Media Kobo,Inc.
3815・Growth Market・Information & Communication
Fortune-Telling Business
Core business accounting for approximately 92% of group revenue. Deploys fortune-telling content and chat divination across multiple channels.
| Period | Current | Previous | Change |
|---|---|---|---|
| Segment revenue (cumulative Q3 FY2026 (ending August 2026)) | ¥1,130 million | ¥1,340 million (cumulative Q3 FY2025 (ending August 2025)) | ↓ |
| Segment operating profit (cumulative Q3 FY2026 (ending August 2026)) | ¥164 million | ¥298 million (cumulative Q3 FY2025 (ending August 2025)) | ↓ |
| Segment revenue (full year FY2025 (ended August 2025)) | ¥1,761 million | — | — |
| Segment operating profit (full year FY2025 (ended August 2025)) | ¥385 million | — | — |
| Segment revenue (interim FY2026 (ending August 2026)) | ¥769 million | — | — |
| Segment operating profit (interim FY2026 (ending August 2026)) | ¥118 million | — | — |
| Revenue from LINE Yahoo (full year FY2025 (ended August 2025)) | ¥533 million | — | — |
Business Details
Comprises two pillars: the "1-to-N Service," which plans, produces, and distributes fortune-telling readings and articles for women via the company's own website, ISPs, mobile carriers such as NTT DoCoMo and KDDI, and platforms such as Apple and Google; and the "1-to-1 Service," in which users interact directly with fortune tellers via phone or chat. The knowledge and data accumulated in the fortune-telling field over many years is the source of competitive advantage.
Recent Overview
Revenue down 14.2% and operating profit down 44.8%, a substantial deterioration. Decision made to discontinue new framework development and shift toward structural reform.
For cumulative Q3 FY2026 (ending August 2026) (September 2025 to May 2026), Fortune-Telling Business revenue was ¥1,130 million (down 15.7% year on year) and operating profit was ¥164 million (down 44.8% year on year). Delays in the development and launch of a new production system (new framework) caused the introduction of new content to fall short of plan, while the departure of popular fortune tellers and changes in user behavior driven by the spread of generative AI led to a decline in the number of phone/chat fortune-telling consultations. From the third quarter onward, the company discontinued development of the new framework and has shifted policy toward reducing outsourcing costs, in-house handling of operations using generative AI, and concentrating management resources on existing, highly profitable content.
Key Products
Growth Drivers
- Improved profit margins through concentration of management resources on existing, highly profitable content
- Acquisition of new users through strengthened user acquisition channels leveraging YouTube and other video distribution
- Higher revenue per user through expansion of theme-based content and strengthened linkage with phone/chat fortune-telling
- Reduced outsourcing costs and improved earnings structure through in-house operations using generative AI
- Utilization of preference and behavioral data accumulated in the fortune-telling field to support BtoB marketing
- Expansion of overseas distribution via global platforms such as Apple and Google
Risks
- Continued risk of sluggish 1-to-N service revenue due to a lack of hit new content
- Decline in the number of 1-to-1 chat divination consultations due to the departure of popular fortune tellers and the spread of generative AI
- Revenue dependence on specific platforms such as LINE Yahoo, NTT DoCoMo, and KDDI (top three account for approximately 47% of revenue)
- Risk of medium- to long-term decline in content competitiveness following discontinuation of new framework development
- The effects of business structural reform (restructuring) are expected to materialize mainly from FY2027 (ending March 2027) onward, limiting the contribution to current-period performance
Last updated: November 21, 2025