Worth reading
67In focus
0–100. This measures how worthwhile something is to read, not how good or bad the company is.Direction
Deterioration
Direction inferred from the company’s description.Scale
-1000
¥ millionWording
Conditional
How definitive the wording is.Items stated in the management plan
Partially revisedNet Sales0.0%
基準 100Target100100 million
Operating profit-40.0%
基準 2,500Target1,500million
Each line is the climb from the baseline the document states to the target it sets. The slope is scaled against the largest climb in this document. The increase shown by the dotted line is calculated from the two reported figures because the company did not provide the amount of growth.
What happened to the previous planConsolidated FY2025: revenue 8,000; operating profit 1,800 → Consolidated FY2025 actual: revenue 7,063; operating profit 1,440-11.7%Calculated from the two disclosed figures
Key initiatives
01Expand the business by deepening development of the speech recognition market
02Expansion of the platform business
03Launch new services in the market
04Part 1: Challenge of M-Dev
05Part 2: Challenge of Advanced Media
06Part 3: Challenge of becoming a voice AI enabler
Plan assumptionsThe cloud services market for speech recognition is projected to have a CAGR of 20.1% from fiscal 2024 to fiscal 2029, reaching a market size of ¥50 billion in fiscal 2029. The overall speech recognition market is projected to have a CAGR of 5.2%, reaching ¥147.2 billion in fiscal 2029.
Size of the Target MarketCloud services market: CAGR of 20.1% from fiscal 2024 to fiscal 2029, with a projected fiscal 2029 market size of ¥50 billion. Overall speech recognition market: CAGR of 5.2%, with a projected fiscal 2029 market size of ¥147.2 billion. On-premises market: CAGR of 0.7%, with a projected fiscal 2029 market size of ¥97.2 billion. Source: ecarlate LLC, “Speech Recognition Market Trends 2026.”
Reason for revision or withdrawal
Changes in the composition of the corporate group, higher costs including increased server usage fees and GPU machine costs due to the weaker yen, higher personnel expenses resulting from salary revisions, and other factors.
| Item | Details |
|---|---|
| Plan name | Medium-Term Management Plan (BSR Expansion Phase) / AISH Adoption and Rollout Phase |
| Plan period | Fiscal year ending March 2024 to fiscal year ending March 2027 (BSR Expansion Phase); fiscal year ending March 2028 onward to fiscal year ending March 2030 (AISH Adoption and Rollout Phase) |
| Progress against the plan | Partially revised |
| Sales Target | ¥100 100 million → ¥100 100 million（0.0%） |
| Operating profit target | ¥2,500 million → ¥1,500 million |
| Plan assumptions | The cloud services market for speech recognition is projected to have a CAGR of 20.1% from fiscal 2024 to fiscal 2029, reaching a market size of ¥50 billion in fiscal 2029. The overall speech recognition market is projected to have a CAGR of 5.2%, reaching ¥147.2 billion in fiscal 2029. |
| Key initiatives | Expand the business by deepening development of the speech recognition market, Expansion of the platform business, Launch new services in the market, Part 1: Challenge of M-Dev, Part 2: Challenge of Advanced Media, Part 3: Challenge of becoming a voice AI enabler |
| Results under the previous plan | Consolidated FY2025: revenue 8,000; operating profit 1,800 → Consolidated FY2025 actual: revenue 7,063; operating profit 1,440 |
| Reason for revision or withdrawal | Changes in the composition of the corporate group, higher costs including increased server usage fees and GPU machine costs due to the weaker yen, higher personnel expenses resulting from salary revisions, and other factors. |
| Size of the Target Market | Cloud services market: CAGR of 20.1% from fiscal 2024 to fiscal 2029, with a projected fiscal 2029 market size of ¥50 billion. Overall speech recognition market: CAGR of 5.2%, with a projected fiscal 2029 market size of ¥147.2 billion. On-premises market: CAGR of 0.7%, with a projected fiscal 2029 market size of ¥97.2 billion. Source: ecarlate LLC, “Speech Recognition Market Trends 2026.” |
| Publication date | 29 June 2026 |
Items this document does not state (14)
Operating profit margin targetNet income targetROE targetROIC targetPayout ratio / DOE policyTreasury share acquisition policyCost of capitalSelf-assessment of PBR and share priceTotal investment planInvestment amount by sectorSegment targetNon-financial targetsRisks identifiedDate of board resolution
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.Changes in the composition of the corporate group, higher costs including increased server usage fees and GPU machine costs due to the weaker yen, and higher personnel expenses resulting from salary revisions.
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.
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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.