Worth reading
34Immaterial
0–100. This measures how worthwhile something is to read, not how good or bad the company is.Direction
Neutral
Direction inferred from the company’s description.Scale
—
Displayed only when the document provides numerical figures.Wording
Avoiding a definitive answer
How definitive the wording is.Contents of this document
Summary of Q&ASecond quarter of the fiscal year ending December 20263 items taken from the company’s own explanation
Financial Results Figures (The key points of this material are explained below)
Full-year earnings forecast
Net Sales
170 Hundreds of millions of yen
Operating profit
10 Hundreds of millions of yen
What the company explained in this material
Self-assessment against the planThe company's self-assessment against its own plan.
Judged to be progressing smoothly against planKey points of the Q&AKey questions raised by investors at the briefing and the company's answers
- Validity of the full-year forecast and low margins
- Sustainability of game revenue
- Impact of the GPU server business and 『ヒロサバ』 on margins
- Initiatives in earnings, investor relations and business areas to improve the share price
- VTuber and game collaborations
- Differentiation of AI-powered VTuber technology
New initiatives
- Investor relations activities, including 1-on-1 meetings with institutional investors and overseas roadshows
- Investor relations activities for individual investors explaining the medium- to long-term strategy
- Upfront investment in anticipation of AI applications and AI content
- Game streaming and collaborations using VTubers and influencers
- 3D generation and AI automation of camera work using technologies selected under IP360
| Item | Details |
|---|---|
| Document type | Summary of Q&A |
| Fiscal Period Covered | Second quarter of the fiscal year ending December 2026 |
| Full-year earnings forecast | Net Sales 170 Hundreds of millions of yen / Operating profit 10 Hundreds of millions of yen |
| Self-assessment against the plan | Judged to be progressing smoothly against plan |
| Key points of the Q&A | Validity of the full-year forecast and low margins, Sustainability of game revenue, Impact of the GPU server business and 『ヒロサバ』 on margins, Initiatives in earnings, investor relations and business areas to improve the share price, VTuber and game collaborations, Differentiation of AI-powered VTuber technology |
| New initiatives | Investor relations activities, including 1-on-1 meetings with institutional investors and overseas roadshows, Investor relations activities for individual investors explaining the medium- to long-term strategy, Upfront investment in anticipation of AI applications and AI content, Game streaming and collaborations using VTubers and influencers, 3D generation and AI automation of camera work using technologies selected under IP360 |
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 quarterProgress against full-year forecastSegment resultsBreakdown of Factors Affecting the ChangeKey KPIsUnit price and quantity metricsNumber 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.The composition of revenue differs between the second quarter and the second half, with the second half affected by the gross accounting of 『ヒロサバ』 and the GPU server business, which does not have a high margin. The company judged that performance was progressing smoothly at this point and left its full-year forecast unchanged.
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.