Appier Doubles Operating Income on Record Revenue and Margins, Raises FY26 Guidance and Dividend Forecast

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AI-driven efficiency and an outcome-based model keep gross profit growing faster than OPEX, driving margin expansion Highlights and achievements of Q3 FY26 Revenue reached a…

AI-driven efficiency and an outcome-based model keep gross profit growing faster than OPEX, driving margin expansion

Sustained Organic Growth and Record Gross Margin Lift Profitability to New Highs

TOKYO, Nov. 13, 2026 /PRNewswire/ -- Appier Group, Inc. (TSE: 4180, "Appier"), an Agentic AI-native company delivering AI as a Service for enterprise marketing, today announced its Q3 2026 financial results. Revenue reached a record JPY 13.9 billion, up 21.8% YoY, while organic revenue grew 27.1% YoY to JPY 13.4 billion, ahead of the above-25% guidance. Gross profit rose 38.0% YoY to a record JPY 8.5 billion, and gross margin reached an all-time high of 61.3%, up 7.2 p.p. YoY. Continuous agentic engineering increased R&D efficiency, while more differentiated algorithms improved customer ROI.

Growth was led by Appier's core regions and verticals. Organic revenue grew 49% YoY in US & EMEA (21% of revenue) on enterprise wins in E-Commerce and Online Travel, and 33% in NEA (71% of revenue) on strong Ad Cloud momentum. E-Commerce grew over 40% YoY, and Other Internet Services, including Online Travel, grew over 30% YoY.

Agentic AI adoption lifted quarterly gross profit per employee 45% YoY to a record JPY 11.3 million. Customers grew 12% YoY, and quarterly average revenue per customer (ARPC) rose 10% on an FX-neutral basis to a record JPY 5.7 million for organic business, driven by a growing mix of high-value enterprise accounts.

Operating Leverage Doubles Operating Income and Lifts Core Free Cash Flow Sixfold

Operating income rose 104.7% YoY to a record JPY 2.1 billion, well above Q3 guidance, with operating margin up 6.2 p.p. to 15.2%. OPEX-to-Gross profit Ratio has declined steadily over the past three years, as AI-driven productivity compounds across the business. The trend continued in Q3: gross profit grew 38% YoY against OPEX growth of 26%, bringing the ratio down to 78%, the lowest on record.

Core free cash flow grew sixfold YoY to JPY 1.9 billion, with a 13.5% margin, on…

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