Broadmedia（4347）株式概要ブロードメディア株式会社は、日本で情報技術およびコンテンツ配信事業を行っている。 詳細4347 ファンダメンタル分析スノーフレーク・スコア評価0/6将来の成長2/6過去の実績3/6財務の健全性5/6配当金3/6報酬収益は年間11.7%増加すると予測されています 過去1年間で収益は133.4%増加しました リスク分析高いレベルの非現金収入 意味のある時価総額がありません ( ¥15B )すべてのリスクチェックを見る4347 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueJP¥Current PriceJP¥2.01k5.3% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-1b19b2016201920222025202620282031Revenue JP¥19.1bEarnings JP¥945.4mAdvancedSet Fair ValueView all narrativesBroadmedia Corporation 競合他社FibergateSymbol: TSE:9450Market cap: JP¥13.7bBENEFIT JAPANSymbol: TSE:3934Market cap: JP¥12.9bFreeBitSymbol: TSE:3843Market cap: JP¥32.0bBroad EnterpriseLtdSymbol: TSE:4415Market cap: JP¥7.7b価格と性能株価の高値、安値、推移の概要Broadmedia過去の株価現在の株価JP¥2,008.0052週高値JP¥2,489.0052週安値JP¥1,575.00ベータ0.111ヶ月の変化-11.03%3ヶ月変化-3.69%1年変化17.50%3年間の変化46.68%5年間の変化154.18%IPOからの変化-14.55%最新ニュース分析記事 • May 19We Think That There Are Issues Underlying Broadmedia's (TSE:4347) EarningsBroadmedia Corporation's ( TSE:4347 ) robust earnings report didn't manage to move the market for its stock. Our...Reported Earnings • May 13Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥110 (up from JP¥46.82 in FY 2025). Revenue: JP¥15.8b (up 1.7% from FY 2025). Net income: JP¥782.0m (up 133% from FY 2025). Profit margin: 5.0% (up from 2.2% in FY 2025). The increase in margin was primarily driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.6%. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.お知らせ • May 12Broadmedia Corporation, Annual General Meeting, Jun 26, 2026Broadmedia Corporation, Annual General Meeting, Jun 26, 2026.お知らせ • May 09Broadmedia Corporation to Report Fiscal Year 2026 Results on May 12, 2026Broadmedia Corporation announced that they will report fiscal year 2026 results on May 12, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 30 June 2026. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (3.2%).お知らせ • Feb 26CyberAgent, Inc. (TSE:4751) agreed to acquire 51.60% stake in Fishing Vision Co., Ltd. from Broadmedia Corporation (TSE:4347).CyberAgent, Inc. (TSE:4751) agreed to acquire 51.60% stake in Fishing Vision Co., Ltd. from Broadmedia Corporation (TSE:4347) on February 25, 2026. For the period ending March 31, 2025, Fishing Vision Co., Ltd. reported total revenue of ¥2.33 billion, EBIT of ¥106 million and net income of ¥70 million. As of March 31, 2025, Fishing Vision Co., Ltd. reported total assets of ¥2.67 billion and total common equity of ¥2.38 billion. The expected completion of the transaction is March 31, 2026.最新情報をもっと見るRecent updates分析記事 • May 19We Think That There Are Issues Underlying Broadmedia's (TSE:4347) EarningsBroadmedia Corporation's ( TSE:4347 ) robust earnings report didn't manage to move the market for its stock. Our...Reported Earnings • May 13Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥110 (up from JP¥46.82 in FY 2025). Revenue: JP¥15.8b (up 1.7% from FY 2025). Net income: JP¥782.0m (up 133% from FY 2025). Profit margin: 5.0% (up from 2.2% in FY 2025). The increase in margin was primarily driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.6%. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.お知らせ • May 12Broadmedia Corporation, Annual General Meeting, Jun 26, 2026Broadmedia Corporation, Annual General Meeting, Jun 26, 2026.お知らせ • May 09Broadmedia Corporation to Report Fiscal Year 2026 Results on May 12, 2026Broadmedia Corporation announced that they will report fiscal year 2026 results on May 12, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 30 June 2026. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (3.2%).お知らせ • Feb 26CyberAgent, Inc. (TSE:4751) agreed to acquire 51.60% stake in Fishing Vision Co., Ltd. from Broadmedia Corporation (TSE:4347).CyberAgent, Inc. (TSE:4751) agreed to acquire 51.60% stake in Fishing Vision Co., Ltd. from Broadmedia Corporation (TSE:4347) on February 25, 2026. For the period ending March 31, 2025, Fishing Vision Co., Ltd. reported total revenue of ¥2.33 billion, EBIT of ¥106 million and net income of ¥70 million. As of March 31, 2025, Fishing Vision Co., Ltd. reported total assets of ¥2.67 billion and total common equity of ¥2.38 billion. The expected completion of the transaction is March 31, 2026.Reported Earnings • Feb 05Third quarter 2026 earnings released: EPS: JP¥34.37 (vs JP¥9.82 in 3Q 2025)Third quarter 2026 results: EPS: JP¥34.37 (up from JP¥9.82 in 3Q 2025). Revenue: JP¥4.06b (up 5.3% from 3Q 2025). Net income: JP¥245.0m (up 250% from 3Q 2025). Profit margin: 6.0% (up from 1.8% in 3Q 2025). Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has increased by 27% per year, which means it is well ahead of earnings.分析記事 • Jan 29Is Broadmedia (TSE:4347) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Dec 10The Price Is Right For Broadmedia Corporation (TSE:4347)With a price-to-earnings (or "P/E") ratio of 25.2x Broadmedia Corporation ( TSE:4347 ) may be sending very bearish...New Risk • Dec 10New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.5% 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 Share price has been volatile over the past 3 months (6.5% average weekly change). Large one-off items impacting financial results. Market cap is less than US$100m (JP¥14.3b market cap, or US$91.2m).Valuation Update With 7 Day Price Move • Dec 10Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥2,005, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 12x in the Telecom industry in Japan. Total returns to shareholders of 131% over the past three years.分析記事 • Nov 07Broadmedia's (TSE:4347) Solid Earnings Have Been Accounted For ConservativelyThe stock was sluggish on the back of Broadmedia Corporation's ( TSE:4347 ) recent earnings report. Our analysis...Reported Earnings • Oct 31Second quarter 2026 earnings released: EPS: JP¥18.94 (vs JP¥8.13 loss in 2Q 2025)Second quarter 2026 results: EPS: JP¥18.94 (up from JP¥8.13 loss in 2Q 2025). Revenue: JP¥3.63b (down 1.3% from 2Q 2025). Net income: JP¥135.0m (up JP¥193.0m from 2Q 2025). Profit margin: 3.7% (up from net loss in 2Q 2025). Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has increased by 21% per year, which means it is well ahead of earnings.お知らせ • Oct 09Broadmedia Corporation to Report Q2, 2026 Results on Oct 30, 2025Broadmedia Corporation announced that they will report Q2, 2026 results on Oct 30, 2025Major Estimate Revision • Sep 04Consensus EPS estimates fall by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from JP¥16.3b to JP¥16.1b. EPS estimate also fell from JP¥119 per share to JP¥103 per share. Net income forecast to grow 107% next year vs 20% growth forecast for Telecom industry in Japan. Consensus price target of JP¥2,400 unchanged from last update. Share price was steady at JP¥1,718 over the past week.Reported Earnings • Jul 31First quarter 2026 earnings released: EPS: JP¥18.67 (vs JP¥13.00 in 1Q 2025)First quarter 2026 results: EPS: JP¥18.67 (up from JP¥13.00 in 1Q 2025). Revenue: JP¥3.92b (down 6.5% from 1Q 2025). Net income: JP¥133.0m (up 42% from 1Q 2025). Profit margin: 3.4% (up from 2.2% in 1Q 2025). Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has increased by 20% per year, which means it is well ahead of earnings.Board Change • Jul 09Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 4 were independent directors. The company's board is composed of: 5 independent directors. 6 non-independent directors. Independent Outside Director Kenji Kitatani was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.お知らせ • Jul 09Broadmedia Corporation to Report Q1, 2026 Results on Jul 30, 2025Broadmedia Corporation announced that they will report Q1, 2026 results on Jul 30, 2025分析記事 • May 08There May Be Some Bright Spots In Broadmedia's (TSE:4347) EarningsThe most recent earnings report from Broadmedia Corporation ( TSE:4347 ) was disappointing for shareholders. However...Reported Earnings • May 02Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥46.82 (down from JP¥93.48 in FY 2024). Revenue: JP¥15.5b (up 9.5% from FY 2024). Net income: JP¥335.0m (down 51% from FY 2024). Profit margin: 2.2% (down from 4.8% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 16%. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.お知らせ • May 01Broadmedia Corporation, Annual General Meeting, Jun 27, 2025Broadmedia Corporation, Annual General Meeting, Jun 27, 2025.分析記事 • Apr 15Investors Could Be Concerned With Broadmedia's (TSE:4347) Returns On CapitalWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? One...お知らせ • Apr 10Broadmedia Corporation to Report Fiscal Year 2025 Results on May 01, 2025Broadmedia Corporation announced that they will report fiscal year 2025 results at 3:00 PM, Tokyo Standard Time on May 01, 2025Upcoming Dividend • Mar 21Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (3.3%).Major Estimate Revision • Feb 11Consensus EPS estimates fall by 20%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from JP¥15.9b to JP¥15.6b. EPS estimate also fell from JP¥70.20 per share to JP¥56.10 per share. Net income forecast to grow 467% next year vs 16% growth forecast for Telecom industry in Japan. Consensus price target of JP¥2,400 unchanged from last update. Share price fell 3.3% to JP¥1,876 over the past week.Reported Earnings • Jan 31Third quarter 2025 earnings released: EPS: JP¥9.82 (vs JP¥28.30 in 3Q 2024)Third quarter 2025 results: EPS: JP¥9.82 (down from JP¥28.30 in 3Q 2024). Revenue: JP¥3.85b (up 11% from 3Q 2024). Net income: JP¥70.0m (down 66% from 3Q 2024). Profit margin: 1.8% (down from 6.0% in 3Q 2024). Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 27% per year, which means it is well ahead of earnings.お知らせ • Jan 17Broadmedia Corporation to Report Q3, 2025 Results on Jan 30, 2025Broadmedia Corporation announced that they will report Q3, 2025 results on Jan 30, 2025Major Estimate Revision • Nov 09Consensus EPS estimates fall by 27%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from JP¥16.5b to JP¥15.9b. EPS estimate also fell from JP¥96.30 per share to JP¥70.20 per share. Net income forecast to grow 168% next year vs 10% growth forecast for Telecom industry in Japan. Consensus price target of JP¥2,400 unchanged from last update. Share price was steady at JP¥1,401 over the past week.分析記事 • Nov 06Broadmedia's (TSE:4347) Conservative Accounting Might Explain Soft EarningsThe market for Broadmedia Corporation's ( TSE:4347 ) shares didn't move much after it posted weak earnings recently. We...Reported Earnings • Nov 01Second quarter 2025 earnings released: JP¥8.13 loss per share (vs JP¥23.24 profit in 2Q 2024)Second quarter 2025 results: JP¥8.13 loss per share (down from JP¥23.24 profit in 2Q 2024). Revenue: JP¥3.67b (up 11% from 2Q 2024). Net loss: JP¥58.0m (down 134% from profit in 2Q 2024). Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.お知らせ • Oct 09Broadmedia Corporation to Report Q2, 2025 Results on Oct 30, 2024Broadmedia Corporation announced that they will report Q2, 2025 results on Oct 30, 2024Reported Earnings • Aug 01First quarter 2025 earnings released: EPS: JP¥13.00 (vs JP¥38.24 in 1Q 2024)First quarter 2025 results: EPS: JP¥13.00 (down from JP¥38.24 in 1Q 2024). Revenue: JP¥4.20b (up 18% from 1Q 2024). Net income: JP¥94.0m (down 66% from 1Q 2024). Profit margin: 2.2% (down from 7.8% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jul 11Broadmedia Corporation to Report Q1, 2025 Results on Jul 30, 2024Broadmedia Corporation announced that they will report Q1, 2025 results on Jul 30, 2024Major Estimate Revision • May 18Consensus EPS estimates increase by 17%, revenue downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from JP¥16.8b to JP¥16.5b. EPS estimate rose from JP¥89.30 to JP¥105. Net income forecast to grow 12% next year vs 13% growth forecast for Telecom industry in Japan. Consensus price target of JP¥2,400 unchanged from last update. Share price rose 22% to JP¥1,648 over the past week.Valuation Update With 7 Day Price Move • May 17Investor sentiment improves as stock rises 22%After last week's 22% share price gain to JP¥1,648, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 13x in the Telecom industry in Japan. Total returns to shareholders of 110% over the past three years.分析記事 • May 14There's Reason For Concern Over Broadmedia Corporation's (TSE:4347) Massive 27% Price JumpDespite an already strong run, Broadmedia Corporation ( TSE:4347 ) shares have been powering on, with a gain of 27% in...Reported Earnings • May 12Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥93.48 (down from JP¥151 in FY 2023). Revenue: JP¥14.2b (up 8.9% from FY 2023). Net income: JP¥680.0m (down 39% from FY 2023). Profit margin: 4.8% (down from 8.5% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 8.0%. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Telecom 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 17% per year, which means it is significantly lagging earnings growth.お知らせ • May 12Broadmedia Corporation, Annual General Meeting, Jun 27, 2024Broadmedia Corporation, Annual General Meeting, Jun 27, 2024.