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LY Corporation (YAHOY)
OTHER OTC:YAHOY
Earnings Data
Report Date
May 07, 2026TBA (Confirmed)
Period Ending
2025 (Q4)Consensus EPS Forecast
―Last Year’s EPS
0.05Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented materially stronger underlying operational performance when excluding the ASKUL outage: double-digit revenue and EBITDA growth in the underlying business, strong Commerce and Strategic (PayPay) momentum, and clear targets for FY'26 margin expansion and FY'28 monetization. However, consolidated Q3 results were slightly down due to the ASKUL ransomware impact, Media search-ad weakness, increased near-term SG&A/AI costs, and limited immediate contribution from MINI Apps/SaaS. Management communicated concrete cost-reduction plans and a multi-year roadmap, but short-term uncertainty from ASKUL and media ad softness temper the tone.Company Guidance
Strong Underlying Q3 Growth Excluding ASKUL
Excluding ASKUL, Q3 revenue rose 15.7% year-on-year and adjusted EBITDA increased 11.2% year-on-year, indicating solid underlying business momentum despite consolidated headwinds.
Consolidated Fiscal Outlook Maintained
FY'25 outlook: revenue projected at ~JPY 2.0 trillion and adjusted EBITDA ~JPY 500 billion after factoring ASKUL outage; FY'26 target is a 10%–15% increase in adjusted EBITDA (JPY 550–575 billion).
Commerce Segment Outperformance (Ex-ASKUL)
Excluding ASKUL, Commerce revenue grew 31% year-on-year and adjusted EBITDA grew 15.5% year-on-year. LINE Yahoo! Commerce revenue rose 64.4% YoY (driven by consolidations and transaction expansion).
Strategic / PayPay Momentum
Strategic segment revenue rose ~30% YoY with margin expansion to 22.2%. PayPay consolidated revenue grew ~24% YoY; consolidated GMV and revenue grew >20% YoY and consolidated EBITDA rose 59.1% YoY to over JPY 30 billion in the quarter.
Mini Apps and Official Accounts Traction
MINI Apps count increased 57.8% YoY and MAUs grew 63.8% YoY. Official Accounts expected to deliver stable 10%–15% growth and serve as base for layered monetization (MINI Apps → SaaS).
E‑commerce Transaction Value Resilience
Consolidated e-commerce transaction value was up 2.5% YoY (including ASKUL); shopping transaction value up 2% YoY despite timing shifts in hometown tax payments.
Concrete Cost-Reduction Targets
Company aims for JPY 15 billion company-wide fixed-cost reductions and longer-term infrastructure savings from LINE/Yahoo! technology foundation integration to support margin expansion.
Medium-Term Monetization Ambition
Target to double Media-related revenue from JPY 140 billion to JPY 280 billion by FY'28, with incremental contribution expected from MINI Apps and SaaS over FY'27–FY'28.
YAHOY 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
YAHOY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 04, 2026 | $5.04 | $4.83 | -4.17% |
Nov 04, 2025 | $5.88 | $5.79 | -1.53% |
Aug 04, 2025 | $7.58 | $7.51 | -0.86% |
May 07, 2025 | $7.47 | $7.62 | +1.97% |
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 (YAHOY) report earnings?
LY Corporation (YAHOY) is schdueled to report earning on May 07, 2026, TBA (Confirmed).
What is LY Corporation (YAHOY) earnings time?
LY Corporation (YAHOY) 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 YAHOY EPS forecast?
Currently, no data Available