Smartphone APP Business Revenue Growth

「As a result, revenue from the APP business for the interim consolidated accounting period was ¥1,359 million, down 9.8% year on year, while segment profit was ¥32 million, down 12.9% year on year.」

「During the fiscal year, the newly consolidated 株式会社サウスワークス, paying revenue from the acquired "Sokuyomi" business, and the fortune-telling services "Hoshi Hitomi's Fortune-Telling" and "uraraca Telephone Fortune-Telling" contributed to growth in APP business revenue.」

「In the manga business, the core business of the APP segment, paying revenue increased following the launch of the digital bookstore "Sokuyomi," acquired from デジタルカタパルト株式会社 in October 2024. However, paying revenue from existing services declined significantly, mainly because serialisations ended when popular works concluded.」

「As a result, revenue from the APP business for the fiscal year was ¥3,010.906 million, up 2.8% year on year, while segment profit was ¥303.746 million, down 45.4% year on year.」

「During the nine-month period ended 31 December, the Company promoted new-user acquisition for its 7 manga apps by launching new content, adapting popular works for other media, efficiently allocating advertising expenses, and conducting campaigns. It also implemented measures to encourage continued use by existing users, which helped retain users, and MAU (Note) for the 7 manga apps remained at a high level. In addition, the Company recorded development revenue from developing new features and other enhancements to expand app services. However, segment profit declined due to the termination of joint operations for the "Mecha Comic Daily Serial Manga App" and higher operating costs following the release of "Ponta Manga."」

「Meanwhile, new user acquisition for the seven manga apps currently operated by the company was promoted through the adaptation of popular titles into other media, efficient advertising expenditure and campaigns. In addition, initiatives to encourage existing users to remain active improved user retention, keeping MAU for the seven manga apps at a high level. We also recorded development revenue from adding functions and other development work to expand app services. As a result, APP business revenue for the cumulative second quarter was ¥1,573.162 million, up 13.1% year on year, while segment profit was ¥277.112 million, up 12.3%.」

「During the cumulative first quarter, the company’s efficient deployment of advertising expenses and active campaigns for the seven manga apps operated jointly with publishers and 株式会社アムタス successfully supported steady new user acquisition. In addition, initiatives to encourage existing users to remain active improved user retention, keeping MAU (Note 1) at a high level.」

「During the cumulative third quarter, the company’s active deployment of advertising expenses and campaigns for the seven manga apps operated jointly with publishers and 株式会社アムタス successfully supported new user acquisition. In addition, initiatives to encourage existing users to remain active improved user retention, keeping MAU (Note 2) at a high level.」

「During the cumulative second quarter, the company’s active deployment of advertising expenses and campaigns for the seven manga apps operated jointly with publishers and 株式会社アムタス successfully supported new user acquisition. In addition, initiatives to encourage existing users to remain active improved user retention, keeping MAU (Note 2) at a high level.」

「During the cumulative first quarter, the seven manga apps operated jointly with publishers and 株式会社アムタス continued to perform well in terms of MAU (Note 2), supported by initiatives to acquire new users through efficient advertising expenditure and encourage existing users to remain active. In addition, billing revenue increased through the publication of popular content and the addition of titles. Meanwhile, advertising revenue declined as advertising ARPU (Note 1) trended downward amid deterioration in overall advertising market conditions resulting from the impact of COVID-19. As a result, APP business revenue for the cumulative first quarter was ¥688.477 million, up 9.7% year on year, while segment profit was ¥128.850 million, down 7.0%.」

「As a result, APP business revenue for the fiscal year was ¥2,690.555 million, down 2.8% year on year, while segment profit was ¥532.824 million, down 9.3%.」

「During the cumulative third quarter, the company continued advertising, launching new serializations, serializing popular content and adding titles to its existing manga apps, which continued to perform well since the launch of their services. As a result, APP business revenue was ¥1,934.126 million, down 4.6% year on year, while segment profit was ¥344.972 million, down 2.8%.」

「During the cumulative second quarter, existing manga apps including “マンガUP!,” “マンガPark” and “マンガMee” continued to perform well since the launch of their services, supported by the extended availability of popular content and the addition of titles. “ヤンジャン!,” a manga app jointly developed with 株式会社集英社 and released in April 2020, and “めちゃコミックの毎日連載マンガアプリ,” jointly developed with 株式会社アムタス and released in May 2020, also showed steady MAU (Note 1) growth since launch and contributed to our earnings. As a result, APP business revenue for the cumulative second quarter was ¥1,259.092 million, down 5.5% year on year, while segment profit was ¥233.413 million, up 61.2%.」

「In the APP business, advertising rates for the core manga app business were trending upward. As advertising expenses were restrained, new user acquisition slowed and revenue ended roughly in line with the year-earlier level. Meanwhile, more efficient deployment of advertising expenses resulted in operating profit ending well above the year-earlier level.」