お知らせ • May 11Broadmedia Corporation (TSE:4347) announces an Equity Buyback for 200,000 shares, representing 2.75% for ¥260 million.Broadmedia Corporation (JASDAQ:4347) announces a share repurchase program. Under the program, the company will repurchase 200,000 shares, representing 2.75% of its share capital, for ¥260 million. The company will repurchase its shares as part of its shareholder returns, and to enable the implementation of a flexible capital policy in response to changes in the business environment. The repurchased shares will be cancelled. The program will run until July 31, 2024. As of March 31, 2024, the company had 7,276,109 shares outstanding (excluding treasury shares) and 638,623 shares in treasury.お知らせ • Apr 12Broadmedia Corporation to Report Fiscal Year 2024 Results on May 10, 2024Broadmedia Corporation announced that they will report fiscal year 2024 results on May 10, 2024Upcoming Dividend • Mar 21Upcoming dividend of JP¥33.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.2%). In line with average of industry peers (2.6%).Valuation Update With 7 Day Price Move • Feb 21Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,265, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 12x in the Telecom industry in Japan. Total returns to shareholders of 55% over the past three years.Reported Earnings • Feb 09Third quarter 2024 earnings released: EPS: JP¥28.30 (vs JP¥30.13 in 3Q 2023)Third quarter 2024 results: EPS: JP¥28.30 (down from JP¥30.13 in 3Q 2023). Revenue: JP¥3.46b (up 3.9% from 3Q 2023). Net income: JP¥206.0m (down 7.6% from 3Q 2023). Profit margin: 6.0% (down from 6.7% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Feb 08Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,041, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 11x in the Telecom industry in Japan. Total returns to shareholders of 18% over the past three years.お知らせ • Jan 13Broadmedia Corporation to Report Q3, 2024 Results on Feb 07, 2024Broadmedia Corporation announced that they will report Q3, 2024 results on Feb 07, 2024Reported Earnings • Oct 29Second quarter 2024 earnings released: EPS: JP¥23.24 (vs JP¥7.33 in 2Q 2023)Second quarter 2024 results: EPS: JP¥23.24 (up from JP¥7.33 in 2Q 2023). Revenue: JP¥3.31b (up 5.9% from 2Q 2023). Net income: JP¥169.0m (up 213% from 2Q 2023). Profit margin: 5.1% (up from 1.7% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 07Broadmedia Corporation to Report Q2, 2024 Results on Oct 27, 2023Broadmedia Corporation announced that they will report Q2, 2024 results on Oct 27, 2023New Risk • Oct 06New 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 7.3% 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.3% average weekly change). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (JP¥12.9b market cap, or US$86.9m).Valuation Update With 7 Day Price Move • Aug 04Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥1,724, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 15x in the Telecom industry in Japan. Total returns to shareholders of 66% over the past three years.New Risk • Aug 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 8.1% 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.1% average weekly change). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (JP¥12.6b market cap, or US$88.7m).Reported Earnings • Jul 29First quarter 2024 earnings released: EPS: JP¥38.24 (vs JP¥36.94 in 1Q 2023)First quarter 2024 results: EPS: JP¥38.24 (up from JP¥36.94 in 1Q 2023). Revenue: JP¥3.56b (up 11% from 1Q 2023). Net income: JP¥278.0m (up 2.2% from 1Q 2023). Profit margin: 7.8% (down from 8.5% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 07Broadmedia Corporation to Report Q1, 2024 Results on Jul 28, 2023Broadmedia Corporation announced that they will report Q1, 2024 results on Jul 28, 2023Reported Earnings • May 10Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥151 (up from JP¥133 in FY 2022). Revenue: JP¥13.0b (up 5.5% from FY 2022). Net income: JP¥1.11b (up 9.8% from FY 2022). Profit margin: 8.5% (up from 8.2% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 28%. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Mar 23Upcoming dividend of JP¥30.00 per share at 2.5% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 June 2023. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.9%).Reported Earnings • Feb 04Third quarter 2023 earnings released: EPS: JP¥30.13 (vs JP¥40.44 in 3Q 2022)Third quarter 2023 results: EPS: JP¥30.13 (down from JP¥40.44 in 3Q 2022). Revenue: JP¥3.33b (up 4.0% from 3Q 2022). Net income: JP¥223.0m (down 28% from 3Q 2022). Profit margin: 6.7% (down from 9.6% in 3Q 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 2.8% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.お知らせ • Feb 04Broadmedia Corporation (TSE:4347) announces an Equity Buyback for 150,000 shares, representing 2.02% for ¥150 million.Broadmedia Corporation (JASDAQ:4347) announces a share repurchase program. Under the program, the company will repurchase 150,000 shares, representing 2.02% of its share capital, for ¥150 million. The company will repurchase its shares as part of its shareholder returns, and to enable the implementation of a flexible capital policy in response to changes in the business environment, and to enhance shareholder returns. The program will run until March 24, 2023. As of December 31, 2022, the company had 7,414,639 shares outstanding (excluding treasury shares) and 500,093 shares in treasury.お知らせ • Jan 14Broadmedia Corporation to Report Q3, 2023 Results on Feb 03, 2023Broadmedia Corporation announced that they will report Q3, 2023 results on Feb 03, 2023Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 5 non-independent directors. Independent External Director Jun Yamada was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Oct 30Second quarter 2023 earnings released: EPS: JP¥7.33 (vs JP¥12.62 in 2Q 2022)Second quarter 2023 results: EPS: JP¥7.33 (down from JP¥12.62 in 2Q 2022). Revenue: JP¥3.12b (up 6.0% from 2Q 2022). Net income: JP¥54.0m (down 44% from 2Q 2022). Profit margin: 1.7% (down from 3.3% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 07Broadmedia Corporation to Report Q2, 2023 Results on Oct 28, 2022Broadmedia Corporation announced that they will report Q2, 2023 results on Oct 28, 2022Reported Earnings • Jul 30First quarter 2023 earnings released: EPS: JP¥36.94 (vs JP¥41.12 in 1Q 2022)First quarter 2023 results: EPS: JP¥36.94 (down from JP¥41.12 in 1Q 2022). Revenue: JP¥3.20b (up 5.9% from 1Q 2022). Net income: JP¥272.0m (down 14% from 1Q 2022). Profit margin: 8.5% (down from 10% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 10%, compared to a 3.5% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 09Broadmedia Corporation to Report Q1, 2023 Results on Jul 28, 2022Broadmedia Corporation announced that they will report Q1, 2023 results on Jul 28, 2022Valuation Update