View Future GrowthThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsMacromill 過去の業績この会社の最新の決算報告書はまだ処理中です過去 基準チェック /56Macromillは、平均年間15%の収益成長を遂げていますが、 Media業界の収益は、年間 成長しています。収益は、平均年間6% 0.4%収益成長率で 減少しています。 Macromillの自己資本利益率は7.5%であり、純利益率は6.4%です。主要情報15.02%収益成長率15.77%EPS成長率Media 業界の成長-2.36%収益成長率-0.39%株主資本利益率7.47%ネット・マージン6.40%前回の決算情報31 Dec 2024最近の業績更新お知らせ • Mar 18Macromill, Inc. to Report Q3, 2025 Results on May 15, 2025Macromill, Inc. announced that they will report Q3, 2025 results on May 15, 2025お知らせ • Jan 17Macromill, Inc. to Report Q2, 2025 Results on Feb 14, 2025Macromill, Inc. announced that they will report Q2, 2025 results on Feb 14, 2025お知らせ • Sep 30Macromill, Inc. to Report Q1, 2025 Results on Nov 14, 2024Macromill, Inc. announced that they will report Q1, 2025 results on Nov 14, 2024Reported Earnings • Aug 17Full year 2024 earnings released: EPS: JP¥60.18 (vs JP¥45.19 in FY 2023)Full year 2024 results: EPS: JP¥60.18 (up from JP¥45.19 in FY 2023). Revenue: JP¥43.9b (up 8.0% from FY 2023). Net income: JP¥2.29b (up 28% from FY 2023). Profit margin: 5.2% (up from 4.4% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.7% p.a. on average during the next 2 years, compared to a 5.7% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.お知らせ • Jun 26Macromill, Inc. to Report Fiscal Year 2024 Results on Aug 14, 2024Macromill, Inc. announced that they will report fiscal year 2024 results on Aug 14, 2024Reported Earnings • May 20Third quarter 2024 earnings released: EPS: JP¥40.84 (vs JP¥36.25 in 3Q 2023)Third quarter 2024 results: EPS: JP¥40.84 (up from JP¥36.25 in 3Q 2023). Revenue: JP¥12.2b (down 20% from 3Q 2023). Net income: JP¥1.56b (up 8.7% from 3Q 2023). Profit margin: 13% (up from 9.4% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.すべての更新を表示Recent updatesお知らせ • May 30Macromill, Inc. to Delist from Prime Section of the Tokyo Stock Exchange, Effective June 17, 2025Macromill, Inc. will be delisted from Prime Section of the Tokyo Stock Exchange effective from June 17, 2025, due to Reverse stock split.お知らせ • Mar 18Macromill, Inc. to Report Q3, 2025 Results on May 15, 2025Macromill, Inc. announced that they will report Q3, 2025 results on May 15, 2025お知らせ • Jan 17Macromill, Inc. to Report Q2, 2025 Results on Feb 14, 2025Macromill, Inc. announced that they will report Q2, 2025 results on Feb 14, 2025New Risk • Nov 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (44% net debt to equity). Share price has been volatile over the past 3 months (7.2% average weekly change).お知らせ • Nov 15TJ1 Co., Ltd. proposed to acquire 96.2% stake in Macromill, Inc. (TSE:3978) for ¥44.8 billion.TJ1 Co., Ltd. proposed to acquire 96.2% stake in Macromill, Inc. (TSE:3978) for ¥44.8 billion on November 14, 2024. A cash consideration valued at ¥1150 per share will be paid by TJ1 for 38,958,165 shares. The transaction is subject to minimum tender. The expected completion of the transaction is December 26, 2024. Mizuho Securities Co., Ltd. and Rakuten Securities, Inc. acted as tender offer agent to Macromill.Valuation Update With 7 Day Price Move • Nov 15Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €5.60, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 11x in the Media industry in Germany. Total loss to shareholders of 14% over the past three years.お知らせ • Oct 16Macromill, Inc. Launches Advertising Support and Effectiveness Measurement Solutions Using Amazon Marketing CloudMacromill, Inc. launched an advertising support solution and an advertising effectiveness measurement solution utilizing Amazon Marketing Cloud (AMC), Amazon's data clean room environment. As the importance of privacy protection continues to grow, advertising platforms are advancing the development of "Data Clean Rooms", cloud environments that enable data sharing and analysis while safeguarding user privacy. The company is also working on integrating data with the Data Clean Rooms from various ad platforms to support safe and effective data marketing for the clients. As part of this initiative, have recently completed the integration with AMC, Data Clean Room of Amazon Ads and have begun offering solutions for advertising support and effectiveness measurement on Amazon Ads. By utilizing high-quality consumer data from the proprietary panel, the larger in Japan with 1.3 million panelists, these advertising support and effectiveness measurement solutions mean can deliver and measure advertising on Amazon Ads based on detailed information that was previously unavailable. Macromill Panel Based Audience Targeting Solution for Amazon Ads: By utilizing various data sources, such as insight survey data and behavioral log data, this solution allows for ad delivery to Amazon audiences based on detailed criteria that extends beyond the targeting segments provided by Amazon Ads. This enables audience targeting aligned with a campaign's objectives, allowing ad delivery to better meet the needs and behaviors of the target audience. Advertising Effectiveness Solution for Amazon Ads: Its combine brand lift survey data with AMC's ad exposure data to measure campaign effectiveness through detailed analysis of target attributes aligned with the campaign's objectives. This allows for a more in-depth review of the campaign, providing insights that can be leveraged for continuous planning. This solution supports not only Amazon Ads but also cross-media ad effectiveness measurement. The Macromill is transforming into a Professional Marketing Services Company to help solve marketing challenges and will continue to offer innovative products based on various data obtained from consumer panels to spread innovations throughout the marketing business industry.Declared Dividend • Oct 10Final dividend of JP¥17.00 announcedShareholders will receive a dividend of JP¥17.00. Ex-date: 27th December 2024 Payment date: 4th March 2025 Dividend yield will be 362%, which is higher than the industry average of 5.1%. Sustainability & Growth Dividend is well covered by both earnings (45% earnings payout ratio) and cash flows (20% cash payout ratio). The dividend has increased by an average of 33% per year over the past 7 years and payments have been stable during that time. EPS is expected to grow by 73% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Sep 30Macromill, Inc. to Report Q1, 2025 Results on Nov 14, 2024Macromill, Inc. announced that they will report Q1, 2025 results on Nov 14, 2024お知らせ • Sep 26Macromill, Inc. Approves Committee ChangesMacromill, Inc. announced it has decided the following changes, at the Annual General Meeting of Shareholders and board of directors meeting held on September 25, 2024. Yukiko Nakagawa- New Title: Outside Director Compensation Committee member, Audit Committee member, Current Title: Outside Director Compensation Committee member, Nomination Committee member, Yuji Shiga- New Title: Outside Director Nomination Committee member, Audit Committee member, Current Title- Outside Director Nomination Committee member, Compensation Committee member, Audit Committee member, Kimitake Ito- New Title: Outside Director Nomination Committee member, Compensation Committee member, Current Title: Outside Director Nomination Committee member, Kovari Krecsmary Szilvia- New Title: Outside Director Nomination Committee member, Compensation Committee member, Current Title: Outside Director Audit Committee member, Tsuyoshi Nishitani- New Title: Outside Director Audit Committee member.Reported Earnings • Aug 17Full year 2024 earnings released: EPS: JP¥60.18 (vs JP¥45.19 in FY 2023)Full year 2024 results: EPS: JP¥60.18 (up from JP¥45.19 in FY 2023). Revenue: JP¥43.9b (up 8.0% from FY 2023). Net income: JP¥2.29b (up 28% from FY 2023). Profit margin: 5.2% (up from 4.4% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.7% p.a. on average during the next 2 years, compared to a 5.7% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.