Reported Earnings • Apr 11
Second quarter 2026 earnings released: JP¥14.99 loss per share (vs JP¥2.98 loss in 2Q 2025) Second quarter 2026 results: JP¥14.99 loss per share (further deteriorated from JP¥2.98 loss in 2Q 2025). Revenue: JP¥412.0m (down 14% from 2Q 2025). Net loss: JP¥160.0m (loss widened 433% from 2Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 120 percentage points per year, which is a significant difference in performance. Announcement • Apr 03
Media Kobo, Inc. to Report Q2, 2026 Results on Apr 10, 2026 Media Kobo, Inc. announced that they will report Q2, 2026 results on Apr 10, 2026 Reported Earnings • Jan 10
First quarter 2026 earnings released: JP¥10.34 loss per share (vs JP¥3.87 loss in 1Q 2025) First quarter 2026 results: JP¥10.34 loss per share (further deteriorated from JP¥3.87 loss in 1Q 2025). Revenue: JP¥416.0m (down 13% from 1Q 2025). Net loss: JP¥108.0m (loss widened 177% from 1Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 129 percentage points per year, which is a significant difference in performance. Announcement • Nov 03
Media Kobo, Inc. to Report Q1, 2026 Results on Jan 09, 2026 Media Kobo, Inc. announced that they will report Q1, 2026 results on Jan 09, 2026 Reported Earnings • Oct 11
Full year 2025 earnings released: JP¥50.19 loss per share (vs JP¥26.79 loss in FY 2024) Full year 2025 results: JP¥50.19 loss per share (further deteriorated from JP¥26.79 loss in FY 2024). Revenue: JP¥1.87b (down 6.9% from FY 2024). Net loss: JP¥508.0m (loss widened 88% from FY 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 136 percentage points per year, which is a significant difference in performance. Announcement • Oct 10
Media Kobo, Inc., Annual General Meeting, Nov 21, 2025 Media Kobo, Inc., Annual General Meeting, Nov 21, 2025. Announcement • Aug 01
Media Kobo, Inc. to Report Fiscal Year 2025 Results on Oct 10, 2025 Media Kobo, Inc. announced that they will report fiscal year 2025 results on Oct 10, 2025 Reported Earnings • Jul 06
Third quarter 2025 earnings released: JP¥12.30 loss per share (vs JP¥12.80 loss in 3Q 2024) Third quarter 2025 results: JP¥12.30 loss per share (improved from JP¥12.80 loss in 3Q 2024). Revenue: JP¥467.0m (down 2.9% from 3Q 2024). Net loss: JP¥124.0m (loss narrowed 3.9% from 3Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 132 percentage points per year, which is a significant difference in performance. Announcement • Jun 10
Media Kobo, Inc. announced that it has received ¥304.901 million in funding from Milestone Capital Management Co., Ltd. On June 10, 2025, Media Kobo, Inc closed the transaction. Announcement • Apr 26
Media Kobo, Inc. to Report Q3, 2025 Results on Jul 04, 2025 Media Kobo, Inc. announced that they will report Q3, 2025 results on Jul 04, 2025 Reported Earnings • Apr 12
Second quarter 2025 earnings released: JP¥2.98 loss per share (vs JP¥0.40 loss in 2Q 2024) Second quarter 2025 results: JP¥2.98 loss per share (further deteriorated from JP¥0.40 loss in 2Q 2024). Revenue: JP¥480.0m (down 6.6% from 2Q 2024). Net loss: JP¥30.0m (loss widened JP¥26.0m from 2Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 138 percentage points per year, which is a significant difference in performance. Announcement • Feb 03
Media Kobo, Inc. to Report Q2, 2025 Results on Apr 11, 2025 Media Kobo, Inc. announced that they will report Q2, 2025 results on Apr 11, 2025 Reported Earnings • Jan 15
First quarter 2025 earnings released: JP¥3.87 loss per share (vs JP¥0.40 loss in 1Q 2024) First quarter 2025 results: JP¥3.87 loss per share (further deteriorated from JP¥0.40 loss in 1Q 2024). Revenue: JP¥476.0m (down 9.2% from 1Q 2024). Net loss: JP¥39.0m (loss widened JP¥35.0m from 1Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 128 percentage points per year, which is a significant difference in performance. Announcement • Oct 26
