The One Enterprise Public Company Limited, or ONEE, has announced its revenue target for 2026, aiming for double-digit growth. The company is highlighting its Idol Marketing Ecosystem business as a key mechanism to generate profits and compensate for the slowdown in advertising spending. It is also investing approximately 100 million baht to develop the OneD application to drive long-term growth. Mr. Naranj Pumsiri, Group Chief Financial Officer, stated that the second half of the year is expected to see better growth than the first half, driven by seasonal factors and the strong momentum of the Idol Marketing business. Recently, the company launched GEMM House, a character café, to create a meeting point for fans. Meanwhile, the Content Marketing business continues to face pressure from economic conditions that have kept advertising spending flat or slowing down, necessitating cost control and revenue generation from other businesses to compensate. The gross profit margin for the Content Marketing group is trending down from its previous high of 40-50%, but the Idol Marketing business has a strong gross profit margin and is beginning to significantly offset the lost advertising revenue. Regarding digital television licenses that will gradually expire in 2028-2029, the company is preparing to become a full-fledged content provider and build an ecosystem on OneD to retain its viewer base. In the second quarter of 2026, the company reported total operating revenue of 2,247.51 million baht, up 26.27% year-on-year, with Idol Marketing revenue accounting for 63% of total revenue. Net profit stood at 67.88 million baht, down 21.62% due to higher cost of sales and SG&A expenses.
The ONE Enterprise Public Company LimitedIdol Marketing revenue growing and offsetting ad slowdown, with Q2 revenue up 26%.
