View Future GrowthBroadmedia 과거 순이익 실적과거 기준 점검 3/6Broadmedia의 수입은 연평균 -4.5%의 비율로 감소해 온 반면, Telecom 산업은 수입이 연평균 13.5% 증가했습니다. 매출은 연평균 7.2%의 비율로 증가해 왔습니다. Broadmedia의 자기자본이익률은 16.2%이고 순이익률은 5%입니다.핵심 정보-4.51%순이익 성장률-3.16%주당순이익(EPS) 성장률Telecom 산업 성장률23.24%매출 성장률7.17%자기자본이익률16.18%순이익률4.95%최근 순이익 업데이트31 Mar 2026최근 과거 실적 업데이트분석 기사 • 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.공시 • 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.분석 기사 • 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.모든 업데이트 보기Recent updates분석 기사 • 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.공시 • May 12Broadmedia Corporation, Annual General Meeting, Jun 26, 2026Broadmedia Corporation, Annual General Meeting, Jun 26, 2026.공시 • 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%).공시 • 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.분석 기사 • 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...분석 기사 • 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.분석 기사 • 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.공시 • 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.공시 • Jul 09Broadmedia Corporation to Report Q1, 2026 Results on Jul 30, 2025Broadmedia Corporation announced that they will report Q1, 2026 results on Jul 30, 2025분석 기사 • 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.공시 • May 01Broadmedia Corporation, Annual General Meeting, Jun 27, 2025Broadmedia Corporation, Annual General Meeting, Jun 27, 2025.분석 기사 • 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...공시 • 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.공시 • 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.분석 기사 • 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.공시 • 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.공시 • 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.분석 기사 • 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.공시 • May 12Broadmedia Corporation, Annual General Meeting, Jun 27, 2024Broadmedia Corporation, Annual General Meeting, Jun 27, 2024.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.분석 기사 • 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.분석 기사 • 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.분석 기사 • 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...분석 기사 • 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...공시 • Jan 23Broadmedia Corporation to Report Q3, 2021 Results on Feb 15, 2021Broadmedia Corporation announced that they will report Q3, 2021 results on Feb 15, 2021분석 기사 • 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.분석 기사 • 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...분석 기사 • 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.공시 • Oct 10Broadmedia Corporation to Report Q2, 2021 Results on Oct 30, 2020Broadmedia Corporation announced that they will report Q2, 2021 results on Oct 30, 2020공시 • Aug 10Broadmedia Corporation to Report Q1, 2021 Results on Aug 28, 2020Broadmedia Corporation announced that they will report Q1, 2021 results on Aug 28, 2020매출 및 비용 세부 내역Broadmedia가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이TSE:4347 매출, 비용 및 순이익 (JPY Millions)날짜매출순이익일반관리비연구개발비31 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 159,841-2,7803,8710양질의 수익: 4347의 비현금 수익 수준이 높습니다.이익 마진 증가: 4347의 현재 순 이익률 (5%)은 지난해 (2.2%)보다 높습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: 4347의 수익은 지난 5년 동안 연평균 4.5% 감소했습니다.성장 가속화: 지난 1년간 4347 의 수익 증가율(133.4%)은 연간 평균(-4.5%)을 초과합니다.수익 대 산업: 4347의 지난 1년 수익 증가율(133.4%)은 Telecom 업계의 21.3%를 상회했습니다.자기자본이익률높은 ROE: 4347의 자본 수익률(16.2%)은 낮음으로 평가됩니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YTelecom 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/23 00:17종가2026/05/22 00:00수익2026/03/31연간 수익2026/03/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Broadmedia Corporation는 2명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Taro IshiharaDaiwa Securities Co. Ltd.Nobuo KurahashiIchiyoshi Research Institute Inc.
분석 기사 • 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.
공시 • 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.
분석 기사 • 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.
분석 기사 • 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.
공시 • May 12Broadmedia Corporation, Annual General Meeting, Jun 26, 2026Broadmedia Corporation, Annual General Meeting, Jun 26, 2026.
공시 • 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%).
공시 • 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.
분석 기사 • 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...
분석 기사 • 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.
분석 기사 • 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.
공시 • 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.
공시 • 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
분석 기사 • 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.
공시 • May 01Broadmedia Corporation, Annual General Meeting, Jun 27, 2025Broadmedia Corporation, Annual General Meeting, Jun 27, 2025.
분석 기사 • 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...
공시 • 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.
공시 • 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.
분석 기사 • 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.
공시 • 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.
공시 • 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.
분석 기사 • 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.
공시 • May 12Broadmedia Corporation, Annual General Meeting, Jun 27, 2024Broadmedia Corporation, Annual General Meeting, Jun 27, 2024.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
분석 기사 • 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.
분석 기사 • 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.
분석 기사 • 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...
분석 기사 • 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...
공시 • 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
분석 기사 • 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.
분석 기사 • 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...
분석 기사 • 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.
공시 • 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
공시 • 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