Media Kobo, Inc. to Report Q1, 2025 Results on Jan 10, 2025 Media Kobo, Inc. announced that they will report Q1, 2025 results on Jan 10, 2025 Reported Earnings • Oct 16
Full year 2024 earnings released: JP¥26.79 loss per share (vs JP¥3.47 profit in FY 2023) Full year 2024 results: JP¥26.79 loss per share (down from JP¥3.47 profit in FY 2023). Revenue: JP¥2.01b (down 2.9% from FY 2023). Net loss: JP¥270.0m (down JP¥305.0m from profit in FY 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 100 percentage points per year, which is a significant difference in performance. Announcement • Oct 11
Media Kobo, Inc., Annual General Meeting, Nov 22, 2024 Media Kobo, Inc., Annual General Meeting, Nov 22, 2024. Announcement • Aug 02
Media Kobo, Inc. to Report Fiscal Year 2024 Results on Oct 04, 2024 Media Kobo, Inc. announced that they will report fiscal year 2024 results on Oct 04, 2024 Reported Earnings • Jul 08
Third quarter 2024 earnings released: JP¥12.80 loss per share (vs JP¥0.50 loss in 3Q 2023) Third quarter 2024 results: JP¥12.80 loss per share (further deteriorated from JP¥0.50 loss in 3Q 2023). Revenue: JP¥481.0m (down 4.4% from 3Q 2023). Net loss: JP¥129.0m (loss widened JP¥124.0m from 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has increased by 28% per year, which means it is well ahead of earnings. Announcement • Apr 29
Media Kobo, Inc. to Report Q3, 2024 Results on Jul 05, 2024 Media Kobo, Inc. announced that they will report Q3, 2024 results on Jul 05, 2024 New Risk • Apr 16
New major risk - Earnings quality The company has a high level of non-cash earnings. Accrual ratio: 20% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (9.6% average weekly change). High level of non-cash earnings (20% accrual ratio). Minor Risks Profit margins are more than 30% lower than last year (0.4% net profit margin). Market cap is less than US$100m (JP¥2.29b market cap, or US$14.8m). Reported Earnings • Apr 14
Second quarter 2024 earnings released: JP¥0.40 loss per share (vs JP¥1.59 profit in 2Q 2023) Second quarter 2024 results: JP¥0.40 loss per share (down from JP¥1.59 profit in 2Q 2023). Revenue: JP¥514.0m (down 1.5% from 2Q 2023). Net loss: JP¥4.00m (down 125% from profit in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings. Announcement • Jan 28
Media Kobo, Inc. to Report Q2, 2024 Results on Apr 05, 2024 Media Kobo, Inc. announced that they will report Q2, 2024 results on Apr 05, 2024 Reported Earnings • Jan 15
First quarter 2024 earnings released: JP¥0.40 loss per share (vs JP¥0.20 profit in 1Q 2023) First quarter 2024 results: JP¥0.40 loss per share (down from JP¥0.20 profit in 1Q 2023). Revenue: JP¥524.0m (up 3.6% from 1Q 2023). Net loss: JP¥4.00m (down 300% from profit in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings. Announcement • Oct 29
Media Kobo, Inc. to Report Q1, 2024 Results on Jan 12, 2024 Media Kobo, Inc. announced that they will report Q1, 2024 results on Jan 12, 2024 Announcement • Oct 08
Media Kobo, Inc., Annual General Meeting, Nov 24, 2023 Media Kobo, Inc., Annual General Meeting, Nov 24, 2023. Reported Earnings • Oct 07
Full year 2023 earnings released: EPS: JP¥3.47 (vs JP¥15.18 in FY 2022) Full year 2023 results: EPS: JP¥3.47 (down from JP¥15.18 in FY 2022). Revenue: JP¥2.07b (down 5.9% from FY 2022). Net income: JP¥35.0m (down 77% from FY 2022). Profit margin: 1.7% (down from 6.9% in FY 2022). Over the last 3 years on average, earnings per share has increased by 92% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings. Announcement • Aug 03
Media Kobo, Inc. to Report Fiscal Year 2023 Results on Oct 06, 2023 Media Kobo, Inc. announced that they will report fiscal year 2023 results on Oct 06, 2023 New Risk • Jul 10
New minor risk - Profit margin trend The company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.8% Last year net profit margin: 5.1% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (2.8% net profit margin). Market cap is less than US$100m (JP¥2.78b market cap, or US$19.6m). Reported Earnings • Jul 10
