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CJ ENM CO
CJ ENM CO (035760) investor relations material
CJ ENM CO Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary7 May, 2026
Executive summary
Q1 2026 consolidated revenue reached KRW 1,329.7 billion, up 16.8% YoY, with operating profit of KRW 1.5 billion and a net loss of KRW 6.1 billion, but net income attributable to controlling interests was KRW 6.1 billion due to non-controlling interest losses.
Growth was driven by strong entertainment content sales, TVING subscriber surge, expanded commerce IP, and diversified revenue across media platform, film/drama, music, and commerce.
Profitability was challenged but showed improvement YoY, with recovery expected in Q2 2026 through ad business and platform enhancements.
Mid- to long-term strategies focus on digital platform growth, global content expansion, and leveraging AI and tech-driven content production.
Financial highlights
Entertainment revenue rose to KRW 951.1 billion (up 22.6% YoY), with operating loss narrowing by KRW 7.2 billion YoY.
TVING revenue reached KRW 103 billion with an operating loss of KRW 19.2 billion, a YoY improvement of KRW 14.5 billion; TVING subscriber growth was 37.3% YoY.
Studio Dragon posted KRW 155.3 billion in revenue (up 16.0% YoY) and KRW 6.4 billion in operating profit (up 50.1% YoY).
Scripted (Film & Drama) revenue surged 44.8% YoY to KRW 457.3 billion, with operating profit of KRW 80 billion.
Commerce revenue was KRW 378.5 billion (up 4.5% YoY), with operating profit of KRW 23.9 billion.
Outlook and guidance
Q2 2026 focus includes recovering advertising revenue through integrated products, advanced sponsorship strategies, and platform enhancement.
Profitability is expected to improve in H2 2026 as IP-based revenue models and business structure optimization take effect.
TVING expects to reach break-even from Q2, driven by ad income, content supply normalization, and KBO season.
Scripted segment to expand global sales and co-productions, with new deals in Japan, North America, and Russia.
Continued investment in AI-driven content creation and digital transformation across business lines.
Rationale for TVING's amortization period change
Mitigation plan for Fifth Season's delivery gaps
Details on Studio Dragon's IP platform strategy
Partial view of Summaries dataset, powered by Quartr API
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Latest events from CJ ENM CO
- Q3 2025 revenue up 11% YoY, profit rebounds, driven by content and digital expansion.035760
Q3 202523 Jun 2026 - Q2 2025 revenue up 12.7% YoY, net income rebounded, digital and global growth prioritized.035760Q2 202523 Jun 2026
- 2024 H1 revenue up 16% YoY, profit turnaround, digital and global content drive growth.035760Q2 202423 Jun 2026
- Q1 2025 revenue was KRW 1,138.3B with a net loss of KRW -62.1B; recovery expected in H2.035760Q1 202523 Jun 2026
- Revenue up, operating profit positive, but net loss widened on LiveCity charges; OTT investments ongoing.035760Q3 202423 Jun 2026
- Operating profit more than doubled in Q4 2025 despite a 19.6% revenue drop.035760Q4 20255 Feb 2026
- 2024 saw profit turnaround and strong growth, with digital and global expansion set for 2025.035760Q4 20246 Dec 2025
Next CJ ENM CO earnings date
Q2 20266 Aug, 2026
CJ ENM CO
Next CJ ENM CO earnings date
Q2 20266 Aug, 2026
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