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i-mobile Co (6535) investor relations material
i-mobile Co Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Cumulative consolidated revenue for the 3Q period reached a record ¥19,208 million, up 3.0% year-over-year, driven by strong consumer business and green energy contributions.
Operating profit declined 15.0% year-over-year to ¥3,377 million due to increased promotional expenses and restructuring in the ad network business.
Net income attributable to shareholders was ¥2,438 million, down 16.1% year-over-year.
Strategic investments in response to market changes and new service differentiation contributed to performance.
Financial highlights
3Q cumulative revenue: ¥19,208 million (103.0% YoY, 100.6% vs. plan).
3Q cumulative operating profit: ¥3,377 million (85.0% YoY, 88.9% vs. plan).
3Q cumulative net profit: ¥2,438 million (83.9% YoY, 93.1% vs. plan).
EPS for the period was ¥43.48, compared to ¥50.33 in the prior year.
Equity ratio at quarter-end was 49.4%.
Outlook and guidance
FY2026 revenue forecast: ¥22,000 million (102.2% YoY).
FY2026 operating profit forecast: ¥4,500 million (108.9% YoY), margin 20.5%.
FY2026 net profit forecast: ¥3,120 million (105.5% YoY).
No changes to previously announced guidance.
Consumer business expected to drive growth with loyalty initiatives and market share expansion.
- Record revenue growth led by Consumer segment; double-digit gains forecast for FY2025.6535
Q4 202422 Jul 2026 - Record-high results, dividend hike, stock split, and strategic focus on growth and returns.6535
Q3 202422 Jul 2026 - Q1 profit and revenue fell YoY but remain robust; full-year guidance and dividend were maintained.6535
Q1 202522 Jul 2026 - Consumer segment drives record growth as profits rise, but ad business faces headwinds.6535
Q2 202522 Jul 2026 - Record revenue and profit driven by Consumer segment; guidance and dividend remain stable.6535
Q3 202522 Jul 2026 - Q1 revenue hit ¥10,146m, up 229.7%, but net income dropped 94.1% on higher costs.6535
Q1 202622 Jul 2026 - Record profit and revenue growth led by Consumer segment; further gains forecast.6535
Q4 202522 Jul 2026 - Record revenue offset by profit decline from higher costs and ad market headwinds.6535
Q2 202622 Jul 2026
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