High Gross Profit MarginA 62% gross margin indicates strong unit economics and effective direct cost control for its digital content. This provides structural room to absorb higher marketing or R&D spend to drive user growth, and supports margin recovery if revenue trends stabilize over months.

Diversified MonetizationMultiple revenue streams reduce single-channel dependency and create distinct, complementary growth levers: recurring subscription revenue, transactional in-app sales, and ad monetization. This structural mix supports steadier revenue capture across user cohorts over time.

Technology-driven Distribution FocusA core technology and distribution orientation underpins product agility and platform improvements, enabling sustained user engagement and easier roll-out of new features. This structural capability helps maintain relevance in mobile gaming/media over multiple quarters.

Bears Say

Declining Revenues And Persistent LossesOngoing revenue decline and recurring net losses erode scale, reduce reinvestment capacity, and lengthen the path to profitability. Over several quarters this undermines competitive positioning and limits resources for content, marketing, and product development.

Negative Operating And Free Cash FlowsPersistent negative operating and free cash flow depletes liquidity and forces reliance on external financing. That structural cash-generation weakness constrains investment in user acquisition and content, and raises execution risk if funding conditions tighten over the medium term.

High Leverage And Weak Equity BackingA leveraged balance sheet with low equity increases solvency and refinancing risk, raises fixed financial costs, and limits strategic flexibility. This structural capital weakness magnifies downside in prolonged revenue weakness and hampers ability to fund recovery initiatives.

3664 FAQ

What was MOBCAST HOLDINGS, INC.’s price range in the past 12 months?

MOBCAST HOLDINGS, INC. lowest stock price was ¥26.00 and its highest was ¥91.00 in the past 12 months.

What is MOBCAST HOLDINGS, INC.’s market cap?

MOBCAST HOLDINGS, INC.’s market cap is ¥2.71B.

When is MOBCAST HOLDINGS, INC.’s upcoming earnings report date?

MOBCAST HOLDINGS, INC.’s upcoming earnings report date is May 08, 2026 which is in 80 days.

How were MOBCAST HOLDINGS, INC.’s earnings last quarter?

MOBCAST HOLDINGS, INC. released its earnings results on Feb 13, 2026. The company reported -¥3.27 earnings per share for the quarter, missing the consensus estimate of N/A by -¥3.27.

Is MOBCAST HOLDINGS, INC. overvalued?

According to Wall Street analysts MOBCAST HOLDINGS, INC.’s price is currently Overvalued. Get more investment ideas with TipRanks Premium

Does MOBCAST HOLDINGS, INC. pay dividends?

MOBCAST HOLDINGS, INC. does not currently pay dividends.

What is MOBCAST HOLDINGS, INC.’s EPS estimate?

MOBCAST HOLDINGS, INC.’s EPS estimate for its next earnings report is not yet available.

How many shares outstanding does MOBCAST HOLDINGS, INC. have?

MOBCAST HOLDINGS, INC. has 84,638,405 shares outstanding.

What happened to MOBCAST HOLDINGS, INC.’s price movement after its last earnings report?

MOBCAST HOLDINGS, INC. reported an EPS of -¥3.27 in its last earnings report, missing expectations of N/A. Following the earnings report the stock price went down -5.882%.

Which hedge fund is a major shareholder of MOBCAST HOLDINGS, INC.?

Currently, no hedge funds are holding shares in JP:3664

What is the TipRanks Smart Score and how is it calculated?

Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

Company Description

MOBCAST HOLDINGS, INC.

Mobcast Holdings Inc., together with its subsidiaries, engages in gaming business in Japan and internationally. It operates game platform under the Mobcast brand name. The company engages in the production business of games and digital contents; and cooking contents business, such as kitchen miscellaneous good and restaurant management. It also implements, license, maintenance, and manages intellectual property rights; and investment, merger and acquisition, advisory, and fund management entrustment services. Mobcast Holdings Inc. was incorporated in 2004 and is headquartered in Tokyo, Japan.