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LY Corporation (JP:4689)
:4689
Japanese Market

LY Corporation (4689) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Apr 24, 2025
TBA Not Confirmed
Period Ending
2025 (Q4)
Consensus EPS Forecast
-6.3
Last Year’s EPS
-1.23
Same Quarter Last Year
Moderate Buy
Based on 3 Analysts Ratings
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Earnings Call Summary

Earnings Call Date:Feb 06, 2025
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% Change Since: 3.71%
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Next Earnings Date:Apr 24, 2025
Earnings Call Sentiment|Positive
The earnings call presents a positive sentiment with significant revenue and profit growth across multiple segments, driven by strategic initiatives and disciplined cost management. However, challenges in display advertising and the delay in LINE renewal were noted. Overall, the company's outlook remains strong with proactive shareholder return measures.
Company Guidance
During the FY 2024 Third Quarter Business Results briefing for LY Corporation, several key metrics and guidance were shared. The company reported a 6% year-on-year revenue growth and a 17.5% increase in consolidated adjusted EBITDA. The quarterly revenue surpassed JPY500 billion for the first time. The adjusted EBITDA margin improved to 25.6%, driven by revenue growth and fixed cost optimization. The dividend forecast was revised upward from JPY5.56 to JPY7, with a total shareholder return target of 70% or higher over the five-year period from 2025 to 2029. The acquisition of BEENOS aims for a four-year CAGR of 10% in cross-border EC transaction value. By segment, the Media business saw a 3.4% revenue growth, the Commerce segment reported a 9.5% increase in Yahoo! JAPAN Shopping transaction value, and the Strategic business, led by PayPay Consolidated, experienced a 19% revenue growth.
Record Revenue Achievement
Quarterly revenue exceeded JPY500 billion for the first time, driven by account advertising and PayPay Consolidated, with an overall revenue growth of 6% year-on-year.
Significant Adjusted EBITDA Growth
Consolidated adjusted EBITDA grew by 17.5% year-on-year, with the adjusted EBITDA margin improving to 25.6%.
Successful PayPay Consolidated Growth
PayPay Consolidated revenue increased by 19% year-on-year to JPY91.1 billion, with an adjusted EBITDA of JPY18 billion, contributing to a margin of 19.8%.
Yahoo! JAPAN Shopping Growth
Yahoo! JAPAN Shopping transaction value increased by 9.5% year-on-year, supported by successful sales promotion measures.
Positive Shareholder Returns
Dividend forecast revised upward from JPY5.56 to JPY7, with a total shareholder return of 70% or higher targeted for the 2025-2029 period.
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LY Corporation (JP:4689) 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

JP:4689 Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Apr 24, 20252025 (Q4)
-6.30 / -
-1.233
Feb 06, 20252024 (Q3)
4.49 / 5.69
3.8348.56% (+1.86)
Nov 05, 20242024 (Q2)
3.67 / 4.77
7.52-36.57% (-2.75)
Aug 02, 20242024 (Q1)
5.63 / 6.87
4.9837.95% (+1.89)
May 08, 20242023 (Q4)
2.71 / -1.23
-0.171-621.05% (-1.06)
Feb 06, 20242023 (Q3)
2.69 / 3.83
18.66-79.47% (-14.83)
Nov 07, 20232023 (Q2)
3.48 / 7.52
2.01274.13% (+5.51)
Aug 03, 20232023 (Q1)
3.27 / 4.98
3.3747.77% (+1.61)
Apr 28, 20232022 (Q4)
2.23 / -0.17
1.385-112.35% (-1.56)
Feb 02, 20232022 (Q3)
14.68 / 18.66
1.661024.10% (+17.00)
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
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JP:4689 Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Feb 06, 2025¥474.00¥475.70+0.36%
Nov 05, 2024¥414.10¥423.60+2.29%
Aug 02, 2024¥367.10¥350.60-4.49%
May 08, 2024¥377.00¥367.60-2.49%
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.
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FAQ

When does LY Corporation (JP:4689) report earnings?
LY Corporation (JP:4689) is schdueled to report earning on Apr 24, 2025, TBA Not Confirmed.
    What is LY Corporation (JP:4689) earnings time?
    LY Corporation (JP:4689) earnings time is at Apr 24, 2025, TBA Not 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 -6.3.
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