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Earnings presentation6177AppBank Inc.Information and Communications, Services and Others

Second-quarter financial results presentation for the fiscal year ending December 2026 (smartphone version)

Second-quarter revenue was broadly unchanged from the previous quarter, as higher revenue in the Media Business was offset by lower revenue in the IP & Commerce Business. Meanwhile, adverse factors such as customer incidents and the J.League season-calendar change have run their course or improved, and the company expects earnings to improve in the second half, with a narrower loss and a return to profitability in sight.

Worth reading
27Immaterial
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
99.4
Quarter-on-quarter change in revenue (%)
Wording
Avoiding a definitive answer
How definitive the wording is.

Contents of this document

Earnings presentationSecond quarter of the fiscal year ending December 20263 items taken from the company’s own explanation
Financial Results Figures (The key points of this material are explained below)
Net Sales¥382 million
Operating profit¥-45 million
Results for the three months of the current quarter
Net Sales
¥382 million
Media Business revenue
¥239 million
IP & Commerce Business revenue
¥127 million
Other net sales
¥17 million
Adjustments
¥-2 million
EBITDA
¥-2 million
Operating profit
¥-45 million
What the company explained in this material
New initiatives
  • Expand the network of partner companies
  • Support the issuance of fan-activity credit cards
  • Produce original merchandise for sporting events
  • Identify and match local influencers
  • Support attendance growth and regional revitalization for J.League club Nara Club
Segment results
Media Business
Net Sales
¥239 million
IP & Commerce business
Net Sales
¥127 million
Other
Net Sales
¥17 million
Medium-term management plan targets
Target fiscal yearFiscal year ending December 2030
Market capitalizationSustain above ¥10 billion
Net SalesCAGR+40%
Operating profit margin10+%
Contents of this document
ItemDetails
Document typeEarnings presentation
Fiscal Period CoveredSecond quarter of the fiscal year ending December 2026
Net Sales¥382 million
Operating profit¥-45 million
Results for the three months of the current quarterNet Sales ¥382 million / Media Business revenue ¥239 million / IP & Commerce Business revenue ¥127 million / Other net sales ¥17 million / Adjustments ¥-2 million / EBITDA ¥-2 million / Operating profit ¥-45 million
Segment resultsMedia Business Net Sales ¥239 million / Profit Not disclosed / Year on year against the same period last year Not disclosed / IP & Commerce business Net Sales ¥127 million / Profit Not disclosed / Year on year against the same period last year Not disclosed / Other Net Sales ¥17 million / Profit Not disclosed / Year on year against the same period last year Not disclosed
Medium-term management plan targetsTarget fiscal year Fiscal year ending December 2030 / Market capitalization Sustain above ¥10 billion / Net Sales CAGR+40% / Operating profit margin 10+%
New initiativesExpand the network of partner companies, Support the issuance of fan-activity credit cards, Produce original merchandise for sporting events, Identify and match local influencers, Support attendance growth and regional revitalization for J.League club Nara Club
Items this document does not state (23)
Ordinary incomeNet incomeGross Profit MarginOperating profit marginSelling, general and administrative expensesFull-year earnings forecastProgress against full-year forecastSelf-assessment against the planBreakdown of Factors Affecting the ChangeKey KPIsUnit price and quantity metricsNumber of stores and locationsNumber of employeesAssumptions Underlying the Business OutlookRisk amount incorporated into the outlookFinancial 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 Media Business is recovering from a temporary decline in revenue caused by incidents involving certain customers, while revenue at musica lab in the IP & Commerce Business declined due to the impact of the J.League season-calendar change. The company also explained that partial impairment of goodwill related to Musica lab will reduce future goodwill amortization expense.

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.
Second-quarter financial results presentation for the fiscal year ending December 2026 (smartphone version) | AppBank Inc. (6177) timely disclosure | Komori