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Fronteo (2158) · TargetAdvancedLatest Earnings (2026-08-14): "Worsened"

Early Monetization of the Information Analytics Business

First written in FY2016. 21 of 38 entries say "Advanced", first in FY2017-Q2. Latest entry: 2026-08-14.

38entries
11years
3from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2018-Q3 – FY2019AdvancedFY2021-Q1 – FY2022-Q2WorsenedFY2023-Q1 – FY2024-Q3AdvancedFY2024 – FY20252016: 320162017: 420172018: 420182019: 420192020: 420202021: 420212022: 220222023: 420232024: 320242025: 220252026: 42026
Same theme, other companies
Progress from Losses to Profitability through Growth InvestmentA theme 24 companies write about · 18 as a headwind · 5 as a tailwind

Fronteo moved to the "Worse" side of this theme in 2022, 4 years after the typical company in this theme (2018).

The whole theme swung hardest in 2017: 3 of 6 companies on the "Worse" side.

4 other companies' latest entry also says "Worsened".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Showing 14 of the 24 companies compared. The sentences above are computed from all 24.
Full recordFilings, disclosures and news, newest first
  1. FY2026AdvancedAnnual report

    「As a result, total revenue from the life sciences AI business was ¥1,033.237 million, up 191.4% year on year, demonstrating marked business growth. In terms of operating results, despite accelerated upfront investment in personnel for future growth and a higher burden from the allocation of headquarters expenses accompanying higher revenue, the effect of higher revenue led to a substantial improvement from the previous fiscal year, resulting in an operating loss of ¥16.185 million, compared with an operating loss of ¥231.654 million in the same period of the previous year.」

    The life sciences AI business delivered substantial revenue growth, while its operating loss narrowed from ¥231.654 million to ¥16.185 million. Although it had not yet reached profitability, operating results improved toward monetisation.
  2. 2026-05-15MitigatedEarnings

    「Although operating income was affected by accelerated upfront investment in personnel for future growth and higher allocations of head-office costs accompanying the increase in revenue, the effect of higher revenue led to a substantial improvement from the previous fiscal year, resulting in an operating loss of ¥16,185 thousand, compared with an operating loss of ¥231,654 thousand in the previous fiscal year.」

    The life-science AI business remained loss-making at the operating level, but the loss narrowed substantially from the previous year.
  3. FY2026-H1Higher revenue from AI drug discovery alongside a widening loss in life sciences AIAnnual report

    「In the AI drug discovery field, revenue was ¥185.943 million, up 468.4% year on year, supported by the steady accumulation of co-creation projects. On the other hand, in terms of operating results, the business posted an operating loss of ¥216.109 million, compared with an operating loss of ¥122.202 million in the same period of the previous year, due to accelerated upfront investment in personnel for growth and an increase in the allocation of headquarters expenses accompanying higher revenue.」

    Revenue increased substantially through the accumulation of co-creation projects in AI drug discovery, while the operating loss in the life sciences AI business widened from ¥122.202 million to ¥216.109 million due to upfront investment in personnel and other factors.
  4. FY2025AdvancedAnnual report

    「Meanwhile, improved profitability resulting from the effects of cost structure improvements implemented in the previous fiscal year and increased recurring revenue in the business intelligence and economic security fields resulted in a substantial increase in operating profit to ¥277.703 million, up 71.2% year on year.」

    The AI Solutions business increased operating profit to ¥277.703 million, supported by cost structure improvements and increased recurring revenue in the business intelligence and economic security fields.
  5. FY2025-H1AdvancedAnnual report

    「In terms of operating results, improved profitability due to the effects of cost structure improvements implemented in the previous fiscal year and increased recurring revenue in the business intelligence and economic security fields resulted in an operating profit of ¥56.720 million, compared with an operating loss of ¥90.331 million in the same period of the previous year.」

