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How definitive the wording is.Contents of this document
Summary of Q&AFY2025 third quarter8 items taken from the company’s own explanation
What the company explained in this material
Key points of the Q&AKey questions raised by investors at the briefing and the company's answers
- AI is being integrated into functions such as PR TIMES, Jooto and Tayori, and Tayori is being developed to provide an AI chatbot.
- The challenges are to increase the active rate of PR TIMES media users and expand the individual-user base. Individual users number more than 200,000.
- During the 2–3-year investment period, priority will be given to systems investment, investment in human resources and marketing investment.
- Shareholder returns will target DOE of 2%, while cash and deposits generated will in principle be prioritized for growth investment. The company will not conduct share repurchases at this time.
- The company continues to consider M&A as a means of entering overseas markets, but has not disclosed the status of specific negotiations or the investment size. An EBITDA multiple of 5–8x is assumed.
- Jooto will focus on large enterprises, particularly manufacturers, and encourage customers to continue using the service, including its customer support, after the transition to the new plan.
- The company anticipates lower profit next fiscal year than in the current fiscal year as it enters an investment period, but the outlook for lower profit from the following fiscal year onward has not been determined.
- The head office will relocate to Toranomon Hills, and the office space will be expanded to just under twice its current size. The company plans to establish a Tokai branch next fiscal year.
- As part of its security response following unauthorized access, the company completely revamped its internal operations screens by December.
New initiatives
- Integrating AI into each function
- Providing an AI chatbot through Tayori using FAQ and form data
- Relocating the head office to Toranomon Hills and expanding the office to just under twice its current size
- Systems, human resources and marketing investment during the 2–3-year investment period
- Establishing a Tokai branch next fiscal year
- Expanding Jooto for large enterprises and manufacturers and transitioning to the new plan
- Contract development for Toyota Motor Corporation by PR TIMES社 and グルコース社
Key KPIsA metric the company considers important as a management benchmark.
- Number of individual usersMore than 200,000 people
- Ratio of individual users to social media usersApproximately 1/100
- Increase in market capitalization50% or higher
Medium-term management plan targets
For Milestone2030, targets will be set based on profit over a five-year term. Specific figures are scheduled to be explained when full-year results are announced in April.Number of stores and locations
The company operates a Kansai branch and a Fukuoka office. It plans to establish a Tokai branch next fiscal year. The total number of locations at period-end and the number of openings and closures during the period are Not disclosed.Number of employees
2 full-time employees at the Kansai branch. Total company headcount, changes during the period and the hiring plan are Not disclosed.Payout ratio
DOE of 2% as a guideline. The company intends to increase dividends progressively every year.Acquisition of treasury shares
The company currently plans not to conduct share repurchases. The repurchase limit, number of shares and period are Not disclosed.| Item | Details |
|---|---|
| Document type | Summary of Q&A |
| Fiscal Period Covered | FY2025 third quarter |
| Key KPIs | Indicator name Number of individual users / Value More than 200,000 people / Year on year against the same period last year Not disclosed, Indicator name Ratio of individual users to social media users / Value Approximately 1/100 / Year on year against the same period last year Not disclosed, Indicator name Increase in market capitalization / Value 50% or higher / Year on year against the same period last year Not disclosed |
| Number of stores and locations | The company operates a Kansai branch and a Fukuoka office. It plans to establish a Tokai branch next fiscal year. The total number of locations at period-end and the number of openings and closures during the period are Not disclosed. |
| Number of employees | 2 full-time employees at the Kansai branch. Total company headcount, changes during the period and the hiring plan are Not disclosed. |
| Medium-term management plan targets | For Milestone2030, targets will be set based on profit over a five-year term. Specific figures are scheduled to be explained when full-year results are announced in April. |
| Payout ratio | DOE of 2% as a guideline. The company intends to increase dividends progressively every year. |
| Acquisition of treasury shares | The company currently plans not to conduct share repurchases. The repurchase limit, number of shares and period are Not disclosed. |
| Key points of the Q&A | AI is being integrated into functions such as PR TIMES, Jooto and Tayori, and Tayori is being developed to provide an AI chatbot., The challenges are to increase the active rate of PR TIMES media users and expand the individual-user base. Individual users number more than 200,000., During the 2–3-year investment period, priority will be given to systems investment, investment in human resources and marketing investment., Shareholder returns will target DOE of 2%, while cash and deposits generated will in principle be prioritized for growth investment. The company will not conduct share repurchases at this time., The company continues to consider M&A as a means of entering overseas markets, but has not disclosed the status of specific negotiations or the investment size. An EBITDA multiple of 5–8x is assumed., Jooto will focus on large enterprises, particularly manufacturers, and encourage customers to continue using the service, including its customer support, after the transition to the new plan., The company anticipates lower profit next fiscal year than in the current fiscal year as it enters an investment period, but the outlook for lower profit from the following fiscal year onward has not been determined., The head office will relocate to Toranomon Hills, and the office space will be expanded to just under twice its current size. The company plans to establish a Tokai branch next fiscal year., As part of its security response following unauthorized access, the company completely revamped its internal operations screens by December. |
| New initiatives | Integrating AI into each function, Providing an AI chatbot through Tayori using FAQ and form data, Relocating the head office to Toranomon Hills and expanding the office to just under twice its current size, Systems, human resources and marketing investment during the 2–3-year investment period, Establishing a Tokai branch next fiscal year, Expanding Jooto for large enterprises and manufacturers and transitioning to the new plan, Contract development for Toyota Motor Corporation by PR TIMES社 and グルコース社 |
Items this document does not state (21)
Net SalesOperating profitOrdinary incomeNet incomeGross Profit MarginOperating profit marginSelling, general and administrative expensesResults for the three months of the current quarterFull-year earnings forecastProgress against full-year forecastSelf-assessment against the planSegment resultsBreakdown of Factors Affecting the ChangeUnit price and quantity metricsAssumptions Underlying the Business OutlookRisk amount incorporated into the outlookFinancial targetsAnnual DividendCapital expendituresOrders received and order backlogMarket Size / Share
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 earnings briefing was published in recorded and text formats from a fair disclosure perspective. The wording of the Q&A has been partially edited without changing the substance of the summary provided during the live broadcast.
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