C

CJ ENM Co Ltd
KOSDAQ:035760

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CJ ENM Co Ltd
KOSDAQ:035760
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Price: 71 600 KRW 0.99% Market Closed
Market Cap: ₩1.6T

CJ ENM Co Ltd
Investor Relations

CJ ENM Co., Ltd. engages in providing entertainment production and online shopping services. The company is headquartered in Seoul, Seoul. The firm operates its business through four segments. The Media Business segment provides broadcasting services through broadcasting channels such as TVN, OCN, and channel (CH) CGV, and sells broadcasting contents. The Commerce Business segment sells men's and women's underwear and apparel, accessories, bedding, electronics, cosmetics, sporting goods, furniture, household goods, kitchenware, food, and mobile phones through cable television home shopping networks, mail order, and the Internet. The Film and Performance Business segment is engaged in the production, distribution, and investment of movies, and operates the performance business. The Music Business segment is engaged in music production and distribution business.

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Last Earnings Call
Fiscal Period
Q4 2025
Call Date
Feb 5, 2026
AI Summary
Q4 2025

Revenue: CJ ENM reported Q4 2025 revenue of KRW 1.47 trillion, which declined year-on-year.

Operating Profit: Operating profit more than doubled versus last year to KRW 86 billion, despite lower revenue.

Studio Dragon: Studio Dragon posted annual revenue of KRW 530.7 billion and operating profit of KRW 30.4 billion; Q4 operating margin hit 12.7%.

Commerce Growth: Commerce segment recorded strong profit improvement, driven by fashion, beauty, and health categories, not by accounting changes.

Digital & Global Expansion: TVING’s subscriber growth and global branded zone partnerships fueled advertising and international revenue gains.

AI & Content Strategy: Management highlighted plans to use AI across production and to expand global IP and production hubs, focusing on the US and Japan.

Guidance: TVING expects further loss reduction and some breakeven quarters in 2026, with profitability focus at Fifth Season.

Key Financials
Revenue
KRW 1.47 trillion
Operating Profit
KRW 86 billion
Studio Dragon Revenue
KRW 530.7 billion
Studio Dragon Operating Profit
KRW 30.4 billion
Studio Dragon Q4 Revenue
KRW 145.9 billion
Studio Dragon Q4 Operating Profit
KRW 18.5 billion
Studio Dragon Q4 Operating Margin
12.7%
Studio Dragon Second Half Number of Episodes
130
TVING Q4 Revenue
KRW 118.8 billion
TVING Q4 Operating Loss
KRW 4.1 billion
Fifth Season Q4 Revenue
KRW 184 billion
Fifth Season Q4 Operating Profit
KRW 10 billion
Mnet Plus Q4 Average MAU Growth
470% increase compared to Q1
Mnet Plus 2025 Revenue Growth
Up 250% year-on-year
MLC Growth
Up 66%
TVI AVOD Advertisement Revenue Growth
Up 84% year-on-year
Other Earnings Calls

Management

Sang Hyun Yoon
CEO & Director
No Bio Available
Mr. Deuk-su Hwang
CFO & Head of the Management Support Office
No Bio Available
Ms. Kay Choi
Head of Investor Relations
No Bio Available
Mr. Gil-Young Oh
MD & Head of Sales Division
No Bio Available
Ms. Hee-Jae Kim
VP & GM of Marketing Support
No Bio Available
Mr. Jin-Kook Kim
Managing Director of Human Resources
No Bio Available
Ms. Kyung-Hoo Lee
Chief Creative Officer of Music Content Business Division
No Bio Available
Seong-Hak Lee
Head of Media Solutions
No Bio Available
Mr. Hyung-Kwan Shin
CEO of CJ Logistics
No Bio Available
Steve Chung
Head of Global Business
No Bio Available

Contacts

Address
SEOUL
Seoul
870-13, Gwacheon-daero, Seocho-gu
Contacts
+82221070114
www.cjenm.com