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LY Corporation (JP:4689)
:4689
Earnings Data
Report Date
May 07, 2026TBA (Confirmed)
Period Ending
2025 (Q4)Consensus EPS Forecast
4.34Last Year’s EPS
3.67Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed solid underlying operational momentum once ASKUL is excluded: strong YoY growth in revenue and adjusted EBITDA in Commerce and Strategic segments, meaningful user and product traction (MINI Apps, Official Accounts), and a clear FY26 adjusted EBITDA target (10%–15% growth). Key weaknesses include the ASKUL ransomware outage that depressed consolidated results, Media segment ad/search weakness and near-term AI monetization still being developed. Management also outlined cost-reduction plans (JPY 15 billion) and multi-year infrastructure savings to support profit expansion.Company Guidance
Strong Underlying Revenue Growth Excluding ASKUL
Q3 consolidated revenue declined 0.7% YoY, but excluding ASKUL revenue increased 15.7% YoY, indicating solid underlying business expansion.
Adjusted EBITDA Improvement Excluding ASKUL
Adjusted EBITDA was down 2.3% YoY on a consolidated basis, but excluding ASKUL adjusted EBITDA rose 11.2% YoY, showing profitable underlying momentum.
FY25 and FY26 Adjusted EBITDA Targets
FY25 outlook: adjusted EBITDA projected around JPY 500 billion (after ASKUL outage). FY26 target: 10%–15% increase vs FY25 (aiming for JPY 550–575 billion).
Commerce Segment Strong Growth (Ex-ASKUL)
Commerce (excluding ASKUL) revenue grew 31% YoY and adjusted EBITDA grew 15.5% YoY; LINE Yahoo! Commerce revenue rose 64.4% YoY (driven by consolidations such as LINE MAN and BEENOS).
Strategic Business High Growth and Margin Expansion
Strategic business revenue rose ~30% YoY with margin expansion to 22.2%. PayPay consolidated revenue grew ~24% YoY; consolidated GMV and revenue grew >20% YoY; consolidated EBITDA for the quarter grew 59.1% YoY to over JPY 30 billion.
Commerce Advertising and Transaction Value Growth
Commerce advertising increased 20.1% YoY driven by transaction value expansion; consolidated e-commerce transaction value grew ~2.5% YoY including ASKUL (shopping up ~2% YoY with timing shifts between quarters).
Official Accounts, MINI Apps and MAU Expansion
MINI Apps count rose 57.8% YoY and MINI Apps MAUs grew 63.8% YoY; account ad revenues increased 13.8% YoY, supporting longer-term monetization initiatives.
SaaS and Product-Building Progress (Toreta Acquisition)
Company is building a layered offering (Official Accounts → MINI Apps → SaaS); acquired Toreta to add reservation capability for restaurants, improving end-to-end store operation solutions and ARPU potential.
Company-Wide Cost Reduction Program
Targeting approximately JPY 15 billion in fixed-cost reductions (company-wide), including infrastructure savings from LINE–Yahoo! technology foundation integration over multiple years.
Medium-Term Revenue Ambition for Official Accounts
Ambition to double Official Account revenue from JPY 140 billion to JPY 280 billion by FY28, with Official Accounts expected to deliver stable 10%–15% growth and MINI Apps/SaaS contributing incremental upside.
JP:4689 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
JP:4689 Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 04, 2026 | ¥392.30 | ¥378.20 | -3.59% |
Nov 04, 2025 | ¥453.00 | ¥443.90 | -2.01% |
Aug 04, 2025 | ¥561.10 | ¥553.10 | -1.43% |
May 07, 2025 | ¥533.80 | ¥546.00 | +2.29% |
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 (JP:4689) report earnings?
LY Corporation (JP:4689) is schdueled to report earning on May 07, 2026, TBA (Confirmed).
What is LY Corporation (JP:4689) earnings time?
LY Corporation (JP:4689) earnings time is at May 07, 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 the P/E ratio of LY Corporation stock?
The P/E ratio of LY Corporation is N/A.
What is JP:4689 EPS forecast?
JP:4689 EPS forecast for the fiscal quarter 2025 (Q4) is 4.34.