IR & Research Intelligence, Sessa Investment Research

Sessa Investment Research

IR & Research Intelligence

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<ul><li>On August 14, 2025, Tokyo Communications Group, Inc. (hereafter, the "Company") announced its H1 FY2025/12 results.</li><li>For the first six months, net sales rose 14.6% YoY to JPY 3,176 mn, EBITDA improved from a JPY 16 mn loss a year earlier to a JPY 320 mn profit, and operating profit moved from a JPY 211 mn loss to a JPY 140 mn profit.</li><li>The streamlining of unprofitable businesses launched in November 2024 marked a turning point, setting off a sharp rebound in results from Q4 of the previous fiscal year as the earnings of core existing businesses steadily recovered. </li></ul>

On August 14, 2025, Tokyo Communications Group, Inc. (hereafter, the "Company") announced its H1 FY2025/12 results.For the first six months, net sales rose 14.6% YoY to JPY 3,176 mn, EBITDA improved from a JPY 16 mn loss a year earlier to a JPY 320 mn profit, and operating profit moved from a JPY 211 mn loss to a JPY 140 mn profit.The streamlining of unprofitable businesses launched in November 2024 marked a turning point, setting off a sharp rebound in results from Q4 of the previous fiscal year as the earnings of core existing businesses steadily recovered. 

Q2 Follow-Up - Tokyo Communications Group (7359 JP) - September 19, 2025

<ul><li>Tokyo Communications Group’s (hereinafter “the Company”) core businesses currently include its Media business, where it plans and develops free game apps for smartphones and uses a portion of the app’s screen space to generate advertising revenue, and its Platform business, where it operates a consultation service based on a pay- as-you-go model</li><li>The Platform business is generally stable, while the Media business is inherently highly profitable thanks to its low cost, but prone to fluctuations depending on the number of hit titles.</li><li><strong>Management Decision</strong>: After reaching highs in FY2021/12, the Company lowered its earnings forecasts and suffered operating losses for three consecutive years from FY2022/12 to FY2024/12.</li></ul>

Tokyo Communications Group’s (hereinafter “the Company”) core businesses currently include its Media business, where it plans and develops free game apps for smartphones and uses a portion of the app’s screen space to generate advertising revenue, and its Platform business, where it operates a consultation service based on a pay- as-you-go modelThe Platform business is generally stable, while the Media business is inherently highly profitable thanks to its low cost, but prone to fluctuations depending on the number of hit titles.Management Decision: After reaching highs in FY2021/12, the Company lowered its earnings forecasts and suffered operating losses for three consecutive years from FY2022/12 to FY2024/12.

Tokyo Communications Group (7359 JP) - Working to Strengthen the Financial Base

<ul><li>On August 7, 2024, Tokyo Communications Group, Inc. (hereafter, the “Company") announced its 1H FY2024/12 financial results.</li><li>Net sales fell 7.3% YoY to ¥2,771 mn, EBITDA was in the red with a loss of ¥16 mn (versus a positive EBITDA of ¥132 mn in 1H FY2023/12), and operating loss was at ¥211 mn, coming in worse than the ¥30 mn loss recorded in 1H FY2023/12.</li><li>Ordinary losses increased from ¥56 mn to ¥88 mn, and 1H net loss expanded from¥87 mn to ¥158 mn.</li></ul>

On August 7, 2024, Tokyo Communications Group, Inc. (hereafter, the “Company") announced its 1H FY2024/12 financial results.Net sales fell 7.3% YoY to ¥2,771 mn, EBITDA was in the red with a loss of ¥16 mn (versus a positive EBITDA of ¥132 mn in 1H FY2023/12), and operating loss was at ¥211 mn, coming in worse than the ¥30 mn loss recorded in 1H FY2023/12.Ordinary losses increased from ¥56 mn to ¥88 mn, and 1H net loss expanded from¥87 mn to ¥158 mn.

Tokyo Communications Group (7359 JP) - 2Q Follow-Up - Sep 4, 2024

<ul><li>Tokyo Communications Group’s core businesses currently include its Media business, where it plans and develops free game apps for smartphones and uses a portion of the app’s screen space to generate advertising revenue, and its Platform business, where it operates a consultation service based on a pay-as-you-go model.</li><li>The company also functions as an investment company with the aim of achieving company-wide growth while diversifying risks by allocating the cash flow generated by these core businesses into various promising digital businesses.</li><li><p>The company's main business at the time of its founding consisted of developing and operating free game apps for smartphones.</p></li></ul>

Tokyo Communications Group’s core businesses currently include its Media business, where it plans and develops free game apps for smartphones and uses a portion of the app’s screen space to generate advertising revenue, and its Platform business, where it operates a consultation service based on a pay-as-you-go model.The company also functions as an investment company with the aim of achieving company-wide growth while diversifying risks by allocating the cash flow generated by these core businesses into various promising digital businesses.The company's main business at the time of its founding consisted of developing and operating free game apps for smartphones.

Tokyo Communications Group (7359 JP) - Actively Pushing to Become a Digital Business Conglomerate

Japan

Tokyo Tsushin, Inc. develops casual mobile game applications. The Company also engages in advertising, investment, web services, and other businesses. TokyoTsushin serves clients throughout Japan.

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Tokyo Tsushin Inc (7359 JP)

Q2 Follow-Up - Tokyo Communications Group (7359 JP) - September 19, 2025

On August 14, 2025, Tokyo Communications Group, Inc. (hereafter, the "Company") announced its H1 FY2025/12 results. For the first six months, net...

Sessa Investment Research

Tokyo Communications Group (7359 JP) - Working to Strengthen the Financial Base

After reaching highs in FY2021/12, the Company lowered its earnings forecasts and suffered operating losses for three consecutive years from FY2022...

Sessa Investment Research

Tokyo Communications Group (7359 JP) - 2Q Follow-Up - Sep 4, 2024

On August 7, 2024, Tokyo Communications Group, Inc. (hereafter, the “Company") announced its 1H FY2024/12 financial results.

Sessa Investment Research

Tokyo Communications Group (7359 JP) - Actively Pushing to Become a Digital Business Conglomerate

Tokyo Communications Group’s core businesses currently include its Media business, where it plans and develops free game apps for smartphones and...

Sessa Investment Research

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