Worth reading
31Immaterial
Scored from 5 of 6 sectionsDirection
Neutral
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How definitive the wording is.Contents of this document
Earnings briefing transcriptFiscal year ended February 20265 items taken from the company’s own explanation
Financial Results Figures (The key points of this material are explained below)
Full-year earnings forecastSignificant increases in revenue and profit are expected, but itemized forecasts are Not disclosed
What the company explained in this material
Breakdown of Factors Affecting the ChangeReasons cited by the Company for the change in the figures.
- Deepening collaboration with NTT DATATarget: ¥2-3 billion
- Completion of the restructuring of unprofitable businesses
- Improved profit margins through price pass-through
New initiatives
- Launch of a collaborative organization with NTT DATA
- Acquisition of a licensing business from Mizuho Bank
- Expansion into 3 areas: AI implementation and business consulting, platforms, and AI-driven development
- Planned relocation of the head office to TOFROM YAESU TOWER
- Research into the use of gate-model quantum computers at Quemix
- Strengthening security for the AI and quantum era through リベルスカイ
Number of employees
The company plans to expand its workforce, but the number of employees is Not disclosedAnnual Dividend
¥17 /share forecast
Payout ratio
Based on a progressive dividend policy, but the numerical target is Not disclosed| Item | Details |
|---|---|
| Document type | Earnings briefing transcript |
| Fiscal Period Covered | Fiscal year ended February 2026 |
| Full-year earnings forecast | Significant increases in revenue and profit are expected, but itemized forecasts are Not disclosed |
| Breakdown of Factors Affecting the Change | Factors Deepening collaboration with NTT DATA / Amount Target: ¥2-3 billion, Factors Completion of the restructuring of unprofitable businesses / Amount Not disclosed, Factors Improved profit margins through price pass-through / Amount Not disclosed |
| Number of employees | The company plans to expand its workforce, but the number of employees is Not disclosed |
| Annual Dividend | ¥17 /share (forecast) |
| Payout ratio | Based on a progressive dividend policy, but the numerical target is Not disclosed |
| New initiatives | Launch of a collaborative organization with NTT DATA, Acquisition of a licensing business from Mizuho Bank, Expansion into 3 areas: AI implementation and business consulting, platforms, and AI-driven development, Planned relocation of the head office to TOFROM YAESU TOWER, Research into the use of gate-model quantum computers at Quemix, Strengthening security for the AI and quantum era through リベルスカイ |
Items this document does not state (23)
Net SalesOperating profitOrdinary incomeNet incomeGross Profit MarginOperating profit marginSelling, general and administrative expensesResults for the three months of the current quarterProgress against full-year forecastSelf-assessment against the planSegment resultsKey KPIsUnit price and quantity metricsNumber of stores and locationsAssumptions Underlying the Business OutlookRisk amount incorporated into the outlookMedium-term management plan targetsFinancial targetsAcquisition of treasury sharesCapital expendituresOrders received and order backlogMarket Size / ShareKey points of the Q&A
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
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