お知らせ • Aug 14+ 1 more updateMacromill, Inc., Annual General Meeting, Sep 25, 2024Macromill, Inc., Annual General Meeting, Sep 25, 2024.Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to €4.02, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 13x in the Media industry in Germany. Total loss to shareholders of 25% over the past three years.お知らせ • Jun 26Macromill, Inc. to Report Fiscal Year 2024 Results on Aug 14, 2024Macromill, Inc. announced that they will report fiscal year 2024 results on Aug 14, 2024お知らせ • Jun 14Macromill Launches Google Certified ADH Cross-Media Measurement Solution "Accessmill Connected"Macromill, Inc. has launched "AccessMill Connected" a service designed to facilitate the cross-media measurement of advertising effectiveness between YouTube ads and TV commercials. AccessMill Connected will optimize media planning across YouTube and TV. With one of the consumer panels in Japan and high quality as standard, Macromill is ideally placed to deliver detailed analysis of campaign effectiveness. The company has 230,000 panelists for YouTube ads and 30,000 for cross-media measurement. The scale and high quality of the Macromill panel enables detail analysis of campaign effectiveness. Privacy law changes have created the need for a sustainable way to measure advertising effectiveness after the phasing outs of third-party cookies and identifiers as a conventional ad measurement method. In December 2023, Macromill was certified by Google as a third-party measurement partner for YouTube ad brand lift and began providing YouTube ad effectiveness measurement solutions (*1). Today, with the cooperation of Google, Macromill has launched "AccessMill Connected" to provide cross-media measurement of advertising effectiveness between YouTube ads and TV commercials. Cross-media measurement of YouTube and TV ad effectiveness: As a Google-certified YouTube third-party measurement partner, the ad effectiveness measurement solution uses the Google Ads Data Hub (ADH). This allows advertisers to measure the advertising effectiveness of YouTube ads and TV commercials in a cross-media way, without relying on third- party cookies or ad identifiers. The solution was developed with the cooperation of Google. Measurement on all devices including connected TV: The solution can measure a wide range of devices, including smartphones, PCs, tablets, and connected TVs, which are in high demand. Event log-based measurement: Only third-party measurement partners of "Google Ads Data Hub" (ADH) can measure at the event log level (user actions). This cannot be measured by general analysis tools. The largest panel in Japan. 30,000 panelists for cross-media and 230,000 panelists for YouTube: Based on Macromill's consumer panel network of approximately 36 million people, the company is uniquely positioned to measure ad campaigns with the largest number of people in Japan. Detailed data analysis by demographic, device, and frequency is possible, allowing for an in-depth understanding of campaign effectiveness. In addition, measurement can be conducted from only 1.2 million impressions perfect for evaluating specialized short-term campaigns for or specific targets. Optimization of ad planning through precise effectiveness verification: Macromill offers support for cost-effective media planning through optimal ad planning based on effectiveness measurement results.Valuation Update With 7 Day Price Move • May 23Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €4.94, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 10x in the Media industry in Germany. Total loss to shareholders of 16% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €9.53 per share.Reported Earnings • May 20Third quarter 2024 earnings released: EPS: JP¥40.84 (vs JP¥36.25 in 3Q 2023)Third quarter 2024 results: EPS: JP¥40.84 (up from JP¥36.25 in 3Q 2023). Revenue: JP¥12.2b (down 20% from 3Q 2023). Net income: JP¥1.56b (up 8.7% from 3Q 2023). Profit margin: 13% (up from 9.4% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.お知らせ • May 16+ 1 more updateMacromill, Inc. Provides Dividend Guidance for the Year Ending June 30, 2024Macromill, Inc. provided dividend guidance for the year ending June 30, 2024. For the year, the company expects dividend of JPY 15.00 per share against JPY 11. 00 per share paid for the same period a year ago.お知らせ • Mar 26Macromill, Inc. to Report Q3, 2024 Results on May 15, 2024Macromill, Inc. announced that they will report Q3, 2024 results on May 15, 2024Reported Earnings • Feb 19Second quarter 2024 earnings released: EPS: JP¥26.22 (vs JP¥25.62 in 2Q 2023)Second quarter 2024 results: EPS: JP¥26.22. Revenue: JP¥12.5b (down 21% from 2Q 2023). Net income: JP¥1.00b (down 1.2% from 2Q 2023). Profit margin: 8.0% (up from 6.4% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Media industry in Germany.Declared Dividend • Feb 16Dividend of JP¥13.00 announcedShareholders will receive a dividend of JP¥13.00. Ex-date: 27th June 2024 Payment date: 30th September 2024 Dividend yield will be 301%, which is higher than the industry average of 5.1%. Sustainability & Growth Dividend is covered by both earnings (56% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has increased by an average of 24% per year over the past 7 years and payments have been stable during that time. EPS is expected to grow by 130% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Dec 29Macromill, Inc. to Report Q2, 2024 Results on Feb 14, 2024Macromill, Inc. announced that they will report Q2, 2024 results on Feb 14, 2024Upcoming Dividend • Dec 21Upcoming dividend of JP¥12.00 per share at 2.8% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 06 March 2024. Payout ratio is a comfortable 56% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (5.2%).Reported Earnings • Nov 19First quarter 2024 earnings released: JP¥2.96 loss per share (vs JP¥5.16 profit in 1Q 2023)First quarter 2024 results: JP¥2.96 loss per share (down from JP¥5.16 profit in 1Q 2023). Revenue: JP¥9.61b (down 23% from 1Q 2023). Net loss: JP¥113.0m (down 155% from profit in 1Q 2023). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.