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Globee shares surge on upward revision to May 2026 profit outlook on lower advertising costs
Globee Inc. <5575> is rebounding strongly. After the close on April 14, the company raised its parent-only earnings forecast for the fiscal year ending May 2026. Operating profit guidance was increased from 330 million yen to 435 million yen (up 5.7% year-on-year) and net profit from 220 million yen to 290 million yen (up 3.0% year-on-year), a move that has been well received by retail investors.
While Globee maintained its sales forecast of 2.04 billion yen (up 24.6% year-on-year), the upward revision is attributed to enhanced advertising efficiency and steady user acquisition through organic inflows, which kept advertising spending below planned levels. Additionally, the gross margin improved due to a lower ratio of direct costs, including licensing and platform processing fees.
Concurrently, the company reported its third-quarter cumulative results (June 2025 to February 2026), with sales of 1,488 million yen (up 24.9% year-on-year), operating profit of 317 million yen (down 1.8% year-on-year), and net profit of 216 million yen (down 3.1% year-on-year).
Source: MINKABU PRESS
*Translated by generative AI. Click here for the original article.
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