With 7 Day Price Move • May 04Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥992, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 15x in the Telecom industry in Japan. Total returns to shareholders of 28% over the past three years.Valuation Update With 7 Day Price Move • May 04Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥992, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 15x in the Telecom industry in Japan. Total returns to shareholders of 28% over the past three years.Reported Earnings • Apr 30Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: JP¥133 (up from JP¥19.51 in FY 2021). Revenue: JP¥12.3b (up 12% from FY 2021). Net income: JP¥1.01b (up JP¥860.0m from FY 2021). Profit margin: 8.2% (up from 1.4% in FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 15%. Over the next year, revenue is forecast to grow 5.0%, compared to a 1.7% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 5 non-independent directors. Independent External Director Jun Yamada was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 08Broadmedia Corporation to Report Fiscal Year 2022 Results on Apr 27, 2022Broadmedia Corporation announced that they will report fiscal year 2022 results on Apr 27, 2022Reported Earnings • Jan 30Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2022 results: EPS: JP¥40.44 (up from JP¥3.76 loss in 3Q 2021). Revenue: JP¥3.20b (up 16% from 3Q 2021). Net income: JP¥308.0m (up JP¥337.0m from 3Q 2021). Profit margin: 9.6% (up from net loss in 3Q 2021). Revenue exceeded analyst estimates by 5.6%. Over the next year, revenue is forecast to grow 4.7%, compared to a 1.1% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Reported Earnings • Oct 28Second quarter 2022 earnings released: EPS JP¥0.66 (vs JP¥6.03 loss in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥2.94b (up 13% from 2Q 2021). Net income: JP¥97.0m (up JP¥144.0m from 2Q 2021). Profit margin: 3.3% (up from net loss in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 15% per year.Valuation Update With 7 Day Price Move • Oct 28Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥1,001, the stock trades at a trailing P/E ratio of 20.4x. Average trailing P/E is 17x in the Telecom industry in Japan. Total returns to shareholders of 47% over the past three years.Reported Earnings • Jul 30First quarter 2022 earnings released: EPS JP¥4.11 (vs JP¥1.15 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥3.02b (up 12% from 1Q 2021). Net income: JP¥316.0m (up 251% from 1Q 2021). Profit margin: 10% (up from 3.3% in 1Q 2021). Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 03Broadmedia Corporation (JASDAQ:4347) acquired System Design Development Co., Ltd.Broadmedia Corporation (JASDAQ:4347) acquired System Design Development Co., Ltd. on July 2, 2021. Broadmedia Corporation (JASDAQ:4347) completed the acquisition of System Design Development Co., Ltd. on July 2, 2021.分析記事 • May 01Returns At Broadmedia (TYO:4347) Are On The Way UpTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...Reported Earnings • May 01Full year 2021 earnings released: EPS JP¥1.95 (vs JP¥5.27 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥11.0b (down 4.5% from FY 2020). Net income: JP¥151.0m (down 63% from FY 2020). Profit margin: 1.4% (down from 3.6% in FY 2020). Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.分析記事 • Mar 14Broadmedia Corporation's (TYO:4347) Has Had A Decent Run On The Stock market: Are Fundamentals In The Driver's Seat?Broadmedia's (TYO:4347) stock up by 4.7% over the past week. Given that stock prices are usually aligned with a...Reported Earnings • Feb 17Third quarter 2021 earnings released: JP¥0.38 loss per share (vs JP¥1.64 profit in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: JP¥2.75b (down 6.4% from 3Q 2020). Net loss: JP¥29.0m (down 123% from profit in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.分析記事 • Feb 15We Think Broadmedia's (TYO:4347) Statutory Profit Might Understate Its Earnings PotentialStatistically speaking, it is less risky to invest in profitable companies than in unprofitable ones. However...分析記事 • Jan 28Broadmedia (TYO:4347) Seems To Use Debt Rather SparinglySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...お知らせ • Jan 23Broadmedia Corporation to Report Q3, 2021 Results on Feb 15, 2021Broadmedia Corporation announced that they will report Q3, 2021 results on Feb 15, 2021分析記事 • Jan 10Is There More Growth In Store For Broadmedia's (TYO:4347) Returns On Capital?If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...Is New 90 Day High Low • Dec 22New 90-day low: JP¥82.00The company is down 29% from its price of JP¥115 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 Telecom industry, which is up 17% over the same period.分析記事 • Dec 21Broadmedia (TYO:4347) Share Prices Have Dropped 22% In The Last Five YearsIn order to justify the effort of selecting individual stocks, it's worth striving to beat the returns from a market...分析記事 • Dec 03Is Broadmedia Corporation's(TYO:4347) Recent Stock Performance Tethered To Its Strong Fundamentals?Broadmedia (TYO:4347) has had a great run on the share market with its stock up by a significant 9.1% over the last...Is New 90 Day High Low • Nov 19New 90-day low: JP¥88.00The company is down 29% from its price of JP¥124 on 21 August 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom industry, which is down 5.0% over the same period.Reported Earnings • Nov 14Second quarter 2021 earnings released: JP¥0.60 loss per shareThe company reported a poor second quarter result with weaker earnings, revenues and control over expenses. Second quarter 2021 results: Revenue: JP¥2.60b (down 3.3% from 2Q 2020). Net loss: JP¥47.0m (down 165% from profit in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 90% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Reported Earnings • Nov 01First half earnings releasedOver the last 12 months the company has reported total profits of JP¥232.0m, down 58% from the prior year. Total revenue was JP¥11.3b over the last 12 months, up 1.9% from the prior year.Is New 90 Day High Low • Oct 23New 90-day low: JP¥100.00The company is down 15% from its price of JP¥117 on 22 July 2020. The Japanese market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom industry, which is down 9.0% over the same period.お知らせ • Oct 10Broadmedia Corporation to Report Q2, 2021 Results on Oct 30, 2020Broadmedia Corporation announced that they will report Q2, 2021 results on Oct 30, 2020お知らせ • Aug 10Broadmedia Corporation to Report Q1, 2021 Results on Aug 28, 2020Broadmedia Corporation announced that they will report Q1, 2021 results on Aug 28, 2020株主還元4347JP TelecomJP 市場7D-5.5%4.0%-3.1%1Y17.5%2.4%38.2%株主還元を見る業界別リターン: 4347過去 1 年間で2.4 % の収益を上げたJP Telecom業界を上回りました。