View Future GrowthBroadmedia 過去の業績過去 基準チェック /36Broadmediaの収益は年間平均-4.5%の割合で減少していますが、 Telecom業界の収益は年間 増加しています。収益は年間13.5% 7.2%割合で 増加しています。 Broadmediaの自己資本利益率は16.2%であり、純利益率は5%です。主要情報-4.51%収益成長率-3.16%EPS成長率Telecom 業界の成長23.24%収益成長率7.17%株主資本利益率16.18%ネット・マージン4.95%前回の決算情報31 Mar 2026最近の業績更新分析記事 • 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 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, 2026Reported 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 • 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.すべての更新を表示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収支内訳Broadmedia 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:4347 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 2615,7947825,013031 Dec 2515,4167425,056030 Sep 2515,2135675,100030 Jun 2515,2603745,209031 Mar 2515,5333355,340031 Dec 2415,5831335,552030 Sep 2415,1892695,384030 Jun 2414,8204965,133031 Mar 2414,1796804,792031 Dec 2313,6901,2144,365030 Sep 2313,5611,2314,247030 Jun 2313,3761,1164,126031 Mar 2313,0231,1103,973031 Dec 2212,8228393,908030 Sep 2212,6959243,839030 Jun 2212,5189673,772031 Mar 2212,3391,0113,754031 Dec 2112,1038583,690030 Sep 2111,6545213,647030 Jun 2111,3103773,662031 Mar 2110,9911513,562031 Dec 2011,131753,600030 Sep 2011,3192323,633030 Jun 2011,4083513,645031 Mar 2011,5064113,717031 Dec 1911,2555563,657030 Sep 1911,1055543,656030 Jun 1911,1624063,721031 Mar 1911,1231673,794031 Dec 1811,096-403,825030 Sep 1811,150-1193,859030 Jun 1810,907-1033,813031 Mar 1810,800463,741031 Dec 1710,697-1233,750030 Sep 1710,381-2493,764030 Jun 1710,451-3103,852031 Mar 1710,413-4533,890031 Dec 1610,314-7483,797030 Sep 1610,258-7433,735030 Jun 1610,072-9893,676031 Mar 169,955-1,1703,652031 Dec 158,807-7983,768030 Sep 159,380-2,6013,848030 Jun 159,841-2,7803,8710質の高い収益: 4347 非現金収入 のレベルが高いです。利益率の向上: 4347の現在の純利益率 (5%)は、昨年(2.2%)よりも高くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: 4347の収益は過去 5 年間で年間4.5%減少しました。成長の加速: 4347の過去 1 年間の収益成長率 ( 133.4% ) は、5 年間の平均 ( 年間-4.5%を上回っています。収益対業界: 4347の過去 1 年間の収益成長率 ( 133.4% ) はTelecom業界21.3%を上回りました。株主資本利益率高いROE: 4347の 自己資本利益率 ( 16.2% ) 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7D1Y7D1Y7D1YTelecom 、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2026/05/23 20:48終値2026/05/22 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 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
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 • 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.
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