The earnings call reflects a mixed performance with strong results in Japan, including record-high net revenue and operating margins. However, significant challenges and setbacks persist in the international business, including negative organic growth, a substantial goodwill impairment loss, and the suspension of dividends. The company's strategic focus on cost reduction and efficiency improvements is a positive step, but the ongoing difficulties in the international segments overshadow these gains.

Company Guidance

During Dentsu Group Inc.'s FY2025 H1 earnings call, significant metrics and guidance were discussed. The organic growth rate for H1 2025 was slightly below expectations at negative 0.2%, with Japan performing strongly but the international business facing challenges. The operating margin exceeded expectations at 12%, and efforts to rebuild the business foundation are progressing. However, due to the international business's underperformance, the FY2025 guidance was revised, with organic growth expected to be flat instead of the previous circa 1%, while maintaining the operating margin guidance of circa 12%. A goodwill impairment loss of JPY86 billion was recorded in the Americas and EMEA. Dentsu aims to achieve an operating margin of 16% to 17% by FY2027 by reducing annual operating costs by around JPY50 billion, with headcount reductions of approximately 3,400 employees. Investments are being made in data and technology, talent, and AI capabilities, with a planned expenditure of approximately JPY17 billion for FY2025. The interim dividend is suspended, and the year-end dividend is undetermined, with further strategic partnerships and asset sales being explored to stabilize dividends from 2026 onwards.

Strong Performance in Japan

Japan maintained a strong organic growth rate of over 5% in Q2, with both net revenue and underlying operating profit reaching record highs. This marked the ninth consecutive quarter of positive growth for Japan and the third consecutive quarter of growing at more than 5%.

Operating Margin Exceeds Expectations

The operating margin was 12%, exceeding expectations and the previous year, driven by strong performance in Japan and controlled SG&A expenses in the international business.

Cost Reduction and Efficiency Improvement

Identified opportunities to reduce operating costs by around JPY52 billion annually, with a headcount reduction of approximately 3,400 employees targeting headquarters and back offices.

New Client Wins and Industry Recognition

Secured new clients such as Mizkan in Japan, ServiceNow globally, Dollar General in the US, and BMW in EMEA. Won 26 Lions at Cannes Lions and numerous advertising awards from The One Show and D&AD.

Dentsu (DNTUF) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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DNTUF Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 12, 2025	2025 (Q3)	0.19 / -	-0.104	―	―	―
Aug 14, 2025	2025 (Q2)	-0.36 / -2.09	<0.001	-279981.82% (-2.09)
May 15, 2025	2025 (Q1)	0.09 / 0.16	0.143	15.00% (+0.02)
Feb 14, 2025	2024 (Q4)	0.83 / -5.02	-0.15	-3249.86% (-4.87)
Nov 14, 2024	2024 (Q3)	0.50 / -0.10	0.171	-160.84% (-0.28)
Aug 14, 2024	2024 (Q2)	0.22 / <0.01	0.088	-99.15% (-0.09)
May 14, 2024	2024 (Q1)	- / 0.14	0.305	-53.27% (-0.16)
Feb 14, 2024	2023 (Q4)	0.24 / -0.15	0.037	-507.97% (-0.19)
Nov 14, 2023	2023 (Q3)	0.74 / 0.17	0.41	-58.24% (-0.24)
Aug 14, 2023	2023 (Q2)	0.36 / 0.09	0.469	-81.17% (-0.38)	―	―

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

DNTUF Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 14, 2025	$24.07	$18.85	-21.69%
May 15, 2025	$20.49	$20.49	0.00%
Feb 14, 2025	$23.69	$23.69	0.00%
Nov 14, 2024	$29.55	$27.37	-7.38%

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 Dentsu Inc. (DNTUF) report earnings?

Dentsu Inc. (DNTUF) is schdueled to report earning on Nov 12, 2025, Before Open (Confirmed).

What is Dentsu Inc. (DNTUF) earnings time?

Dentsu Inc. (DNTUF) earnings time is at Nov 12, 2025, Before Open (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 DNTUF EPS forecast?

DNTUF EPS forecast for the fiscal quarter 2025 (Q3) is 0.19.

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