Source disclosure: February 16, 2026
KAYAC Inc. [3904.T]
TOKYO, Feb 16 (Pulse News Wire) -- Kayac Inc. (3904.T), led by CEO Yanasawa Daishu, announced its latest quarterly results on Thursday, marking the highest sales figures ever recorded in a single quarter. The company reported a record-breaking revenue of ¥58.72 billion, representing a year-over-year increase of 23.4%, and an operating income of ¥3.66 billion, up 134.7% compared to the same period last year. Despite a slight decline in operating income from the previous quarter (-11.4%), these results underscored the ongoing success of Kayac's core business, particularly in hyper-casual games ().
Founded in 1998, Kayac has grown significantly under Yanasawa’s leadership, achieving a listing on the Tokyo Stock Exchange Mothers market in 2014 before transitioning to the Growth Market. The company operates across various sectors including advertising production, game development, and local capitalism initiatives. With headquarters in Kamakura, Kayac emphasizes a work-life integration model and employs unique evaluation systems aimed at fostering creativity and business synergy.
For this final quarter's earnings presentation, Yanasawa took center stage, replacing the usual rotation among executive officers and department heads. This change was made due to the significance of the end-of-period report and to prevent monotony in the annual reporting process. Additionally, it serves as part of the company's succession planning efforts.
In terms of key performance indicators, Kayac maintained a high creator ratio of 93.2%, reflecting the importance of creative talent within the organization. The company also saw notable growth in its hyper-casual games sector, with downloads exceeding 69 million during the quarter. Looking ahead, Kayac projects a consolidated revenue target of ¥230 billion for the fiscal year ending December 2026, expecting a modest decrease in operating profit to ¥10 billion despite a 14.5% rise in revenues from the prior year.
The detailed breakdown of the fourth-quarter performance showed consistent growth across all segments, with particular strength in the gaming entertainment division. Kayac plans to release eight new hyper-casual games throughout the fiscal year, contributing significantly to overall profitability. Other areas such as e-sports and local capitalism initiatives also demonstrated robust performances, aligning well with the company's strategic goals.
Kayac will begin disclosing segment information starting from the fiscal year ending December 2026, providing more granular insights into each business unit's contribution to the company's overall financial health. This move is expected to enhance transparency and stakeholder understanding of Kayac's diverse operations and future prospects.
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