お知らせ • Oct 01Macromill, Inc. to Report Q1, 2024 Results on Nov 14, 2023Macromill, Inc. announced that they will report Q1, 2024 results on Nov 14, 2023お知らせ • Sep 29+ 2 more updatesMacromill, Inc. Approves Appointment of Shintaro Hashimoto, Global Chief Financial Officer as Chief Financial OfficerMacromill, Inc. announced it has decided the following changes, at the Annual General Meeting of Shareholders and board of directors meeting held on September 27, 2023. Appointment of Shintaro Hashimoto, global chief financial officer as chief financial officer.お知らせ • Aug 14+ 1 more updateMacromill, Inc. Announces Resignation of Naofumi Nishi as Director and Makoto Naito as Outside DirectorMacromill, Inc. announced resignation of Naofumi Nishi as Director and Makoto Naito as Outside Director.お知らせ • Jun 29Macromill, Inc. to Report Fiscal Year 2023 Results on Aug 14, 2023Macromill, Inc. announced that they will report fiscal year 2023 results on Aug 14, 2023Upcoming Dividend • Jun 22Upcoming dividend of JP¥11.00 per share at 2.6% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 29 September 2023. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (6.5%).お知らせ • May 17+ 1 more updateMacromill, Inc. Revises Consolidated Earnings Guidance for the Full Year Ending June 30, 2023Macromill, Inc. revised consolidated earnings guidance for the full year ending June 30, 2023. For the year, the company raised revenue expectation to be JPY 40,500 million from JPY 56,000 million, Operating Profit to be JPY 4,300 million from JPY 6,550 million, Profit for the year to be JPY 9,200 million from JPY 4,420 million, Profit attributable to owners of the parent to be JPY 8,500 million from JPY 3,720 million and Basic Earnings per Share to be JPY 215.16 from JPY 94.03 per share of previous guidance respectively.The Company discloses its Overseas (ex-Korea) business segment as discontinued business after May 15, 2023 (in the middle of the fourth quarter of FY6/2023). Thereby, the Company discloses revised Revenue, EBITDA, Operating Profit, and Profit before Tax as the continuing business retroactively from the beginning of the period. Profit for the year and Profit attributable to owners of the parent include both continuing and discontinued businesses. The Company revises Revenue, EBITDA, Operating Profit, and Profit before tax in its full-year annual guidance because it anticipates Japan and Korea Business segment (continuing business) falls below the initial guidance in addition to the abovementioned impact that the Company excludes discontinued business retroactively from the beginning of the period. On the other hand, Profit for the year and Profit attributable to owners of the parent are expected to significantly exceed the initial guidance due to the recording of gains on transfer, etc. related to this transaction. Thus, the Company revises its guidance Profit for the year and Profit attributable to owners of the parent upward.お知らせ • May 16+ 1 more updateMacromill, Inc. (TSE:3978) announces an Equity Buyback for 1,500,000 shares, representing 3.79% for ¥1,200 million.Macromill, Inc. (TSE:3978) announces a share repurchase program. Under the program, the company will repurchase up to 1,500,000 shares, representing 3.79% of its issued share capital, for ¥1,200 million. The purpose of program is improving capital efficiency and executing a flexible capital policy according to the business environment and returning profits to shareholders. The program will expire on September 30, 2023. As of March 31, 2023, the company had 39,588,065 shares in issue (excluding treasury stock) and 892,435 shares in treasury.Reported Earnings • Feb 17Second quarter 2023 earnings released: EPS: JP¥25.62 (vs JP¥36.19 in 2Q 2022)Second quarter 2023 results: EPS: JP¥25.62 (down from JP¥36.19 in 2Q 2022). Revenue: JP¥15.7b (up 16% from 2Q 2022). Net income: JP¥1.01b (down 29% from 2Q 2022). Profit margin: 6.4% (down from 11% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.お知らせ • Feb 14+ 1 more updateMacromill, Inc. Provides Consolidated Earnings Guidance for the Full Year Ending June 30, 2023Macromill, Inc. provided consolidated earnings guidance for the full year ending June 30, 2023. For the year, the company expects revenue of JPY 56,000 million, operating profit of JPY 6,550 million and profit attributable to owners of parent of JPY 3,720 million or JPY 94.03 per basic share.お知らせ • Jan 09Macromill, Inc. to Report Q2, 2023 Results on Feb 14, 2023Macromill, Inc. announced that they will report Q2, 2023 results on Feb 14, 2023Upcoming Dividend • Dec 22Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 07 March 2023. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (8.5%).お知らせ • Nov 11+ 1 more updateMacromill, Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending June 30, 2023Macromill, Inc. provided consolidated earnings guidance for the fiscal year ending June 30, 2023. For the year, the company expects revenue to be JPY 56,000 million. Operating profit to be JPY 6,550 million. Profit for the year to be JPY 4,420 million. Profit attributable to owners of the parent to be JPY 3,720 million. Basic earnings per share to be JPY 94.03.お知らせ • Oct 15Macromill, Inc. to Report Q1, 2023 Results on Nov 10, 2022Macromill, Inc. announced that they will report Q1, 2023 results on Nov 10, 2022お知らせ • Sep 29Macromill, Inc. Announces Management ChangesMacromill, Inc. at the Annual General Meeting of Shareholders and board of directors meeting held on September 28, 2022 announced Yukiko Nakagawa as member of Nomination Committee and Compensation Committee, Yuji Shiga as Outside Director and Audit Committee member and announced resignation of Willem Matthijs Elias, Executive Officer, Europe and America Operation.Valuation Update With 7 Day Price Move • Aug 11Investor sentiment improved over the past weekAfter last week's 17% share price gain to €8.00, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 11x in the Media industry in Germany. Total returns to shareholders of 6.5% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €15.09 per share.お知らせ • Aug 11Macromill, Inc., Annual General Meeting, Sep 28, 2022Macromill, Inc., Annual General Meeting, Sep 28, 2022.お知らせ • Aug 10+ 2 more updatesMacromill, Inc. Provides Dividend Guidance for the End of Second Quarter and for the Full Year Ending June 30, 2023Macromill, Inc. provided dividend guidance for the end of second quarter and for the full year ending June 30, 2023. For the end of second quarter, the company expects to pay dividend of JPY 10.00 per share against JPY 8.00 per share paid for the same period a year ago.For the full year, the company expects to pay year-end dividend of JPY 11.00 per share against JPY 9.00 per share for the same period a year ago.Upcoming Dividend • Jun 22Upcoming dividend of JP¥9.00 per shareEligible shareholders must have bought the stock before 29 June 2022. Payment date: 30 September 2022. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of German dividend payers (4.4%). Lower than average of industry peers (7.5%).お知らせ • May 13+ 2 more updatesMacromill, Inc. (TSE:3978) agreed to acquire 71% stake in SOUTH Inc.Macromill, Inc. (TSE:3978) agreed to acquire 71% stake in SOUTH Inc. on May 12, 2022. As per the transaction, Macromill, Inc. will acquire 2450 share. Post completion, SOUTH Inc. will become subsidiary of Macromill, Inc. and will change its trading name to Eight Hand Red Co., Ltd. The Board of Directors has passed the resolution for the transaction. The transaction is expected to complete on July 1, 2022.