View Future GrowthITmedia 過去の業績過去 基準チェック /16ITmediaの収益は年間平均-4.1%の割合で減少していますが、 Interactive Media and Services業界の収益は年間 増加しています。収益は年間19.7% 1.5%割合で 増加しています。 ITmediaの自己資本利益率は13.7%であり、純利益率は14.3%です。主要情報-4.13%収益成長率-3.59%EPS成長率Interactive Media and Services 業界の成長12.02%収益成長率1.50%株主資本利益率13.75%ネット・マージン14.33%次回の業績アップデート03 Aug 2026最近の業績更新お知らせ • Jun 01ITmedia Inc. to Report Q1, 2027 Results on Aug 03, 2026ITmedia Inc. announced that they will report Q1, 2027 results at 3:00 PM, Tokyo Standard Time on Aug 03, 2026Reported Earnings • May 06Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥61.31 (down from JP¥77.16 in FY 2025). Revenue: JP¥8.31b (up 2.6% from FY 2025). Net income: JP¥1.19b (down 20% from FY 2025). Profit margin: 14% (down from 19% in FY 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.9%. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.お知らせ • Apr 22ITmedia Inc. to Report Fiscal Year 2026 Results on May 01, 2026ITmedia Inc. announced that they will report fiscal year 2026 results on May 01, 2026Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: JP¥13.75 (vs JP¥18.04 in 3Q 2025)Third quarter 2026 results: EPS: JP¥13.75 (down from JP¥18.04 in 3Q 2025). Revenue: JP¥1.99b (flat on 3Q 2025). Net income: JP¥267.0m (down 24% from 3Q 2025). Profit margin: 13% (down from 18% in 3Q 2025). Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.お知らせ • Dec 03ITmedia Inc. to Report Q3, 2026 Results on Feb 06, 2026ITmedia Inc. announced that they will report Q3, 2026 results on Feb 06, 2026Reported Earnings • Nov 01Second quarter 2026 earnings released: EPS: JP¥14.39 (vs JP¥18.72 in 2Q 2025)Second quarter 2026 results: EPS: JP¥14.39 (down from JP¥18.72 in 2Q 2025). Revenue: JP¥2.01b (flat on 2Q 2025). Net income: JP¥279.5m (down 23% from 2Q 2025). Profit margin: 14% (down from 18% in 2Q 2025). Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.すべての更新を表示Recent updatesお知らせ • Jun 01ITmedia Inc. to Report Q1, 2027 Results on Aug 03, 2026ITmedia Inc. announced that they will report Q1, 2027 results at 3:00 PM, Tokyo Standard Time on Aug 03, 2026Valuation Update With 7 Day Price Move • May 11Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥1,292, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 14x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 19% over the past three years.Reported Earnings • May 06Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥61.31 (down from JP¥77.16 in FY 2025). Revenue: JP¥8.31b (up 2.6% from FY 2025). Net income: JP¥1.19b (down 20% from FY 2025). Profit margin: 14% (down from 19% in FY 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.9%. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.お知らせ • May 01ITmedia Inc., Annual General Meeting, Jun 25, 2026ITmedia Inc., Annual General Meeting, Jun 25, 2026.お知らせ • Apr 22ITmedia Inc. to Report Fiscal Year 2026 Results on May 01, 2026ITmedia Inc. announced that they will report fiscal year 2026 results on May 01, 2026お知らせ • Apr 03ITmedia Inc. (TSE:2148) completed the acquisition of Majisemi Co., Ltd. from Yuichi Terada, Naomi Ishihara.ITmedia Inc. (TSE:2148) agreed to acquire Majisemi Co., Ltd. from Yuichi Terada, Naomi Ishihara for ¥2.3 billion on January 29, 2026. A cash consideration of ¥2.3 billion will be paid by ITmedia Inc. As part of consideration, ¥2.3 billion is paid towards common equity of Majisemi Co., Ltd. The expected completion of the transaction is April 1, 2026. ITmedia Inc. (TSE:2148) completed the acquisition of Majisemi Co., Ltd. from Yuichi Terada, Naomi Ishihara on April 1, 2026.Valuation Update With 7 Day Price Move • Mar 31Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥1,600, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 14x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 35% over the past three years.Upcoming Dividend • Mar 23Upcoming dividend of JP¥100.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 08 June 2026. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 5.3%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.0%).Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: JP¥13.75 (vs JP¥18.04 in 3Q 2025)Third quarter 2026 results: EPS: JP¥13.75 (down from JP¥18.04 in 3Q 2025). Revenue: JP¥1.99b (flat on 3Q 2025). Net income: JP¥267.0m (down 24% from 3Q 2025). Profit margin: 13% (down from 18% in 3Q 2025). Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.分析記事 • Jan 30ITmedia (TSE:2148) Is Paying Out A Dividend Of ¥100.00ITmedia Inc. ( TSE:2148 ) has announced that it will pay a dividend of ¥100.00 per share on the 8th of June. Based on...お知らせ • Jan 30ITmedia Inc. (TSE:2148) agreed to acquire Majisemi Co., Ltd. from Yuichi Terada, Naomi Ishihara for ¥2.3 billion.ITmedia Inc. (TSE:2148) agreed to acquire Majisemi Co., Ltd. from Yuichi Terada, Naomi Ishihara for ¥2.3 billion on January 29, 2026. A cash consideration of ¥2.3 billion will be paid by ITmedia Inc. As part of consideration, ¥2.3 billion is paid towards common equity of Majisemi Co., Ltd. The expected completion of the transaction is April 1, 2026.分析記事 • Dec 03ITmedia (TSE:2148) Is Paying Out A Dividend Of ¥100.00ITmedia Inc. ( TSE:2148 ) has announced that it will pay a dividend of ¥100.00 per share on the 8th of June. This makes...お知らせ • Dec 03ITmedia Inc. to Report Q3, 2026 Results on Feb 06, 2026ITmedia Inc. announced that they will report Q3, 2026 results on Feb 06, 2026Major Estimate Revision • Nov 19Consensus EPS estimates fall by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from JP¥8.43b to JP¥8.29b. EPS estimate also fell from JP¥74.20 per share to JP¥64.90 per share. Net income forecast to shrink 6.0% next year vs 8.7% growth forecast for Interactive Media and Services industry in Japan . Consensus price target of JP¥1,800 unchanged from last update. Share price fell 3.4% to JP¥1,523 over the past week.分析記事 • Nov 02ITmedia (TSE:2148) Will Pay A Dividend Of ¥100.00ITmedia Inc. ( TSE:2148 ) has announced that it will pay a dividend of ¥100.00 per share on the 8th of June. This means...Declared Dividend • Nov 02Dividend of JP¥100.00 announcedDividend of JP¥100.00 is the same as last year. Ex-date: 30th March 2026 Payment date: 8th June 2026 Dividend yield will be 6.2%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is not covered by earnings (140% earnings payout ratio) nor is it covered by cash flows (137% cash payout ratio). The dividend has increased by an average of 41% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 55% to bring the payout ratio under control. EPS is expected to grow by 41% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.Reported Earnings • Nov 01Second quarter 2026 earnings released: EPS: JP¥14.39 (vs JP¥18.72 in 2Q 2025)Second quarter 2026 results: EPS: JP¥14.39 (down from JP¥18.72 in 2Q 2025). Revenue: JP¥2.01b (flat on 2Q 2025). Net income: JP¥279.5m (down 23% from 2Q 2025). Profit margin: 14% (down from 18% in 2Q 2025). Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.Buy Or Sell Opportunity • Oct 15Now 21% overvaluedThe stock has been flat over the last 90 days, currently trading at JP¥1,598. The fair value is estimated to be JP¥1,325, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 2.7% over the last 3 years. Earnings per share has declined by 11%. For the next 3 years, revenue is forecast to grow by 7.7% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.