リターン対市場: 4347は、過去 1 年間で38.2 % のリターンを上げたJP市場を下回りました。価格変動Is 4347's price volatile compared to industry and market?4347 volatility4347 Average Weekly Movement3.4%Telecom Industry Average Movement4.3%Market Average Movement5.0%10% most volatile stocks in JP Market9.6%10% least volatile stocks in JP Market2.5%安定した株価: 4347 、 JP市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 4347の 週次ボラティリティ ( 3% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1973748Taro Hashimotowww.broadmedia.co.jpブロードメディア株式会社は日本で情報技術およびコンテンツ配信事業を行っている。メディアコンテンツ事業、スタジオ制作事業、放送事業、テクノロジー事業、教育事業、その他事業を展開。メディアコンテンツ事業では、エンタテインメント情報サイト「クランクイン!トレンド」、動画コンテンツを提供する「Crank In！トレンド」、動画コンテンツを提供する「Crank In!コミック」を運営している。スタジオ制作事業では、洋画やテレビ番組、アニメなどの映像コンテンツの日本語字幕・吹替制作、多言語翻訳、聴覚障害者向け字幕（SDH）、視覚障害者向け音声ガイド（AD）、その他映像制作を行っている。放送部門は、放送の制作、番組の配信、映像配信サービス「釣りビジョンVOD」の提供を行っている。テクノロジー事業では、CDNを利用したコンテンツ配信、セキュリティサービス、商材をオンラインで取り込むCMオンラインサービス、デジタルシネマの電子配信サービス、クラウドゲームプラットフォームやアプリなどのテクノロジーサービスを提供している。また、ホテルの客室や会議室へのインターネットサービスの提供、機器の監視、保守サービスの提供、プライベートネットワークの提供、AIソリューションの提供、ソフトウェアの開発なども行っている。教育事業」は、eスポーツ、エンタテインメント、美容など様々なコースを持つオンライン・単位制のeラーニング高校の運営、外国人向け日本語教育プログラムの提供などを行っている。その他事業」は、プロeスポーツチーム「サイクロップス」の運営及びeスポーツ事業の推進、通信キャリア向け通信商材の販売等を行っている。同社は1973年に設立され、東京に本社を置いている。もっと見るBroadmedia Corporation 基礎のまとめBroadmedia の収益と売上を時価総額と比較するとどうか。4347 基礎統計学時価総額JP¥15.15b収益（TTM）JP¥782.00m売上高(TTM)JP¥15.79b18.3xPER（株価収益率0.9xP/Sレシオ4347 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計4347 損益計算書（TTM）収益JP¥15.79b売上原価JP¥9.72b売上総利益JP¥6.08bその他の費用JP¥5.29b収益JP¥782.00m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）109.72グロス・マージン38.47%純利益率4.95%有利子負債／自己資本比率16.4%4347 の長期的なパフォーマンスは？過去の実績と比較を見る配当金2.5%現在の配当利回り48%配当性向4347 配当は確実ですか？4347 配当履歴とベンチマークを見る4347 、いつまでに購入すれば配当金を受け取れますか？Broadmedia 配当日配当落ち日Mar 30 2026配当支払日Jun 29 2026配当落ちまでの日数52 days配当支払日までの日数39 days4347 配当は確実ですか？4347 配当履歴とベンチマークを見るView Valuation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2026/05/21 11:30終値2026/05/21 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Broadmedia Corporation 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。2 アナリスト機関Taro IshiharaDaiwa Securities Co. Ltd.Nobuo KurahashiIchiyoshi Research Institute Inc.
分析記事 • May 19We Think That There Are Issues Underlying Broadmedia's (TSE:4347) EarningsBroadmedia Corporation's ( TSE:4347 ) robust earnings report didn't manage to move the market for its stock. Our...
Reported Earnings • May 13Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥110 (up from JP¥46.82 in FY 2025). Revenue: JP¥15.8b (up 1.7% from FY 2025). Net income: JP¥782.0m (up 133% from FY 2025). Profit margin: 5.0% (up from 2.2% in FY 2025). The increase in margin was primarily driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.6%. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.
お知らせ • May 12Broadmedia Corporation, Annual General Meeting, Jun 26, 2026Broadmedia Corporation, Annual General Meeting, Jun 26, 2026.
お知らせ • May 09Broadmedia Corporation to Report Fiscal Year 2026 Results on May 12, 2026Broadmedia Corporation announced that they will report fiscal year 2026 results on May 12, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 30 June 2026. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (3.2%).
お知らせ • Feb 26CyberAgent, Inc. (TSE:4751) agreed to acquire 51.60% stake in Fishing Vision Co., Ltd. from Broadmedia Corporation (TSE:4347).CyberAgent, Inc. (TSE:4751) agreed to acquire 51.60% stake in Fishing Vision Co., Ltd. from Broadmedia Corporation (TSE:4347) on February 25, 2026. For the period ending March 31, 2025, Fishing Vision Co., Ltd. reported total revenue of ¥2.33 billion, EBIT of ¥106 million and net income of ¥70 million. As of March 31, 2025, Fishing Vision Co., Ltd. reported total assets of ¥2.67 billion and total common equity of ¥2.38 billion. The expected completion of the transaction is March 31, 2026.
分析記事 • May 19We Think That There Are Issues Underlying Broadmedia's (TSE:4347) EarningsBroadmedia Corporation's ( TSE:4347 ) robust earnings report didn't manage to move the market for its stock. Our...
Reported Earnings • May 13Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥110 (up from JP¥46.82 in FY 2025). Revenue: JP¥15.8b (up 1.7% from FY 2025). Net income: JP¥782.0m (up 133% from FY 2025). Profit margin: 5.0% (up from 2.2% in FY 2025). The increase in margin was primarily driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.6%. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.
お知らせ • May 12Broadmedia Corporation, Annual General Meeting, Jun 26, 2026Broadmedia Corporation, Annual General Meeting, Jun 26, 2026.
お知らせ • May 09Broadmedia Corporation to Report Fiscal Year 2026 Results on May 12, 2026Broadmedia Corporation announced that they will report fiscal year 2026 results on May 12, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 30 June 2026. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (3.2%).
お知らせ • Feb 26CyberAgent, Inc. (TSE:4751) agreed to acquire 51.60% stake in Fishing Vision Co., Ltd. from Broadmedia Corporation (TSE:4347).CyberAgent, Inc. (TSE:4751) agreed to acquire 51.60% stake in Fishing Vision Co., Ltd. from Broadmedia Corporation (TSE:4347) on February 25, 2026. For the period ending March 31, 2025, Fishing Vision Co., Ltd. reported total revenue of ¥2.33 billion, EBIT of ¥106 million and net income of ¥70 million. As of March 31, 2025, Fishing Vision Co., Ltd. reported total assets of ¥2.67 billion and total common equity of ¥2.38 billion. The expected completion of the transaction is March 31, 2026.
Reported Earnings • Feb 05Third quarter 2026 earnings released: EPS: JP¥34.37 (vs JP¥9.82 in 3Q 2025)Third quarter 2026 results: EPS: JP¥34.37 (up from JP¥9.82 in 3Q 2025). Revenue: JP¥4.06b (up 5.3% from 3Q 2025). Net income: JP¥245.0m (up 250% from 3Q 2025). Profit margin: 6.0% (up from 1.8% in 3Q 2025). Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has increased by 27% per year, which means it is well ahead of earnings.
分析記事 • Jan 29Is Broadmedia (TSE:4347) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 • Dec 10The Price Is Right For Broadmedia Corporation (TSE:4347)With a price-to-earnings (or "P/E") ratio of 25.2x Broadmedia Corporation ( TSE:4347 ) may be sending very bearish...
New Risk • Dec 10New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.5% 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 Share price has been volatile over the past 3 months (6.5% average weekly change). Large one-off items impacting financial results. Market cap is less than US$100m (JP¥14.3b market cap, or US$91.2m).
