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LY Corporation (4689) investor relations material
LY Corporation Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary4 Nov, 2025
Executive summary
Consolidated revenue for Q2 FY2025 was JPY 505.7 billion, up 9.4% year-over-year, with adjusted EBITDA rising 11.3% to JPY 125.4 billion, both record Q2 results.
Strategic and commerce segments drove growth, with AI agentization and expansion of LINE Official Accounts and mini apps as key future drivers.
A ransomware attack at group company ASCO led to a system failure and partial data leakage, with ongoing recovery and strengthened group-wide information security.
Dividend forecast was raised to JPY 7.3 per share following a major share repurchase and cancellation.
Financial highlights
Adjusted EBITDA increased by JPY 11.7 billion year-over-year, driven by revenue growth in strategic and commerce businesses, outpacing expense increases.
Adjusted EPS increased 41.1% year-over-year to JPY 9.23.
Total advertising-related revenue grew 2.4% year-over-year, with commerce advertising achieving double-digit growth.
Domestic shopping transaction value rose 13.1% year-over-year, and reuse business grew 15.7% year-over-year.
Share repurchase of 63.4 million shares for approx. JPY 32.2 billion, all cancelled.
Outlook and guidance
Revenue was slightly behind guidance due to search advertising decline, but adjusted EBITDA and EPS are on track.
Q3 and Q4 search ad revenue expected to remain as negative as Q2, with no major recovery anticipated in the near term.
Media and search business expected to remain flat over the next three years, with growth driven by OA and mini apps.
Targeting a doubling of OA and mini app sales from JPY 140 billion to JPY 280 billion within three years.
Testing of new Home tab and phased LINE app revamp scheduled within the year.
What drives 3-year Media Business sales doubling?
How will GenAI impact search ad revenue long-term?
What are key drivers for JPY 15B fixed cost cut?
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Next LY Corporation earnings date
Q3 20265 Feb, 2026
Next LY Corporation earnings date
Q3 20265 Feb, 2026
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Frequently asked questions
LY Corporation is a Japanese company primarily engaged in the operation of online platforms and digital services, often focusing on e-commerce and internet-based solutions. The company manages several digital platforms that facilitate commerce, advertising, and content distribution, catering to a broad consumer base in Japan. LY Corporation’s services typically include mobile applications and web-based platforms, designed to provide users with accessible and user-friendly experiences across retail and digital media sectors. The company is headquartered in Tokyo, Japan, and its shares are listed on the Tokyo Stock Exchange.
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