1. H1 2025 Performance Analysis: Declining Revenue and Profit – What’s the Reason?

Bit Computer’s revenue for the first half of 2025 decreased by 54.6% year-on-year to KRW 16.819 billion, while operating profit fell by 54.5% to KRW 3.035 billion. The sluggish IT education sector and declining sales in the medical information business are the main culprits. The 54.2% drop in sales in the core medical information business is particularly concerning.

2. Positive Factors: Digital Healthcare Growth and New Business Expansion

Bit Computer is fostering growth potential in the digital healthcare sector with the launch of ‘Baro Doctor’ and the integration of AI technology. They are also actively securing future growth engines by adding new business objectives. The company’s commitment to enhancing shareholder value through share buybacks is another positive signal.

3. Negative Factors: Sluggish IT Education Sector and Regulatory Uncertainty

The declining profitability of the IT education business is a challenge that needs to be addressed. The digital healthcare business also faces risks due to regulatory uncertainties. Increased R&D expenses for new business investments are another burden.

4. Action Plan for Investors

  • Short-term investors: It’s advisable to confirm revenue recovery and profit improvement in the upcoming quarterly earnings announcements before making investment decisions.
  • Long-term investors: Monitor the performance of digital healthcare and AI businesses, and keep an eye on the company’s response to regulatory changes. A long-term investment strategy focusing on the company’s growth potential can be considered.