Appier's second-quarter revenue reached JPY12.9 billion, a record high, up 24.6% year over year, according to a report by UDN Money. UDN Money attributed the result to "strong growth in the core business," which Inside.com.tw reported grew 29.6% year over year — nearly six percentage points faster than the company's overall revenue growth rate.
Profitability metrics also set records in the quarter. UDN Money reported operating profit of JPY1.5 billion, up 82.8% year over year, while gross profit reached JPY7.7 billion, up 33.5% year over year. UDN Money noted that gross margin crossed 60% for the first time, landing at 60.1%, which the outlet described as a new record. Inside.com.tw added that core-business gross profit grew even faster, up 43.5% year over year — outpacing both overall gross profit growth and overall revenue growth.
| Metric | Q2 FY2026 | YoY Change | Source |
|---|---|---|---|
| Total revenue | JPY12.9 billion | +24.6% | UDN Money |
| Core-business revenue | — | +29.6% | Inside.com.tw |
| Operating profit | JPY1.5 billion | +82.8% | UDN Money |
| Gross profit | JPY7.7 billion | +33.5% | UDN Money |
| Core-business gross profit | — | +43.5% | Inside.com.tw |
| Gross margin | 60.1% (first time above 60%) | — | UDN Money |
UDN Money broke down revenue by region. The US and EMEA segment, which accounted for 20% of total revenue, grew 59% year over year. Northeast Asia, still the company's largest region at 72% of total revenue, grew 33% year over year — a increase UDN Money described as occurring against a high base from the prior year.
| Region | Share of Total Revenue | YoY Growth |
|---|---|---|
| US & EMEA | 20% | +59% |
| Northeast Asia | 72% | +33% |
Inside.com.tw reported that the number of active contract solution customers grew 12% year over year, while core-business average revenue per customer (ARPC), adjusted for foreign-exchange effects, grew 11% year over year. On the productivity side, Inside.com.tw reported that quarterly gross profit per employee grew 38% year over year, which it described as a record high that continued to support margin expansion. Cash generation also reached a new peak: Inside.com.tw reported core free cash flow of JPY2.3 billion for the quarter, up 243.6% year over year, with a core free cash flow margin of 17.7% — a growth rate roughly three times faster than the 82.8% increase in operating profit reported by UDN Money.
| Metric | Value | YoY Change |
|---|---|---|
| Active contract solution customers | — | +12% |
| Core-business ARPC (FX-adjusted) | — | +11% |
| Gross profit per employee (quarterly) | — | +38% |
| Core free cash flow | JPY2.3 billion | +243.6% |
| Core free cash flow margin | 17.7% | — |
UDN Money reported that Appier raised its full-year FY2026 guidance, lifting its revenue target to JPY54.4 billion and its operating profit target to JPY5.0 billion. Looking ahead to the third quarter, Inside.com.tw reported that Appier expects revenue of JPY13.8 billion to JPY13.9 billion, with core-business growth projected to exceed 25% year over year, and operating profit of JPY1.5 billion to JPY1.7 billion.
| Guidance Period | Revenue | Operating Profit | Source |
|---|---|---|---|
| Full-year FY2026 (raised) | JPY54.4 billion | JPY5.0 billion | UDN Money |
| Q3 FY2026 | JPY13.8–13.9 billion (core business +25%+ YoY) | JPY1.5–1.7 billion | Inside.com.tw |
According to UDN Money, Appier CEO Chih-Han Yu (游直翰) said: "While the market is still focused on the future potential of AI, Appier's second-quarter results have already demonstrated AI's concrete and measurable contribution to the income statement. The company's strategy has always centered on one core principle — that AI must create measurable ROI for customers." The comment followed a quarter in which UDN Money reported total revenue of JPY12.9 billion, up 24.6% year over year, and operating profit of JPY1.5 billion, up 82.8%.
Across the figures reported by UDN Money and Inside.com.tw, the growth is concentrated in the core business: core revenue rose 29.6% versus 24.6% for total revenue, and core gross profit rose 43.5% versus 33.5% for total gross profit — both core metrics outpacing their company-wide counterparts. Regionally, the smaller US/EMEA segment (20% of revenue) grew 59% year over year, nearly double the 33% growth rate Northeast Asia posted despite still supplying 72% of revenue, per UDN Money. On the cost and cash side, gross profit per employee rose 38% and core free cash flow rose 243.6% — both accelerating faster than the 82.8% rise in operating profit, per Inside.com.tw. Taken together, the reported figures show profit, productivity, and cash-flow metrics all growing faster than the headline revenue figure for the quarter.
Appier's second-quarter revenue reached JPY12.9 billion, a record high, up 24.6% year over year, according to a report by UDN Money.
Yes. UDN Money reported that Appier raised its full-year guidance to JPY54.4 billion in revenue and JPY5.0 billion in operating profit.
Inside.com.tw reported that Appier expects Q3 FY2026 revenue of JPY13.8 billion to JPY13.9 billion, with core-business growth above 25% year over year, and operating profit of JPY1.5 billion to JPY1.7 billion.
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