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GMO internet, First Half Ordinary Profit Turns to Profit

Tue Aug 12, 2025 3:31 pm JST Earnings

4784 GMO internet, Inc. 【J-GAAP】

Earnings Report

GMO internet, Inc. <4784> [TSE Prime] announced its financial results after the market closed on August 12th (15:31). The consolidated ordinary profit/loss for the cumulative second quarter of the fiscal year ending December 2025 (January to June) turned into a profit of 3.25 billion yen (compared to a loss of 0.10 billion yen in the same period last year). However, Progress toward the full-year plan of 7.80 billion yen was 41.7%, also falling below the five-year average of 84.5%.

Based on the first-half performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated ordinary profit for the July to December period (second half) is expected to surge 18 times that of the same period last year, reaching 4.54 billion yen.

In the most recent three-month period, from April to June (2Q), the consolidated ordinary profit/loss turned to a profit of 1.58 billion yen (compared to a loss of 0.17 billion yen in the same period last year). The operating profit/loss margin drastically improved from -6.2% in the same period last year to 8.4%.

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Actual Results

Accumulated Results 2nd Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Jan - Jun, 2023 8,145 78 208 106 6.6 115.6 Aug 3, 2023 J-GAAP
Jan - Jun, 2024 6,537 -120 -102 -85 -5.3 ー Aug 8, 2024 J-GAAP
Jan - Jun, 2025 38,506 3,260 3,256 2,410 8.8 41.7 Aug 12, 2025 J-GAAP
YoY +489.0% － － － －

First Half Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jan - Jun, 2025 Guidance ー ー ー ー － － Feb 12, 2025 J-GAAP
Jan - Jun, 2025 Results 38,506 3,260 3,256 2,410 8.8 8.78 Aug 12, 2025 J-GAAP
Revision Rate － － － － －

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Jul - Dec, 2024 6,460 259 253 81 6.1 6.90 Feb 12, 2025 J-GAAP
Jul - Dec, 2025 Guidance 36,494 4,740 4,544 2,590 9.4 9.42 Aug 12, 2025 J-GAAP
YoY +464.9% +1,730.1% +1,696.0% +3,097.5% +55.3%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Dec, 2023 14,903 -25 180 40 2.5 1.30 Feb 5, 2024 J-GAAP
Dec, 2024 12,997 139 151 -4 -0.3 6.90 Feb 12, 2025 J-GAAP
Dec, 2025 Guidance 75,000 8,000 7,800 5,000 18.2 18.20 Feb 12, 2025 J-GAAP
YoY +477.1% +5,655.4% +5,065.6% － －

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Apr - Jun, 2024 3,083 -190 -174 -146 -9.1 -6.2 Aug 8, 2024 J-GAAP
Jul - Sep, 2024 3,084 82 82 37 2.3 2.7 Nov 6, 2024 J-GAAP
Oct - Dec, 2024 3,376 177 171 44 3.3 5.2 Feb 12, 2025 J-GAAP
Jan - Mar, 2025 19,080 1,631 1,674 1,264 4.6 8.5 May 14, 2025 J-GAAP
Apr - Jun, 2025 19,426 1,629 1,582 1,146 4.2 8.4 Aug 12, 2025 J-GAAP
YoY +530.1% － － － －

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