Third quarter 2023 earnings released: JP¥0.50 loss per share (vs JP¥1.59 profit in 3Q 2022) Third quarter 2023 results: JP¥0.50 loss per share (down from JP¥1.59 profit in 3Q 2022). Revenue: JP¥503.0m (down 7.2% from 3Q 2022). Net loss: JP¥5.00m (down 131% from profit in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 104% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings. Valuation Update With 7 Day Price Move • Jun 29
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to JP¥282, the stock trades at a trailing P/E ratio of 36.4x. Average trailing P/E is 20x in the Entertainment industry in Japan. Total loss to shareholders of 3.5% over the past three years. Reported Earnings • Apr 08
Second quarter 2023 earnings released: EPS: JP¥1.59 (vs JP¥4.07 in 2Q 2022) Second quarter 2023 results: EPS: JP¥1.59 (down from JP¥4.07 in 2Q 2022). Revenue: JP¥522.0m (down 7.8% from 2Q 2022). Net income: JP¥16.0m (down 61% from 2Q 2022). Profit margin: 3.1% (down from 7.2% in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 104% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings. Announcement • Feb 01
Media Kobo, Inc. to Report Q2, 2023 Results on Apr 07, 2023 Media Kobo, Inc. announced that they will report Q2, 2023 results on Apr 07, 2023 Reported Earnings • Jan 14
First quarter 2023 earnings released: EPS: JP¥0.20 (vs JP¥5.16 in 1Q 2022) First quarter 2023 results: EPS: JP¥0.20 (down from JP¥5.16 in 1Q 2022). Revenue: JP¥506.0m (down 10% from 1Q 2022). Net income: JP¥2.00m (down 96% from 1Q 2022). Profit margin: 0.4% (down from 9.2% in 1Q 2022). Over the last 3 years on average, earnings per share has increased by 98% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings. Announcement • Dec 09
Media Kobo, Inc. to Report Q1, 2023 Results on Jan 13, 2023 Media Kobo, Inc. announced that they will report Q1, 2023 results on Jan 13, 2023 Board Change • Nov 16
No independent directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 3 highly experienced directors. No independent directors (7 non-independent directors). Director Kahori Hasegawa was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment. Announcement • Oct 09
Media Kobo, Inc., Annual General Meeting, Nov 25, 2022 Media Kobo, Inc., Annual General Meeting, Nov 25, 2022. Reported Earnings • Oct 09
Full year 2022 earnings released: EPS: JP¥15.18 (vs JP¥0.69 in FY 2021) Full year 2022 results: EPS: JP¥15.18 (up from JP¥0.69 in FY 2021). Revenue: JP¥2.20b (up 14% from FY 2021). Net income: JP¥153.0m (up JP¥146.0m from FY 2021). Profit margin: 6.9% (up from 0.4% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 80% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings. Valuation Update With 7 Day Price Move • Sep 02
Investor sentiment deteriorated over the past week After last week's 20% share price decline to JP¥375, the stock trades at a trailing P/E ratio of 33.2x. Average trailing P/E is 19x in the Entertainment industry in Japan. Total loss to shareholders of 12% over the past three years. Announcement • Aug 03
Media Kobo, Inc. to Report Fiscal Year 2022 Results on Oct 07, 2022 Media Kobo, Inc. announced that they will report fiscal year 2022 results on Oct 07, 2022 Reported Earnings • Jul 10
Third quarter 2022 earnings released: EPS: JP¥1.59 (vs JP¥0.40 loss in 3Q 2021) Third quarter 2022 results: EPS: JP¥1.59 (up from JP¥0.40 loss in 3Q 2021). Revenue: JP¥542.0m (up 18% from 3Q 2021). Net income: JP¥16.0m (up JP¥20.0m from 3Q 2021). Profit margin: 3.0% (up from net loss in 3Q 2021). Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Jul 04
Investor sentiment improved over the past week After last week's 15% share price gain to JP¥408, the stock trades at a trailing P/E ratio of 43.7x. Average trailing P/E is 18x in the Entertainment industry in Japan. Total returns to shareholders of 18% over the past three years. Announcement • May 02