お知らせ • Apr 01+ 1 more updateMacromill, Inc. Announces Executive AppointmentsMacromill, Inc. announced the following new Executive Officers have been appointed as of April 1, 2022: Taro Dohi as Executive Officer, Global CCO (Chief Corporate Officer) and Shintaro Hashimoto as Executive Officer, Global CFO (Chief Financial Officer).Reported Earnings • Feb 18Second quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatSecond quarter 2022 results: EPS: JP¥36.19 (up from JP¥27.21 in 2Q 2021). Revenue: JP¥13.5b (up 13% from 2Q 2021). Net income: JP¥1.43b (up 30% from 2Q 2021). Profit margin: 11% (up from 9.2% in 2Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.0%. Over the next year, revenue is forecast to grow 9.6%, compared to a 7.9% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.お知らせ • Feb 09+ 2 more updatesMacromill, Inc. Announces Dividend for the Six Months Ended December 31, 2021, Payable on March 7, 2022Macromill, Inc. announced dividend for the six months ended December 31, 2021. For the period, the company announced to pay dividend of JPY 8.00 per share. Scheduled date of the start of dividends payment: March 7, 2022.Valuation Update With 7 Day Price Move • Dec 09Investor sentiment improved over the past weekAfter last week's 20% share price gain to €7.75, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 16x in the Media industry in Germany. Total loss to shareholders of 39% over the past three years.Reported Earnings • Nov 17First quarter 2022 earnings released: EPS JP¥13.13 (vs JP¥5.83 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥10.9b (up 20% from 1Q 2021). Net income: JP¥518.0m (up 120% from 1Q 2021). Profit margin: 4.8% (up from 2.6% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Nov 13Investor sentiment improved over the past weekAfter last week's 24% share price gain to €7.50, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 15x in the Media industry in Germany. Total loss to shareholders of 42% over the past three years.Reported Earnings • Oct 05Full year 2021 earnings released: EPS JP¥70.08 (vs JP¥52.94 loss in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥43.2b (up 4.6% from FY 2020). Net income: JP¥2.82b (up JP¥4.95b from FY 2020). Profit margin: 6.5% (up from net loss in FY 2020). The move to profitability was primarily driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 36 percentage points per year, which is a significant difference in performance.Upcoming Dividend • Jun 22Upcoming dividend of JP¥13.00 per shareEligible shareholders must have bought the stock before 29 June 2021. Payment date: 30 September 2021. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (3.1%). Lower than average of industry peers (3.9%).お知らせ • May 15+ 1 more updateMacromill, Inc. Provides Dividend Guidance for the Year Ending June 30, 2021Macromill, Inc. provided dividend guidance for the year ending June 30, 2021. The company expects to pay a dividend of JPY 13.00 per share against JPY 11.00 per share paid a year ago.お知らせ • May 14Macromill, Inc. (TSE:3978) announces an Equity Buyback for 1,000,000 shares, representing 2.48% for ¥800 million.Macromill, Inc. (TSE:3978) announces a share repurchase program. Under the program, the company will repurchase up to 1,000,000 shares, representing 2.48% for ¥800 million. The program is aimed at returning profit to shareholders and improving the capital efficiency as well as proceeding with the flexible capital policy exercise. The program will expire on August 31, 2021. As of March 31, 2021, the company had 40,364,865 shares in issue (excluding treasury stock) and 135 shares in treasury.Is New 90 Day High Low • Mar 09New 90-day high: €7.15The company is up 34% from its price of €5.35 on 09 December 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €10.92 per share.Analyst Estimate Surprise Post Earnings • Feb 16Revenue beats expectationsRevenue exceeded analyst estimates by 10.0%. Over the next year, revenue is forecast to grow 2.0%, compared to a 3.3% growth forecast for the Media industry in Germany.Reported Earnings • Feb 12Second quarter 2021 earnings released: EPS JP¥27.25 (vs JP¥33.61 in 2Q 2020)The company reported a poor second quarter result with weaker earnings and profit margins, although revenues were flat. Second quarter 2021 results: Revenue: JP¥11.9b (flat on 2Q 2020). Net income: JP¥1.10b (down 19% from 2Q 2020). Profit margin: 9.2% (down from 11% in 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 59% per year but the company’s share price has only fallen by 31% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Feb 11New 90-day high: €6.85The company is up 28% from its price of €5.35 on 12 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is up 18% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €15.70 per share.Is New 90 Day High Low • Jan 23New 90-day high: €5.70The company is up 1.0% from its price of €5.65 on 23 October 2020. The German market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is up 21% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €15.12 per share.お知らせ • Jan 08Macromill, Inc. to Report Q2, 2021 Results on Feb 10, 2021Macromill, Inc. announced that they will report Q2, 2021 results on Feb 10, 2021Is New 90 Day High Low • Dec 23New 90-day low: €5.00The company is down 18% from its price of €6.10 on 24 September 2020. The German market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is up 29% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €14.53 per share.Analyst Estimate Surprise Post Earnings • Nov 13Revenue beats expectationsRevenue exceeded analyst estimates by 5.8%. Over the next year,revenue is forecast to stay flat, in line with the revenue forecast for the Media industry in Germany.Reported Earnings • Nov 13First quarter 2021 earnings released: EPS JP¥5.83The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: JP¥9.10b (down 7.9% from 1Q 2020). Net income: JP¥235.0m (down 68% from 1Q 2020). Profit margin: 2.6% (down from 7.3% in 1Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 40% per year whereas the company’s share price has fallen by 36% per year.Is New 90 Day High Low • Oct 30New 90-day low: €5.40The company is down 1.0% from its price of €5.45 on 31 July 2020. The German market is down 4.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Media industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €14.13 per share.お知らせ • Oct 08Macromill, Inc. to Report Q1, 2021 Results on Nov 12, 2020Macromill, Inc. announced that they will report Q1, 2021 results on Nov 12, 2020Reported Earnings • Oct 03Full year earnings released - €52.94 loss per shareOver the last 12 months the company has reported total losses of JP¥2.13b, with earnings decreasing by JP¥6.83b from the prior year. Total revenue was JP¥41.3b over the last 12 months, down 6.8% from the prior year.