お知らせ • Sep 03ITmedia Inc. to Report Q2, 2026 Results on Oct 31, 2025ITmedia Inc. announced that they will report Q2, 2026 results on Oct 31, 2025お知らせ • Aug 05ITmedia Inc. Reaffirms Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2026ITmedia Inc. reaffirmed consolidated earnings guidance for the fiscal year ending March 31, 2026. For the full year, the company expects net sales of JPY 8,500 million. Operating profit is expected to be JPY 2,100 million. Net income attributable to owners of parent is expected to be JPY 1,500 million. Basic earnings per share is expected to be JPY 77.26. The performance for the first quarter of the current fiscal year is progressing within the planned range. Therefore there is no change to the forecast figures announced on May 1, 2025.Reported Earnings • Aug 05First quarter 2026 earnings released: EPS: JP¥12.47 (vs JP¥16.24 in 1Q 2025)First quarter 2026 results: EPS: JP¥12.47 (down from JP¥16.24 in 1Q 2025). Revenue: JP¥1.91b (flat on 1Q 2025). Net income: JP¥242.0m (down 23% from 1Q 2025). Profit margin: 13% (down from 16% in 1Q 2025). Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.Board Change • Jul 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 7 highly experienced directors. Independent Outside Director Keiko Hamada was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jun 05ITmedia Inc. to Report Q1, 2026 Results on Aug 04, 2025ITmedia Inc. announced that they will report Q1, 2026 results on Aug 04, 2025Reported Earnings • May 02Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥77.16. Revenue: JP¥8.10b (up 1.2% from FY 2024). Net income: JP¥1.50b (flat on FY 2024). Profit margin: 19% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 8.4%. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Interactive Media and Services industry in Japan.お知らせ • May 01ITmedia Inc., Annual General Meeting, Jun 26, 2025ITmedia Inc., Annual General Meeting, Jun 26, 2025.Upcoming Dividend • Mar 21Upcoming dividend of JP¥100.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 09 June 2025. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 6.1%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.6%).お知らせ • Mar 04ITmedia Inc. to Report Fiscal Year 2025 Results on May 01, 2025ITmedia Inc. announced that they will report fiscal year 2025 results on May 01, 2025分析記事 • Feb 14Some May Be Optimistic About ITmedia's (TSE:2148) EarningsShareholders appeared unconcerned with ITmedia Inc.'s ( TSE:2148 ) lackluster earnings report last week. Our analysis...Reported Earnings • Feb 08Third quarter 2025 earnings released: EPS: JP¥18.05 (vs JP¥17.27 in 3Q 2024)Third quarter 2025 results: EPS: JP¥18.05 (up from JP¥17.27 in 3Q 2024). Revenue: JP¥1.97b (up 2.2% from 3Q 2024). Net income: JP¥350.0m (up 5.1% from 3Q 2024). Profit margin: 18% (in line with 3Q 2024). Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has remained flat, which means it is well ahead of earnings.お知らせ • Dec 03ITmedia Inc. to Report Q3, 2025 Results on Feb 07, 2025ITmedia Inc. announced that they will report Q3, 2025 results on Feb 07, 2025Reported Earnings • Nov 02Second quarter 2025 earnings released: EPS: JP¥18.72 (vs JP¥22.14 in 2Q 2024)Second quarter 2025 results: EPS: JP¥18.72 (down from JP¥22.14 in 2Q 2024). Revenue: JP¥2.00b (down 2.0% from 2Q 2024). Net income: JP¥363.0m (down 17% from 2Q 2024). Profit margin: 18% (down from 21% in 2Q 2024). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has fallen by 11% per year, which means it is performing significantly worse than earnings.Declared Dividend • Nov 02Dividend of JP¥100.00 announcedShareholders will receive a dividend of JP¥100.00. Ex-date: 28th March 2025 Payment date: 9th June 2025 Dividend yield will be 6.3%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is not covered by earnings (137% earnings payout ratio) nor is it covered by cash flows (133% cash payout ratio). The dividend has increased by an average of 44% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 52% to bring the payout ratio under control. EPS is expected to grow by 42% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.お知らせ • Sep 21ITmedia Inc. to Report Q2, 2025 Results on Oct 31, 2024ITmedia Inc. announced that they will report Q2, 2025 results on Oct 31, 2024Price Target Changed • Aug 14Price target decreased by 9.5% to JP¥1,900Down from JP¥2,100, the current price target is provided by 1 analyst. New target price is 12% above last closing price of JP¥1,695. Stock is up 49% over the past year. The company is forecast to post earnings per share of JP¥73.20 for next year compared to JP¥76.93 last year.Reported Earnings • Aug 07First quarter 2025 earnings released: EPS: JP¥13.72 (vs JP¥14.14 in 1Q 2024)First quarter 2025 results: EPS: JP¥13.72 (down from JP¥14.14 in 1Q 2024). Revenue: JP¥1.85b (up 2.6% from 1Q 2024). Net income: JP¥266.0m (down 5.0% from 1Q 2024). Profit margin: 14% (down from 16% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.お知らせ • Aug 05+ 1 more updateITmedia Inc. Provides Second Quarter End Dividend Guidance for the Fiscal Year Ending March 31, 2025ITmedia Inc. provided second quarter end dividend guidance for the fiscal year ending March 31, 2025. For the second quarter end, the company expects dividend of JPY 0.00 per share compared to JPY 15.00 per share a year ago.Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to JP¥1,517, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 18x in the Interactive Media and Services industry in Japan. Total loss to shareholders of 15% over the past three years.お知らせ • Jun 28ITmedia Inc. to Report Q1, 2025 Results on Aug 05, 2024ITmedia Inc. announced that they will report Q1, 2025 results on Aug 05, 2024分析記事 • May 08ITmedia's (TSE:2148) Problems Go Beyond Weak ProfitThe subdued market reaction suggests that ITmedia Inc.'s ( TSE:2148 ) recent earnings didn't contain any surprises...New Risk • May 04New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 28% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (28% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (7.4% average weekly change).Upcoming Dividend • Mar 21Upcoming dividend of JP¥100.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 27 June 2024. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.2%). In line with average of industry peers (1.5%).分析記事 • Mar 02ITmedia's (TSE:2148) Shareholders Will Receive A Bigger Dividend Than Last YearThe board of ITmedia Inc. ( TSE:2148 ) has announced that it will be paying its dividend of ¥100.00 on the 27th of...お知らせ • Mar 02ITmedia Inc. to Report Fiscal Year 2024 Results on May 01, 2024ITmedia Inc. announced that they will report fiscal year 2024 results on May 01, 2024分析記事 • Feb 26ITmedia Inc.'s (TSE:2148) Shares Climb 84% But Its Business Is Yet to Catch UpThe ITmedia Inc. ( TSE:2148 ) share price has done very well over the last month, posting an excellent gain of 84...Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥17.32 (vs JP¥26.33 in 3Q 2023)Third quarter 2024 results: EPS: JP¥17.32 (down from JP¥26.33 in 3Q 2023). Revenue: JP¥1.93b (down 13% from 3Q 2023). Net income: JP¥334.0m (down 36% from 3Q 2023). Profit margin: 17% (down from 24% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 10.0% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.