Japan · Delayed Price · Currency is JPY Kakaku.com Earnings Call Transcripts
Fiscal Year 2026
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Third-quarter revenue rose 18.2% year-over-year, driven by strong growth in Tabelog, Kyujin Box, and Incubation, while operating profit declined 9.2% due to increased investments. Full-year guidance remains unchanged, with continued focus on top-line growth and strategic expansion.
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Revenue grew 23.4% year-over-year in the first half, exceeding forecasts, but operating income declined 1.4% due to heavy investment in the job search segment. All main business segments posted revenue growth, with job search up 67.2% year-over-year but remaining in the red.
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Q1 revenue rose 24.0% YoY and operating profit 4.9%. Kyujin Box drove top-line growth but profit fell as investment accelerated; Tabelog remained strong, while the FY outlook pairs revenue growth with lower operating profit.
Fiscal Year 2025
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Second quarter revenue rose 16% year-on-year to JPY 18.65 billion, with operating profit up 15.2%. Tabelog and Kyujin Box segments led growth, while impairment losses impacted results. Partnership with KKday expands restaurant reservation reach.
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Q1 revenue rose 15.3% YoY and operating profit 34.9%, with full-year guidance unchanged. Tabelog and Kyujin Box grew strongly, while inbound reservations fell short of expectations and job-ad growth slowed.