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Investor Relations14 Oct 2025
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CJ ENM CO (035760) investor relations material
CJ ENM CO Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary7 Aug, 2025
Executive summary
Q2/2Q25 revenue grew double digits year-over-year, driven by content production, global expansion, and digital platform synergies.
Entertainment and Music segments excelled, with Lapone and Fifth Season showing strong performance and profit turnaround.
Digital transformation and AVOD subscriber growth supported new profit models and subscriber recovery.
Focus for H2/2H25 on premium content, global expansion, and influencer-driven commerce.
Financial highlights
Revenue increased 13% YoY to W1,312.9bn; operating profit declined 19% YoY to W28.6bn.
Net income reached W115bn, a turnaround from a net loss in the prior year.
Entertainment revenue W927.1bn (+16.9% YoY), operating profit W8.0bn (+147.4% YoY).
Music revenue W197.2bn (+29.5% YoY), operating profit W17.1bn (+248.7% YoY).
Commerce revenue W385.8bn (+3.7% YoY), operating profit W21.4bn (-22.0% YoY) due to investments and marketing.
Outlook and guidance
H2/2H25 to emphasize profitability via global content expansion, digital platform growth, and premium content scheduling.
Media Platform aims for ad recovery and subscriber growth through partnerships and sports content.
Scripted division and Studio Dragon to strengthen IP creation, expand global distribution, and launch 14 new titles.
Music to scale up global artist lineup and live concerts.
Commerce to boost e-commerce via influencer collaborations and premium brands.
Studio Dragon US market content plan timing?
Commerce MLC profit contribution timeline?
TVING subscriber recovery drivers' impact.
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Q3 20256 Nov, 2025
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Eferix Drawings Google Play
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