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Globe-ing (277A) · TargetAdvanced

Increasing AI-related Revenue

First written in FY2025. 8 of 9 entries say "Advanced", first in FY2026-H1. Latest entry: 2026-10-15.

9entries
2years
6from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2025AdvancedFY2026-H1 – 2026-10-152025: 120252026: 82026
Same theme, other companies
Business Shift to AI Solutions and AI IntegrationA theme 8 companies write about · 0 as a headwind · 10 as a tailwind

6 other companies' latest entry also says "Advanced".

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.
Full recordFilings, disclosures and news, newest first
  1. FY2026AdvancedAnnual report

    「AI-related revenue (Note 4) 2,477,993 5,662,694; AI-related revenue ratio 30.0% 49.2%」

    AI-related revenue increased from ¥2,477,993 thousand to ¥5,662,694 thousand, and the AI-related revenue ratio increased from 30.0% to 49.2%.
  2. FY2026-H1AdvancedAnnual report

    「We promoted the joint development with major client companies of 3 products: the Spend Intelligence Suite, the planning-support AI agent Globe-ing-kun, and the AI meeting-minutes and meeting-enhancement agent AI Gijicon. We advanced proof-of-concept work and requirements definition. As a result, external-customer net sales for the interim consolidated accounting period were ¥213,274 thousand, up 10,055.9% year on year, and segment profit was ¥135,461 thousand, compared with a segment loss of ¥74,039 thousand in the same period of the previous year.」

    Rather than using the metric name AI-related revenue, the disclosure reports external-customer revenue for the renamed AI segment of ¥213,274 thousand, up 10,055.9% year on year.
  3. FY2025First statedAnnual report

    「We regard AI-related revenue as an important indicator for assessing progress toward our vision of transforming customers' businesses through AI. In May 2024, we established X-AI.Labo株式会社 as a joint venture with AI-focused company Laboro.AI. The company aims to drive the social implementation of AI transformation (AI-X) and has made a significant contribution to increasing the ratio.」

    AI-related revenue is used as an indicator of progress toward the company's vision. It increased from ¥470,341 thousand, or 11.3%, in the ninth fiscal year to ¥2,477,993 thousand, or 30.0%, in the tenth. The establishment of X-AI.Labo株式会社 is identified as one means of achieving this.
Moved together

"Expansion of Group Businesses and Delivery of High Profitability" moved the same way as this thread, in the same document, in 5 of its 9 moves.

555444★123456
  1. ★This thread
  2. 1Expansion of Group Businesses and Delivery of High Profitability5×
  3. 2Consulting Business Earnings Base5×
  4. 3Investment in Cloud Product Development5×
  5. 4Expansion of Strategy Formulation and DX Implementation Support4×
  6. 5Improving the Joint Initiative (JI) sales ratio4×
  7. 6Medium- to long-term expansion of sales and profits4×

★ 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 Globe-ing yet. It last moved in the Financial results briefing materials of 2026-10-15: "Advanced".
Increasing AI-related Revenue | Globe-ing Inc. (277A) | Komori