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Other Disclosures3691DIGITAL PLUS,Inc.Information and Communications, Services and Others

Notice Regarding the Release of a Video on Business Progress for the Third Quarter of the Fiscal Year Ending September 2026

A video featuring an explanation by the Representative Director on business progress for the third quarter of the fiscal year ending September 2026 has been released. It covers progress in gross transaction value, gross margin and operating profit, Hokkaido benefit payments, collaboration with GMO Payment Gateway, Inc., and future targets.

Worth reading
63In focus
0–100. This measures how worthwhile something is to read, not how good or bad the company is.
Direction
Mixed performance
Direction inferred from the company’s description.
Scale
97
¥100 million (up 53% quarter on quarter)
Wording
Conditional
How definitive the wording is.

Announced details

Points-rewards business, services related to Hokkaido benefit payments, and collaboration with GMO Payment Gateway, Inc.
Applicable field (uses covered by this announcement)

Points-rewards business, benefit payment distribution, online payments, and expanding transaction volume and improving productivity through alliances

Launch dateThe Hokkaido Prefectural Government's emergency economic measures addressing rising prices began in July 2026 (actual). The start date for services under the collaboration with GMO Payment Gateway, Inc. is Not disclosed.
Contract Date9 July 2026 (collaboration announced)
What the company reported numerically
Quantitative Effects

Gross transaction value increased 53% quarter on quarter. Monthly gross transaction value of ¥3.5 billion was achieved in June.

Usage history

Gross transaction value of approximately ¥9.7 billion (third quarter of the fiscal year ending September 2026, up 53% quarter on quarter). Growth for 25 consecutive quarters.

Relationship between the counterparty and the company
DIGITAL PLUS,Inc.3691
Relationship with the Company

GMO Payment Gateway, Inc. has been a shareholder of the Company since before its listing, and the parties entered into a business alliance on this occasion.

CounterpartyGMO Payment Gateway, Inc.

One of Japan's leading online payment platforms, processing more than ¥23 trillion in payments annually. Location, representative, capital and year founded: Not disclosed.

Impact on Business Performance

Gross margin on transaction volume was 3.3%. The impact of the impairment loss was absorbed in the third quarter, and full-year profitability is currently considered certain. Gross transaction value for the fiscal year ending September 2026 is expected to exceed the ¥25 billion target.

The company does not address Contract Value / Offering price.

Announced details
ItemDetails
Names of Products / Services CoveredPoints-rewards business, services related to Hokkaido benefit payments, and collaboration with GMO Payment Gateway, Inc.
CounterpartyGMO Payment Gateway, Inc.
Counterparty overviewOne of Japan's leading online payment platforms, processing more than ¥23 trillion in payments annually. Location, representative, capital and year founded: Not disclosed.
Relationship with the CompanyGMO Payment Gateway, Inc. has been a shareholder of the Company since before its listing, and the parties entered into a business alliance on this occasion.
Contract Date9 July 2026 (collaboration announced)
Launch dateThe Hokkaido Prefectural Government's emergency economic measures addressing rising prices began in July 2026 (actual). The start date for services under the collaboration with GMO Payment Gateway, Inc. is Not disclosed.
Applicable areaPoints-rewards business, benefit payment distribution, online payments, and expanding transaction volume and improving productivity through alliances
Quantitative EffectsGross transaction value increased 53% quarter on quarter. Monthly gross transaction value of ¥3.5 billion was achieved in June.
Usage historyGross transaction value of approximately ¥9.7 billion (third quarter of the fiscal year ending September 2026, up 53% quarter on quarter). Growth for 25 consecutive quarters.
Impact on Business PerformanceGross margin on transaction volume was 3.3%. The impact of the impairment loss was absorbed in the third quarter, and full-year profitability is currently considered certain. Gross transaction value for the fiscal year ending September 2026 is expected to exceed the ¥25 billion target.
Items this document does not state (8)
Contract ValueOffering priceAward/certification nameAwarding / certifying bodyRegistration number and expiry dateLocationLocation scaleSource

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 increase in gross transaction value was due to the full-scale realization of the effects of investments in selling, general and administrative expenses in the points-rewards business launched in the second quarter, as well as the distribution of shareholder benefits reaching its peak. The decline in gross margin on transaction volume was because achieving monthly gross transaction value of ¥3.5 billion was given the highest priority.

How to read this page

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Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.
Notice Regarding the Release of a Video on Business Progress for the Third Quarter of the Fiscal Year Ending September 2026 | DIGITAL PLUS,Inc. (3691) timely disclosure | Komori