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LY Corporation (YAHOY)
OTHER OTC:YAHOY
Earnings Data
Report Date
Feb 04, 2026TBA (Confirmed)
Period Ending
2025 (Q3)Consensus EPS Forecast
―Last Year’s EPS
0.07Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented solid overall financial results with revenue up 9.4% YoY and adjusted EBITDA up 11.3% YoY, led by strong performance in strategic/payment businesses (PayPay: revenue +35% YoY, EBITDA +52.1% YoY) and e-commerce transaction growth. Management also outlined clear strategic priorities (AI agentization, Official Accounts and MINI Apps), a plan to reallocate resources toward growth areas, and a medium-term cost reduction target of JPY 15 billion. Offsetting these positives are operational and market challenges: a ransomware/data leakage incident at ASKUL, a persistent decline in search advertising that is expected to continue into H2, profit pressure in Commerce from promotional spend (including front-loaded hometown tax effects), rising LLM/AI expenses, and ambitious execution risks tied to the OA/MINI Apps monetization timeline. Overall, positive underlying business momentum and strategic clarity outweigh near-term risks and execution hurdles, but security and search-ad weakness are notable negatives to monitor.Company Guidance
Consolidated Revenue Growth
Consolidated revenue for Q2 FY2025 was JPY 505.7 billion, up 9.4% year-over-year, demonstrating top-line recovery and scale.
Adjusted EBITDA and Margin Expansion
Consolidated adjusted EBITDA rose 11.3% YoY to JPY 125.4 billion, delivering double-digit profit growth and an improved margin versus the prior year; adjusted EBITDA and EPS remained on track with guidance.
Strong Performance in Strategic (Payments/Financial) Business — PayPay
Strategic businesses driven by PayPay consolidated recorded revenue of JPY 109.7 billion (up 35% YoY) and adjusted EBITDA of JPY 22.9 billion (up 52.1% YoY). Management highlighted PayPay consolidated sales up ~30.4% YoY and consolidated EBITDA more than doubled for the business.
Commerce Business Transaction and Revenue Growth
Commerce revenue was JPY 216.6 billion (up 7.2% YoY). Domestic shopping transaction value rose 13.1% YoY and Reuse grew 15.7% YoY, supported by Yahoo! marketplace growth and consolidation of BEENOS.
Consolidated Advertising and Commerce Ad Growth
Total consolidated advertising-related revenue grew 2.4% YoY, with commerce advertising delivering double-digit growth driven by increased transaction value.
Corporate Actions — Share Repurchase and Dividend Increase
Completed share repurchase and cancellation in H1, reducing shares outstanding and raising the annual dividend from JPY 7.0 to JPY 7.3.
Progress on LINE App Revamp and Mini App / Official Account Adoption
LINE app revamp (talk, shopping and wallet tabs) rolled out in phases; home tab refresh test scheduled within the year. MINI Apps count increased 1.5x and users 1.6x; Official Accounts: 1.3 million active in Japan with 310,000 paid accounts and a mid-term target to expand addressable accounts to ~5 million.
AI Agentization Traction and Monetization Start
AI services DAU reached 8.6 million in October (examples: AI answers on Yahoo! JAPAN search, LINE AI Talk Suggestions). Monetization has started for AI Talk Suggest; goal is to expand AI agents to 100 million daily users over time.
Medium-Term Cost Optimization Plan
Management targets a JPY 15 billion reduction in fixed costs by end of fiscal 2026 through headcount/resource reallocation to growth areas (AI agents, Official Accounts, MINI Apps) and operational efficiencies.
YAHOY Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
YAHOY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Nov 04, 2025 | $5.88 | $5.79 | -1.53% |
Aug 04, 2025 | $7.58 | $7.51 | -0.86% |
May 07, 2025 | $7.47 | $7.62 | +1.97% |
Feb 06, 2025 | $6.23 | $6.27 | +0.66% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does LY Corporation (YAHOY) report earnings?
LY Corporation (YAHOY) is schdueled to report earning on Feb 04, 2026, TBA (Confirmed).
What is LY Corporation (YAHOY) earnings time?
LY Corporation (YAHOY) earnings time is at Feb 04, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is YAHOY EPS forecast?
Currently, no data Available