「As a result, APP business revenue for the fiscal year was ¥2,767.945 million, up 8.3% year on year, while segment profit was ¥589.810 million, up 55.9%.」

「ARPU temporarily declined in some apps following a change in user acquisition initiatives. However, revenue increased because the policy was reviewed during the third quarter and user retention rose after the serialization of a popular title resumed, improving overall ARPU. The operating profit margin also improved as advertising expenses were deployed more efficiently. As a result, APP business revenue for the cumulative third quarter was ¥2,027.337 million, up 8.3% year on year, while segment profit was ¥355.100 million, up 9.7%.」

「During the cumulative second quarter, existing manga apps including “マンガUP!,” “マンガPark” and “マンガMee” continued to perform well since the launch of their services, supported by active advertising, the launch of new serializations, the serialization of popular content and the addition of titles. “ヤンジャン!,” a manga app jointly developed with 株式会社集英社 and released in April 2020, and “めちゃコミックの毎日連載マンガアプリ,” jointly developed with 株式会社アムタス and released in May 2020, also showed steady MAU (Note 1) growth since launch and contributed to our earnings.」

「As a result, revenue in the Smartphone APP business for the fiscal year was ¥2,530.187 million, up 41.4% year on year, while segment profit was ¥351.684 million, down 41.4%.」

「“ヤンジャン!,” a manga app jointly developed with 株式会社集英社 and released in April 2020, and “めちゃコミックの毎日連載マンガアプリ,” jointly developed with 株式会社アムタス and released in May 2020, also showed steady MAU growth since launch and contributed to our earnings.」

「During the cumulative second quarter, existing manga apps including “マンガUP!,” “マンガPark” and “マンガMee” continued to perform well since the launch of their services, supported by active advertising, increases in MAU (Note 1) from the launch of new serializations, extended availability of popular content and the addition of titles. “サンデーうぇぶり,” a manga app jointly developed with 株式会社小学館 and released in August 2019, and “マンガTOP,” jointly developed with 株式会社日本文芸社 and released in November 2019, also showed steady MAU growth since launch and contributed to our earnings.」

「During the cumulative first quarter, existing manga apps including “マンガUP!,” “マンガPark” and “マンガMee” continued to perform well since the launch of their services, supported by active advertising, increases in MAU (Note 1) from the launch of new serializations, extended availability of popular content, the addition of titles and higher ARPU (Note 2). “サンデーうぇぶり,” a manga app jointly developed with 株式会社小学館 and released in August 2019, has shown steady MAU growth since launch and contributed to our earnings. We also recorded revenue from developing the new manga app “めちゃコミック,” developed with our new partner 株式会社アムタス in October 2019, and “マンガTOP,” jointly developed with 株式会社日本文芸社 and released in November 2019.」

「During the fiscal year, we recorded revenue from developing apps under new partnerships with 株式会社集英社 (“マンガMee”), 株式会社小学館 (“サンデーうぇぶり”) and 株式会社日本文芸社 (“マンガTOP”).」

「During the cumulative third quarter, the manga apps “マンガUP!” jointly developed with 株式会社スクウェア・エニックス and “マンガPark” jointly developed with 株式会社白泉社 continued to perform well since the launch of their services, supported by active advertising, increases in MAU (Note 1) resulting from the launch of new serializations and higher ARPU (Note 2) through the addition of titles. We also recorded revenue from developing “マンガMee,” jointly developed with 株式会社集英社 and released in November 2018, while its MAU and ARPU have remained strong since launch.」

「During the cumulative second quarter, the manga apps “マンガUP!” jointly developed with 株式会社スクウェア・エニックス and “マンガPark” jointly developed with 株式会社白泉社 continued to perform well since the launch of their services, supported by active advertising, increases in MAU (Note 1) resulting from the launch of new serializations and higher ARPU (Note 2) through the addition of titles. We also recorded revenue from developing “マンガMee,” jointly developed with 株式会社集英社 and released in November 2018, while its MAU and ARPU have remained strong since launch.」

「During the cumulative first quarter, the manga apps “マンガUP!” jointly developed with 株式会社スクウェア・エニックス and “マンガPark” jointly developed with 株式会社白泉社 continued to perform well since the launch of their services, supported by active advertising, increases in MAU (Note 1) resulting from the launch of new serializations and higher ARPU (Note 2) through the addition of titles. In addition, we released the manga app “マンガMee,” jointly developed with 株式会社集英社, in November 2018 and recorded revenue from its development, contributing to our earnings.」

「In the Smartphone APP business, we will work simultaneously to increase revenue from existing apps and expand revenue through the release of new apps.」