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Revision of earnings forecasts3778SAKURA internet Inc.Information and Communications, Services and Others

Notice Regarding Revisions to Earnings Forecasts

2026年3月期の第2四半期累計と通期の連結業績予想を下方修正した。売上高は約1割減、利益は黒字予想から赤字または大幅減益見通しとなり、通期の営業利益は3,800百万円から350百万円に引き下げられた。

Worth reading
68In 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
-91.7
%
Wording
Avoiding a definitive answer
How definitive the wording is.

Revised forecast

Fiscal year ending March 2026 · Cumulative second quarter and full yearPrevious forecast published 28 April 2025
Net SalesCumulative second-quarter results17,600→16,000Millions of yen
-9.1%
Net SalesFull year40,400→36,500Millions of yen
-9.7%
Operating profitCumulative second-quarter results700→-1,150Millions of yen
-264.3%
Operating profitFull year3,800→350Millions of yen
-90.8%
Ordinary incomeCumulative second-quarter results550→-1,100Millions of yen
-300.0%
Ordinary incomeFull year3,400→400Millions of yen
-88.2%
Profit attributable to owners of the parentCumulative second-quarter results300→-800Millions of yen
-366.7%
Profit attributable to owners of the parentFull year2,400→200Millions of yen
-91.7%
Net income per shareCumulative second-quarter results7.5→-19.99yen
-366.5%
Net income per shareFull year60→5yen
-91.7%

The bar length represents the relative magnitude of change, based on the item that changed the most in this document. The percentage change shown by the dotted line is calculated from the two reported figures because the company did not provide the rate.

Reason for the revision

生成AI向け大型案件の終了によりGPUインフラストラクチャーサービスの売上成長が一時的に遅れる見込みとなったため。同サービスの売上予想を158億円から85億円に引き下げる一方、売上計上方法の変更やグループ会社による案件獲得等によりその他サービスの売上予想を57億円から87億円に引き上げる。

Previous-period resultsCumulative second-quarter results Net Sales 13,271 / Operating profit 1,295 / Ordinary income 1,102 / Interim net income attributable to owners of the parent 710 / Interim net income per share 18.64 / Full year Net Sales 31,412 / Operating profit 4,145 / Ordinary income 4,060 / Profit attributable to owners of the parent 2,937 / Net income per share 75.23
Consolidated / non-consolidatedConsolidated
Revised forecast
ItemDetails
Net SalesCumulative second-quarter results 17,600 / Full year 40,400 → Cumulative second-quarter results 16,000 / Full year 36,500(Cumulative second-quarter results -9.1 / Full year -9.7)
Operating profitCumulative second-quarter results 700 / Full year 3,800 → Cumulative second-quarter results -1,150 / Full year 350(Cumulative second-quarter results Not disclosed / Full year -90.8)
Ordinary incomeCumulative second-quarter results 550 / Full year 3,400 → Cumulative second-quarter results -1,100 / Full year 400(Cumulative second-quarter results Not disclosed / Full year -88.2)
Profit attributable to owners of the parentCumulative second-quarter results 300 / Full year 2,400 → Cumulative second-quarter results -800 / Full year 200(Cumulative second-quarter results Not disclosed / Full year -91.7)
Net income per shareCumulative second-quarter results 7.5 / Full year 60 → Cumulative second-quarter results -19.99 / Full year 5
Fiscal Period CoveredFiscal year ending March 2026
Period CoveredCumulative second quarter and full year
Publication date of previous forecast28 April 2025
Previous-period resultsCumulative second-quarter results Net Sales 13,271 / Operating profit 1,295 / Ordinary income 1,102 / Interim net income attributable to owners of the parent 710 / Interim net income per share 18.64 / Full year Net Sales 31,412 / Operating profit 4,145 / Ordinary income 4,060 / Profit attributable to owners of the parent 2,937 / Net income per share 75.23
Reason for the revision生成AI向け大型案件の終了によりGPUインフラストラクチャーサービスの売上成長が一時的に遅れる見込みとなったため。同サービスの売上予想を158億円から85億円に引き下げる一方、売上計上方法の変更やグループ会社による案件獲得等によりその他サービスの売上予想を57億円から87億円に引き上げる。
Consolidated / non-consolidatedConsolidated
Items this document does not state (2)
Details and amount of extraordinary lossDividend forecast revision

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.

継続を見込んでいた生成AI向け大型案件の終了により、GPUインフラストラクチャーサービスの売上成長が一時的に遅れる見込みとなったため。GPUインフラストラクチャーサービスの売上予想を158億円から85億円に引き下げる一方、売上計上方法の変更やグループ会社による案件獲得等により、その他サービスの売上予想を57億円から87億円に引き上げることも理由としている。

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.
Notice Regarding Revisions to Earnings Forecasts | SAKURA internet Inc. (3778) timely disclosure | Komori