お知らせ • Oct 01+ 1 more updateMacromill, Inc. Names Toru Sasaki as Global CEOMacromill Inc. announced it has named Toru Sasaki, representative executive officer, head of Japan Operation as Global CEO, at the Ordinary General Meeting of Shareholders and board of directors meeting held on September 29, 2020.収支内訳Macromill の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史DB:MA5 収益、費用、利益 ( )JPY Millions日付収益収益G+A経費研究開発費31 Dec 2444,4042,8420030 Sep 2445,5733,1250030 Jun 2443,8612,2930031 Mar 2431,4211,5790031 Dec 2334,5381,4530030 Sep 2337,7881,4670030 Jun 2340,6161,7840031 Mar 2355,3162,4040031 Dec 2253,5532,4200030 Sep 2251,3552,8330030 Jun 2249,8103,1470031 Mar 2248,0213,4850031 Dec 2146,5683,4350030 Sep 2144,9683,1050030 Jun 2143,1752,8220031 Mar 2140,823-2,8720031 Dec 2040,540-2,8760030 Sep 2040,485-2,6190030 Jun 2041,270-2,1310031 Mar 2043,5774,0610031 Dec 1943,8654,4670030 Sep 1943,7734,6350030 Jun 1944,2794,7020031 Mar 1943,7964,8972,236031 Dec 1843,3024,6934,791030 Sep 1841,6334,5877,233030 Jun 1840,0244,7199,540031 Mar 1838,6314,6889,718031 Dec 1737,0454,19510,178030 Sep 1736,1713,80310,088030 Jun 1735,5143,70610,030030 Jun 1632,5042,8328,956030 Jun 1528,761-4,3207,9500質の高い収益: MA5は 高品質の収益 を持っています。利益率の向上: MA5の現在の純利益率 (6.4%)は、昨年(4.2%)よりも高くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: MA5の収益は過去 5 年間で年間15%増加しました。成長の加速: MA5の過去 1 年間の収益成長率 ( 95.6% ) は、5 年間の平均 ( 年間15%を上回っています。収益対業界: MA5の過去 1 年間の収益成長率 ( 95.6% ) はMedia業界-11.7%を上回りました。株主資本利益率高いROE: MA5の 自己資本利益率 ( 7.5% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YMedia 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2025/06/19 20:16終値2025/06/16 00:00収益2024/12/31年間収益2024/06/30データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Macromill, Inc. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。5 アナリスト機関Hiroyasu EguchiBofA Global ResearchHideo NodaCLSAMasaki MotomuraNomura Securities Co. Ltd.2 その他のアナリストを表示
お知らせ • Mar 18Macromill, Inc. to Report Q3, 2025 Results on May 15, 2025Macromill, Inc. announced that they will report Q3, 2025 results on May 15, 2025
お知らせ • Jan 17Macromill, Inc. to Report Q2, 2025 Results on Feb 14, 2025Macromill, Inc. announced that they will report Q2, 2025 results on Feb 14, 2025
お知らせ • Sep 30Macromill, Inc. to Report Q1, 2025 Results on Nov 14, 2024Macromill, Inc. announced that they will report Q1, 2025 results on Nov 14, 2024
Reported Earnings • Aug 17Full year 2024 earnings released: EPS: JP¥60.18 (vs JP¥45.19 in FY 2023)Full year 2024 results: EPS: JP¥60.18 (up from JP¥45.19 in FY 2023). Revenue: JP¥43.9b (up 8.0% from FY 2023). Net income: JP¥2.29b (up 28% from FY 2023). Profit margin: 5.2% (up from 4.4% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.7% p.a. on average during the next 2 years, compared to a 5.7% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
お知らせ • Jun 26Macromill, Inc. to Report Fiscal Year 2024 Results on Aug 14, 2024Macromill, Inc. announced that they will report fiscal year 2024 results on Aug 14, 2024
Reported Earnings • May 20Third quarter 2024 earnings released: EPS: JP¥40.84 (vs JP¥36.25 in 3Q 2023)Third quarter 2024 results: EPS: JP¥40.84 (up from JP¥36.25 in 3Q 2023). Revenue: JP¥12.2b (down 20% from 3Q 2023). Net income: JP¥1.56b (up 8.7% from 3Q 2023). Profit margin: 13% (up from 9.4% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
お知らせ • May 30Macromill, Inc. to Delist from Prime Section of the Tokyo Stock Exchange, Effective June 17, 2025Macromill, Inc. will be delisted from Prime Section of the Tokyo Stock Exchange effective from June 17, 2025, due to Reverse stock split.
お知らせ • Mar 18Macromill, Inc. to Report Q3, 2025 Results on May 15, 2025Macromill, Inc. announced that they will report Q3, 2025 results on May 15, 2025
お知らせ • Jan 17Macromill, Inc. to Report Q2, 2025 Results on Feb 14, 2025Macromill, Inc. announced that they will report Q2, 2025 results on Feb 14, 2025
New Risk • Nov 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (44% net debt to equity). Share price has been volatile over the past 3 months (7.2% average weekly change).
お知らせ • Nov 15TJ1 Co., Ltd. proposed to acquire 96.2% stake in Macromill, Inc. (TSE:3978) for ¥44.8 billion.TJ1 Co., Ltd. proposed to acquire 96.2% stake in Macromill, Inc. (TSE:3978) for ¥44.8 billion on November 14, 2024. A cash consideration valued at ¥1150 per share will be paid by TJ1 for 38,958,165 shares. The transaction is subject to minimum tender. The expected completion of the transaction is December 26, 2024. Mizuho Securities Co., Ltd. and Rakuten Securities, Inc. acted as tender offer agent to Macromill.
Valuation Update With 7 Day Price Move • Nov 15Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €5.60, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 11x in the Media industry in Germany. Total loss to shareholders of 14% over the past three years.
お知らせ • Oct 16Macromill, Inc. Launches Advertising Support and Effectiveness Measurement Solutions Using Amazon Marketing CloudMacromill, Inc. launched an advertising support solution and an advertising effectiveness measurement solution utilizing Amazon Marketing Cloud (AMC), Amazon's data clean room environment. As the importance of privacy protection continues to grow, advertising platforms are advancing the development of "Data Clean Rooms", cloud environments that enable data sharing and analysis while safeguarding user privacy. The company is also working on integrating data with the Data Clean Rooms from various ad platforms to support safe and effective data marketing for the clients. As part of this initiative, have recently completed the integration with AMC, Data Clean Room of Amazon Ads and have begun offering solutions for advertising support and effectiveness measurement on Amazon Ads. By utilizing high-quality consumer data from the proprietary panel, the larger in Japan with 1.3 million panelists, these advertising support and effectiveness measurement solutions mean can deliver and measure advertising on Amazon Ads based on detailed information that was previously unavailable. Macromill Panel Based Audience Targeting Solution for Amazon Ads: By utilizing various data sources, such as insight survey data and behavioral log data, this solution allows for ad delivery to Amazon audiences based on detailed criteria that extends beyond the targeting segments provided by Amazon Ads. This enables audience targeting aligned with a campaign's objectives, allowing ad delivery to better meet the needs and behaviors of the target audience. Advertising Effectiveness Solution for Amazon Ads: Its combine brand lift survey data with AMC's ad exposure data to measure campaign effectiveness through detailed analysis of target attributes aligned with the campaign's objectives. This allows for a more in-depth review of the campaign, providing insights that can be leveraged for continuous planning. This solution supports not only Amazon Ads but also cross-media ad effectiveness measurement. The Macromill is transforming into a Professional Marketing Services Company to help solve marketing challenges and will continue to offer innovative products based on various data obtained from consumer panels to spread innovations throughout the marketing business industry.
