Worth reading
45Recurring
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
11.5
Year-on-year change in revenue (%)Wording
Conditional
How definitive the wording is.Results for this period
Interim period (second quarter)1 January 2026–30 June 2026ConsolidatedJapanese GAAPNet Sales11,091¥ millionYear on year +11.5%Progress 49.8%
Operating profit585¥ millionYear on year -1.5%Progress 36.1%
Ordinary income632¥ millionYear on year +9.4%Progress 39.8%
Net income attributable to owners of the parent490¥ millionYear on year +18.6%Progress 46.6%
The width of the band at each stage is based on revenue. The narrower it becomes toward the bottom, the smaller the proportion of revenue that remains as profit. The dotted outline is the full-year forecast and the band inside it is the result for this period. The progress rate is the result divided by the forecast.
Net income per share¥42.75
Financial position at period-end
Total assets19,540¥ million
of which net assets 10,364 ¥ millionEquity ratio 52.9%vs. prior year-end -1.6pt
塗りつぶした部分が自己資本比率です。総資産のうち、返済のいらない自前の資金がどれだけかを表します。The thin vertical line indicates the level at the end of the previous fiscal year.
Segment revenueElectronic authentication and seals business ¥6,937,582 thousand (YoY +10.1%), Cloud infrastructure business ¥3,917,491 thousand (YoY +12.8%), DX Business ¥532,156 thousand (YoY +20.1%)
Segment profitElectronic authentication and seals business ¥428,232 thousand (YoY -19.9%), Cloud infrastructure business ¥144,702 thousand (YoY +34.9%), DX Business ¥-4,395 thousand
Outlook and shareholder returns
Full-year earnings forecast
Net Sales¥22,286 million (YoY +7.8%)
Operating profit¥1,622 million (YoY +10.0%)
Ordinary income¥1,589 million (YoY +10.7%)
Net income¥1,052 million (YoY +4.7%)
Revision to Earnings ForecastNo
Annual Dividend Forecast56.91 yen and sen → 59.67 yen and sen
Factors Behind Changes in Business Performance
High growth at GMO Sign, GMO Trust Login and CloudCREW, and increased order intake at GMO Digital Pay. On the other hand, long-term contracts with certain large overseas customers resulted in a timing mismatch in revenue recognition, while system development costs temporarily increased.
Disclosure regarding the going concern assumption
None ("There are no applicable matters.")
Change in accounting policy
基準改正に伴う変更 Noそれ以外の変更 No見積りの変更 No修正再表示 No
Changes in the scope of consolidationNew Number of companies 1 / Company name GMO AIコネクト株式会社 / Excluded Number of companies 0 / Company name Not disclosed
Material subsequent eventsOn 1 July 2026, all shares of GMOデジタルラボ株式会社 will be transferred to GMOコマース株式会社, and extraordinary income of ¥440,476 thousand is expected to be recognized in the third quarter of 2026.
Breakdown of extraordinary income (loss)Extraordinary income Not disclosed / Extraordinary loss Business structure improvement costs ¥17,966 thousand
Availability of Supplementary Financial Results MaterialsYes
Availability of Financial Results BriefingWhether applicable Yes / Subject person Analysts and institutional investors
Issued Shares at Period-End11,693,000
Treasury Shares at Period-End223,258
| Item | Details |
|---|---|
| Fiscal Period Classification | Interim period (second quarter) |
| Accounting standards | Japanese GAAP |
| Consolidated / non-consolidated | Consolidated |
| Period Covered | 1 January 2026–30 June 2026 |
| Net Sales | ¥11,091 million (YoY +11.5%) |
| Operating profit | ¥585 million (YoY -1.5%) |
| Ordinary income | ¥632 million (YoY +9.4%) |
| Profit attributable to owners of the parent | ¥490 million (YoY +18.6%) |
| Net income per share | ¥42.75 |
| Equity ratio | End of the current fiscal period 52.9 / End of previous period 54.5 |
| Total assets | ¥19,540 million |
| Net assets | ¥10,364 million |
| Full-year earnings forecast | Net Sales ¥22,286 million (YoY +7.8%) / Operating profit ¥1,622 million (YoY +10.0%) / Ordinary income ¥1,589 million (YoY +10.7%) / Net income ¥1,052 million (YoY +4.7%) |
| Revision to Earnings Forecast | No |
| Annual Dividend Forecast | 56.91 yen and sen → 59.67 yen and sen |
| Segment revenue | Electronic authentication and seals business ¥6,937,582 thousand (YoY +10.1%), Cloud infrastructure business ¥3,917,491 thousand (YoY +12.8%), DX Business ¥532,156 thousand (YoY +20.1%) |
| Segment profit | Electronic authentication and seals business ¥428,232 thousand (YoY -19.9%), Cloud infrastructure business ¥144,702 thousand (YoY +34.9%), DX Business ¥-4,395 thousand |
| Breakdown of extraordinary income (loss) | Extraordinary income Not disclosed / Extraordinary loss Business structure improvement costs ¥17,966 thousand |
| Disclosure regarding the going concern assumption | None ("There are no applicable matters.") |
| Change in accounting policy | Changes due to revisions to standards No / Other changes No / Change in accounting estimate No / Restatement No |
| Changes in the scope of consolidation | New Number of companies 1 / Company name GMO AIコネクト株式会社 / Excluded Number of companies 0 / Company name Not disclosed |
| Material subsequent events | On 1 July 2026, all shares of GMOデジタルラボ株式会社 will be transferred to GMOコマース株式会社, and extraordinary income of ¥440,476 thousand is expected to be recognized in the third quarter of 2026. |
| Availability of Supplementary Financial Results Materials | Yes |
| Availability of Financial Results Briefing | Whether applicable Yes / Subject person Analysts and institutional investors |
| Issued Shares at Period-End | 11,693,000 |
| Treasury Shares at Period-End | 223,258 |
| Factors Behind Changes in Business Performance | High growth at GMO Sign, GMO Trust Login and CloudCREW, and increased order intake at GMO Digital Pay. On the other hand, long-term contracts with certain large overseas customers resulted in a timing mismatch in revenue recognition, while system development costs temporarily increased. |
Items this document does not state (11)
Operating MarginCash flows from operating activitiesCash flows from investing activitiesCash flows from financing activitiesCash and cash equivalents at end of periodPayout ratioShareholder Return PolicyRegional salesOrders received and order backlogDepreciation and amortizationImpairment loss
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.GMO Sign, GMO Trust Login and CloudCREW maintained high growth, while GMO Digital Pay secured strong order intake in the DX business. On the other hand, long-term contracts with certain large overseas customers resulted in a timing mismatch in revenue recognition, and system development costs, including costs to improve services, temporarily increased.
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