Valuation Update With 7 Day Price Move • Dec 10Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥2,005, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 12x in the Telecom industry in Japan. Total returns to shareholders of 131% over the past three years.
分析記事 • Nov 07Broadmedia's (TSE:4347) Solid Earnings Have Been Accounted For ConservativelyThe stock was sluggish on the back of Broadmedia Corporation's ( TSE:4347 ) recent earnings report. Our analysis...
Reported Earnings • Oct 31Second quarter 2026 earnings released: EPS: JP¥18.94 (vs JP¥8.13 loss in 2Q 2025)Second quarter 2026 results: EPS: JP¥18.94 (up from JP¥8.13 loss in 2Q 2025). Revenue: JP¥3.63b (down 1.3% from 2Q 2025). Net income: JP¥135.0m (up JP¥193.0m from 2Q 2025). Profit margin: 3.7% (up from net loss in 2Q 2025). Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has increased by 21% per year, which means it is well ahead of earnings.
お知らせ • Oct 09Broadmedia Corporation to Report Q2, 2026 Results on Oct 30, 2025Broadmedia Corporation announced that they will report Q2, 2026 results on Oct 30, 2025
Major Estimate Revision • Sep 04Consensus EPS estimates fall by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from JP¥16.3b to JP¥16.1b. EPS estimate also fell from JP¥119 per share to JP¥103 per share. Net income forecast to grow 107% next year vs 20% growth forecast for Telecom industry in Japan. Consensus price target of JP¥2,400 unchanged from last update. Share price was steady at JP¥1,718 over the past week.
Reported Earnings • Jul 31First quarter 2026 earnings released: EPS: JP¥18.67 (vs JP¥13.00 in 1Q 2025)First quarter 2026 results: EPS: JP¥18.67 (up from JP¥13.00 in 1Q 2025). Revenue: JP¥3.92b (down 6.5% from 1Q 2025). Net income: JP¥133.0m (up 42% from 1Q 2025). Profit margin: 3.4% (up from 2.2% in 1Q 2025). Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has increased by 20% per year, which means it is well ahead of earnings.
Board Change • Jul 09Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 4 were independent directors. The company's board is composed of: 5 independent directors. 6 non-independent directors. Independent Outside Director Kenji Kitatani was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
お知らせ • Jul 09Broadmedia Corporation to Report Q1, 2026 Results on Jul 30, 2025Broadmedia Corporation announced that they will report Q1, 2026 results on Jul 30, 2025
分析記事 • May 08There May Be Some Bright Spots In Broadmedia's (TSE:4347) EarningsThe most recent earnings report from Broadmedia Corporation ( TSE:4347 ) was disappointing for shareholders. However...
Reported Earnings • May 02Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥46.82 (down from JP¥93.48 in FY 2024). Revenue: JP¥15.5b (up 9.5% from FY 2024). Net income: JP¥335.0m (down 51% from FY 2024). Profit margin: 2.2% (down from 4.8% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 16%. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.
お知らせ • May 01Broadmedia Corporation, Annual General Meeting, Jun 27, 2025Broadmedia Corporation, Annual General Meeting, Jun 27, 2025.
分析記事 • Apr 15Investors Could Be Concerned With Broadmedia's (TSE:4347) Returns On CapitalWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? One...
お知らせ • Apr 10Broadmedia Corporation to Report Fiscal Year 2025 Results on May 01, 2025Broadmedia Corporation announced that they will report fiscal year 2025 results at 3:00 PM, Tokyo Standard Time on May 01, 2025
Upcoming Dividend • Mar 21Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (3.3%).
Major Estimate Revision • Feb 11Consensus EPS estimates fall by 20%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from JP¥15.9b to JP¥15.6b. EPS estimate also fell from JP¥70.20 per share to JP¥56.10 per share. Net income forecast to grow 467% next year vs 16% growth forecast for Telecom industry in Japan. Consensus price target of JP¥2,400 unchanged from last update. Share price fell 3.3% to JP¥1,876 over the past week.
Reported Earnings • Jan 31Third quarter 2025 earnings released: EPS: JP¥9.82 (vs JP¥28.30 in 3Q 2024)Third quarter 2025 results: EPS: JP¥9.82 (down from JP¥28.30 in 3Q 2024). Revenue: JP¥3.85b (up 11% from 3Q 2024). Net income: JP¥70.0m (down 66% from 3Q 2024). Profit margin: 1.8% (down from 6.0% in 3Q 2024). Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 27% per year, which means it is well ahead of earnings.
お知らせ • Jan 17Broadmedia Corporation to Report Q3, 2025 Results on Jan 30, 2025Broadmedia Corporation announced that they will report Q3, 2025 results on Jan 30, 2025
Major Estimate Revision • Nov 09Consensus EPS estimates fall by 27%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from JP¥16.5b to JP¥15.9b. EPS estimate also fell from JP¥96.30 per share to JP¥70.20 per share. Net income forecast to grow 168% next year vs 10% growth forecast for Telecom industry in Japan. Consensus price target of JP¥2,400 unchanged from last update. Share price was steady at JP¥1,401 over the past week.
分析記事 • Nov 06Broadmedia's (TSE:4347) Conservative Accounting Might Explain Soft EarningsThe market for Broadmedia Corporation's ( TSE:4347 ) shares didn't move much after it posted weak earnings recently. We...
Reported Earnings • Nov 01Second quarter 2025 earnings released: JP¥8.13 loss per share (vs JP¥23.24 profit in 2Q 2024)Second quarter 2025 results: JP¥8.13 loss per share (down from JP¥23.24 profit in 2Q 2024). Revenue: JP¥3.67b (up 11% from 2Q 2024). Net loss: JP¥58.0m (down 134% from profit in 2Q 2024). Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
お知らせ • Oct 09Broadmedia Corporation to Report Q2, 2025 Results on Oct 30, 2024Broadmedia Corporation announced that they will report Q2, 2025 results on Oct 30, 2024
Reported Earnings • Aug 01First quarter 2025 earnings released: EPS: JP¥13.00 (vs JP¥38.24 in 1Q 2024)First quarter 2025 results: EPS: JP¥13.00 (down from JP¥38.24 in 1Q 2024). Revenue: JP¥4.20b (up 18% from 1Q 2024). Net income: JP¥94.0m (down 66% from 1Q 2024). Profit margin: 2.2% (down from 7.8% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jul 11Broadmedia Corporation to Report Q1, 2025 Results on Jul 30, 2024Broadmedia Corporation announced that they will report Q1, 2025 results on Jul 30, 2024
Major Estimate Revision • May 18Consensus EPS estimates increase by 17%, revenue downgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from JP¥16.8b to JP¥16.5b. EPS estimate rose from JP¥89.30 to JP¥105. Net income forecast to grow 12% next year vs 13% growth forecast for Telecom industry in Japan. Consensus price target of JP¥2,400 unchanged from last update. Share price rose 22% to JP¥1,648 over the past week.