お知らせ • Feb 01ITmedia Inc. Provides Year-End Dividend Guidance for the Fiscal Year Ending March 31, 2024ITmedia Inc. provided year-end dividend guidance for the fiscal year ending March 31, 2024. For the year, the company expects to pay year-end dividend of JPY 100.00 per share against JPY 14.00 per share paid for the same period a year ago.New Risk • Feb 01New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.9% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Feb 01Investor sentiment improves as stock rises 29%After last week's 29% share price gain to JP¥1,359, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 22x in the Interactive Media and Services industry in Japan. Total loss to shareholders of 39% over the past three years.お知らせ • Nov 26ITmedia Inc. to Report Q3, 2024 Results on Jan 31, 2024ITmedia Inc. announced that they will report Q3, 2024 results on Jan 31, 2024Reported Earnings • Nov 02Second quarter 2024 earnings released: EPS: JP¥22.19 (vs JP¥26.14 in 2Q 2023)Second quarter 2024 results: EPS: JP¥22.19 (down from JP¥26.14 in 2Q 2023). Revenue: JP¥2.04b (down 8.4% from 2Q 2023). Net income: JP¥437.0m (down 16% from 2Q 2023). Profit margin: 21% (down from 23% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 30% per year, which means it is significantly lagging earnings.Upcoming Dividend • Sep 21Upcoming dividend of JP¥15.00 per share at 2.6% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 06 December 2023. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.4%).お知らせ • Aug 27ITmedia Inc. to Report Q2, 2024 Results on Oct 31, 2023ITmedia Inc. announced that they will report Q2, 2024 results on Oct 31, 2023Valuation Update With 7 Day Price Move • Aug 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,151, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 20x in the Interactive Media and Services industry in Japan. Total loss to shareholders of 51% over the past three years.New Risk • Aug 02New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 5.0% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. This is currently the only risk that has been identified for the company.Reported Earnings • Aug 01First quarter 2024 earnings released: EPS: JP¥14.14 (vs JP¥21.65 in 1Q 2023)First quarter 2024 results: EPS: JP¥14.14 (down from JP¥21.65 in 1Q 2023). Revenue: JP¥1.80b (down 9.0% from 1Q 2023). Net income: JP¥280.0m (down 35% from 1Q 2023). Profit margin: 16% (down from 22% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.お知らせ • Aug 01ITmedia Inc. (TSE:2148) announces an Equity Buyback for 500,000 shares, representing 2.4% for ¥650 million.ITmedia Inc. (TSE:2148) announces a share repurchase program. Under the program, the company will repurchase up to 500,000 shares, representing 2.40 % of its issued share capital (excluding treasury stock) for ¥800 million. The purpose of the program is to strengthen shareholder returns and flexibly to implement capital policies in response to changes in the business environment. The program will run until October 31, 2023. As of June 30, 2023, the company had 20,868,900 shares in issue (excluding treasury stock) and 1,072,098 shares in treasury.お知らせ • May 28ITmedia Inc. to Report Q1, 2024 Results on Jul 31, 2023ITmedia Inc. announced that they will report Q1, 2024 results on Jul 31, 2023Reported Earnings • Apr 29Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: JP¥99.79 (up from JP¥90.89 in FY 2022). Revenue: JP¥8.75b (up 8.2% from FY 2022). Net income: JP¥1.97b (up 9.7% from FY 2022). Profit margin: 23% (in line with FY 2022). Revenue missed analyst estimates by 3.2%. Earnings per share (EPS) also missed analyst estimates by 1.3%. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Mar 23Upcoming dividend of JP¥14.00 per share at 2.1% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 26 June 2023. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).お知らせ • Feb 01+ 1 more updateITmedia Inc. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2023ITmedia Inc. provided dividend guidance for the fiscal year ending March 31, 2023. For the period, the company expects dividend to be JPY 14.00 per share compared to JPY 12.00 per share a year ago.Reported Earnings • Feb 01Third quarter 2023 earnings released: EPS: JP¥26.33 (vs JP¥24.71 in 3Q 2022)Third quarter 2023 results: EPS: JP¥26.33 (up from JP¥24.71 in 3Q 2022). Revenue: JP¥2.21b (up 10% from 3Q 2022). Net income: JP¥521.0m (up 6.8% from 3Q 2022). Profit margin: 24% (in line with 3Q 2022). Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 27ITmedia Inc. to Report Q3, 2023 Results on Jan 31, 2023ITmedia Inc. announced that they will report Q3, 2023 results on Jan 31, 2023Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 5 experienced directors. 3 highly experienced directors. 4 independent directors (5 non-independent directors). Independent Outside Director Toshitada Takahashi was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Nov 02Second quarter 2023 earnings released: EPS: JP¥26.19 (vs JP¥23.49 in 2Q 2022)Second quarter 2023 results: EPS: JP¥26.19 (up from JP¥23.49 in 2Q 2022). Revenue: JP¥2.23b (up 14% from 2Q 2022). Net income: JP¥518.0m (up 11% from 2Q 2022). Profit margin: 23% (in line with 2Q 2022). Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 01ITmedia Inc. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2023ITmedia Inc. expected to pay dividend of JPY 14.00 per share for the fiscal year ending March 31, 2023 compared to JPY 12 per share paid a year ago.Upcoming Dividend • Sep 22Upcoming dividend of JP¥14.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 06 December 2022. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.5%).お知らせ • Aug 31ITmedia Inc. to Report Q2, 2023 Results on Oct 31, 2022ITmedia Inc. announced that they will report Q2, 2023 results on Oct 31, 2022Reported Earnings • Jul 31First quarter 2023 earnings released: EPS: JP¥21.65 (vs JP¥19.53 in 1Q 2022)First quarter 2023 results: EPS: JP¥21.65 (up from JP¥19.53 in 1Q 2022). Revenue: JP¥1.98b (up 13% from 1Q 2022). Net income: JP¥428.0m (up 11% from 1Q 2022). Profit margin: 22% (in line with 1Q 2022). Over the next year, revenue is forecast to grow 7.9%, compared to a 12% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 30Itmedia Inc. Announces Earnings Guidance for the Year Ending March 31, 2023ITmedia Inc. announced earnings guidance for the year ending March 31, 2023. For the year ending March 31, 2023, net sales to be ¥8,730 million. Operating profit to be ¥2,920 million. Profit to be ¥1,970 million or Basic earnings per share of ¥99.66.お知らせ • May 29ITmedia Inc. to Report Q1, 2023 Results on Jul 29, 2022ITmedia Inc. announced that they will report Q1, 2023 results on Jul 29, 2022お知らせ • May 02ITmedia Inc., Annual General Meeting, Jun 23, 2022ITmedia Inc., Annual General Meeting, Jun 23, 2022.Reported Earnings • Apr 30Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: JP¥90.89 (up from JP¥63.32 in FY 2021). Revenue: JP¥8.09b (up 17% from FY 2021). Net income: JP¥1.80b (up 43% from FY 2021). Profit margin: 22% (up from 18% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.9%. Earnings per share (EPS) also surpassed analyst estimates by 1.2%. Over the next year, revenue is forecast to grow 8.7%, compared to a 14% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 51% per year whereas the company’s share price has increased by 55% per year.Price Target Changed • Apr 27Price target increased to JP¥3,000Up from JP¥1,300, the current price target is an average from 2 analysts. New target price is 77% above last closing price of JP¥1,697. Stock is down 10% over the past year. The company is forecast to post earnings per share of JP¥89.85 for next year compared to JP¥63.32 last year.Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 5 experienced directors. 3 highly experienced directors. 4 independent directors (5 non-independent directors). Independent Outside Director Toshitada Takahashi was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Apr 07ITmedia Inc. to Report Fiscal Year 2022 Results on Apr 28, 2022ITmedia Inc. announced that they will report fiscal year 2022 results on Apr 28, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥11.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 25 June 2022. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.4%). In line with average of industry peers (1.3%).Reported Earnings • Feb 02Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥24.72 (up from JP¥20.08 in 3Q 2021). Revenue: JP¥2.00b (up 14% from 3Q 2021). Net income: JP¥488.3m (up 23% from 3Q 2021). Profit margin: 24% (up from 23% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Over the next year, revenue is forecast to grow 11%, compared to a 16% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has increased by 59% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Feb 01+ 1 more updateITmedia Inc. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2022ITmedia Inc. provided consolidated earnings guidance for the year ending March 31, 2022. For the year, the company expects revenue of ¥7,880 million, operating profit of ¥2,620 million, profit attributable to owners of parent of ¥1,770 million or ¥89.59.Reported Earnings • Oct 31Second quarter 2022 earnings released: EPS JP¥23.54 (vs JP¥16.95 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥1.96b (up 17% from 2Q 2021). Net income: JP¥468.0m (up 39% from 2Q 2021). Profit margin: 24% (up from 20% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has increased by 57% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Sep 22Upcoming dividend of JP¥11.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 07 December 2021. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.0%). In line with average of industry peers (1.0%).Reported Earnings • Jun 29Full year 2021 earnings released: EPS JP¥63.32 (vs JP¥34.78 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥6.89b (up 31% from FY 2020). Net income: JP¥1.26b (up 83% from FY 2020). Profit margin: 18% (up from 13% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has increased by 52% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jun 25ITmedia Inc. (TSE:2148) announces an Equity Buyback for 400,000 shares, representing 2.01% for ¥800 million.ITmedia Inc. (TSE:2148) announces a share repurchase program. Under the program, the company will repurchase up to 400,000 shares, representing 2.01% of its issued share capital (excluding treasury stock), at ¥2,000 per share, for ¥800 million. The purpose of the program is to strengthen shareholder returns and flexibly to implement capital policies in response to changes in the business environment. The program will run until October 31, 2021. As of May 31, 2021, the company had 19,931,726 shares in issue (excluding treasury stock) and 600,874 shares in treasury.お知らせ • May 28ITmedia Inc. (TSE:2148) agreed to acquire RPA BANK, Inc from RPA Holdings, Inc. (TSE:6572).ITmedia Inc. (TSE:2148) agreed to acquire RPA BANK, Inc from RPA Holdings, Inc. (TSE:6572) on May 27, 2021. The transaction is expected to complete on September 1, 2021.Valuation Update With 7 Day Price Move • May 17Investor sentiment deteriorated over the past weekAfter last week's 21% share price decline to JP¥1,580, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 33x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 131% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,754 per share.Major Estimate Revision • May 07Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate increased from JP¥80.14 to JP¥90.82. Revenue forecast unchanged at JP¥8.70b. Net income forecast to grow 43% next year vs 16% growth forecast for Interactive Media and Services industry in Japan. Consensus price target of JP¥3,000 unchanged from last update. Share price was steady at JP¥1,929 over the past week.Reported Earnings • May 03Full year 2021 earnings released: EPS JP¥63.32 (vs JP¥34.78 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥6.89b (up 31% from FY 2020). Net income: JP¥1.26b (up 83% from FY 2020). Profit margin: 18% (up from 13% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 38% per year whereas the company’s share price has increased by 39% per year.Upcoming Dividend • Mar 23Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 26 June 2021. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (2.7%). Lower than average of industry peers (1.2%).お知らせ • Mar 04ITmedia Inc. to Report Fiscal Year 2021 Results on Apr 30, 2021ITmedia Inc. announced that they will report fiscal year 2021 results on Apr 30, 2021Is New 90 Day High Low • Feb 15New 90-day low: JP¥2,053The company is down 7.0% from its price of JP¥2,205 on 17 November 2020. The Japanese market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Interactive Media and Services industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥2,522 per share.お知らせ • Jan 30ITmedia Inc. to Report Q3, 2021 Results on Jan 28, 2021ITmedia Inc. announced that they will report Q3, 2021 results on Jan 28, 2021Analyst Estimate Surprise Post Earnings • Jan 30Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 5.6%. Earnings per share (EPS) also surpassed analyst estimates by 4.5%. Over the next year, revenue is forecast to grow 16%, compared to a 12% growth forecast for the Interactive Media and Services industry in Japan.Reported Earnings • Jan 30Third quarter 2021 earnings released: EPS JP¥20.17 (vs JP¥13.93 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥1.75b (up 31% from 3Q 2020). Net income: JP¥399.8m (up 45% from 3Q 2020). Profit margin: 23% (up from 21% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has increased by 42% per year, which means it is tracking significantly ahead of earnings growth.Is New 90 Day High Low • Jan 28New 90-day low: JP¥2,094The company is down 13% from its price of JP¥2,413 on 30 October 2020. The Japanese market is up 15% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Interactive Media and Services industry, which is down 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥2,533 per share.Is New 90 Day High Low • Dec 22New 90-day low: JP¥2,104The company is down 20% from its price of JP¥2,621 on 23 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Interactive Media and Services industry, which is down 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥2,531 per share.