Worth reading
33Immaterial
Scored from 4 of 6 sectionsDirection
Neutral
Direction inferred from the company’s description.Scale
—
Displayed only when the document provides numerical figures.Wording
Conditional
How definitive the wording is.Contents of this document
Summary of Q&A6 items taken from the company’s own explanation
What the company explained in this material
Self-assessment against the planThe company's self-assessment against its own plan.
Progressing broadly in line with planKey points of the Q&AKey questions raised by investors at the briefing and the company's answers
Revenue mix and recurring revenue in the regional revitalization business, factors driving higher customer spend per company, differentiation from competitors and win rate, the background to entering the IoT business, product features and sales methods, key metrics in the growth strategy, the pace of customer acquisition, and the approach to achieving the medium-term business planNew initiatives
Expansion of the IoT solutions services business of Showtime24, acquired through M&A in January 2025, and a shift to data-driven B2B marketingKey KPIsA metric the company considers important as a management benchmark.
The highest priorities are expanding the number of corporate users and increasing the annual average spend per companyUnit price and quantity metricsThese figures show sales broken down by price and volume.
Customer spend per company, number of people with disabilities using the services, and additional users acceptedMedium-term management plan targets
Performance targets set out in the medium-term business plan (specific figures: Not disclosed)| Item | Details |
|---|---|
| Document type | Summary of Q&A |
| Self-assessment against the plan | Progressing broadly in line with plan |
| Key KPIs | The highest priorities are expanding the number of corporate users and increasing the annual average spend per company |
| Unit price and quantity metrics | Customer spend per company, number of people with disabilities using the services, and additional users accepted |
| Medium-term management plan targets | Performance targets set out in the medium-term business plan (specific figures: Not disclosed) |
| Key points of the Q&A | Revenue mix and recurring revenue in the regional revitalization business, factors driving higher customer spend per company, differentiation from competitors and win rate, the background to entering the IoT business, product features and sales methods, key metrics in the growth strategy, the pace of customer acquisition, and the approach to achieving the medium-term business plan |
| New initiatives | Expansion of the IoT solutions services business of Showtime24, acquired through M&A in January 2025, and a shift to data-driven B2B marketing |
Items this document does not state (24)
Fiscal Period CoveredNet SalesOperating profitOrdinary incomeNet incomeGross Profit MarginOperating profit marginSelling, general and administrative expensesResults for the three months of the current quarterFull-year earnings forecastProgress against full-year forecastSegment resultsBreakdown of Factors Affecting the ChangeNumber of stores and locationsNumber of employeesAssumptions Underlying the Business OutlookRisk amount incorporated into the outlookFinancial targetsAnnual DividendPayout ratioAcquisition of treasury sharesCapital expendituresOrders received and order backlogMarket Size / Share
These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.
The reasons the company gives
The company's own explanation, not something inferred from the numbers.The Company compiled and disclosed the main points from its Q&A with institutional investors to deepen their understanding of its business model and future growth strategy.
How to read this page
This is not the documentKomori reads the disclosure the company filed and writes this summary. Figures are as stated by the company and are not audited.
Weight is not a verdictIt measures how much this changes what the company had already told the market. It is not a view on the shares.
Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.