Oricon Inc.
4800・Standard Market・Information & Communication
Communication Business
The Group's core segment maintaining high profitability through two pillars: CS surveys and news distribution.
| Period | Current | Previous | Change |
|---|---|---|---|
| Segment net sales (to external customers) | ¥4,288 million | ¥3,941 million | ↑ |
| Segment profit (before goodwill amortization) | ¥2,673 million | ¥2,391 million | ↑ |
| Segment profit margin (before goodwill amortization) | 62.3% | 59.4% | ↑ |
| Depreciation and amortization | ¥20 million | ¥22 million | ↓ |
| Customer Satisfaction (CS) Survey net sales | ¥2,598 million | ¥2,354 million | ↑ |
| News distribution / PV, etc. net sales | ¥1,690 million | ¥1,587 million | ↑ |
Business Details
The core business operated by oricon ME Inc. and Oricon News Co., Ltd. In the "Customer Satisfaction (CS) Survey Business," the company offers three menus: trademark licensing, digital promotion (customer referral), and data sales. In the "News Distribution / PV Business," the company centers on its proprietary media "ORICON NEWS" and provides banner advertising, tie-up advertising, and content provision for external media. In FY2026 (ending March 2026), sales to external customers accounted for 67.8% of consolidated net sales, forming the core of the Group's earnings. The segment profit margin (before goodwill amortization) stood at an extremely high 62.3%, reflecting a highly profitable business structure.
Recent Overview
Both the CS Survey and news distribution businesses performed well, with sales up 8.8% and segment profit up 11.8% year on year.
In FY2026, overall net sales for the Communication Business increased ¥347 million (up 8.8%) year on year to ¥4,288 million, and segment profit increased ¥282 million (up 11.8%) year on year to ¥2,673 million. In the CS Survey Business, sales from trademark licensing and digital promotion (customer referral) reached a record high. In the News Distribution / PV Business, session counts, banner advertising unit prices, and tie-up advertising all increased for the proprietary media, and content provision for external media also saw increased revenue. Sales for the single month of March 2026 reached a record high. Note that Oricon Next Communications Co., Ltd. merged with oricon ME Inc. effective July 1, 2025, and has been excluded from the scope of consolidation.
Key Products
Growth Drivers
- Steady acquisition of new contract clients in the CS Survey Business (sales from trademark licensing and digital promotion (customer referral) reached a record high)
- Expansion of revenue in the News Distribution / PV Business driven by year-on-year increases in session counts and banner advertising unit prices for the proprietary media "ORICON NEWS"
- Increase in tie-up advertising and revenue growth from news article and video content provision for external media
- Expansion of digital promotion (customer referral) and its spillover effect on acquiring trademark licensing contracts
- Rising business momentum toward fiscal year-end, including a record-high sales month in March 2026
Risks
- Risk of declining ad impression counts due to the spread of generative AI-driven "zero-click search" and expanding use of ad-blocking applications
- Risk of fluctuation in proprietary media session counts due to search engine algorithm changes
- Risk of existing contract clients withdrawing from the CS Survey Business due to ranking changes upon ranking updates
- Downward pressure on profit margin from increased SG&A expenses such as personnel costs and goodwill amortization
- Impact on advertising revenue from slowing growth in the internet advertising market and corporate advertising expenditure cuts
Last updated: June 25, 2026