Declared Dividend • Oct 10Final dividend of JP¥17.00 announcedShareholders will receive a dividend of JP¥17.00. Ex-date: 27th December 2024 Payment date: 4th March 2025 Dividend yield will be 362%, which is higher than the industry average of 5.1%. Sustainability & Growth Dividend is well covered by both earnings (45% earnings payout ratio) and cash flows (20% cash payout ratio). The dividend has increased by an average of 33% per year over the past 7 years and payments have been stable during that time. EPS is expected to grow by 73% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Sep 30Macromill, Inc. to Report Q1, 2025 Results on Nov 14, 2024Macromill, Inc. announced that they will report Q1, 2025 results on Nov 14, 2024
お知らせ • Sep 26Macromill, Inc. Approves Committee ChangesMacromill, Inc. announced it has decided the following changes, at the Annual General Meeting of Shareholders and board of directors meeting held on September 25, 2024. Yukiko Nakagawa- New Title: Outside Director Compensation Committee member, Audit Committee member, Current Title: Outside Director Compensation Committee member, Nomination Committee member, Yuji Shiga- New Title: Outside Director Nomination Committee member, Audit Committee member, Current Title- Outside Director Nomination Committee member, Compensation Committee member, Audit Committee member, Kimitake Ito- New Title: Outside Director Nomination Committee member, Compensation Committee member, Current Title: Outside Director Nomination Committee member, Kovari Krecsmary Szilvia- New Title: Outside Director Nomination Committee member, Compensation Committee member, Current Title: Outside Director Audit Committee member, Tsuyoshi Nishitani- New Title: Outside Director Audit Committee member.
Reported Earnings • Aug 17Full year 2024 earnings released: EPS: JP¥60.18 (vs JP¥45.19 in FY 2023)Full year 2024 results: EPS: JP¥60.18 (up from JP¥45.19 in FY 2023). Revenue: JP¥43.9b (up 8.0% from FY 2023). Net income: JP¥2.29b (up 28% from FY 2023). Profit margin: 5.2% (up from 4.4% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.7% p.a. on average during the next 2 years, compared to a 5.7% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
お知らせ • Aug 14+ 1 more updateMacromill, Inc., Annual General Meeting, Sep 25, 2024Macromill, Inc., Annual General Meeting, Sep 25, 2024.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to €4.02, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 13x in the Media industry in Germany. Total loss to shareholders of 25% over the past three years.
お知らせ • Jun 26Macromill, Inc. to Report Fiscal Year 2024 Results on Aug 14, 2024Macromill, Inc. announced that they will report fiscal year 2024 results on Aug 14, 2024
お知らせ • Jun 14Macromill Launches Google Certified ADH Cross-Media Measurement Solution "Accessmill Connected"Macromill, Inc. has launched "AccessMill Connected" a service designed to facilitate the cross-media measurement of advertising effectiveness between YouTube ads and TV commercials. AccessMill Connected will optimize media planning across YouTube and TV. With one of the consumer panels in Japan and high quality as standard, Macromill is ideally placed to deliver detailed analysis of campaign effectiveness. The company has 230,000 panelists for YouTube ads and 30,000 for cross-media measurement. The scale and high quality of the Macromill panel enables detail analysis of campaign effectiveness. Privacy law changes have created the need for a sustainable way to measure advertising effectiveness after the phasing outs of third-party cookies and identifiers as a conventional ad measurement method. In December 2023, Macromill was certified by Google as a third-party measurement partner for YouTube ad brand lift and began providing YouTube ad effectiveness measurement solutions (*1). Today, with the cooperation of Google, Macromill has launched "AccessMill Connected" to provide cross-media measurement of advertising effectiveness between YouTube ads and TV commercials. Cross-media measurement of YouTube and TV ad effectiveness: As a Google-certified YouTube third-party measurement partner, the ad effectiveness measurement solution uses the Google Ads Data Hub (ADH). This allows advertisers to measure the advertising effectiveness of YouTube ads and TV commercials in a cross-media way, without relying on third- party cookies or ad identifiers. The solution was developed with the cooperation of Google. Measurement on all devices including connected TV: The solution can measure a wide range of devices, including smartphones, PCs, tablets, and connected TVs, which are in high demand. Event log-based measurement: Only third-party measurement partners of "Google Ads Data Hub" (ADH) can measure at the event log level (user actions). This cannot be measured by general analysis tools. The largest panel in Japan. 30,000 panelists for cross-media and 230,000 panelists for YouTube: Based on Macromill's consumer panel network of approximately 36 million people, the company is uniquely positioned to measure ad campaigns with the largest number of people in Japan. Detailed data analysis by demographic, device, and frequency is possible, allowing for an in-depth understanding of campaign effectiveness. In addition, measurement can be conducted from only 1.2 million impressions perfect for evaluating specialized short-term campaigns for or specific targets. Optimization of ad planning through precise effectiveness verification: Macromill offers support for cost-effective media planning through optimal ad planning based on effectiveness measurement results.
Valuation Update With 7 Day Price Move • May 23Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €4.94, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 10x in the Media industry in Germany. Total loss to shareholders of 16% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €9.53 per share.
Reported Earnings • May 20Third quarter 2024 earnings released: EPS: JP¥40.84 (vs JP¥36.25 in 3Q 2023)Third quarter 2024 results: EPS: JP¥40.84 (up from JP¥36.25 in 3Q 2023). Revenue: JP¥12.2b (down 20% from 3Q 2023). Net income: JP¥1.56b (up 8.7% from 3Q 2023). Profit margin: 13% (up from 9.4% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
お知らせ • May 16+ 1 more updateMacromill, Inc. Provides Dividend Guidance for the Year Ending June 30, 2024Macromill, Inc. provided dividend guidance for the year ending June 30, 2024. For the year, the company expects dividend of JPY 15.00 per share against JPY 11. 00 per share paid for the same period a year ago.
お知らせ • Mar 26Macromill, Inc. to Report Q3, 2024 Results on May 15, 2024Macromill, Inc. announced that they will report Q3, 2024 results on May 15, 2024
Reported Earnings • Feb 19Second quarter 2024 earnings released: EPS: JP¥26.22 (vs JP¥25.62 in 2Q 2023)Second quarter 2024 results: EPS: JP¥26.22. Revenue: JP¥12.5b (down 21% from 2Q 2023). Net income: JP¥1.00b (down 1.2% from 2Q 2023). Profit margin: 8.0% (up from 6.4% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Media industry in Germany.
Declared Dividend • Feb 16Dividend of JP¥13.00 announcedShareholders will receive a dividend of JP¥13.00. Ex-date: 27th June 2024 Payment date: 30th September 2024 Dividend yield will be 301%, which is higher than the industry average of 5.1%. Sustainability & Growth Dividend is covered by both earnings (56% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has increased by an average of 24% per year over the past 7 years and payments have been stable during that time. EPS is expected to grow by 130% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Dec 29Macromill, Inc. to Report Q2, 2024 Results on Feb 14, 2024Macromill, Inc. announced that they will report Q2, 2024 results on Feb 14, 2024
Upcoming Dividend • Dec 21Upcoming dividend of JP¥12.00 per share at 2.8% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 06 March 2024. Payout ratio is a comfortable 56% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (5.2%).