    The AI Solutions business changed from an operating loss in the same period of the previous year to an operating profit of ¥56.720 million for the interim period, supported by improvements in its cost structure and increased recurring revenue.
  6. FY2024AdvancedAnnual report

    「In terms of operating results, the business posted an operating profit of ¥162.254 million, compared with an operating loss of ¥319.913 million in the same period of the previous year. Although higher revenue increased profit, this was offset in part by higher costs associated with strengthening the sales organisation in the business intelligence field from the second half of the previous fiscal year and building an organisational structure in the economic security field.」

    Despite higher costs from strengthening the sales organisation and investing in the economic security field, the AI Solutions business changed from an operating loss in the same period of the previous year to an operating profit of ¥162.254 million.
  7. FY2024-Q3WorsenedAnnual report

    「The business posted an operating loss of ¥200.623 million, compared with an operating loss of ¥147.030 million in the same period of the previous year, due to higher personnel expenses associated with strengthening the sales organisation in the business intelligence field from the second half of the previous fiscal year, launching DD-AIF in the life sciences AI field, and building an organisational structure in the economic security field.」

    The AI Solutions business delivered higher revenue, while higher personnel expenses associated with strengthening the sales organisation, launching DD-AIF, and building an organisation in the economic security field widened the operating loss from the same period of the previous year, indicating a deterioration in its early monetisation status.
  8. FY2024-Q2WorsenedAnnual report

    「Total revenue from the AI Solutions business was ¥1,334.924 million, up 37.7% year on year, broadly in line with expectations. In terms of operating results, the business posted an operating loss of ¥85.702 million, compared with an operating loss of ¥50.740 million in the same period of the previous year, due to higher personnel expenses associated with investment in the second half of the previous fiscal year and investment in the economic security field.」

    The AI Solutions business delivered higher revenue, but investment in personnel and the economic security field resulted in an operating loss of ¥85.702 million, widening the loss from the same period of the previous year.
  9. FY2024-Q1WorsenedAnnual report

    「In terms of operating results, the business posted an operating loss of ¥229.819 million, compared with an operating profit of ¥6.541 million in the same period of the previous year, due to higher personnel expenses associated with investment in the second half of the previous fiscal year and investment in the economic security field.」

    The AI Solutions business increased investment in personnel and the economic security field, while changing from an operating profit in the same period of the previous year to an operating loss of ¥229.819 million, indicating a deterioration in its early monetisation status.
  10. FY2023WorsenedAnnual report

    「Operating loss of ¥298.585 million, compared with an operating profit of ¥451.330 million in the same period of the previous year」

    The AI Solutions business increased investment in personnel and the economic security field, while changing from an operating profit in the same period of the previous year to an operating loss, indicating a deterioration in its early monetisation status.
  11. FY2023-Q3WorsenedAnnual report

    「As a result, total revenue from the AI Solutions business was ¥1,409.564 million, down 6.4% year on year. In terms of operating results, the business posted an operating loss of ¥137.920 million, compared with an operating profit of ¥320.739 million in the same period of the previous year, due mainly to strategic investment in personnel and the economic security field.」

    Revenue from the AI Solutions business declined 6.4% year on year, and operating results changed from an operating profit of ¥320.739 million in the same period of the previous year to an operating loss of ¥137.920 million.
  12. FY2023-Q2WorsenedAnnual report

    「In terms of operating results, the business posted an operating loss of ¥48.028 million, compared with an operating profit of ¥235.948 million in the same period of the previous year, due in part to increased investment in personnel and in the economic security field.」

    The AI Solutions business increased investment in personnel and the economic security field, while changing from an operating profit of ¥235.948 million in the same period of the previous year to an operating loss of ¥48.028 million, indicating a deterioration in its early monetisation status.
  13. FY2023-Q1WorsenedAnnual report

    「Operating profit of ¥2.223 million, down 98.6% year on year」

    The AI Solutions business maintained operating profitability, but operating profit fell sharply from ¥164.211 million in the same period of the previous year to ¥2.223 million, indicating a deterioration in progress toward early monetisation.
  14. FY2022-Q2AdvancedAnnual report

