Komori
Financial results presentation5242EYEZ,INC.Information and Communications, Services and Others

FY2025 Full-Year Earnings Presentation Materials

For 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. The company is proceeding with the acquisition and absorption merger of rimad株式会社 and the rollout of AI features, and plans to increase revenue and return to profitability in the fiscal year ending December 2026 through the full-year contribution of FAKLOG.

Worth reading
54Recurring
Scored from 5 of 6 sections
Direction
Deterioration
Direction inferred from the company’s description.
Scale
-70
¥ million
Wording
Avoiding a definitive answer
How definitive the wording is.

Contents of this document

Financial results presentationFiscal year ended December 2025, full year7 items taken from the company’s own explanation
Financial Results Figures (The key points of this material are explained below)
Net Sales¥965 million-6.8%
Operating profit¥-51 million
Ordinary income¥-50 million
Net income¥-68 million
Gross Profit Margin
Rate91%
Year-on-year change (points)0ポイント（前年同期91%）
Full-year earnings forecast
Fiscal year ending December 2026
Net Sales
¥1,008 million
Gross profit
¥923 million
Ordinary income
¥5 million
What the company explained in this material
Self-assessment against the planThe company's self-assessment against its own plan.
Below-plan results
New initiatives
  • rimad株式会社の買収・吸収合併
  • メディアレーダーの対話型AIサポート機能のリリース
  • トラミー会員向けAIチャット機能のリリース
Key KPIsA metric the company considers important as a management benchmark.
  • Media Radar recurring revenue ratio97 %
  • Number of Trammy members15 10,000 people or more
  • 見込み顧客獲得サービス利用率No.1
Unit price and quantity metricsThese figures show sales broken down by price and volume.
  • メディアレーダー課金ダウンロード数102,125 Engagements
  • メディアレーダーのリード単価¥3,095
  • トラミー案件数628 Engagements
  • トラミー案件単価¥590 thousand
Segment results
  • Media Radar, an advertising information platform
    Net Sales¥489 million
    Year on year against the same period last year-9.8%
  • Trami, a word-of-mouth advertising service
    Net Sales¥370 million
    Year on year against the same period last year-9.2%
  • Faclog, a factoring information site
    Net Sales¥14 million
Market Size / Share
  • Internet advertising expenditure¥36,517 100 million
    Fiscal year2024
  • Influencer Marketing Market¥1,645 100 million
    Fiscal year2029
  • Complementary finance and fundraising support solutions market¥29,602 100 million
    Fiscal year2030 forecast
  • Digital factoring market¥7,089 100 million
    Fiscal year2030 forecast
Number of employees
Number of Employees64 people
As ofAs of 31 December 2025
Contents of this document
ItemDetails
Document typeFinancial results presentation
Fiscal Period CoveredFiscal year ended December 2025, full year
Net Sales¥965 million (YoY -6.8%)
Operating profit¥-51 million
Ordinary income¥-50 million
Net income¥-68 million
Gross Profit MarginRate 91% / Year-on-year change (points) 0ポイント（前年同期91%）
Full-year earnings forecastFiscal year ending December 2026 Net Sales ¥1,008 million / Gross profit ¥923 million / Ordinary income ¥5 million
Self-assessment against the planBelow-plan results
Segment resultsSegment Media Radar, an advertising information platform / Net Sales ¥489 million / Year on year against the same period last year -9.8 / Profit Not disclosed, Segment Trami, a word-of-mouth advertising service / Net Sales ¥370 million / Year on year against the same period last year -9.2 / Profit Not disclosed, Segment Faclog, a factoring information site / Net Sales ¥14 million / Year on year against the same period last year Not disclosed / 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 15 10,000 people or more / Year on year against the same period last year Not disclosed, Indicator name 見込み顧客獲得サービス利用率 / Value No.1 / Year on year against the same period last year Not disclosed
Unit price and quantity metricsIndicator name メディアレーダー課金ダウンロード数 / Value 102,125 Engagements / Year on year against the same period last year Not disclosed, Indicator name メディアレーダーのリード単価 / Value ¥3,095 / Year on year against the same period last year Not disclosed, Indicator name トラミー案件数 / Value 628 Engagements / Year on year against the same period last year Not disclosed, Indicator name トラミー案件単価 / Value ¥590 thousand / Year on year against the same period last year Not disclosed
Number of employeesNumber of Employees 64 people / As of As of 31 December 2025 / Changes during the period and hiring plan Not disclosed
Market Size / ShareMarket Internet advertising expenditure / Value ¥36,517 100 million / Fiscal year ¥2024 100 million, Market Influencer Marketing Market / Value ¥1,645 100 million / Fiscal year ¥2029 100 million, Market Complementary finance and fundraising support solutions market / Value ¥29,602 100 million / Fiscal year 2030 forecast, Market Digital factoring market / Value ¥7,089 100 million / Fiscal year 2030 forecast
New initiativesrimad株式会社の買収・吸収合併, メディアレーダーの対話型AIサポート機能のリリース, トラミー会員向けAIチャット機能のリリース
Items this document does not state (16)
Operating profit marginSelling, general and administrative expensesResults for the three months of the current quarterProgress against full-year forecastBreakdown 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でトラミーが減収となり、メディアレーダーの広告宣伝費も抑制したため。加えて、ファクログの買収に伴う一時費用を計上したため、各利益段階が計画を下回った。

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.
FY2025 Full-Year Earnings Presentation Materials | EYEZ,INC. (5242) timely disclosure | Komori