LY Corporation (4689) Earnings Call Transcripts

LY Corporation's Latest Earnings Call - Q4 FY2026

In Q4 FY 2025, LY Corporation reported a consolidated revenue of JPY 2.11 trillion, reflecting a 6.2% year-on-year increase, while adjusted EBITDA rose 5.5% to JPY 550 billion. The adjusted EPS was JPY 28.7, aligning with guidance. Management indicated a positive outlook for FY 2026, forecasting revenue of JPY 2.24 trillion and adjusted EBITDA of JPY 585 billion, signaling a commitment to double-digit growth across strategic businesses despite a temporary setback from the ASKUL system outage.

Reported metrics

Guidance from management

For FY 2026, LY Corporation forecasts revenue of JPY 2.24 trillion and adjusted EBITDA of JPY 585 billion, indicating a commitment to double-digit growth across its strategic businesses. This guidance reflects an optimistic outlook despite recent challenges in the commerce segment.

What management said

So Sakaue, we would like to respond to your first question. So compared with 3 months ago, has been increased and strategic segment, PayPay announced the guidance. So the upper limit is reflected to our number. That's the biggest reason. The second point is that 3 months ago, ASKUL and LINE MAN were not very certain we mentioned. But the ASKUL and LINE MAN budgets were confirmed and some upside was added. So those ar...

That's not the case. Well, no change from 3 months ago. Some improvements year-on-year is that, for example, in fiscal '25, NEXT carrier support program was what we did and that was the corporate-wide cost. And the NEXT support was included in others. But that's for fiscal '26. This program is continuing, but the number and also the amount are like changing. So that led to the improvements -- so those are the major r...

What analysts pressed on

Analysts expressed concerns regarding the media segment's performance, particularly the potential for flat revenue growth in the first half of FY 2026. Additionally, there were questions about the impact of the ASKUL incident on overall profitability and the sustainability of revenue growth from new initiatives like Agent i.

Main topics on the call

• AI Agent Rollout — Management emphasized the acceleration of AI agent initiatives, stating, "We are accelerating the AI agent rollout to evolve line-based experiences and integrate into existing services." This strategic focus is expected ...
• Revenue and Profit Growth — Consolidated revenue grew 6.2% year-on-year, with adjusted EBITDA increasing by 5.5%. Management noted, "Excluding ASKUL, both revenue and adjusted EBITDA grew in double-digit percentage," indicating strong underlying bu...
• Dividend Increase — LY Corporation plans to increase its dividend to JPY 11 per share, reflecting a commitment to shareholder returns. Management stated, "We aim to achieve ROE of 8% or more in FY '30," signaling a focus on enhancing shareh...
• Commerce Business Performance — The commerce segment faced challenges due to the ASKUL incident, leading to a 12.8% decline in adjusted EBITDA. However, management highlighted that revenue growth was driven by consolidations and strategic initiatives, ...

Read the full LY Corporation transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 25 LY Corporation earnings call transcripts on record, spanning February 5, 2020 to August 3, 2026. Based on this history, LY Corporation reports quarterly. The most recent call on file is dated August 3, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

4689

Exchange

TSE

Country

JP

Sector

Communication Services

Industry

Interactive Media and Services

Calls on record

25

First call

February 5, 2020

Most recent

August 3, 2026

Reporting cadence

quarterly