収支内訳ITmedia 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TSE:2148 収益、費用、利益 ( )JPY Millions日付収益収益G+A経費研究開発費31 Mar 268,3111,1913,329031 Dec 258,1921,3053,199030 Sep 258,1741,3893,111030 Jun 258,1581,4733,043031 Mar 258,1001,4963,003031 Dec 248,0501,4302,970030 Sep 248,0071,4132,910030 Jun 248,0481,4872,846031 Mar 248,0011,5012,794031 Dec 238,1041,5582,831030 Sep 238,3871,7452,823030 Jun 238,5741,8262,839031 Mar 238,7521,9742,789031 Dec 228,7941,9242,839030 Sep 228,5871,8912,771030 Jun 228,3171,8412,696031 Mar 228,0921,8002,652031 Dec 217,7521,6442,640030 Sep 217,4991,5552,584030 Jun 217,2211,4242,551031 Mar 216,8911,2552,522031 Dec 206,3561,1392,318030 Sep 205,9411,0172,258030 Jun 205,5748542,196031 Mar 205,2786872,099031 Dec 195,2455952,032030 Sep 195,0974202,030030 Jun 194,9823541,982031 Mar 194,9503761,996031 Dec 184,7914401,959030 Sep 184,8055051,929030 Jun 184,7355161,938031 Mar 184,6084941,917031 Dec 174,5675111,918030 Sep 174,3804301,925030 Jun 174,4014591,960031 Mar 174,4514752,001031 Dec 164,3904261,862030 Sep 164,5415111,867030 Jun 164,4805061,825031 Mar 164,3765271,746031 Dec 154,0685021,706030 Sep 153,7304441,582030 Jun 153,4393711,4760質の高い収益: 2148は 高品質の収益 を持っています。利益率の向上: 2148の現在の純利益率 (14.3%)は、昨年(18.5%)よりも低くなっています。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: 2148の収益は過去 5 年間で年間4.1%減少しました。成長の加速: 2148は過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: 2148は過去 1 年間で収益成長率がマイナス ( -20.4% ) となったため、 Interactive Media and Services業界平均 ( 16.5% ) と比較することが困難です。株主資本利益率高いROE: 2148の 自己資本利益率 ( 13.7% ) 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2026/06/28 06:13終値2026/06/26 00:00収益2026/03/31年間収益2026/03/31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この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。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ITmedia Inc. 1 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。4 アナリスト機関Taro IshiharaDaiwa Securities Co. Ltd.Nobuo KurahashiIchiyoshi Research Institute Inc.Michihiro AshiyaMizuho Securities Co., Ltd.1 その他のアナリストを表示
お知らせ • Jun 01ITmedia Inc. to Report Q1, 2027 Results on Aug 03, 2026ITmedia Inc. announced that they will report Q1, 2027 results at 3:00 PM, Tokyo Standard Time on Aug 03, 2026
Reported Earnings • May 06Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥61.31 (down from JP¥77.16 in FY 2025). Revenue: JP¥8.31b (up 2.6% from FY 2025). Net income: JP¥1.19b (down 20% from FY 2025). Profit margin: 14% (down from 19% in FY 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.9%. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
お知らせ • Apr 22ITmedia Inc. to Report Fiscal Year 2026 Results on May 01, 2026ITmedia Inc. announced that they will report fiscal year 2026 results on May 01, 2026
Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: JP¥13.75 (vs JP¥18.04 in 3Q 2025)Third quarter 2026 results: EPS: JP¥13.75 (down from JP¥18.04 in 3Q 2025). Revenue: JP¥1.99b (flat on 3Q 2025). Net income: JP¥267.0m (down 24% from 3Q 2025). Profit margin: 13% (down from 18% in 3Q 2025). Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
お知らせ • Dec 03ITmedia Inc. to Report Q3, 2026 Results on Feb 06, 2026ITmedia Inc. announced that they will report Q3, 2026 results on Feb 06, 2026
Reported Earnings • Nov 01Second quarter 2026 earnings released: EPS: JP¥14.39 (vs JP¥18.72 in 2Q 2025)Second quarter 2026 results: EPS: JP¥14.39 (down from JP¥18.72 in 2Q 2025). Revenue: JP¥2.01b (flat on 2Q 2025). Net income: JP¥279.5m (down 23% from 2Q 2025). Profit margin: 14% (down from 18% in 2Q 2025). Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
お知らせ • Jun 01ITmedia Inc. to Report Q1, 2027 Results on Aug 03, 2026ITmedia Inc. announced that they will report Q1, 2027 results at 3:00 PM, Tokyo Standard Time on Aug 03, 2026
Valuation Update With 7 Day Price Move • May 11Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥1,292, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 14x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 19% over the past three years.
Reported Earnings • May 06Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥61.31 (down from JP¥77.16 in FY 2025). Revenue: JP¥8.31b (up 2.6% from FY 2025). Net income: JP¥1.19b (down 20% from FY 2025). Profit margin: 14% (down from 19% in FY 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.9%. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
お知らせ • May 01ITmedia Inc., Annual General Meeting, Jun 25, 2026ITmedia Inc., Annual General Meeting, Jun 25, 2026.
お知らせ • Apr 22ITmedia Inc. to Report Fiscal Year 2026 Results on May 01, 2026ITmedia Inc. announced that they will report fiscal year 2026 results on May 01, 2026
お知らせ • Apr 03ITmedia Inc. (TSE:2148) completed the acquisition of Majisemi Co., Ltd. from Yuichi Terada, Naomi Ishihara.ITmedia Inc. (TSE:2148) agreed to acquire Majisemi Co., Ltd. from Yuichi Terada, Naomi Ishihara for ¥2.3 billion on January 29, 2026. A cash consideration of ¥2.3 billion will be paid by ITmedia Inc. As part of consideration, ¥2.3 billion is paid towards common equity of Majisemi Co., Ltd. The expected completion of the transaction is April 1, 2026. ITmedia Inc. (TSE:2148) completed the acquisition of Majisemi Co., Ltd. from Yuichi Terada, Naomi Ishihara on April 1, 2026.
Valuation Update With 7 Day Price Move • Mar 31Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥1,600, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 14x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 35% over the past three years.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥100.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 08 June 2026. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 5.3%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.0%).
Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: JP¥13.75 (vs JP¥18.04 in 3Q 2025)Third quarter 2026 results: EPS: JP¥13.75 (down from JP¥18.04 in 3Q 2025). Revenue: JP¥1.99b (flat on 3Q 2025). Net income: JP¥267.0m (down 24% from 3Q 2025). Profit margin: 13% (down from 18% in 3Q 2025). Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
分析記事 • Jan 30ITmedia (TSE:2148) Is Paying Out A Dividend Of ¥100.00ITmedia Inc. ( TSE:2148 ) has announced that it will pay a dividend of ¥100.00 per share on the 8th of June. Based on...
お知らせ • Jan 30ITmedia Inc. (TSE:2148) agreed to acquire Majisemi Co., Ltd. from Yuichi Terada, Naomi Ishihara for ¥2.3 billion.ITmedia Inc. (TSE:2148) agreed to acquire Majisemi Co., Ltd. from Yuichi Terada, Naomi Ishihara for ¥2.3 billion on January 29, 2026. A cash consideration of ¥2.3 billion will be paid by ITmedia Inc. As part of consideration, ¥2.3 billion is paid towards common equity of Majisemi Co., Ltd. The expected completion of the transaction is April 1, 2026.
分析記事 • Dec 03ITmedia (TSE:2148) Is Paying Out A Dividend Of ¥100.00ITmedia Inc. ( TSE:2148 ) has announced that it will pay a dividend of ¥100.00 per share on the 8th of June. This makes...
お知らせ • Dec 03ITmedia Inc. to Report Q3, 2026 Results on Feb 06, 2026ITmedia Inc. announced that they will report Q3, 2026 results on Feb 06, 2026
Major Estimate Revision • Nov 19Consensus EPS estimates fall by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from JP¥8.43b to JP¥8.29b. EPS estimate also fell from JP¥74.20 per share to JP¥64.90 per share. Net income forecast to shrink 6.0% next year vs 8.7% growth forecast for Interactive Media and Services industry in Japan . Consensus price target of JP¥1,800 unchanged from last update. Share price fell 3.4% to JP¥1,523 over the past week.
