Media Kobo,Inc.【JP:3815】Stock Price

Media Kobo is a company group that provides digital content and networking opportunities centered on fortune telling. Through its own websites, telecommunications carriers, and various app platforms, the company operates both one-to-many services—planning, producing, and distributing articles and fortune-telling content aimed at women—and one-to-one services where users interact directly with fortune tellers via phone or chat.

The primary customers are individual users, particularly women, while distribution partnerships with telecommunications carriers and app platforms serve as important channels. The company's revenue is driven by content sales, one-to-one fortune-telling consultation fees, and e-commerce sales, with fortune teller royalties and platform fees representing the main variable costs.

The business consists of three segments: "Fortune-Telling Business," "Entertainment and Matching Services Business," and "Other Business." In the fortune-telling business, content is produced under the supervision of fortune tellers, with royalties paid based on sales. The entertainment and matching services segment creates networking opportunities both online and offline centered on social media, while the other business segment focuses on developing e-commerce operations and new beauty-related services.

The company has established a three-year medium-term management plan covering the periods from August 2024 through August 2026, aiming to achieve both sustainable growth and financial soundness. In addition to traditional sales and operating profit metrics, the company is shifting its management approach to prioritize cash flow and return on invested capital (ROI), with the goal of improving capital productivity and maximizing investment efficiency. The company's current forecast for consolidated results in the August 2026 period shows net sales of 2,163 million yen, operating loss of 294 million yen, ordinary loss of 300 million yen, and net loss attributable to parent company shareholders of 302 million yen. New medium-term targets are expected to be announced around the second quarter of the August 2026 fiscal period.

Priority investment areas focus on the company's core strength: fortune-telling content and the user data derived from it. The company is differentiating itself by converting data accumulated through its fortune-telling business—including birth dates, user concerns, and preferences—into personalized content optimization and marketing support services for corporate clients. Specifically, the company is diversifying payment methods, forming partnerships with subscription-based businesses focused on monthly active users (MAU), and strengthening distribution through its own media channels. These initiatives reduce platform dependency while enhancing profitability.

For new market development, the company plans to leverage the existing fortune-telling market, valued at approximately 100 billion yen, as a foundation to expand into adjacent sectors with strong appeal to women aged 20-40, thereby securing a second revenue stream. The company is diversifying its business portfolio through development of entertainment-matching services, e-commerce, and beauty-related services, while also accelerating international expansion. Specific strategies include efficient multilingual content deployment using generative AI, expanded distribution across global platforms including Apple and Google, and rapid market insights through partnerships with local companies.

Regarding technological innovation, the company is leveraging generative AI (such as ChatGPT) and SNS and influencer marketing to improve productivity and user experience. The company is strengthening IT talent recruitment, making foundational investments in server infrastructure, and securing reliable external partners to ensure stable system operations, while also considering M&A and business partnerships as options. Since obtaining its Privacy Mark in 2007, the company has maintained continuous renewal and plans to support business expansion through strengthened internal control systems and careful data management practices.