kabutan

GMO internet, Jan-Sep (Cumulative 3Q) Ordinary Profit Turns to Profit, Jul-Sep Ordinary Profit Increases by 29 times

Thu Nov 13, 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 November 13th (15:31). The consolidated ordinary profit/loss for the cumulative third quarter of the fiscal year ending December 2025 (January to September) turned into a profit of 5.65 billion yen (compared to a loss of 0.02 billion yen in the same period last year). However, Progress toward the full-year plan of 7.80 billion yen was 72.5%, also falling below the five-year average of 86.5%.

Based on the cumulative third-quarter performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated ordinary profit for the October to December period (4Q) is expected to surge 13 times that of the same period last year, reaching 2.14 billion yen.

In the most recent three-month period, from July to September (3Q), the consolidated ordinary profit surged 29 times that of the same period last year, reaching 2.39 billion yen. The operating profit margin drastically improved from 2.7% in the same period last year to 12.0%.

Kabutan News

Actual Results

Accumulated Results 3rd Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Jan - Sep, 2023 11,606 -13 124 46 2.9 68.9 Nov 6, 2023 J-GAAP
Jan - Sep, 2024 9,621 -38 -20 -48 -3.0 ー Nov 6, 2024 J-GAAP
Jan - Sep, 2025 58,345 5,633 5,655 4,013 14.6 72.5 Nov 13, 2025 J-GAAP
YoY +506.4% － － － －

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
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
Jul - Sep, 2025 19,839 2,373 2,399 1,603 5.8 12.0 Nov 13, 2025 J-GAAP
YoY +543.3% +2,793.9% +2,825.6% +4,232.4% +153.9%

Related Articles