Reported Earnings • Nov 19First quarter 2024 earnings released: JP¥2.96 loss per share (vs JP¥5.16 profit in 1Q 2023)First quarter 2024 results: JP¥2.96 loss per share (down from JP¥5.16 profit in 1Q 2023). Revenue: JP¥9.61b (down 23% from 1Q 2023). Net loss: JP¥113.0m (down 155% from profit in 1Q 2023). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
お知らせ • Oct 01Macromill, Inc. to Report Q1, 2024 Results on Nov 14, 2023Macromill, Inc. announced that they will report Q1, 2024 results on Nov 14, 2023
お知らせ • Sep 29+ 2 more updatesMacromill, Inc. Approves Appointment of Shintaro Hashimoto, Global Chief Financial Officer as Chief Financial OfficerMacromill, Inc. announced it has decided the following changes, at the Annual General Meeting of Shareholders and board of directors meeting held on September 27, 2023. Appointment of Shintaro Hashimoto, global chief financial officer as chief financial officer.
お知らせ • Aug 14+ 1 more updateMacromill, Inc. Announces Resignation of Naofumi Nishi as Director and Makoto Naito as Outside DirectorMacromill, Inc. announced resignation of Naofumi Nishi as Director and Makoto Naito as Outside Director.
お知らせ • Jun 29Macromill, Inc. to Report Fiscal Year 2023 Results on Aug 14, 2023Macromill, Inc. announced that they will report fiscal year 2023 results on Aug 14, 2023
Upcoming Dividend • Jun 22Upcoming dividend of JP¥11.00 per share at 2.6% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 29 September 2023. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (6.5%).
お知らせ • May 17+ 1 more updateMacromill, Inc. Revises Consolidated Earnings Guidance for the Full Year Ending June 30, 2023Macromill, Inc. revised consolidated earnings guidance for the full year ending June 30, 2023. For the year, the company raised revenue expectation to be JPY 40,500 million from JPY 56,000 million, Operating Profit to be JPY 4,300 million from JPY 6,550 million, Profit for the year to be JPY 9,200 million from JPY 4,420 million, Profit attributable to owners of the parent to be JPY 8,500 million from JPY 3,720 million and Basic Earnings per Share to be JPY 215.16 from JPY 94.03 per share of previous guidance respectively.The Company discloses its Overseas (ex-Korea) business segment as discontinued business after May 15, 2023 (in the middle of the fourth quarter of FY6/2023). Thereby, the Company discloses revised Revenue, EBITDA, Operating Profit, and Profit before Tax as the continuing business retroactively from the beginning of the period. Profit for the year and Profit attributable to owners of the parent include both continuing and discontinued businesses. The Company revises Revenue, EBITDA, Operating Profit, and Profit before tax in its full-year annual guidance because it anticipates Japan and Korea Business segment (continuing business) falls below the initial guidance in addition to the abovementioned impact that the Company excludes discontinued business retroactively from the beginning of the period. On the other hand, Profit for the year and Profit attributable to owners of the parent are expected to significantly exceed the initial guidance due to the recording of gains on transfer, etc. related to this transaction. Thus, the Company revises its guidance Profit for the year and Profit attributable to owners of the parent upward.
お知らせ • May 16+ 1 more updateMacromill, Inc. (TSE:3978) announces an Equity Buyback for 1,500,000 shares, representing 3.79% for ¥1,200 million.Macromill, Inc. (TSE:3978) announces a share repurchase program. Under the program, the company will repurchase up to 1,500,000 shares, representing 3.79% of its issued share capital, for ¥1,200 million. The purpose of program is improving capital efficiency and executing a flexible capital policy according to the business environment and returning profits to shareholders. The program will expire on September 30, 2023. As of March 31, 2023, the company had 39,588,065 shares in issue (excluding treasury stock) and 892,435 shares in treasury.
Reported Earnings • Feb 17Second quarter 2023 earnings released: EPS: JP¥25.62 (vs JP¥36.19 in 2Q 2022)Second quarter 2023 results: EPS: JP¥25.62 (down from JP¥36.19 in 2Q 2022). Revenue: JP¥15.7b (up 16% from 2Q 2022). Net income: JP¥1.01b (down 29% from 2Q 2022). Profit margin: 6.4% (down from 11% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Media industry in Germany. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
お知らせ • Feb 14+ 1 more updateMacromill, Inc. Provides Consolidated Earnings Guidance for the Full Year Ending June 30, 2023Macromill, Inc. provided consolidated earnings guidance for the full year ending June 30, 2023. For the year, the company expects revenue of JPY 56,000 million, operating profit of JPY 6,550 million and profit attributable to owners of parent of JPY 3,720 million or JPY 94.03 per basic share.
お知らせ • Jan 09Macromill, Inc. to Report Q2, 2023 Results on Feb 14, 2023Macromill, Inc. announced that they will report Q2, 2023 results on Feb 14, 2023
Upcoming Dividend • Dec 22Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 07 March 2023. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (8.5%).
お知らせ • Nov 11+ 1 more updateMacromill, Inc. Provides Consolidated Earnings Guidance for the Fiscal Year Ending June 30, 2023Macromill, Inc. provided consolidated earnings guidance for the fiscal year ending June 30, 2023. For the year, the company expects revenue to be JPY 56,000 million. Operating profit to be JPY 6,550 million. Profit for the year to be JPY 4,420 million. Profit attributable to owners of the parent to be JPY 3,720 million. Basic earnings per share to be JPY 94.03.
お知らせ • Oct 15Macromill, Inc. to Report Q1, 2023 Results on Nov 10, 2022Macromill, Inc. announced that they will report Q1, 2023 results on Nov 10, 2022
お知らせ • Sep 29Macromill, Inc. Announces Management ChangesMacromill, Inc. at the Annual General Meeting of Shareholders and board of directors meeting held on September 28, 2022 announced Yukiko Nakagawa as member of Nomination Committee and Compensation Committee, Yuji Shiga as Outside Director and Audit Committee member and announced resignation of Willem Matthijs Elias, Executive Officer, Europe and America Operation.
Valuation Update With 7 Day Price Move • Aug 11Investor sentiment improved over the past weekAfter last week's 17% share price gain to €8.00, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 11x in the Media industry in Germany. Total returns to shareholders of 6.5% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €15.09 per share.
お知らせ • Aug 11Macromill, Inc., Annual General Meeting, Sep 28, 2022Macromill, Inc., Annual General Meeting, Sep 28, 2022.
お知らせ • Aug 10+ 2 more updatesMacromill, Inc. Provides Dividend Guidance for the End of Second Quarter and for the Full Year Ending June 30, 2023Macromill, Inc. provided dividend guidance for the end of second quarter and for the full year ending June 30, 2023. For the end of second quarter, the company expects to pay dividend of JPY 10.00 per share against JPY 8.00 per share paid for the same period a year ago.For the full year, the company expects to pay year-end dividend of JPY 11.00 per share against JPY 9.00 per share for the same period a year ago.
Upcoming Dividend • Jun 22Upcoming dividend of JP¥9.00 per shareEligible shareholders must have bought the stock before 29 June 2022. Payment date: 30 September 2022. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of German dividend payers (4.4%). Lower than average of industry peers (7.5%).
