Worth reading
63In focus
0–100. This measures how worthwhile something is to read, not how good or bad the company is.Direction
Improvement
Direction inferred from the company’s description.Scale
19.5
Year-on-year change in operating profit (%)Wording
Avoiding a definitive answer
How definitive the wording is.Results for this period
Third quarter1 January 2026 to 30 September 2026ConsolidatedIFRSNet Sales241,160Millions of yenYear on year +13.0%
Operating profit52,786Millions of yenYear on year +19.5%
Ordinary income51,932Millions of yenYear on year +25.9%
Net income attributable to owners of the parent17,983Millions of yenYear on year +27.1%
The width of the band at each stage is based on revenue. The narrower it becomes toward the bottom, the smaller the proportion of revenue that remains as profit.
Net income per share¥184.36
Financial position at period-end
Total assets2,177,532Millions of yen
of which net assets 302,942 Millions of yenEquity ratio 6.8%vs. prior year-end +1.3pt
塗りつぶした部分が自己資本比率です。総資産のうち、返済のいらない自前の資金がどれだけかを表します。The thin vertical line indicates the level at the end of the previous fiscal year.
Cash and cash equivalents at end of period567,094 Millions of yen
Segment revenueInternet Infrastructure Business 147,723 Millions of yen (YoY +13.3%), Internet Security Business 17,716 Millions of yen (YoY +10.1%), Internet Advertising and Media Business 26,409 Millions of yen (YoY +2.9%), Internet Financial Business 39,860 Millions of yen (YoY +30.3%), Cryptocurrency Business 3,478 Millions of yen (YoY -44.6%), Incubation Business －
Segment profitInternet Infrastructure Business 36,989 Millions of yen (YoY +19.9%), Internet Security Business 183 Millions of yen (YoY -66.3%), Internet Advertising and Media Business 1,986 Millions of yen (YoY -15.5%), Internet Financial Business 17,637 Millions of yen (YoY +51.5%), Cryptocurrency Business -271 Millions of yen, Incubation Business -932 Millions of yen
Outlook and shareholder returns
Full-year earnings forecast
Net SalesNot disclosed
Operating profitNot disclosed
Ordinary incomeNot disclosed
Net incomeNot disclosed
Annual Dividend Forecast52 Yen → Undecided（Undecided）
Shareholder Return PolicyThe target is to pay dividends quarterly, with a payout ratio of approximately 33% of profit for the year attributable to owners of the parent.
Factors Behind Changes in Business Performance
The Internet Infrastructure business performed well in payments, cloud services and rental servers. In the Internet Security business, cybersecurity performed well, but a temporary loss arose in relation to certain large customers. The Internet Advertising and Media business declined due to a decrease following temporary flow-based revenue in the same period of the previous fiscal year. CFD trading increased in the Internet Finance business. The Cryptocurrency business reported lower revenue and profit amid weak conditions across the market.
Disclosure regarding the going concern assumption
None applicable
Change in accounting policy
基準改正に伴う変更 Noそれ以外の変更 No見積りの変更 No修正再表示 Yes (following the finalization of provisional accounting treatment related to a business combination, amounts for the previous consolidated fiscal year were retrospectively adjusted)
Changes in the scope of consolidationNew Number of companies 1 / Company name GMO Fintech Fund 8 Investment Limited Partnership / Excluded Number of companies 0 / Company name Not disclosed
Material subsequent eventsApplications for loss compensation and condolence payments relating to unauthorized access to GMO Internet, Inc.'s “Onamae.com Desktop Cloud,” the removal of customer information from the system, and unauthorized transactions. Cancellation of 17,122,619 treasury shares, resolved on 2 November 2026 and carried out on 11 November.
