Report
Joel Scheiman ...
  • Julie Boote
  • Pelham Smithers

PSA Internet: CyberAgent (4751 JT) FY22 Q1 Preview

Tags: Nintendo (7974 JT), Niantic, Mixi (2121 JT), GungHo Online Entertainment (3765 JT), NetEase (NTES US), DeNA (2432 JT), GREE (3632 JT), Netflix (NFLX US), TV Asahi (9409 JT)

Ahead of CyberAgent's FY22 Q1 announcement on 26 Jan, analyst Thao Nguyen reviews its different businesses and provides her estimates.
Underlying
CyberAgent Inc.

CyberAgent is an information technology company. Media segment is engaged in the operation of internet TV station "AbemaTV," free live streaming programs without subscription "FRESH!," blog service "Ameba," matching services "Tapple" and music streaming service "AWA." Game segment offers a variety of games for smartphones such as "GRANBLUE FANTASY." Internet Advertisement segment is engaged in the provision of internet advertising agency services. Investment Development is engaged in the corporate venture capital business, as well as the establishment and operation of investment fund. Others segment is engaged in the operation of smartphone media.

Provider
Pelham Smithers Associates Ltd
Pelham Smithers Associates Ltd

Founded in 2009, Pelham Smithers Associates (PSA) provides market intelligence on Asian technology, focusing in particular on Japan. The industries covered by our team of specialists are: consumer electronics, telecomms, pharmaceuticals, internet, electronic parts and materials, automotive technology, retail and capital goods. 

PSA produces both company and sector reports. The focus of PSA’s research is to identify winners and losers as new technologies impact the top and bottom lines of corporations. Critical to our research is the clear explanation of how these new technologies work and how they impact companies and industries. 

The founding partners have worked closely together for twenty years and the team has more than doubled in size since 2012. 

Analysts
Joel Scheiman

Julie Boote

Pelham Smithers

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