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Earnings briefing transcriptFiscal year ending March 20268 items taken from the company’s own explanation
Financial Results Figures (The key points of this material are explained below)
Full-year earnings forecastFull-year forecasts for revenue, operating income, ordinary income and net income for the fiscal year ending March 2027 are provided, but the figures could not be identified from the OCR
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
The relationship between Di and iCatch’s V9, revenue sharing, the timing of volume shipments of Di, the amount of Di revenue incorporated into the forecast for the fiscal year ending March 2027, the long-term management plan, the number of companies evaluating the product, profit levels, and partnerships and hiring involving Indian companiesBreakdown of Factors Affecting the ChangeReasons cited by the Company for the change in the figures.
Temporary adjustment in the amusement market, lower shipments of core products, development costs for the edge AI semiconductor, and higher research and development expenses
Assumptions Underlying the Business OutlookThe assumptions used by the company in preparing its forecast.
The forecasts assume continued strategic investment, research and development, and hiring. Quantified assumptions: Not disclosedNew initiatives
Opening of the Digital Media Professional Graphics Innovation Center; development of next-generation edge AI cameras with an Indian camera manufacturer; rollout in Japan of products made by an Indian drone manufacturer; a project to automate material handling at semiconductor plants; and development of next-generation AI and stereo vision IPKey KPIsA metric the company considers important as a management benchmark.
The Company explained that more than 20 companies are evaluating Di development kitsSegment results
Revenue and year-on-year changes are described for the IP Alliance business, Product business, Professional Services business, and the Graphics and Vision, Amusement and Other fields, but the figures could not be identified from the OCRMedium-term management plan targets
The Company explained that it is maintaining its revenue targets for the fiscal years ending March 2027 and March 2030, but the figures could not be identified from the OCRMarket Size / Share
The drone market is described as being forecast at approximately $47 billion in 2030, but a reliable figure could not be identified from the OCR| Item | Details |
|---|---|
| Document type | Earnings briefing transcript |
| Fiscal Period Covered | Fiscal year ending March 2026 |
| Full-year earnings forecast | Full-year forecasts for revenue, operating income, ordinary income and net income for the fiscal year ending March 2027 are provided, but the figures could not be identified from the OCR |
| Segment results | Revenue and year-on-year changes are described for the IP Alliance business, Product business, Professional Services business, and the Graphics and Vision, Amusement and Other fields, but the figures could not be identified from the OCR |
| Breakdown of Factors Affecting the Change | Temporary adjustment in the amusement market, lower shipments of core products, development costs for the edge AI semiconductor, and higher research and development expenses |
| Key KPIs | The Company explained that more than 20 companies are evaluating Di development kits |
| Assumptions Underlying the Business Outlook | The forecasts assume continued strategic investment, research and development, and hiring. Quantified assumptions: Not disclosed |
| Medium-term management plan targets | The Company explained that it is maintaining its revenue targets for the fiscal years ending March 2027 and March 2030, but the figures could not be identified from the OCR |
| Market Size / Share | The drone market is described as being forecast at approximately $47 billion in 2030, but a reliable figure could not be identified from the OCR |
| Key points of the Q&A | The relationship between Di and iCatch’s V9, revenue sharing, the timing of volume shipments of Di, the amount of Di revenue incorporated into the forecast for the fiscal year ending March 2027, the long-term management plan, the number of companies evaluating the product, profit levels, and partnerships and hiring involving Indian companies |
| New initiatives | Opening of the Digital Media Professional Graphics Innovation Center; development of next-generation edge AI cameras with an Indian camera manufacturer; rollout in Japan of products made by an Indian drone manufacturer; a project to automate material handling at semiconductor plants; and development of next-generation AI and stereo vision IP |
Items this document does not state (20)
Net SalesOperating profitOrdinary incomeNet incomeGross 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 locationsNumber of employeesRisk amount incorporated into the outlookFinancial targetsAnnual DividendPayout ratioAcquisition of treasury sharesCapital expendituresOrders received and order backlog
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.The Company explained that the main reason for the decline in revenue was a temporary weakening in shipments of its core products, as the pass rate for pachislot machines in certification tests conducted by the Security Communications Association remained low in the amusement market. It also said that research and development expenses increased because development costs for the edge AI semiconductor “Di” were incurred as planned, putting downward pressure on operating income.
How to read this page
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