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Presentation materials for financial results215ATimee,Inc.Information and Communications, Services and Others

Frequently Asked Questions and Answers (May 2026)

The company disclosed its views on two questions raised by investors. It explained that the impact of in-house development by competitors and restaurants is not material, and that the suspension of new admissions under the Specified Skilled Worker program in the food service sector will be positive for the business because it will lead to increased demand for spot work.

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Contents of this document

Summary of Q&A1 item taken from the company’s own explanation
What the company explained in this material
Key points of the Q&AKey questions raised by investors at the briefing and the company's answers
  1. Questions Business impact of major restaurant operators developing their own spot work platforms / Answer The company explained that there is no material impact on the business. It said that high utilization rates, an extensive user base, and accumulated marketing and product improvements serve as barriers to entry.
  2. Questions Business impact of the new temporary suspension of admissions under the Specified Skilled Worker program in the food service sector / Answer The company explained that the impact on the business will be positive. It expects demand to grow for using spot work to supplement labor shortages and for shifting labor costs from fixed costs to variable costs.
Contents of this document
ItemDetails
Document typeSummary of Q&A
Key points of the Q&AQuestions Business impact of major restaurant operators developing their own spot work platforms / Answer The company explained that there is no material impact on the business. It said that high utilization rates, an extensive user base, and accumulated marketing and product improvements serve as barriers to entry., Questions Business impact of the new temporary suspension of admissions under the Specified Skilled Worker program in the food service sector / Answer The company explained that the impact on the business will be positive. It expects demand to grow for using spot work to supplement labor shortages and for shifting labor costs from fixed costs to variable costs.
Items this document does not state (29)
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 forecastSelf-assessment against the planSegment resultsBreakdown of Factors Affecting the ChangeKey KPIsUnit price and quantity metricsNumber of stores and locationsNumber of employeesAssumptions Underlying the Business OutlookRisk amount incorporated into the outlookMedium-term management plan targetsFinancial targetsAnnual DividendPayout ratioAcquisition of treasury sharesCapital expendituresOrders received and order backlogMarket Size / ShareNew initiatives

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.

Regarding in-house platforms, the company explained that its user base, marketing capabilities, and accumulated product improvements have created high utilization rates and barriers to entry, making the platform difficult to replace. Regarding the suspension of admissions under the Specified Skilled Worker program, it explained that demand will grow for spot work to make up for the shortage of foreign workers, accelerating efforts to avoid making labor costs fixed costs.

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