Japan · Delayed Price · Currency is JPY GMO internet group Earnings Call Transcripts
Fiscal Year 2026
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Q2 saw record revenue and profit, led by infrastructure and finance, with double-digit net profit growth year-over-year. Strategic investments in AI, cybersecurity, and banking, plus a JPY 30 billion share buyback, position the group for long-term growth.
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Transition to IFRS improved KPI transparency, with record highs in infrastructure and finance. AI and security initiatives are set as new growth drivers, while strong stock revenue and robust dividend policy support sustainable growth.
Fiscal Year 2025
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Record net sales and operating profit were achieved, driven by recurring infrastructure and security businesses, while new growth drivers in AI, robotics, and GPU Cloud are being prioritized. Shareholder returns remain strong, and the group is accelerating AI adoption for future growth.
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Record sales and operating profit were achieved for the third consecutive quarter, driven by strong recurring revenue in infrastructure and security, while finance and online ad segments faced market-driven declines. Strategic investments in AI, robotics, and cybersecurity are accelerating future growth.
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Record-high sales and operating profits were achieved, driven by strong infrastructure, finance, and cybersecurity growth, despite profit declines in security and advertising segments. Strategic investments in AI, cloud, and security are expected to support sustainable, recurring revenue.
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Record quarterly sales and operating profit were achieved, led by infrastructure and security segments, despite strategic investments and restructuring costs. Security is now a core growth focus, with new products and initiatives launched. Shareholder returns remain robust.
Fiscal Year 2024
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Transition to a holding company structure drove record growth in infrastructure and payment businesses, while new initiatives in security and banking emerged as key growth drivers. Despite a one-time loss from Thai Securities, recurring revenue and shareholder returns remained strong.
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Sales and operating profit rose year-over-year, led by robust internet infrastructure and crypto asset growth, despite FX losses and a Thai securities provision. Transition to a pure holding company and new AI/cloud initiatives aim to drive future growth.
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Revenue rose year-over-year, but profit declined due to a large provision in Thai securities. Infrastructure and crypto asset segments delivered strong recurring revenues and profitability, while finance faced losses. Shareholder returns will exceed 50% with expanded buybacks.