Valuation Update With 7 Day Price Move • May 17Investor sentiment improves as stock rises 22%After last week's 22% share price gain to JP¥1,648, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 13x in the Telecom industry in Japan. Total returns to shareholders of 110% over the past three years.
分析記事 • May 14There's Reason For Concern Over Broadmedia Corporation's (TSE:4347) Massive 27% Price JumpDespite an already strong run, Broadmedia Corporation ( TSE:4347 ) shares have been powering on, with a gain of 27% in...
Reported Earnings • May 12Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥93.48 (down from JP¥151 in FY 2023). Revenue: JP¥14.2b (up 8.9% from FY 2023). Net income: JP¥680.0m (down 39% from FY 2023). Profit margin: 4.8% (down from 8.5% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 8.0%. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Telecom 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 17% per year, which means it is significantly lagging earnings growth.
お知らせ • May 12Broadmedia Corporation, Annual General Meeting, Jun 27, 2024Broadmedia Corporation, Annual General Meeting, Jun 27, 2024.
お知らせ • May 11Broadmedia Corporation (TSE:4347) announces an Equity Buyback for 200,000 shares, representing 2.75% for ¥260 million.Broadmedia Corporation (JASDAQ:4347) announces a share repurchase program. Under the program, the company will repurchase 200,000 shares, representing 2.75% of its share capital, for ¥260 million. The company will repurchase its shares as part of its shareholder returns, and to enable the implementation of a flexible capital policy in response to changes in the business environment. The repurchased shares will be cancelled. The program will run until July 31, 2024. As of March 31, 2024, the company had 7,276,109 shares outstanding (excluding treasury shares) and 638,623 shares in treasury.
お知らせ • Apr 12Broadmedia Corporation to Report Fiscal Year 2024 Results on May 10, 2024Broadmedia Corporation announced that they will report fiscal year 2024 results on May 10, 2024
Upcoming Dividend • Mar 21Upcoming dividend of JP¥33.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.2%). In line with average of industry peers (2.6%).
Valuation Update With 7 Day Price Move • Feb 21Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,265, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 12x in the Telecom industry in Japan. Total returns to shareholders of 55% over the past three years.
Reported Earnings • Feb 09Third quarter 2024 earnings released: EPS: JP¥28.30 (vs JP¥30.13 in 3Q 2023)Third quarter 2024 results: EPS: JP¥28.30 (down from JP¥30.13 in 3Q 2023). Revenue: JP¥3.46b (up 3.9% from 3Q 2023). Net income: JP¥206.0m (down 7.6% from 3Q 2023). Profit margin: 6.0% (down from 6.7% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Feb 08Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,041, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 11x in the Telecom industry in Japan. Total returns to shareholders of 18% over the past three years.
お知らせ • Jan 13Broadmedia Corporation to Report Q3, 2024 Results on Feb 07, 2024Broadmedia Corporation announced that they will report Q3, 2024 results on Feb 07, 2024
Reported Earnings • Oct 29Second quarter 2024 earnings released: EPS: JP¥23.24 (vs JP¥7.33 in 2Q 2023)Second quarter 2024 results: EPS: JP¥23.24 (up from JP¥7.33 in 2Q 2023). Revenue: JP¥3.31b (up 5.9% from 2Q 2023). Net income: JP¥169.0m (up 213% from 2Q 2023). Profit margin: 5.1% (up from 1.7% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 07Broadmedia Corporation to Report Q2, 2024 Results on Oct 27, 2023Broadmedia Corporation announced that they will report Q2, 2024 results on Oct 27, 2023
New Risk • Oct 06New 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 7.3% 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.3% average weekly change). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (JP¥12.9b market cap, or US$86.9m).
Valuation Update With 7 Day Price Move • Aug 04Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥1,724, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 15x in the Telecom industry in Japan. Total returns to shareholders of 66% over the past three years.
New Risk • Aug 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 8.1% 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.1% average weekly change). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (JP¥12.6b market cap, or US$88.7m).
Reported Earnings • Jul 29First quarter 2024 earnings released: EPS: JP¥38.24 (vs JP¥36.94 in 1Q 2023)First quarter 2024 results: EPS: JP¥38.24 (up from JP¥36.94 in 1Q 2023). Revenue: JP¥3.56b (up 11% from 1Q 2023). Net income: JP¥278.0m (up 2.2% from 1Q 2023). Profit margin: 7.8% (down from 8.5% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 07Broadmedia Corporation to Report Q1, 2024 Results on Jul 28, 2023Broadmedia Corporation announced that they will report Q1, 2024 results on Jul 28, 2023
Reported Earnings • May 10Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥151 (up from JP¥133 in FY 2022). Revenue: JP¥13.0b (up 5.5% from FY 2022). Net income: JP¥1.11b (up 9.8% from FY 2022). Profit margin: 8.5% (up from 8.2% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 28%. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥30.00 per share at 2.5% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 June 2023. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.9%).
Reported Earnings • Feb 04Third quarter 2023 earnings released: EPS: JP¥30.13 (vs JP¥40.44 in 3Q 2022)Third quarter 2023 results: EPS: JP¥30.13 (down from JP¥40.44 in 3Q 2022). Revenue: JP¥3.33b (up 4.0% from 3Q 2022). Net income: JP¥223.0m (down 28% from 3Q 2022). Profit margin: 6.7% (down from 9.6% in 3Q 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 2.8% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
お知らせ • Feb 04Broadmedia Corporation (TSE:4347) announces an Equity Buyback for 150,000 shares, representing 2.02% for ¥150 million.Broadmedia Corporation (JASDAQ:4347) announces a share repurchase program. Under the program, the company will repurchase 150,000 shares, representing 2.02% of its share capital, for ¥150 million. The company will repurchase its shares as part of its shareholder returns, and to enable the implementation of a flexible capital policy in response to changes in the business environment, and to enhance shareholder returns. The program will run until March 24, 2023. As of December 31, 2022, the company had 7,414,639 shares outstanding (excluding treasury shares) and 500,093 shares in treasury.
