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

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Earnings Data

Report Date

Feb 04, 2026

TBA (Confirmed)

Period Ending

2025 (Q3)

Consensus EPS Forecast

4.12

Last Year’s EPS

5.69

Same Quarter Last Year

Analyst Consensus

―

Based on 0 Analysts Ratings

Earnings Call Summary

Q2 2025

Earnings Call Date:Nov 04, 2025|

% Change Since:

Earnings Call Sentiment|Positive

The call presented a predominantly positive operational and financial picture: solid consolidated revenue growth (+9.4% Y‑o‑Y) and double‑digit adjusted EBITDA growth (+11.3% Y‑o‑Y), very strong expansion in strategic payments/financial services (PayPay: revenue +35%, EBITDA +52.1%), e‑commerce GMV gains, dividends raised and clear strategic initiatives around AI agentization and Official Accounts/MINI Apps. However, material near‑term challenges remain—chiefly persistent search advertising weakness with H2 downside risk, a ransomware incident at a group company, and rising LLM/AI costs that partially offset planned cost savings. Management provided a credible roadmap (product revamps, MINI Apps momentum, SaaS plans) but execution and GenAI monetization risks create uncertainty. Overall, the positives (broad growth drivers and profitability improvements) outweigh the negatives, while recognizing execution and security risks that require monitoring.

Company Guidance

LY Corporation guided that Q2 FY2025 results showed consolidated revenue of JPY 505.7 billion (+9.4% Y/Y) and adjusted EBITDA of JPY 125.4 billion (+11.3% Y/Y, up JPY 11.7 billion), with total ad revenue +2.4% and commerce advertising in double‑digit growth; commerce revenue was JPY 216.6 billion (+7.2% Y/Y) with adjusted EBITDA JPY 33.3 billion, domestic shopping GMV +13.1% and Reuse +15.7% (BEENOS and LINE Bank Taiwan were fully consolidated in Q2 and together added JPY 0.9 billion to adjusted EBITDA). PayPay consolidated revenue reached JPY 109.7 billion (+35% Y/Y) with adjusted EBITDA JPY 22.9 billion (+52.1%), and management said PayPay‑related sales rose ~30.4% with EBITDA more than doubled; search advertising weakness is expected to persist in H2 at Q2 levels while AI search accounts for ~10% of queries. Strategic targets include doubling OA/MINI Apps revenue from JPY 140 billion to JPY 280 billion over three years, growing paid Official Accounts (currently 310k paid, 1.3m active in Japan) toward a 5m opportunity, expanding AI agent DAU from ~8.6m (Oct) toward 100m, reallocating 50% of headcount to growth areas by FY2028, reducing fixed costs by JPY 15 billion by FY2026 (company stand‑alone fixed cost ~JPY 400–500 billion), absorbing LLM costs of about JPY 10 billion this fiscal year, and raising the annual dividend to JPY 7.3 after share cancellations.

Consolidated Revenue Growth

Consolidated revenue of JPY 505.7 billion, up 9.4% year‑on‑year, demonstrating top‑line recovery and scale.

Adjusted EBITDA and Margin Improvement

Consolidated adjusted EBITDA rose 11.3% Y‑o‑Y to JPY 125.4 billion with improved margin; adjusted EBITDA and EPS remained on track with guidance despite revenue miss.

Strong Performance in Strategic Businesses (PayPay & Financial Services)

Strategic businesses driven by PayPay consolidated achieved revenue of JPY 109.7 billion, up 35% Y‑o‑Y; adjusted EBITDA JPY 22.9 billion, up 52.1% Y‑o‑Y, with high margins. Management noted consolidated PayPay sales grew ~30.4% and consolidated EBITDA more than doubled.

Commerce Business Growth and GMV Momentum

Commerce revenue for Q2 was JPY 216.6 billion, up 7.2% Y‑o‑Y. Domestic shopping transaction value grew 13.1% Y‑o‑Y and Reuse transaction value grew 15.7% Y‑o‑Y, supported by Yahoo! market strength and BEENOS consolidation.

Consolidation Contributions

Full consolidation of BEENOS and LINE Bank Taiwan from Q2 contributed approximately JPY 900 million to consolidated adjusted EBITDA and supported revenue expansion.

Dividend Upside from Buyback/Cancellation

Completed share repurchase and cancellation; annual dividend revised upward from JPY 7.0 to JPY 7.3 due to reduced share count.

Progress on Product Revamp and Mini Apps

LINE app renewals rolled out (talk, shopping, wallet tabs) with Home tab test release scheduled this year. MINI Apps adoption showed recent growth: number of apps increased 1.5x and users increased 1.6x; Official Accounts base in Japan: 1.3M active, 310k paid accounts.

Clear Strategic Roadmap (AI Agentization & OA/MINI Apps)

Management articulated a two‑pronged growth strategy: agentization of services with AI (goal: daily AI agent use by 100M users) and expansion/monetization of Official Accounts and MINI Apps, targeting doubling OA/MINI Apps related sales from JPY 140bn to JPY 280bn in three years.

Cost Optimization Target

Plan to reallocate human resources to growth areas and reduce fixed costs by JPY 15 billion by end of FY2026 to build a leaner financial structure.

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

Daily Earnings Calendar >

JP:4689 Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Feb 04, 2026	2025 (Q3)	4.12 / -	5.69	―	―	―
Nov 04, 2025	2025 (Q2)	5.95 / 12.93	4.77	171.07% (+8.16)	―	―
Aug 04, 2025	2025 (Q1)	5.66 / 6.84	6.87	-0.44% (-0.03)	―	―
May 07, 2025	2024 (Q4)	-2.04 / 3.67	-1.233	397.65% (+4.90)	―	―
Feb 06, 2025	2024 (Q3)	4.49 / 5.69	3.83	48.56% (+1.86)	―	―
Nov 05, 2024	2024 (Q2)	3.67 / 4.77	7.52	-36.57% (-2.75)	―	―
Aug 02, 2024	2024 (Q1)	5.63 / 6.87	4.98	37.95% (+1.89)	―	―
May 08, 2024	2023 (Q4)	2.71 / -1.23	-0.171	-621.05% (-1.06)	―	―
Feb 06, 2024	2023 (Q3)	2.69 / 3.83	18.66	-79.47% (-14.83)	―	―
Nov 07, 2023	2023 (Q2)	3.48 / 7.52	2.01	274.13% (+5.51)	―	―

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
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%
Feb 06, 2025	¥467.82	¥469.50	+0.36%

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 Feb 04, 2026, TBA (Confirmed).

What is LY Corporation (JP:4689) earnings time?

LY Corporation (JP:4689) 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?

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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 (Q3) is 4.12.