The July–September 2026 earnings announcement season for game and entertainment companies is set to begin. The announcements are expected to come in succession, starting with CyberAgent’s September full-year results, followed by Capcom’s second-quarter results and Happinet’s second-quarter results.
The July–September 2026 earnings announcement season for game and entertainment companies is set to begin. CyberAgent is scheduled to announce its September full-year results, with the contribution of its group gaming business expected to be a key focus. The performance of new releases such as Hololive Dreams, released in July, is also attracting attention.
The upcoming schedule reportedly includes Capcom’s second-quarter results on 11 November, Happinet’s second-quarter results on 12 November, and BOI’s full-year results on 16 November. 11 November and 13 November are cited as dates of high market interest, with 13 November expected to be the peak date.
There is a view that Capcom’s contribution from Pragmata in the previous quarter and sales of the latest Onimusha title will affect its full-year earnings forecast. Attention is focused on CyberAgent’s new releases launched simultaneously worldwide and its outlook for the fiscal year ending September 2027, with performance in the first half expected to be the focus going forward.
Following Happinet’s upward revision to its cumulative second-quarter forecast, the focus is expected to be on how conditions in the second half, including the Christmas shopping season, affect performance. As the companies’ earnings announcement dates approach, investors are likely to focus on performance trends at game and entertainment companies and the market response to new releases.