Source disclosure: February 18, 2026
ibis inc. [9343.T]
TOKYO, February 18, 2026 (wire service) — Ibis Inc., listed on the Tokyo Stock Exchange's Growth Market under stock code 9343, has released its earnings presentation for the fiscal year ending December 2025. The company highlights its robust performance, particularly in subscription revenue growth and profitability.
According to the presentation, Ibis Inc.'s subscription-based sales grew by an impressive 71.6 percent from the previous quarter, reaching ¥3.6 billion compared to ¥2.1 billion. This significant increase was driven by a rise of ¥0.4 billion in quarterly subscription revenue and a surge in contract numbers to 46,200, marking both as record highs. Additionally, overall revenue increased by 20.5 percent year-over-year to ¥13.6 billion, while operating income rose by 17.4 percent to ¥3.5 billion. The company attributes this growth partly to higher mobile segment profits that offset costs such as M&A expenses and external CPA fees.
The presentation also notes that the combined effect of these factors led to a two-digit growth rate in consolidated sales and operating profit. Operating margin improved by 2.3 percentage points on a standalone basis, reflecting strong operational efficiency. For the full fiscal year ended December 2025, total subscription revenue reached ¥12.0 billion, up 74.9 percent from the prior year, exceeding advertising revenues for the first time throughout the period. Subscription contracts surged by 71.4 percent, adding approximately 55,000 more subscriptions than initially planned.
Looking ahead, Ibis Inc. forecasts continued growth for the fiscal year ending December 2026. The company aims to achieve a 44.1 percent increase in subscription revenue to ¥17.3 billion and a 12.8 percent rise in operating income to ¥13.5 billion. These projections underscore the company’s confidence in maintaining its high-growth trajectory and solidifying its position in the market.
Note: Financial figures from the earnings presentation have been removed pending correction. For accurate figures, refer to the company's earnings summary (kessan tanshin) filed separately on TDNet.
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