Worth reading
61In focus
Scored from 5 of 6 sectionsDirection
Deterioration
Direction inferred from the company’s description.Scale
632
¥ million (year-on-year decrease in revenue)Wording
Avoiding a definitive answer
How definitive the wording is.Contents of this document
Financial results presentation2026年3月期 第2四半期8 items taken from the company’s own explanation
Financial Results Figures (The key points of this material are explained below)
Net Sales¥902 million-41.0%
Operating profit¥-299 million
Ordinary income¥-292 million
Net income¥-313 million interim net income attributable to owners of the parent
Full-year earnings forecast
Net Sales
¥3,250 million
Operating profit
¥20 million
Ordinary income
¥25 million
Profit attributable to owners of the parent
¥20 million
What the company explained in this material
Breakdown of Factors Affecting the ChangeReasons cited by the Company for the change in the figures.
- Di1開発費¥143 million
- Impairment loss on investment securities¥19 million
- RS1量産出荷Details前年同期比でほぼ半減、売上高は41.2%減収
New initiatives
- エッジAI半導体Di1の開発・拡販
- Di1スターターキットの提供開始
- Vision-LLM Insightの提供開始
- 台湾iCatch Technology社によるV9としての販売
- インド市場でのパートナーチャネル構築
- 台湾Aetina社との販売代理店契約締結
- ベトナム拠点の事業終了
Key KPIsA metric the company considers important as a management benchmark.
- Consolidated number of employees60 people
- Number of patents35 Engagements
- GPU/AI IPライセンスによる顧客製品出荷累計2 億台約
- RS1出荷累計100 万個超
- セミナー参加者197 people
- セミナー満足度97.4 %
Segment results
- IP core licensing businessNet Sales¥55 millionYear on year against the same period last year+14%
- Products BusinessNet Sales¥827 millionYear on year against the same period last year-42%
- Professional services businessNet Sales¥19 millionYear on year against the same period last year-65%
- Robotics and safety fieldNet Sales¥118 millionYear on year against the same period last year+42%
- Amusement fieldNet Sales¥740 millionYear on year against the same period last year-48%
- Other fieldsNet Sales¥43 millionYear on year against the same period last year+41%
Medium-term management plan targets
- Target fiscal yearFiscal year ending March 2028Net Sales¥50 100 million
- Target fiscal yearFiscal year ending March 2030Net Sales¥80 100 million
Financial targets
Equity ratio
87.7 %
As ofEnd of September 2025
Market Size / Share
- エッジAIチップ世界市場規模120 十億米ドル$120.0BAdditional informationMarket Size Forecasts
- エッジAIチップ世界市場33.9 % CAGR
- インド監視カメラ市場17~19
- グローバル平均11 % CAGR
Number of employees
60 people
As of1 April 2025
| Item | Details |
|---|---|
| Document type | Financial results presentation |
| Fiscal Period Covered | 2026年3月期 第2四半期 |
| Net Sales | ¥902 million (YoY -41.0%) |
| Operating profit | ¥-299 million |
| Ordinary income | ¥-292 million |
| Net income | ¥-313 million (interim net income attributable to owners of the parent) |
| Full-year earnings forecast | Net Sales ¥3,250 million / Operating profit ¥20 million / Ordinary income ¥25 million / Profit attributable to owners of the parent ¥20 million |
| Segment results | Category IP core licensing business / Net Sales ¥55 million / Year on year against the same period last year +14%, Category Products Business / Net Sales ¥827 million / Year on year against the same period last year -42%, Category Professional services business / Net Sales ¥19 million / Year on year against the same period last year -65%, Category Robotics and safety field / Net Sales ¥118 million / Year on year against the same period last year +42%, Category Amusement field / Net Sales ¥740 million / Year on year against the same period last year -48%, Category Other fields / Net Sales ¥43 million / Year on year against the same period last year +41% |
| Breakdown of Factors Affecting the Change | Factors Di1開発費 / Amount ¥143 million, Factors Impairment loss on investment securities / Amount ¥19 million, Factors RS1量産出荷 / Details 前年同期比でほぼ半減、売上高は41.2%減収 |
| Key KPIs | Indicator Consolidated number of employees / Value 60 people / Year on year against the same period last year Not disclosed, Indicator Number of patents / Value 35 Engagements / Year on year against the same period last year Not disclosed, Indicator GPU/AI IPライセンスによる顧客製品出荷累計 / Value 2 億台(約) / Year on year against the same period last year Not disclosed, Indicator RS1出荷累計 / Value 100 万個超 / Year on year against the same period last year Not disclosed, Indicator セミナー参加者 / Value 197 people / Year on year against the same period last year Not disclosed, Indicator セミナー満足度 / Value 97.4 % / Year on year against the same period last year Not disclosed |
| Number of employees | 60 people |
| Medium-term management plan targets | Target fiscal year Fiscal year ending March 2028 / Net Sales ¥50 100 million, Target fiscal year Fiscal year ending March 2030 / Net Sales ¥80 100 million |
| Financial targets | Equity ratio 87.7 % |
| Market Size / Share | エッジAIチップ世界市場規模 120 十億米ドル($120.0B), エッジAIチップ世界市場 33.9 % CAGR, インド監視カメラ市場 17~19, グローバル平均 11 % CAGR |
| New initiatives | エッジAI半導体Di1の開発・拡販, Di1スターターキットの提供開始, Vision-LLM Insightの提供開始, 台湾iCatch Technology社によるV9としての販売, インド市場でのパートナーチャネル構築, 台湾Aetina社との販売代理店契約締結, ベトナム拠点の事業終了 |
Items this document does not state (16)
Gross Profit MarginOperating profit marginSelling, general and administrative expensesResults for the three months of the current quarterProgress against full-year forecastSelf-assessment against the planUnit price and quantity metricsNumber of stores and locationsAssumptions Underlying the Business OutlookRisk amount incorporated into the outlookAnnual DividendPayout ratioAcquisition of treasury sharesCapital expendituresOrders received and order backlogKey points of the Q&A
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.パチスロの保通協等による検定試験の適合率が低調に推移し、アミューズメント市場が一時的に停滞したことでRS1の量産出荷が前年同期比でほぼ半減した。また、次世代エッジAI半導体「Di1」の開発費143百万円を計上した。
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.