分析記事 • Nov 02ITmedia (TSE:2148) Will Pay A Dividend Of ¥100.00ITmedia Inc. ( TSE:2148 ) has announced that it will pay a dividend of ¥100.00 per share on the 8th of June. This means...
Declared Dividend • Nov 02Dividend of JP¥100.00 announcedDividend of JP¥100.00 is the same as last year. Ex-date: 30th March 2026 Payment date: 8th June 2026 Dividend yield will be 6.2%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is not covered by earnings (140% earnings payout ratio) nor is it covered by cash flows (137% cash payout ratio). The dividend has increased by an average of 41% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 55% to bring the payout ratio under control. EPS is expected to grow by 41% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
Reported Earnings • Nov 01Second quarter 2026 earnings released: EPS: JP¥14.39 (vs JP¥18.72 in 2Q 2025)Second quarter 2026 results: EPS: JP¥14.39 (down from JP¥18.72 in 2Q 2025). Revenue: JP¥2.01b (flat on 2Q 2025). Net income: JP¥279.5m (down 23% from 2Q 2025). Profit margin: 14% (down from 18% in 2Q 2025). Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
Buy Or Sell Opportunity • Oct 15Now 21% overvaluedThe stock has been flat over the last 90 days, currently trading at JP¥1,598. The fair value is estimated to be JP¥1,325, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 2.7% over the last 3 years. Earnings per share has declined by 11%. For the next 3 years, revenue is forecast to grow by 7.7% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
お知らせ • Sep 03ITmedia Inc. to Report Q2, 2026 Results on Oct 31, 2025ITmedia Inc. announced that they will report Q2, 2026 results on Oct 31, 2025
お知らせ • Aug 05ITmedia Inc. Reaffirms Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2026ITmedia Inc. reaffirmed consolidated earnings guidance for the fiscal year ending March 31, 2026. For the full year, the company expects net sales of JPY 8,500 million. Operating profit is expected to be JPY 2,100 million. Net income attributable to owners of parent is expected to be JPY 1,500 million. Basic earnings per share is expected to be JPY 77.26. The performance for the first quarter of the current fiscal year is progressing within the planned range. Therefore there is no change to the forecast figures announced on May 1, 2025.
Reported Earnings • Aug 05First quarter 2026 earnings released: EPS: JP¥12.47 (vs JP¥16.24 in 1Q 2025)First quarter 2026 results: EPS: JP¥12.47 (down from JP¥16.24 in 1Q 2025). Revenue: JP¥1.91b (flat on 1Q 2025). Net income: JP¥242.0m (down 23% from 1Q 2025). Profit margin: 13% (down from 16% in 1Q 2025). Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
Board Change • Jul 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 7 highly experienced directors. Independent Outside Director Keiko Hamada was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jun 05ITmedia Inc. to Report Q1, 2026 Results on Aug 04, 2025ITmedia Inc. announced that they will report Q1, 2026 results on Aug 04, 2025
Reported Earnings • May 02Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥77.16. Revenue: JP¥8.10b (up 1.2% from FY 2024). Net income: JP¥1.50b (flat on FY 2024). Profit margin: 19% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 8.4%. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Interactive Media and Services industry in Japan.
お知らせ • May 01ITmedia Inc., Annual General Meeting, Jun 26, 2025ITmedia Inc., Annual General Meeting, Jun 26, 2025.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥100.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 09 June 2025. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 6.1%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.6%).
お知らせ • Mar 04ITmedia Inc. to Report Fiscal Year 2025 Results on May 01, 2025ITmedia Inc. announced that they will report fiscal year 2025 results on May 01, 2025
分析記事 • Feb 14Some May Be Optimistic About ITmedia's (TSE:2148) EarningsShareholders appeared unconcerned with ITmedia Inc.'s ( TSE:2148 ) lackluster earnings report last week. Our analysis...
Reported Earnings • Feb 08Third quarter 2025 earnings released: EPS: JP¥18.05 (vs JP¥17.27 in 3Q 2024)Third quarter 2025 results: EPS: JP¥18.05 (up from JP¥17.27 in 3Q 2024). Revenue: JP¥1.97b (up 2.2% from 3Q 2024). Net income: JP¥350.0m (up 5.1% from 3Q 2024). Profit margin: 18% (in line with 3Q 2024). Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
お知らせ • Dec 03ITmedia Inc. to Report Q3, 2025 Results on Feb 07, 2025ITmedia Inc. announced that they will report Q3, 2025 results on Feb 07, 2025
Reported Earnings • Nov 02Second quarter 2025 earnings released: EPS: JP¥18.72 (vs JP¥22.14 in 2Q 2024)Second quarter 2025 results: EPS: JP¥18.72 (down from JP¥22.14 in 2Q 2024). Revenue: JP¥2.00b (down 2.0% from 2Q 2024). Net income: JP¥363.0m (down 17% from 2Q 2024). Profit margin: 18% (down from 21% in 2Q 2024). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has fallen by 11% per year, which means it is performing significantly worse than earnings.
Declared Dividend • Nov 02Dividend of JP¥100.00 announcedShareholders will receive a dividend of JP¥100.00. Ex-date: 28th March 2025 Payment date: 9th June 2025 Dividend yield will be 6.3%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is not covered by earnings (137% earnings payout ratio) nor is it covered by cash flows (133% cash payout ratio). The dividend has increased by an average of 44% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 52% to bring the payout ratio under control. EPS is expected to grow by 42% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
お知らせ • Sep 21ITmedia Inc. to Report Q2, 2025 Results on Oct 31, 2024ITmedia Inc. announced that they will report Q2, 2025 results on Oct 31, 2024
Price Target Changed • Aug 14Price target decreased by 9.5% to JP¥1,900Down from JP¥2,100, the current price target is provided by 1 analyst. New target price is 12% above last closing price of JP¥1,695. Stock is up 49% over the past year. The company is forecast to post earnings per share of JP¥73.20 for next year compared to JP¥76.93 last year.
Reported Earnings • Aug 07First quarter 2025 earnings released: EPS: JP¥13.72 (vs JP¥14.14 in 1Q 2024)First quarter 2025 results: EPS: JP¥13.72 (down from JP¥14.14 in 1Q 2024). Revenue: JP¥1.85b (up 2.6% from 1Q 2024). Net income: JP¥266.0m (down 5.0% from 1Q 2024). Profit margin: 14% (down from 16% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
お知らせ • Aug 05+ 1 more updateITmedia Inc. Provides Second Quarter End Dividend Guidance for the Fiscal Year Ending March 31, 2025ITmedia Inc. provided second quarter end dividend guidance for the fiscal year ending March 31, 2025. For the second quarter end, the company expects dividend of JPY 0.00 per share compared to JPY 15.00 per share a year ago.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to JP¥1,517, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 18x in the Interactive Media and Services industry in Japan. Total loss to shareholders of 15% over the past three years.