    「As a result, revenue was ¥979.252 million, up 26.9% year on year. In terms of operating results, higher revenue and cost optimisation resulted in an operating profit of ¥235.948 million, compared with an operating loss of ¥121.848 million in the same period of the previous year.」

    In addition to higher revenue, cost optimisation and other measures enabled the AI Solutions business to change from an operating loss in the same period of the previous year to an operating profit of ¥235.948 million.
  15. FY2022-Q1AdvancedAnnual report

    「As a result, revenue was ¥542.099 million, up 10.8% year on year. In terms of operating results, higher revenue and cost optimisation resulted in an operating profit of ¥164.211 million, compared with an operating profit of ¥37.290 million in the same period of the previous year.」

    The AI Solutions business posted revenue of ¥542.099 million and an operating profit of ¥164.211 million, an increase from the operating profit of ¥37.290 million in the same period of the previous year. The company stated that monetisation of the AI business had progressed.
  16. FY2021AdvancedAnnual report

    「As a result, revenue was ¥2,124.523 million, up 57.0% year on year. In terms of operating results, the 57.0% year-on-year increase in revenue resulted in an operating profit of ¥286.476 million, compared with an operating loss of ¥178.813 million in the same period of the previous year.」

    Revenue from the AI Solutions business increased 57.0% year on year to ¥2,124.523 million, while operating results changed from a loss of ¥178.813 million in the same period of the previous year to a profit of ¥286.476 million.
  17. FY2021-Q3AdvancedAnnual report

    「As a result, revenue increased 61.7% year on year to ¥1,443.307 million. In terms of operating results, the 61.7% year-on-year increase in revenue enabled the operating loss to be limited to ¥2.139 million, compared with an operating loss of ¥215.635 million in the same period of the previous year」

    The AI Solutions business substantially narrowed its operating loss from ¥215.635 million in the same period of the previous year to ¥2.139 million on higher revenue, improving to near break-even in its progress toward early monetisation.
  18. FY2021-Q2AdvancedAnnual report

    「The business posted an operating loss of ¥121.848 million, compared with an operating loss of ¥148.966 million in the same period of the previous year, but remained at a level within expectations.」

    Despite continuing to expand its workforce, the AI Solutions business narrowed its operating loss from ¥148.966 million in the same period of the previous year to ¥121.848 million, remaining at a level the company considers to be within expectations.
  19. FY2021-Q1AdvancedAnnual report

    「In the AI Solutions business, revenue increased 74.7% year on year to ¥489.342 million as a result of receiving a milestone fee for a large-scale project in the life sciences AI field. In terms of operating results, the business posted an operating profit of ¥37.290 million, compared with an operating loss of ¥87.403 million in the same period of the previous year.」

    The AI Solutions business delivered higher revenue on milestone fees from large-scale projects, changing from an operating loss in the same period of the previous year to an operating profit of ¥37.290 million. This demonstrated tangible progress toward early monetisation.
  20. FY2020WorsenedAnnual report

    「The business posted an operating loss of ¥178.813 million, compared with an operating profit of ¥133.637 million in the same period of the previous year.」

    The AI Solutions business changed from full-year operating profitability in the previous fiscal year to an operating loss, indicating a deterioration in its early monetisation status.
  21. FY2020-Q3WorsenedAnnual report

    「The business posted an operating loss of ¥215.635 million, compared with an operating loss of ¥74.544 million in the same period of the previous year.」

    The AI Solutions business's operating loss widened from ¥74.544 million in the same period of the previous year to ¥215.635 million, indicating a deterioration in progress toward early monetisation.
  22. FY2020-Q2WorsenedAnnual report

    「However, in terms of operating results, although revenue increased, the business posted an operating loss of ¥148.966 million, compared with an operating loss of ¥74.838 million in the same period of the previous year, due in part to higher indirect expenses and continued investment in personnel expansion.」

