i-mobile Co (6535) Q3 2026 earnings summary

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.