated corporate group of GMO Internet.
GMO NIKKO has a strong base of major clients and expertise in AI search optimization. GMO Insight has a media platform. GMO Digital Lab joined the Group on 1 July 2026. GMO Internet, Inc. is assigned securities code 4784. Other information on locations, representatives, capital and year of establishment is not disclosed.
Four-company structure
The full-year consolidated earnings forecast for the fiscal year ending December 2026 was revised upward. The year-end dividend forecast was increased from ¥50.56 per share to ¥52.12 per share. The policy of using the higher of a dividend payout ratio of 65% or a dividend on equity (DOE) ratio of 8% as the benchmark remains unchanged.
The company does not address Contract Value / Offering price.
| Item | Details |
|---|---|
| Names of Products / Services Covered | AI search optimization (AIO) services for businesses, Marketing Business |
| Counterparty | GMO NIKKO Inc., GMO Insight Inc., GMO Digital Lab Inc., GMO Internet, Inc. (4784) |
| Counterparty overview | GMO NIKKO has a strong base of major clients and expertise in AI search optimization. GMO Insight has a media platform. GMO Digital Lab joined the Group on 1 July 2026. GMO Internet, Inc. is assigned securities code 4784. Other information on locations, representatives, capital and year of establishment is not disclosed. |
| Relationship with the Company | GMO NIKKO and GMO Insight joined the Group, and a four-company structure including GMO Digital Lab was launched. The shares were transferred from GMO Internet Group, Inc. (9449) to GMO Internet, Inc. (4784), and the Company joined the consolidated corporate group of GMO Internet. |
| Contract Date | 24 September 2026 (resolution on the new marketing business structure) |
| Launch date | 1 October 2026 (implemented; new structure launched) |
| Applicable area | Store marketing, Integrated marketing, Media, AI search optimization (AIO) |
| Location scale | Four-company structure |
| Quantitative Effects | Forecast net sales for the fiscal year ending December 2026: ¥5,656 million (+68.5% from the previous forecast), Operating profit: ¥740 million (+12.1%), Ordinary profit: ¥730 million (+12.1%), Profit attributable to owners of the parent: ¥440 million (+2.8%), For the fiscal year ending December 2027, combined net sales of more than ¥10 billion and operating profit of more than ¥1 billion on a simple aggregation basis |
| Impact on Business Performance | The full-year consolidated earnings forecast for the fiscal year ending December 2026 was revised upward. The year-end dividend forecast was increased from ¥50.56 per share to ¥52.12 per share. The policy of using the higher of a dividend payout ratio of 65% or a dividend on equity (DOE) ratio of 8% as the benchmark remains unchanged. |
Items this document does not state (8)
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.GMO NIKKO and GMO Insight will be included in the scope of consolidation from the fourth quarter of the fiscal year ending December 2026. The four companies will combine their customer bases and capabilities to pursue cross-selling and develop new services.