KAYAC Inc — Cyborg Score 4/10

Mixed
Gaming, Digital Entertainment & Marketing Technology

Strategic Profile

The company develops gaming websites and operates social games and a game community under the name Lobi. With a focus on content creation, digital services, and gaming platforms, KAYAC positions itself as a multi-faceted entertainment and marketing technology company serving the Japanese market.

Cyborg Score Rationale

As of February 2026, KAYAC Inc has a market cap of $53.38 Million USD. In 2023 the company made a revenue of $0.12 Billion USD, a decrease over the revenue in 2022. The company shows mixed fundamentals with declining revenues and a micro-cap valuation, but maintains operational profitability with diversified revenue streams.

Top Insights

  • Diversified revenue model spanning gaming, digital marketing, e-sports, and non-entertainment ventures (wedding/real estate/funeral services)
  • Micro-cap with limited institutional investor appeal and high volatility
  • Recent earnings recovery (Q4 2025 net income of ¥294.91M vs Q3 loss of -¥61M) suggests operational improvement
  • Revenue declining trend from 2022-2023, raising concerns about market demand and growth sustainability

Named Competitors

  • Online Gaming and Social Games — Asian gaming platforms and social game developers
  • Digital Marketing Services — SNS marketing and web promotion competitors
  • E-sports Tournament Platforms — Gaming event and tournament management

Recent Developments

  • (February 2026) Market cap approximately $53.38M USD with recent daily price fluctuations around 532 JPY
  • (Q4 2025) Strong net income recovery to ¥294.91M despite previous quarter losses
  • (2023) Revenue stabilization at $0.12B USD with earnings of $6.67M USD

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