Komori
Sockets (3634) · TargetRestatedLatest Results briefing materials (2026-08-06): "Advanced"

Medium-term gross margin of at least 60% and operating margin of at least 20%

First written in FY2018. 5 of 12 entries say "Advanced", first in FY2021. Latest entry: 2026-08-06.

12entries
9years
5from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2021 – FY2022RestatedFY20242018: 120182019: 120192020: 120202021: 120212022: 120222023: 020232024: 120242025: 020252026: 62026
Same theme, other companies
Combined Gross Profit Margin and Operating Profit Margin TargetA theme 1 companies write about · 0 as a headwind · 1 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. FY2026RestatedAnnual report

    「As a medium-term management indicator, the company has set a target gross margin of at least 60% as a measure of businesses that provide greater value to society and have a high degree of originality. To achieve this target, it is diversifying its revenue models, including license-based business models such as business models in which growth in the number of users leads directly or indirectly to higher revenue, rather than relying on temporary contract development and operations, subscription business models that generate recurring monthly revenue, and IP business models that make maximum use of the proprietary affective AI developed by the company, as well as success-fee models that contribute to the discovery, production and marketing of new IP content.」

    The company continues to pursue its medium-term target of a gross margin of at least 60% through licensing, subscriptions, IP and success-fee models.
  2. FY2024RestatedAnnual report

    「As a medium-term management target, we aim for a gross margin of at least 60% as an indicator of businesses that provide greater value to society and have a high degree of originality.」

    The company continues to pursue its medium-term target of a gross margin of at least 60% and its strategy of achieving it through a transition to a license-based business model.
  3. FY2022AdvancedAnnual report

    「As a result, revenue from the data licensing business grew to account for approximately 70% of total revenue, but revenue declined 12.2% due to this change in the business structure. Meanwhile, continued growth in the data licensing business from the previous fiscal year led to an ongoing improvement in the earnings structure, including an increase in the gross margin from 47.3% in the previous fiscal year to 48.7%.」

    Against the medium-term target of a gross margin of at least 60%, the actual margin rose from 47.3% to 48.7%. The company describes an improving earnings structure alongside the growth of its data licensing business.
  4. FY2021AdvancedAnnual report

    「This change in the business structure caused revenue to decline 19.0%, while continued growth in the data licensing business from the previous fiscal year led to an improvement in the earnings structure, including an increase in the gross margin from 45.4% in the previous fiscal year to 47.3%.」

    Against the medium-term target of a gross margin of at least 60%, the actual result rose from 45.4% to 47.3%.
  5. FY2020RestatedAnnual report

    「As a medium-term management target, we aim for a gross margin of at least 60% as an indicator of businesses that provide greater value to society and have a high degree of originality.」

    The medium-term target of a gross margin of at least 60% continues. The company states that transitioning to a licensing-based business model is a means of achieving it.
  6. FY2019SoftenedAnnual report

    「As a medium-term management target, we aim for a gross margin of at least 60% as an indicator of businesses that provide greater value to society and have a high degree of originality.」

    The previous filing’s target of an operating margin of at least 20% has been removed from the medium-term management targets disclosed in this filing, while the target of a gross margin of at least 60% remains. In addition, a revenue mix of at least 80% from the licensing-based business model has been presented as a new target.
  7. FY2018First statedAnnual report

    「As medium-term management targets, we aim for a gross margin of at least 60% and an operating margin of at least 20% as indicators of businesses that provide greater value to society and have a high degree of originality. To achieve these targets, we are making upfront investments in our proprietary databases, recommendation engines, machine learning, deep learning, natural language processing and AI-related fields to transition to a business model in which user growth directly drives revenue growth.」

    In addition to the previous target of a gross margin of at least 30%, the company has set medium-term management targets of a gross margin of at least 60% and an operating margin of at least 20%, with upfront investment in proprietary databases and AI-related fields as means of achieving them.
Moved together

"Standardization of Music, Video and Book Data and Expansion of Its Customer Base" moved the same way as this thread, in the same document, in 4 of its 10 moves.

443332★123456
  1. ★This thread
  2. 1Standardization of Music, Video and Book Data and Expansion of Its Customer Base4×
  3. 2Value-Added Database Marketing Using Machine Learning and Deep Learning4×
  4. 3Reducing dependence on revenue from large-scale development projects and diversifying the revenue model3×
  5. 4Long-Term Stable Dividend Policy and No Dividend for the Current Fiscal Year3×
  6. 5Contextual Targeting Advertising Service Using Contextual Interpretation3×
  7. 6Productization and opening up of the company’s proprietary properties2×

★ 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
Sockets's next results are scheduled for 2026-11-06. Read the earnings preview It last moved in the Results briefing materials of 2026-08-06: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.