お知らせ • Jun 28ITmedia Inc. to Report Q1, 2025 Results on Aug 05, 2024ITmedia Inc. announced that they will report Q1, 2025 results on Aug 05, 2024
分析記事 • May 08ITmedia's (TSE:2148) Problems Go Beyond Weak ProfitThe subdued market reaction suggests that ITmedia Inc.'s ( TSE:2148 ) recent earnings didn't contain any surprises...
New Risk • May 04New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 28% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (28% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (7.4% average weekly change).
Upcoming Dividend • Mar 21Upcoming dividend of JP¥100.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 27 June 2024. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.2%). In line with average of industry peers (1.5%).
分析記事 • Mar 02ITmedia's (TSE:2148) Shareholders Will Receive A Bigger Dividend Than Last YearThe board of ITmedia Inc. ( TSE:2148 ) has announced that it will be paying its dividend of ¥100.00 on the 27th of...
お知らせ • Mar 02ITmedia Inc. to Report Fiscal Year 2024 Results on May 01, 2024ITmedia Inc. announced that they will report fiscal year 2024 results on May 01, 2024
分析記事 • Feb 26ITmedia Inc.'s (TSE:2148) Shares Climb 84% But Its Business Is Yet to Catch UpThe ITmedia Inc. ( TSE:2148 ) share price has done very well over the last month, posting an excellent gain of 84...
Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥17.32 (vs JP¥26.33 in 3Q 2023)Third quarter 2024 results: EPS: JP¥17.32 (down from JP¥26.33 in 3Q 2023). Revenue: JP¥1.93b (down 13% from 3Q 2023). Net income: JP¥334.0m (down 36% from 3Q 2023). Profit margin: 17% (down from 24% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 10.0% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
お知らせ • Feb 01ITmedia Inc. Provides Year-End Dividend Guidance for the Fiscal Year Ending March 31, 2024ITmedia Inc. provided year-end dividend guidance for the fiscal year ending March 31, 2024. For the year, the company expects to pay year-end dividend of JPY 100.00 per share against JPY 14.00 per share paid for the same period a year ago.
New Risk • Feb 01New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.9% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Feb 01Investor sentiment improves as stock rises 29%After last week's 29% share price gain to JP¥1,359, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 22x in the Interactive Media and Services industry in Japan. Total loss to shareholders of 39% over the past three years.
お知らせ • Nov 26ITmedia Inc. to Report Q3, 2024 Results on Jan 31, 2024ITmedia Inc. announced that they will report Q3, 2024 results on Jan 31, 2024
Reported Earnings • Nov 02Second quarter 2024 earnings released: EPS: JP¥22.19 (vs JP¥26.14 in 2Q 2023)Second quarter 2024 results: EPS: JP¥22.19 (down from JP¥26.14 in 2Q 2023). Revenue: JP¥2.04b (down 8.4% from 2Q 2023). Net income: JP¥437.0m (down 16% from 2Q 2023). Profit margin: 21% (down from 23% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 30% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥15.00 per share at 2.6% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 06 December 2023. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.4%).
お知らせ • Aug 27ITmedia Inc. to Report Q2, 2024 Results on Oct 31, 2023ITmedia Inc. announced that they will report Q2, 2024 results on Oct 31, 2023
Valuation Update With 7 Day Price Move • Aug 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,151, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 20x in the Interactive Media and Services industry in Japan. Total loss to shareholders of 51% over the past three years.
New Risk • Aug 02New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 5.0% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. This is currently the only risk that has been identified for the company.
Reported Earnings • Aug 01First quarter 2024 earnings released: EPS: JP¥14.14 (vs JP¥21.65 in 1Q 2023)First quarter 2024 results: EPS: JP¥14.14 (down from JP¥21.65 in 1Q 2023). Revenue: JP¥1.80b (down 9.0% from 1Q 2023). Net income: JP¥280.0m (down 35% from 1Q 2023). Profit margin: 16% (down from 22% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.
お知らせ • Aug 01ITmedia Inc. (TSE:2148) announces an Equity Buyback for 500,000 shares, representing 2.4% for ¥650 million.ITmedia Inc. (TSE:2148) announces a share repurchase program. Under the program, the company will repurchase up to 500,000 shares, representing 2.40 % of its issued share capital (excluding treasury stock) for ¥800 million. The purpose of the program is to strengthen shareholder returns and flexibly to implement capital policies in response to changes in the business environment. The program will run until October 31, 2023. As of June 30, 2023, the company had 20,868,900 shares in issue (excluding treasury stock) and 1,072,098 shares in treasury.
お知らせ • May 28ITmedia Inc. to Report Q1, 2024 Results on Jul 31, 2023ITmedia Inc. announced that they will report Q1, 2024 results on Jul 31, 2023
Reported Earnings • Apr 29Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: JP¥99.79 (up from JP¥90.89 in FY 2022). Revenue: JP¥8.75b (up 8.2% from FY 2022). Net income: JP¥1.97b (up 9.7% from FY 2022). Profit margin: 23% (in line with FY 2022). Revenue missed analyst estimates by 3.2%. Earnings per share (EPS) also missed analyst estimates by 1.3%. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥14.00 per share at 2.1% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 26 June 2023. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).
お知らせ • Feb 01+ 1 more updateITmedia Inc. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2023ITmedia Inc. provided dividend guidance for the fiscal year ending March 31, 2023. For the period, the company expects dividend to be JPY 14.00 per share compared to JPY 12.00 per share a year ago.
Reported Earnings • Feb 01Third quarter 2023 earnings released: EPS: JP¥26.33 (vs JP¥24.71 in 3Q 2022)Third quarter 2023 results: EPS: JP¥26.33 (up from JP¥24.71 in 3Q 2022). Revenue: JP¥2.21b (up 10% from 3Q 2022). Net income: JP¥521.0m (up 6.8% from 3Q 2022). Profit margin: 24% (in line with 3Q 2022). Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 27ITmedia Inc. to Report Q3, 2023 Results on Jan 31, 2023ITmedia Inc. announced that they will report Q3, 2023 results on Jan 31, 2023
Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 5 experienced directors. 3 highly experienced directors. 4 independent directors (5 non-independent directors). Independent Outside Director Toshitada Takahashi was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Nov 02Second quarter 2023 earnings released: EPS: JP¥26.19 (vs JP¥23.49 in 2Q 2022)Second quarter 2023 results: EPS: JP¥26.19 (up from JP¥23.49 in 2Q 2022). Revenue: JP¥2.23b (up 14% from 2Q 2022). Net income: JP¥518.0m (up 11% from 2Q 2022). Profit margin: 23% (in line with 2Q 2022). Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Interactive Media and Services industry in Japan. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 29% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 01ITmedia Inc. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2023ITmedia Inc. expected to pay dividend of JPY 14.00 per share for the fiscal year ending March 31, 2023 compared to JPY 12 per share paid a year ago.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥14.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 06 December 2022. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.5%).