お知らせ • May 13+ 2 more updatesMacromill, Inc. (TSE:3978) agreed to acquire 71% stake in SOUTH Inc.Macromill, Inc. (TSE:3978) agreed to acquire 71% stake in SOUTH Inc. on May 12, 2022. As per the transaction, Macromill, Inc. will acquire 2450 share. Post completion, SOUTH Inc. will become subsidiary of Macromill, Inc. and will change its trading name to Eight Hand Red Co., Ltd. The Board of Directors has passed the resolution for the transaction. The transaction is expected to complete on July 1, 2022.
お知らせ • Apr 01+ 1 more updateMacromill, Inc. Announces Executive AppointmentsMacromill, Inc. announced the following new Executive Officers have been appointed as of April 1, 2022: Taro Dohi as Executive Officer, Global CCO (Chief Corporate Officer) and Shintaro Hashimoto as Executive Officer, Global CFO (Chief Financial Officer).
Reported Earnings • Feb 18Second quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatSecond quarter 2022 results: EPS: JP¥36.19 (up from JP¥27.21 in 2Q 2021). Revenue: JP¥13.5b (up 13% from 2Q 2021). Net income: JP¥1.43b (up 30% from 2Q 2021). Profit margin: 11% (up from 9.2% in 2Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.0%. Over the next year, revenue is forecast to grow 9.6%, compared to a 7.9% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
お知らせ • Feb 09+ 2 more updatesMacromill, Inc. Announces Dividend for the Six Months Ended December 31, 2021, Payable on March 7, 2022Macromill, Inc. announced dividend for the six months ended December 31, 2021. For the period, the company announced to pay dividend of JPY 8.00 per share. Scheduled date of the start of dividends payment: March 7, 2022.
Valuation Update With 7 Day Price Move • Dec 09Investor sentiment improved over the past weekAfter last week's 20% share price gain to €7.75, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 16x in the Media industry in Germany. Total loss to shareholders of 39% over the past three years.
Reported Earnings • Nov 17First quarter 2022 earnings released: EPS JP¥13.13 (vs JP¥5.83 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥10.9b (up 20% from 1Q 2021). Net income: JP¥518.0m (up 120% from 1Q 2021). Profit margin: 4.8% (up from 2.6% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Nov 13Investor sentiment improved over the past weekAfter last week's 24% share price gain to €7.50, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 15x in the Media industry in Germany. Total loss to shareholders of 42% over the past three years.
Reported Earnings • Oct 05Full year 2021 earnings released: EPS JP¥70.08 (vs JP¥52.94 loss in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥43.2b (up 4.6% from FY 2020). Net income: JP¥2.82b (up JP¥4.95b from FY 2020). Profit margin: 6.5% (up from net loss in FY 2020). The move to profitability was primarily driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 36 percentage points per year, which is a significant difference in performance.
Upcoming Dividend • Jun 22Upcoming dividend of JP¥13.00 per shareEligible shareholders must have bought the stock before 29 June 2021. Payment date: 30 September 2021. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (3.1%). Lower than average of industry peers (3.9%).
お知らせ • May 15+ 1 more updateMacromill, Inc. Provides Dividend Guidance for the Year Ending June 30, 2021Macromill, Inc. provided dividend guidance for the year ending June 30, 2021. The company expects to pay a dividend of JPY 13.00 per share against JPY 11.00 per share paid a year ago.
お知らせ • May 14Macromill, Inc. (TSE:3978) announces an Equity Buyback for 1,000,000 shares, representing 2.48% for ¥800 million.Macromill, Inc. (TSE:3978) announces a share repurchase program. Under the program, the company will repurchase up to 1,000,000 shares, representing 2.48% for ¥800 million. The program is aimed at returning profit to shareholders and improving the capital efficiency as well as proceeding with the flexible capital policy exercise. The program will expire on August 31, 2021. As of March 31, 2021, the company had 40,364,865 shares in issue (excluding treasury stock) and 135 shares in treasury.
Is New 90 Day High Low • Mar 09New 90-day high: €7.15The company is up 34% from its price of €5.35 on 09 December 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €10.92 per share.
Analyst Estimate Surprise Post Earnings • Feb 16Revenue beats expectationsRevenue exceeded analyst estimates by 10.0%. Over the next year, revenue is forecast to grow 2.0%, compared to a 3.3% growth forecast for the Media industry in Germany.
Reported Earnings • Feb 12Second quarter 2021 earnings released: EPS JP¥27.25 (vs JP¥33.61 in 2Q 2020)The company reported a poor second quarter result with weaker earnings and profit margins, although revenues were flat. Second quarter 2021 results: Revenue: JP¥11.9b (flat on 2Q 2020). Net income: JP¥1.10b (down 19% from 2Q 2020). Profit margin: 9.2% (down from 11% in 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 59% per year but the company’s share price has only fallen by 31% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Feb 11New 90-day high: €6.85The company is up 28% from its price of €5.35 on 12 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Media industry, which is up 18% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €15.70 per share.
Is New 90 Day High Low • Jan 23New 90-day high: €5.70The company is up 1.0% from its price of €5.65 on 23 October 2020. The German market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is up 21% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €15.12 per share.
お知らせ • Jan 08Macromill, Inc. to Report Q2, 2021 Results on Feb 10, 2021Macromill, Inc. announced that they will report Q2, 2021 results on Feb 10, 2021
Is New 90 Day High Low • Dec 23New 90-day low: €5.00The company is down 18% from its price of €6.10 on 24 September 2020. The German market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Media industry, which is up 29% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €14.53 per share.
Analyst Estimate Surprise Post Earnings • Nov 13Revenue beats expectationsRevenue exceeded analyst estimates by 5.8%. Over the next year,revenue is forecast to stay flat, in line with the revenue forecast for the Media industry in Germany.
Reported Earnings • Nov 13First quarter 2021 earnings released: EPS JP¥5.83The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: JP¥9.10b (down 7.9% from 1Q 2020). Net income: JP¥235.0m (down 68% from 1Q 2020). Profit margin: 2.6% (down from 7.3% in 1Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 40% per year whereas the company’s share price has fallen by 36% per year.
Is New 90 Day High Low • Oct 30New 90-day low: €5.40The company is down 1.0% from its price of €5.45 on 31 July 2020. The German market is down 4.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Media industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €14.13 per share.
お知らせ • Oct 08Macromill, Inc. to Report Q1, 2021 Results on Nov 12, 2020Macromill, Inc. announced that they will report Q1, 2021 results on Nov 12, 2020
Reported Earnings • Oct 03Full year earnings released - €52.94 loss per shareOver the last 12 months the company has reported total losses of JP¥2.13b, with earnings decreasing by JP¥6.83b from the prior year. Total revenue was JP¥41.3b over the last 12 months, down 6.8% from the prior year.
お知らせ • Oct 01+ 1 more updateMacromill, Inc. Names Toru Sasaki as Global CEOMacromill Inc. announced it has named Toru Sasaki, representative executive officer, head of Japan Operation as Global CEO, at the Ordinary General Meeting of Shareholders and board of directors meeting held on September 29, 2020.