Koocon Earnings Call: What Happened?

Koocon held an earnings call on September 11, 2025, announcing its first-half 2025 earnings and second-half new business strategies. While first-half earnings slightly decreased compared to the same period last year, the company explained that this was due to the base effect of the previous year’s performance and aggressive investment activities.

Reasons for Sluggish Performance and Growth Strategies for H2?

Koocon’s decline in first-half earnings is attributed to the high performance of the previous year and increased costs from investments in new businesses. However, Koocon is expected to improve its performance in the second half as it has secured various growth drivers, including MyData business expansion, acquisition of a data specialist license, and entry into the digital healthcare market.

What Should Investors Do?

While Koocon’s future looks positive, there are also potential risks such as sluggish first-half earnings and uncertainty surrounding new business strategies. Therefore, it’s crucial to carefully review the information presented at the earnings call and continuously monitor future earnings and new business performance. Specifically, investors should analyze the reasons for the decline in first-half earnings, confirm specific performance indicators for new businesses, and examine plans to expand the role of a data specialist organization.

Key Investment Points

  • Potential benefits from the implementation of MyData 2.0
  • Performance of entry into the digital healthcare market
  • Securing competitiveness as a data specialist organization
  • Strengthening shareholder return policy