Depreciation and amortization15,419 Millions of yen
Availability of Supplementary Financial Results MaterialsYes
Availability of Financial Results BriefingYes (live webcast only, with a question-and-answer session for institutional investors)
Issued Shares at Period-End107,349,121 shares
Treasury Shares at Period-End14,322,519 shares
| Item | Details |
|---|---|
| Fiscal Period Classification | Third quarter |
| Accounting standards | IFRS |
| Consolidated / non-consolidated | Consolidated |
| Period Covered | 1 January 2026 to 30 September 2026 |
| Net Sales | 241,160 Millions of yen (YoY +13.0%) |
| Operating profit | 52,786 Millions of yen (YoY +19.5%) |
| Ordinary income | 51,932 Millions of yen (YoY +25.9%) |
| Profit attributable to owners of the parent | 17,983 Millions of yen (YoY +27.1%) |
| Net income per share | ¥184.36 |
| Equity ratio | End of the current fiscal period 6.8 / End of previous period 5.5 |
| Total assets | 2,177,532 Millions of yen |
| Net assets | 302,942 Millions of yen |
| Cash and cash equivalents at end of period | 567,094 Millions of yen |
| Full-year earnings forecast | Net Sales Not disclosed / Operating profit Not disclosed / Ordinary income Not disclosed / Net income Not disclosed |
| Annual Dividend Forecast | 52 Yen → Undecided（Undecided） |
| Shareholder Return Policy | The target is to pay dividends quarterly, with a payout ratio of approximately 33% of profit for the year attributable to owners of the parent. |
| Segment revenue | Internet Infrastructure Business 147,723 Millions of yen (YoY +13.3%), Internet Security Business 17,716 Millions of yen (YoY +10.1%), Internet Advertising and Media Business 26,409 Millions of yen (YoY +2.9%), Internet Financial Business 39,860 Millions of yen (YoY +30.3%), Cryptocurrency Business 3,478 Millions of yen (YoY -44.6%), Incubation Business － |
| Segment profit | Internet Infrastructure Business 36,989 Millions of yen (YoY +19.9%), Internet Security Business 183 Millions of yen (YoY -66.3%), Internet Advertising and Media Business 1,986 Millions of yen (YoY -15.5%), Internet Financial Business 17,637 Millions of yen (YoY +51.5%), Cryptocurrency Business -271 Millions of yen, Incubation Business -932 Millions of yen |
| Depreciation and amortization | 15,419 Millions of yen |
| Disclosure regarding the going concern assumption | None applicable |
| Change in accounting policy | Changes due to revisions to standards No / Other changes No / Change in accounting estimate No / Restatement Yes (following the finalization of provisional accounting treatment related to a business combination, amounts for the previous consolidated fiscal year were retrospectively adjusted) |
| Changes in the scope of consolidation | New Number of companies 1 / Company name GMO Fintech Fund 8 Investment Limited Partnership / Excluded Number of companies 0 / Company name Not disclosed |
| Material subsequent events | Applications for loss compensation and condolence payments relating to unauthorized access to GMO Internet, Inc.'s “Onamae.com Desktop Cloud,” the removal of customer information from the system, and unauthorized transactions. Cancellation of 17,122,619 treasury shares, resolved on 2 November 2026 and carried out on 11 November. |
| Availability of Supplementary Financial Results Materials | Yes |
| Availability of Financial Results Briefing | Yes (live webcast only, with a question-and-answer session for institutional investors) |
| Issued Shares at Period-End | 107,349,121 shares |
| Treasury Shares at Period-End | 14,322,519 shares |
| Factors Behind Changes in Business Performance | The Internet Infrastructure business performed well in payments, cloud services and rental servers. In the Internet Security business, cybersecurity performed well, but a temporary loss arose in relation to certain large customers. The Internet Advertising and Media business declined due to a decrease following temporary flow-based revenue in the same period of the previous fiscal year. CFD trading increased in the Internet Finance business. The Cryptocurrency business reported lower revenue and profit amid weak conditions across the market. |
Items this document does not state (10)
Operating MarginCash flows from operating activitiesCash flows from investing activitiesCash flows from financing activitiesRevision to Earnings ForecastPayout ratioRegional salesOrders received and order backlogImpairment lossBreakdown of extraordinary income (loss)
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.In the Internet Infrastructure business, payments, cloud services and rental servers performed well, while CFD trading increased in the Internet Finance business. In contrast, the Internet Advertising and Media business reported lower revenue and profit due to a decline following the temporary revenue recorded in the same period of the previous fiscal year, and the Cryptocurrency business reported lower revenue and profit amid weak conditions across the market. The full-year forecast was not disclosed because it is difficult to reasonably predict cryptocurrency prices, economic conditions and market conditions, and the timing and amount of gains on investment disposals.
How to read this page
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