Worth reading
27Immaterial
0–100. This measures how worthwhile something is to read, not how good or bad the company is.Direction
Mixed performance
Direction inferred from the company’s description.Scale
80
% (share of customer acquisition through social media in the current quarter)Wording
Avoiding a definitive answer
How definitive the wording is.Contents of this document
Summary of Q&ASecond quarter of the fiscal year ending September 20264 items 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
- Response to rising job seeker acquisition costs: Increase the share of customer acquisition through social media to approximately 80% to improve cost-effectiveness and the stability of customer acquisition.
- Training new career advisors: Fully implement AI role-playing from April and move the AI feedback system into full-scale operation.
- Recovery in revenue: Performance-based revenue from external channels and recurring revenue are trending toward recovery. BootCamp has begun contributing to revenue.
- Industry changes driven by generative AI: While the value of trust-based relationships with job seekers remains in recruitment services, the potential for future AI adoption is also recognized.
New initiatives
- Expansion of customer acquisition through social media
- Full-scale implementation of AI role-playing
- Full-scale operation of the AI feedback system
- BootCamp training program for partner recruitment agencies
- Provision and promotion of adoption of AI Assistant by zcareer platform
Key KPIsA metric the company considers important as a management benchmark.
- Share of customer acquisition through social media80 %
Unit price and quantity metricsThese figures show sales broken down by price and volume.
Qualitative explanations were provided regarding the registration cost per customer, interview completion rate, and customer acquisition cost per interview. Figures were Not disclosed.| Item | Details |
|---|---|
| Document type | Summary of Q&A |
| Fiscal Period Covered | Second quarter of the fiscal year ending September 2026 |
| Key KPIs | Indicator name Share of customer acquisition through social media / Value 80 % / Year on year against the same period last year Not disclosed |
| Unit price and quantity metrics | Qualitative explanations were provided regarding the registration cost per customer, interview completion rate, and customer acquisition cost per interview. Figures were Not disclosed. |
| Key points of the Q&A | Response to rising job seeker acquisition costs: Increase the share of customer acquisition through social media to approximately 80% to improve cost-effectiveness and the stability of customer acquisition., Training new career advisors: Fully implement AI role-playing from April and move the AI feedback system into full-scale operation., Recovery in revenue: Performance-based revenue from external channels and recurring revenue are trending toward recovery. BootCamp has begun contributing to revenue., Industry changes driven by generative AI: While the value of trust-based relationships with job seekers remains in recruitment services, the potential for future AI adoption is also recognized. |
| New initiatives | Expansion of customer acquisition through social media, Full-scale implementation of AI role-playing, Full-scale operation of the AI feedback system, BootCamp training program for partner recruitment agencies, Provision and promotion of adoption of AI Assistant by zcareer platform |
Items this document does not state (25)
Net 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 ChangeNumber 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 / 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.To share with investors the responses to questions received at the briefing on results.
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.