お知らせ • Aug 31ITmedia Inc. to Report Q2, 2023 Results on Oct 31, 2022ITmedia Inc. announced that they will report Q2, 2023 results on Oct 31, 2022
Reported Earnings • Jul 31First quarter 2023 earnings released: EPS: JP¥21.65 (vs JP¥19.53 in 1Q 2022)First quarter 2023 results: EPS: JP¥21.65 (up from JP¥19.53 in 1Q 2022). Revenue: JP¥1.98b (up 13% from 1Q 2022). Net income: JP¥428.0m (up 11% from 1Q 2022). Profit margin: 22% (in line with 1Q 2022). Over the next year, revenue is forecast to grow 7.9%, compared to a 12% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 30Itmedia Inc. Announces Earnings Guidance for the Year Ending March 31, 2023ITmedia Inc. announced earnings guidance for the year ending March 31, 2023. For the year ending March 31, 2023, net sales to be ¥8,730 million. Operating profit to be ¥2,920 million. Profit to be ¥1,970 million or Basic earnings per share of ¥99.66.
お知らせ • May 29ITmedia Inc. to Report Q1, 2023 Results on Jul 29, 2022ITmedia Inc. announced that they will report Q1, 2023 results on Jul 29, 2022
お知らせ • May 02ITmedia Inc., Annual General Meeting, Jun 23, 2022ITmedia Inc., Annual General Meeting, Jun 23, 2022.
Reported Earnings • Apr 30Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: JP¥90.89 (up from JP¥63.32 in FY 2021). Revenue: JP¥8.09b (up 17% from FY 2021). Net income: JP¥1.80b (up 43% from FY 2021). Profit margin: 22% (up from 18% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.9%. Earnings per share (EPS) also surpassed analyst estimates by 1.2%. Over the next year, revenue is forecast to grow 8.7%, compared to a 14% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 51% per year whereas the company’s share price has increased by 55% per year.
Price Target Changed • Apr 27Price target increased to JP¥3,000Up from JP¥1,300, the current price target is an average from 2 analysts. New target price is 77% above last closing price of JP¥1,697. Stock is down 10% over the past year. The company is forecast to post earnings per share of JP¥89.85 for next year compared to JP¥63.32 last year.
Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 5 experienced directors. 3 highly experienced directors. 4 independent directors (5 non-independent directors). Independent Outside Director Toshitada Takahashi was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Apr 07ITmedia Inc. to Report Fiscal Year 2022 Results on Apr 28, 2022ITmedia Inc. announced that they will report fiscal year 2022 results on Apr 28, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥11.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 25 June 2022. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.4%). In line with average of industry peers (1.3%).
Reported Earnings • Feb 02Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥24.72 (up from JP¥20.08 in 3Q 2021). Revenue: JP¥2.00b (up 14% from 3Q 2021). Net income: JP¥488.3m (up 23% from 3Q 2021). Profit margin: 24% (up from 23% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Over the next year, revenue is forecast to grow 11%, compared to a 16% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has increased by 59% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Feb 01+ 1 more updateITmedia Inc. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2022ITmedia Inc. provided consolidated earnings guidance for the year ending March 31, 2022. For the year, the company expects revenue of ¥7,880 million, operating profit of ¥2,620 million, profit attributable to owners of parent of ¥1,770 million or ¥89.59.
Reported Earnings • Oct 31Second quarter 2022 earnings released: EPS JP¥23.54 (vs JP¥16.95 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥1.96b (up 17% from 2Q 2021). Net income: JP¥468.0m (up 39% from 2Q 2021). Profit margin: 24% (up from 20% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has increased by 57% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥11.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 07 December 2021. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.0%). In line with average of industry peers (1.0%).
Reported Earnings • Jun 29Full year 2021 earnings released: EPS JP¥63.32 (vs JP¥34.78 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥6.89b (up 31% from FY 2020). Net income: JP¥1.26b (up 83% from FY 2020). Profit margin: 18% (up from 13% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has increased by 52% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jun 25ITmedia Inc. (TSE:2148) announces an Equity Buyback for 400,000 shares, representing 2.01% for ¥800 million.ITmedia Inc. (TSE:2148) announces a share repurchase program. Under the program, the company will repurchase up to 400,000 shares, representing 2.01% of its issued share capital (excluding treasury stock), at ¥2,000 per share, for ¥800 million. The purpose of the program is to strengthen shareholder returns and flexibly to implement capital policies in response to changes in the business environment. The program will run until October 31, 2021. As of May 31, 2021, the company had 19,931,726 shares in issue (excluding treasury stock) and 600,874 shares in treasury.
お知らせ • May 28ITmedia Inc. (TSE:2148) agreed to acquire RPA BANK, Inc from RPA Holdings, Inc. (TSE:6572).ITmedia Inc. (TSE:2148) agreed to acquire RPA BANK, Inc from RPA Holdings, Inc. (TSE:6572) on May 27, 2021. The transaction is expected to complete on September 1, 2021.
Valuation Update With 7 Day Price Move • May 17Investor sentiment deteriorated over the past weekAfter last week's 21% share price decline to JP¥1,580, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 33x in the Interactive Media and Services industry in Japan. Total returns to shareholders of 131% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,754 per share.
Major Estimate Revision • May 07Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate increased from JP¥80.14 to JP¥90.82. Revenue forecast unchanged at JP¥8.70b. Net income forecast to grow 43% next year vs 16% growth forecast for Interactive Media and Services industry in Japan. Consensus price target of JP¥3,000 unchanged from last update. Share price was steady at JP¥1,929 over the past week.
Reported Earnings • May 03Full year 2021 earnings released: EPS JP¥63.32 (vs JP¥34.78 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥6.89b (up 31% from FY 2020). Net income: JP¥1.26b (up 83% from FY 2020). Profit margin: 18% (up from 13% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 38% per year whereas the company’s share price has increased by 39% per year.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 26 June 2021. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (2.7%). Lower than average of industry peers (1.2%).
お知らせ • Mar 04ITmedia Inc. to Report Fiscal Year 2021 Results on Apr 30, 2021ITmedia Inc. announced that they will report fiscal year 2021 results on Apr 30, 2021
Is New 90 Day High Low • Feb 15New 90-day low: JP¥2,053The company is down 7.0% from its price of JP¥2,205 on 17 November 2020. The Japanese market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Interactive Media and Services industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥2,522 per share.
お知らせ • Jan 30ITmedia Inc. to Report Q3, 2021 Results on Jan 28, 2021ITmedia Inc. announced that they will report Q3, 2021 results on Jan 28, 2021
Analyst Estimate Surprise Post Earnings • Jan 30Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 5.6%. Earnings per share (EPS) also surpassed analyst estimates by 4.5%. Over the next year, revenue is forecast to grow 16%, compared to a 12% growth forecast for the Interactive Media and Services industry in Japan.
Reported Earnings • Jan 30Third quarter 2021 earnings released: EPS JP¥20.17 (vs JP¥13.93 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥1.75b (up 31% from 3Q 2020). Net income: JP¥399.8m (up 45% from 3Q 2020). Profit margin: 23% (up from 21% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has increased by 42% per year, which means it is tracking significantly ahead of earnings growth.
Is New 90 Day High Low • Jan 28New 90-day low: JP¥2,094The company is down 13% from its price of JP¥2,413 on 30 October 2020. The Japanese market is up 15% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Interactive Media and Services industry, which is down 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥2,533 per share.
Is New 90 Day High Low • Dec 22New 90-day low: JP¥2,104The company is down 20% from its price of JP¥2,621 on 23 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Interactive Media and Services industry, which is down 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥2,531 per share.