Marko Yamashita CH Q&A blog

Cover Corp (5253) Q1 FY2027/3 Earnings Dashboard Cover Corporation (5253.T) — Q1 FY2027/3 Quarterly Earnings Dashboard — April–June 2026 ¥1,630 Close 2026/08/12 · +1.24% Yamashita Family Think Tank Revenue ¥8,825M -8.3% YoY Below Pace Operating Profit ¥651M -33.0% YoY Below Pace Operating Margin 7.38% vs 10.1% Q1 PY Compressed Key Signal 44.8% Contribution Margin +1.7pt Licensing Mix ↑ ⚠️ Net Profit Margin Floor: 4.70% — FAIL (12–14% structural floor) Misses the un-distorted baseline by 730–930 bps. Q1 FY2026 delivered ~7.2% net margin on the same seasonal trough. The widening gap is not fully explained by seasonality — fixed cost absorption on a declining revenue base is the primary driver. Income Statement — Q1 Results & H1 Implied Remainder Line Item Q1 FY27 Actual ...

COVER Corp — FY2026/3 Valuation Workbench v3 COVER Corp 5253.T FY2026/3 Annual · Non-consolidated · Japanese GAAP · cover_valuation_v3_annual Integrity Scout Active May 14, 2026 · Filed Fast Action Signals Revenue vs Guidance ¥49,330M Guidance: ¥52,500M est. ▼ Miss · +13.7% YoY actual Operating Profit vs Guidance ¥7,056M Guidance: ¥8,200M est. ▼ Miss · -11.8% YoY Net Profit ¥3,016M FY2025: ¥5,559M ▼ -45.7% YoY · Impairment driven Gross Margin 47.6% FY2025: 50.2% ▼ -260bps · Compressed Operating Cash Flow ¥7,204M FY2025: ¥5,285M ▲ +36.3% YoY · Strong Cash Position ¥16,008M FY2025: ¥11,498M ▲ +¥4,510M · Fortress ...

I completely forgot this still exists so, I've decided to use Blogger as a means to a provide extra context when a simple reply isn't enough.  Not at all! I love interacting with any listeners even if we don't agree at our conclusions. As for your first question, yes, VTuber sensei stated several times revenue was "impressive" or a similar facsimile, a particular bias has emerged in his narrative since June of 2024.  His TL;dr comments are very opinion based. First, most companies use what's called CAGR to approximate growth over the next 1,3,5, etc years. This numbers are the guide to how they go about setting forecast outlooks. That said, forecast outlooks and CAGR can't account for a number of things.  - They can't account for market volatility - They can't account for national of global economic condition since the numbers are purely based upon current conditions and speculative outcomes. - It cannot account for the appreciation or depreciation...