    The AI Solutions business continued to increase revenue, while its operating loss widened from ¥74.838 million in the same period of the previous year to ¥148.966 million.
  23. FY2020-Q1WorsenedAnnual report

    「However, in terms of operating results, the business posted an operating loss of ¥87.403 million, compared with an operating loss of ¥78.223 million in the same period of the previous year, mainly due to an increase in indirect expenses accompanying higher revenue.」

    The AI Solutions business delivered higher revenue and an increase in the number of adopting companies, while its operating loss widened from ¥78.223 million in the same period of the previous year to ¥87.403 million, with early monetisation still in progress.
  24. FY2019AdvancedAnnual report

    「Revenue from the AI Solutions business reached a record high of ¥1,427.243 million, up 56.7% year on year. In terms of operating results, the business posted an operating profit of ¥133.637 million, compared with an operating loss of ¥282.548 million in the same period of the previous year, as the sales and marketing activities pursued to date began to bear fruit, resulting in a return to full-year operating profitability.」

    The AI Solutions business, which had been in the upfront investment phase, turned profitable for the full year, posting an operating profit of ¥133.637 million.
  25. FY2019-Q3AdvancedAnnual report

    「As a result, revenue from the AI Solutions business was ¥816.175 million, up 25.0% year on year. However, the recording of ¥890.719 million in expenses, including new product development and sales and marketing activities, resulted in an operating loss of ¥74.544 million, compared with an operating loss of ¥329.513 million in the same period of the previous year.」

    The AI Solutions business continued to report an operating loss, but the loss narrowed from ¥329.513 million in the same period of the previous year to ¥74.544 million, indicating progress toward early monetisation.
  26. FY2019-Q2AdvancedAnnual report

    「As a result, revenue from the AI Solutions business was ¥401.499 million, up 39.3% year on year. However, the recording of ¥476.338 million in expenses, including new product development and sales and marketing activities, resulted in an operating loss of ¥74.838 million, compared with an operating loss of ¥334.895 million in the same period of the previous year.」

    The AI Solutions business continued to report an operating loss, but the loss narrowed from ¥334.895 million in the same period of the previous year to ¥74.838 million, indicating progress toward monetisation.
  27. FY2019-Q1AdvancedAnnual report

    「Revenue from the AI Solutions business was ¥148.801 million, up 43.6% year on year. However, the recording of ¥227.024 million in expenses, including new product development and sales and marketing activities, resulted in an operating loss of ¥78.223 million, compared with an operating loss of ¥214.097 million in the same period of the previous year.」

    The AI Solutions business continued to report an operating loss, but revenue increased and the operating loss narrowed from the same period of the previous year.
  28. FY2018AdvancedAnnual report

    「Total segment revenue grew substantially to 2.9 times the previous fiscal year's level, and the segment achieved operating profits in the third and fourth quarters.」

    The AI solutions business recorded a full-year operating loss of ¥313.915 million, but achieved quarterly operating profits in the third and fourth quarters, demonstrating progress toward monetization.
  29. FY2018-Q3AdvancedAnnual report

    「As a result, revenue for the AI business segment as a whole in the third quarter was 5 times the level of the same quarter a year earlier, substantially surpassing the previous record, and we achieved our first quarterly operating profit.」

    Although the AI business recorded a cumulative operating loss of ¥351.768 million, it achieved its first quarterly operating profit, reaching a concrete milestone toward monetization.
  30. FY2018-Q2RestatedAnnual report

    「As a result, revenue in the AI business was ¥280.320 million, up 208.0% year on year, but operating loss was ¥362.314 million due to ¥642.635 million in expenses for new product development, sales and marketing activities, and other items, compared with an operating loss of ¥301.250 million in the same period a year earlier.」

