Here Group (HERE) Q4 FY26 earnings call

Earnings call· Jun 2026 (Q4 FY26)· Consumer Discretionary· Sep 22, 2026

Source: earnings call transcript

Here Group reported robust Q4 FY26 revenue growth driven by strong IP performance, particularly from WAKUKU and the rapidly scaling SIINONO. The company is strategically shifting its business model towards a D2C closed loop, prioritizing long-term IP asset value and unit economics over short-term wholesale volume, despite facing a challenging market and increased inventory levels. This transition, coupled with a significant goodwill impairment, led to increased net losses, but management remains committed to achieving sustainable profitability through operational optimization and disciplined c

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HERE operating KPIs by quarter

HERE operating KPIs stated on its earnings calls, by fiscal quarter
KPI	Mar 2026 Q3 FY26	This call Jun 2026 Q4 FY26	Change vs prior quarter
IPs in portfolio	20 As of March 31, 2026, our IP portfolio includes 20 total IP. Source: earnings call transcript	22 As of June 30, 2026, our total portfolio expanded to 22 IPs, compromising compromising 13 proprietary [indiscernible] Under exclusively licensed states. Source: earnings call transcript	+10%

Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.

Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.