Earnings digests and industry comparisons for Japan's biggest listed companies.
4 reports
Film and content streaming companies diverged in FY2027's first quarter: U-NEXT grew sales and operating profit, while Toho and ANYCOLOR lifted revenue but saw profit fall. Reporting periods differ, limiting direct scale comparisons.
Revenue rose, but profit trends sharply diverged.
Mobile and online games companies' Q2 FY2026 results showed Nexon pulling clear, with revenue up 17.4% and a 32.7% operating margin. DeNA's operating profit fell 46.3%, though a GO listing gain lifted net income; DeNA reported Q1, unlike the others.
New releases and hit-game hangovers are separating winners from laggards.
Toy and Character IP Majors saw highly polarized results for the fiscal year ended March 2026. Tsuburaya Fields surged on gaming machine hits, while Takara Tomy was hit by US impairments. Toei Animation maintained high margins as Sanrio faced delay.
Adult demographics and overseas risks polarize character IP earnings.
Major Game Publishers saw polarized results in the FY2026 full year. Nintendo nearly doubled its revenue on the back of its new console, while highly profitable mid-tier peers contrasted with players hit by overseas writedowns.
Nintendo dominates with its new console while mid-tier peers focus on profitability