お知らせ • Jan 14Broadmedia Corporation to Report Q3, 2023 Results on Feb 03, 2023Broadmedia Corporation announced that they will report Q3, 2023 results on Feb 03, 2023
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 5 non-independent directors. Independent External Director Jun Yamada was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Oct 30Second quarter 2023 earnings released: EPS: JP¥7.33 (vs JP¥12.62 in 2Q 2022)Second quarter 2023 results: EPS: JP¥7.33 (down from JP¥12.62 in 2Q 2022). Revenue: JP¥3.12b (up 6.0% from 2Q 2022). Net income: JP¥54.0m (down 44% from 2Q 2022). Profit margin: 1.7% (down from 3.3% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Telecom industry in Japan. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 07Broadmedia Corporation to Report Q2, 2023 Results on Oct 28, 2022Broadmedia Corporation announced that they will report Q2, 2023 results on Oct 28, 2022
Reported Earnings • Jul 30First quarter 2023 earnings released: EPS: JP¥36.94 (vs JP¥41.12 in 1Q 2022)First quarter 2023 results: EPS: JP¥36.94 (down from JP¥41.12 in 1Q 2022). Revenue: JP¥3.20b (up 5.9% from 1Q 2022). Net income: JP¥272.0m (down 14% from 1Q 2022). Profit margin: 8.5% (down from 10% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 10%, compared to a 3.5% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 09Broadmedia Corporation to Report Q1, 2023 Results on Jul 28, 2022Broadmedia Corporation announced that they will report Q1, 2023 results on Jul 28, 2022
Valuation Update With 7 Day Price Move • May 04Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥992, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 15x in the Telecom industry in Japan. Total returns to shareholders of 28% over the past three years.
Valuation Update With 7 Day Price Move • May 04Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥992, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 15x in the Telecom industry in Japan. Total returns to shareholders of 28% over the past three years.
Reported Earnings • Apr 30Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: JP¥133 (up from JP¥19.51 in FY 2021). Revenue: JP¥12.3b (up 12% from FY 2021). Net income: JP¥1.01b (up JP¥860.0m from FY 2021). Profit margin: 8.2% (up from 1.4% in FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 15%. Over the next year, revenue is forecast to grow 5.0%, compared to a 1.7% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 5 non-independent directors. Independent External Director Jun Yamada was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 08Broadmedia Corporation to Report Fiscal Year 2022 Results on Apr 27, 2022Broadmedia Corporation announced that they will report fiscal year 2022 results on Apr 27, 2022
Reported Earnings • Jan 30Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2022 results: EPS: JP¥40.44 (up from JP¥3.76 loss in 3Q 2021). Revenue: JP¥3.20b (up 16% from 3Q 2021). Net income: JP¥308.0m (up JP¥337.0m from 3Q 2021). Profit margin: 9.6% (up from net loss in 3Q 2021). Revenue exceeded analyst estimates by 5.6%. Over the next year, revenue is forecast to grow 4.7%, compared to a 1.1% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Oct 28Second quarter 2022 earnings released: EPS JP¥0.66 (vs JP¥6.03 loss in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥2.94b (up 13% from 2Q 2021). Net income: JP¥97.0m (up JP¥144.0m from 2Q 2021). Profit margin: 3.3% (up from net loss in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 15% per year.
Valuation Update With 7 Day Price Move • Oct 28Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥1,001, the stock trades at a trailing P/E ratio of 20.4x. Average trailing P/E is 17x in the Telecom industry in Japan. Total returns to shareholders of 47% over the past three years.
Reported Earnings • Jul 30First quarter 2022 earnings released: EPS JP¥4.11 (vs JP¥1.15 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥3.02b (up 12% from 1Q 2021). Net income: JP¥316.0m (up 251% from 1Q 2021). Profit margin: 10% (up from 3.3% in 1Q 2021). Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 03Broadmedia Corporation (JASDAQ:4347) acquired System Design Development Co., Ltd.Broadmedia Corporation (JASDAQ:4347) acquired System Design Development Co., Ltd. on July 2, 2021. Broadmedia Corporation (JASDAQ:4347) completed the acquisition of System Design Development Co., Ltd. on July 2, 2021.
分析記事 • May 01Returns At Broadmedia (TYO:4347) Are On The Way UpTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...
Reported Earnings • May 01Full year 2021 earnings released: EPS JP¥1.95 (vs JP¥5.27 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥11.0b (down 4.5% from FY 2020). Net income: JP¥151.0m (down 63% from FY 2020). Profit margin: 1.4% (down from 3.6% in FY 2020). Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
分析記事 • Mar 14Broadmedia Corporation's (TYO:4347) Has Had A Decent Run On The Stock market: Are Fundamentals In The Driver's Seat?Broadmedia's (TYO:4347) stock up by 4.7% over the past week. Given that stock prices are usually aligned with a...
Reported Earnings • Feb 17Third quarter 2021 earnings released: JP¥0.38 loss per share (vs JP¥1.64 profit in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: JP¥2.75b (down 6.4% from 3Q 2020). Net loss: JP¥29.0m (down 123% from profit in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
分析記事 • Feb 15We Think Broadmedia's (TYO:4347) Statutory Profit Might Understate Its Earnings PotentialStatistically speaking, it is less risky to invest in profitable companies than in unprofitable ones. However...
分析記事 • Jan 28Broadmedia (TYO:4347) Seems To Use Debt Rather SparinglySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
お知らせ • Jan 23Broadmedia Corporation to Report Q3, 2021 Results on Feb 15, 2021Broadmedia Corporation announced that they will report Q3, 2021 results on Feb 15, 2021
分析記事 • Jan 10Is There More Growth In Store For Broadmedia's (TYO:4347) Returns On Capital?If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...
Is New 90 Day High Low • Dec 22New 90-day low: JP¥82.00The company is down 29% from its price of JP¥115 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 Telecom industry, which is up 17% over the same period.
分析記事 • Dec 21Broadmedia (TYO:4347) Share Prices Have Dropped 22% In The Last Five YearsIn order to justify the effort of selecting individual stocks, it's worth striving to beat the returns from a market...
分析記事 • Dec 03Is Broadmedia Corporation's(TYO:4347) Recent Stock Performance Tethered To Its Strong Fundamentals?Broadmedia (TYO:4347) has had a great run on the share market with its stock up by a significant 9.1% over the last...
Is New 90 Day High Low • Nov 19New 90-day low: JP¥88.00The company is down 29% from its price of JP¥124 on 21 August 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom industry, which is down 5.0% over the same period.
Reported Earnings • Nov 14Second quarter 2021 earnings released: JP¥0.60 loss per shareThe company reported a poor second quarter result with weaker earnings, revenues and control over expenses. Second quarter 2021 results: Revenue: JP¥2.60b (down 3.3% from 2Q 2020). Net loss: JP¥47.0m (down 165% from profit in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 90% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Reported Earnings • Nov 01First half earnings releasedOver the last 12 months the company has reported total profits of JP¥232.0m, down 58% from the prior year. Total revenue was JP¥11.3b over the last 12 months, up 1.9% from the prior year.
Is New 90 Day High Low • Oct 23New 90-day low: JP¥100.00The company is down 15% from its price of JP¥117 on 22 July 2020. The Japanese market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Telecom industry, which is down 9.0% over the same period.
お知らせ • Oct 10Broadmedia Corporation to Report Q2, 2021 Results on Oct 30, 2020Broadmedia Corporation announced that they will report Q2, 2021 results on Oct 30, 2020
お知らせ • Aug 10Broadmedia Corporation to Report Q1, 2021 Results on Aug 28, 2020Broadmedia Corporation announced that they will report Q1, 2021 results on Aug 28, 2020