Media Kobo, Inc. to Report Q3, 2022 Results on Jul 08, 2022 Media Kobo, Inc. announced that they will report Q3, 2022 results on Jul 08, 2022 Board Change • Apr 27
No independent directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 3 highly experienced directors. No independent directors (7 non-independent directors). Director Kahori Hasegawa was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment. Reported Earnings • Apr 10
Second quarter 2022 earnings released: EPS: JP¥4.07 (vs JP¥0.099 in 2Q 2021) Second quarter 2022 results: EPS: JP¥4.07 (up from JP¥0.099 in 2Q 2021). Revenue: JP¥566.0m (up 27% from 2Q 2021). Net income: JP¥41.0m (up JP¥40.0m from 2Q 2021). Profit margin: 7.2% (up from 0.2% in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth. Announcement • Jan 30
Media Kobo, Inc. to Report Q2, 2022 Results on Apr 08, 2022 Media Kobo, Inc. announced that they will report Q2, 2022 results on Apr 08, 2022 Reported Earnings • Jan 09
First quarter 2022 earnings: Revenues and EPS in line with analyst expectations First quarter 2022 results: EPS: JP¥5.16 (up from JP¥0.50 in 1Q 2021). Revenue: JP¥564.0m (up 26% from 1Q 2021). Net income: JP¥52.0m (up JP¥47.0m from 1Q 2021). Profit margin: 9.2% (up from 1.1% in 1Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings. Reported Earnings • Oct 09
Full year 2021 earnings released: EPS JP¥0.69 (vs JP¥14.78 loss in FY 2020) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥1.93b (up 7.3% from FY 2020). Net income: JP¥7.00m (up JP¥156.0m from FY 2020). Profit margin: 0.4% (up from net loss in FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 63 percentage points per year, which is a significant difference in performance. Reported Earnings • Jul 11
Third quarter 2021 earnings released: JP¥0.40 loss per share (vs JP¥10.72 loss in 3Q 2020) The company reported a solid third quarter result with reduced losses, improved revenues and improved control over expenses. Third quarter 2021 results: Revenue: JP¥461.0m (up 8.5% from 3Q 2020). Net loss: JP¥4.00m (loss narrowed 96% from 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings. Reported Earnings • Apr 11
Second quarter 2021 earnings released: EPS JP¥0.099 (vs JP¥2.58 loss in 2Q 2020) The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2021 results: Revenue: JP¥447.0m (down 1.1% from 2Q 2020). Net income: JP¥1.00m (up JP¥27.0m from 2Q 2020). Profit margin: 0.2% (up from net loss in 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings. Is New 90 Day High Low • Mar 05
New 90-day low: JP¥316 The company is down 3.0% from its price of JP¥327 on 04 December 2020. The Japanese market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Entertainment industry, which is up 9.0% over the same period. Announcement • Jan 31
Media Kobo, Inc. to Report Q2, 2021 Results on Apr 09, 2021 Media Kobo, Inc. announced that they will report Q2, 2021 results on Apr 09, 2021 Reported Earnings • Jan 10
First quarter 2021 earnings released: EPS JP¥0.50 The company reported a decent first quarter result with improved earnings and profit margins, although revenues were flat. First quarter 2021 results: Revenue: JP¥448.0m (flat on 1Q 2020). Net income: JP¥5.00m (up JP¥9.00m from 1Q 2020). Profit margin: 1.1% (up from net loss in 1Q 2020). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings. Announcement • Dec 24
Media Kobo, Inc. to Report Q1, 2021 Results on Jan 08, 2021 Media Kobo, Inc. announced that they will report Q1, 2021 results on Jan 08, 2021 Is New 90 Day High Low • Dec 09
New 90-day high: JP¥409 The company is up 33% from its price of JP¥307 on 10 September 2020. The Japanese market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Entertainment industry, which is up 7.0% over the same period. Announcement • Aug 10
Media Kobo, Inc. to Report Fiscal Year 2020 Results on Oct 09, 2020 Media Kobo, Inc. announced that they will report fiscal year 2020 results on Oct 09, 2020