    Although the AI business continued to increase revenue, it recorded an operating loss of ¥362.314 million, and remained in the initial investment phase before early monetization.
  31. FY2018-Q1AdvancedAnnual report

    「As a result, revenue in the AI business was ¥101.665 million, up 210.8% year on year, but operating loss was ¥227.033 million due to ¥328.699 million in expenses for new product development, sales and marketing activities, and other items, compared with an operating loss of ¥141.954 million in the same period a year earlier.」

    Revenue in the AI business was ¥101.665 million, up 210.8% year on year. After recording expenses for new product development, sales and marketing, the company disclosed an operating loss of ¥227.033 million.
  32. FY2017AdvancedAnnual report

    「In the healthcare field, projects such as the personalized cancer treatment AI system and the fall prediction system remain in the initial investment phase, but development is progressing toward monetization in fiscal 2019 through the commercialization of pharmacovigilance and other businesses. As a result, revenue in the AI business was ¥288.011 million, up 142.2% year on year, but operating loss was ¥728.925 million due to ¥1,016.937 million in expenses for new product development, sales and marketing activities, and other items, compared with an operating loss of ¥527.420 million in the previous fiscal year.」

    Revenue in the AI business was ¥288.011 million, up 142.2% year on year. In healthcare, the company set a fiscal 2019 monetization target through the commercialization of pharmacovigilance and other businesses. However, the business remained in the initial investment phase and recorded an operating loss.
  33. FY2017-Q3AdvancedAnnual report

    「As a result, revenue in the AI business was ¥142.929 million, up 121.3% year on year, but operating loss was ¥501.025 million due to ¥643.955 million in expenses for new product development, sales and marketing activities, and other items. Although the business remained in the initial investment phase during the cumulative consolidated period, the number of adoption projects continued to increase steadily.」

    Revenue in the AI business was ¥142.929 million, up 121.3% year on year, and the number of adoption projects also increased. However, operating loss was ¥501.025 million, and the initial investment phase continued.
  34. FY2017-Q2AdvancedAnnual report

    「As a result, revenue in the AI business was ¥94.470 million, up 156.7% year on year, but operating loss was ¥365.389 million due to ¥459.859 million in expenses for new product development, sales and marketing activities, and other items. Although the business remained in the initial investment phase during the quarter, the number of adoption projects continued to increase steadily.」

    Revenue in the AI business was ¥94.470 million, up 156.7% year on year, and the number of adoption projects also increased. However, the company reported an operating loss of ¥365.389 million and explained that the business remained in the initial investment phase.
  35. FY2017-Q1RestatedAnnual report

    「However, although awareness of the KIBIT artificial intelligence engine is steadily increasing and the scale of the new business is gradually expanding, it cannot be denied that both remain in the initial investment phase.」

    While noting increased awareness and expansion of the scale of the new KIBIT business, the company maintained that it remains in the initial investment phase.
  36. FY2016First statedAnnual report

    「To move to a new stage, we need to rapidly monetize the information analysis business currently being developed in the healthcare, digital marketing and business intelligence fields.」

    The company explicitly stated the need to move the new AI business from the initial investment phase to the monetization phase at an early stage.
Moved together

"Sustained profitability in the Legal business and recovery in operating profit" moved the same way as this thread, in the same document, in 24 of its 38 moves.

242020161616★123456
  1. ★This thread
  2. 1Sustained profitability in the Legal business and recovery in operating profit24×
  3. 2Development, sales, and customer support for KIBIT solutions20×
  4. 3Establishing Information Analytics as a Core Business Using KIBIT20×
  5. 4Building a short-, medium- and long-term monetization pipeline for the healthcare business16×
  6. 5Expansion and growth based on the e-discovery legal business16×
  7. 6Risk of falling short of plan and recovering investment in new AI businesses16×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
No upcoming earnings preview for Fronteo yet. It last moved in the Earnings of 2026-08-14: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Early Monetization of the Information Analytics Business | FRONTEO,Inc. (2158) | Komori