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Financial Results Presentation5242EYEZ,INC.Information and Communications, Services and Others

Earnings Presentation Materials for the Third Quarter of the Fiscal Year Ending December 2025

For the cumulative third quarter of the fiscal year ended December 2025, revenue declined as advertisers held back spending amid regulations on stealth marketing, and operating income, ordinary income and net income all swung to losses. Meanwhile, the company announced a policy of broadening its growth areas by consolidating rimad株式会社, acquired in September, from the full-year results for the fiscal year ending December 2025.

Worth reading
54Recurring
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
71
¥ million (year-on-year decrease in revenue)
Wording
Conditional
How definitive the wording is.

Contents of this document

Financial Results PresentationThird quarter of the fiscal year ended December 20256 items taken from the company’s own explanation
Financial Results Figures (The key points of this material are explained below)
Net Sales717 Millions of yen-9.0%
Operating profit-39 Millions of yen
Ordinary income-43 Millions of yen
Net income-41 Millions of yen
Gross Profit Margin91%、前年同期比の増減ポイントはNot disclosed
Results for the three months of the current quarter
Net Sales
209 Millions of yen-12.1%
Gross profit
189 Millions of yen-11.7%
Full-year earnings forecast
Net Sales
1,049 Millions of yen
Gross profit
964 Millions of yen
Operating profit
38 Millions of yen
Ordinary income
39 Millions of yen
Net income for the current fiscal year
27 Millions of 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 Sales68.3%
Gross profit67.4%
What the company explained in this material
New initiatives
  • rimad株式会社のM&A完了
  • rimad株式会社を2025年12月1日付で吸収合併する予定
  • M&Aを活用した金融サービス領域への参入
Key KPIsA metric the company considers important as a management benchmark.
  • Media Radar recurring revenue ratio97 %
  • Number of Trammy membersMore than 150,000
  • メディアレーダーの見込み顧客獲得件数3,739 Engagements
  • メディアレーダー利用率No.1
Unit price and quantity metricsThese figures show sales broken down by price and volume.
  • ServiceMedia Radar, an advertising information platform
    Volume indicatorNumber of paid downloads
    Price indicatorPer-lead price
  • ServiceTrami, a word-of-mouth advertising service
    Volume indicatorNumber of projects
    Price indicatorProject Pricing
Segment results
Media Radar, an advertising information platform
Net Sales
383 Millions of yen-6.6%
Trami, a word-of-mouth advertising service
Net Sales
268 Millions of yen-14.6%
Market Size / Share
  • Internet advertising expenditure¥36,517 million
    Fiscal year2024
  • デジタルマーケティング関連サービス市場¥6,102 million
    Fiscal year2025
  • Influencer Marketing Market¥1,645 million
    Fiscal year2029
  • メディアレーダーの広告業界向けプラットフォーム利用率No.1
Number of employees
Number of Employees67 People
Record date30 September 2025
Contents of this document
ItemDetails
Document typeFinancial Results Presentation
Fiscal Period CoveredThird quarter of the fiscal year ended December 2025
Net Sales717 Millions of yen (YoY -9.0%)
Operating profit-39 Millions of yen
Ordinary income-43 Millions of yen
Net income-41 Millions of yen
Gross Profit Margin91%、前年同期比の増減ポイントはNot disclosed
Results for the three months of the current quarterNet Sales 209 Millions of yen (YoY -12.1%) / Gross profit 189 Millions of yen (YoY -11.7%)
Full-year earnings forecastNet Sales 1,049 Millions of yen / Gross profit 964 Millions of yen / Operating profit 38 Millions of yen / Ordinary income 39 Millions of yen / Net income for the current fiscal year 27 Millions of yen
Progress against full-year forecastNet Sales 68.3% / Gross profit 67.4% / Operating profit Not disclosed / Ordinary income Not disclosed / Net income for the current fiscal year Not disclosed
Segment resultsMedia Radar, an advertising information platform Net Sales 383 Millions of yen (YoY -6.6%) / Profit Not disclosed / Trami, a word-of-mouth advertising service Net Sales 268 Millions of yen (YoY -14.6%) / Profit Not disclosed
Key KPIsIndicator name Media Radar recurring revenue ratio / Value 97 % / Year on year against the same period last year Not disclosed, Indicator name Number of Trammy members / Value More than 150,000 / Year on year against the same period last year Not disclosed, Indicator name メディアレーダーの見込み顧客獲得件数 / Value 3,739 Engagements / Year on year against the same period last year Not disclosed, Indicator name メディアレーダー利用率 / Value No.1 / Year on year against the same period last year Not disclosed
Unit price and quantity metricsService Media Radar, an advertising information platform / Volume indicator Number of paid downloads / Price indicator Per-lead price, Service Trami, a word-of-mouth advertising service / Volume indicator Number of projects / Price indicator Project Pricing
Number of employeesNumber of Employees 67 People / Record date 30 September 2025 / Change during the period Not disclosed / Hiring plan Not disclosed
Market Size / ShareMarket Internet advertising expenditure / Value ¥36,517 million / Fiscal year ¥2024 million, Market デジタルマーケティング関連サービス市場 / Value ¥6,102 million / Fiscal year ¥2025 million, Market Influencer Marketing Market / Value ¥1,645 million / Fiscal year ¥2029 million, Indicator メディアレーダーの広告業界向けプラットフォーム利用率 / Value No.1
New initiativesrimad株式会社のM&A完了, rimad株式会社を2025年12月1日付で吸収合併する予定, M&Aを活用した金融サービス領域への参入
Items this document does not state (15)
Operating profit marginSelling, general and administrative expensesSelf-assessment against the planBreakdown of Factors Affecting the ChangeNumber of stores and locationsAssumptions Underlying the Business OutlookRisk amount incorporated into the outlookMedium-term management plan targetsFinancial targetsAnnual DividendPayout ratioAcquisition 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.

ステルスマーケティング規制による広告主の出稿控え、メディアレーダーの広告宣伝費抑制、前年に広告費を投下した反動により減収となった。rimad株式会社の業績は第3四半期累計には含まれず、通期決算から寄与する予定と説明している。

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.
Earnings Presentation Materials for the Third Quarter of the Fiscal Year Ending December 2025 | EYEZ,INC. (5242) timely disclosure | Komori