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Direction inferred from the company’s description.Scale
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Displayed only when the document provides numerical figures.Wording
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How definitive the wording is.Contents of this document
Summary of Q&AFY2025 Q47 items taken from the company’s own explanation
Financial Results Figures (The key points of this material are explained below)
Operating profit36 Hundreds of millions of yen
Full-year earnings forecast
Operating profit
70 Hundreds of millions of yen
EBITDA
77 Hundreds of millions of yen
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
- Issues Business areas under Milestone2030 / Summary of response The company aims to evolve from use centered on public relations personnel into a platform used by entire companies and all employees.
- Issues Reasons for the projected decline in profit / Summary of response Profit is expected to be pressured by increased investment in AI, products and talent.
- Issues Key KPIs / Summary of response At the company-wide level, the focus will be on the multi-service adoption rate. For PR TIMES, the company intends to prioritize the number of active customer companies and the number of PR Partner Service users.
- Issues Impact of AI / Summary of response In the near term, the expansion of primary-information use and strong sales of AI functions are tailwinds. At the same time, the company recognizes that its existing businesses could come under pressure over the medium to long term.
- Issues External Environment / Summary of response A slowdown in corporate activity is a negative factor, but investment in growth areas and improvements in operational efficiency could create business opportunities.
- Issues Gap versus medium-term targets / Summary of response Although metrics such as site visits have fallen short of target, the company views the improvement in its relative position positively.
- Issues International Expansion / Summary of response The company plans to expand overseas without M&A, beginning with measures such as migrating from the .jp domain to the .com domain.
- Issues Parent-subsidiary listings and stock splits / Summary of response A stock split is not considered necessary at this time, and the company will prioritize increasing corporate and business value.
New initiatives
- Developing proprietary functions and services using AI and internally held data
- Developing an AI chat service using FAQ data in Tayori
- Connecting business systems through AI agents in Jooto
- Migrating PR TIMES from the .jp domain to the .com domain
- Promoting the use of multiple services across PR TIMES, Jooto and Tayori
Key KPIsA metric the company considers important as a management benchmark.
- Number of active customer companiesApproximately 50,000 companies
- Number of PR Partner Service contract customers15 companies
- PR TIMES adoption rate among listed companies60% or more
- Number of listed companies using PR TIMES2,500 companies
- Identified customer base of the PR Partner Service400 companies
Unit price and quantity metricsThese figures show sales broken down by price and volume.
ARPU and LTV were mentioned, but numerical results were not disclosedMedium-term management plan targets
Operating profit
70 Hundreds of millions of yen
Target fiscal year2030
EBITDA
77 Hundreds of millions of yen
Target fiscal year2030
PR TIMES operating profit
60 Hundreds of millions of yen
Target fiscal year2030
Other Businesses operating income
10 Hundreds of millions of yen
Target fiscal year2030
Number of PR Partner Service contract customers
100 companies
Target fiscal year2030
Adoption rate among domestic listed companies
80 %
Market Size / Share
PR TIMES adoption rate among domestic listed companies60% or more
Acquisition of treasury shares
Management only mentioned that share buybacks would be difficult because of the number of tradable shares. The buyback limit, number of shares and period were not disclosed| Item | Details |
|---|---|
| Document type | Summary of Q&A |
| Fiscal Period Covered | FY2025 Q4 |
| Operating profit | 36 Hundreds of millions of yen |
| Full-year earnings forecast | Operating profit 70 Hundreds of millions of yen / EBITDA 77 Hundreds of millions of yen / Net Sales Not disclosed |
| Key KPIs | Indicator name Number of active customer companies / Value Approximately 50,000 companies / Year on year against the same period last year Not disclosed, Indicator name Number of PR Partner Service contract customers / Value 15 companies / Year on year against the same period last year Not disclosed, Indicator name PR TIMES adoption rate among listed companies / Value 60% or more / Year on year against the same period last year Not disclosed, Indicator name Number of listed companies using PR TIMES / Value 2,500 companies / Year on year against the same period last year Not disclosed, Indicator name Identified customer base of the PR Partner Service / Value 400 companies / Year on year against the same period last year Not disclosed |
| Unit price and quantity metrics | ARPU and LTV were mentioned, but numerical results were not disclosed |
| Medium-term management plan targets | Operating profit 70 Hundreds of millions of yen / EBITDA 77 Hundreds of millions of yen / PR TIMES operating profit 60 Hundreds of millions of yen / Other Businesses operating income 10 Hundreds of millions of yen / Number of PR Partner Service contract customers 100 companies / Adoption rate among domestic listed companies 80 % |
| Acquisition of treasury shares | Management only mentioned that share buybacks would be difficult because of the number of tradable shares. The buyback limit, number of shares and period were not disclosed |
| Market Size / Share | PR TIMES adoption rate among domestic listed companies 60% or more |
| Key points of the Q&A | Issues Business areas under Milestone2030 / Summary of response The company aims to evolve from use centered on public relations personnel into a platform used by entire companies and all employees., Issues Reasons for the projected decline in profit / Summary of response Profit is expected to be pressured by increased investment in AI, products and talent., Issues Key KPIs / Summary of response At the company-wide level, the focus will be on the multi-service adoption rate. For PR TIMES, the company intends to prioritize the number of active customer companies and the number of PR Partner Service users., Issues Impact of AI / Summary of response In the near term, the expansion of primary-information use and strong sales of AI functions are tailwinds. At the same time, the company recognizes that its existing businesses could come under pressure over the medium to long term., Issues External Environment / Summary of response A slowdown in corporate activity is a negative factor, but investment in growth areas and improvements in operational efficiency could create business opportunities., Issues Gap versus medium-term targets / Summary of response Although metrics such as site visits have fallen short of target, the company views the improvement in its relative position positively., Issues International Expansion / Summary of response The company plans to expand overseas without M&A, beginning with measures such as migrating from the .jp domain to the .com domain., Issues Parent-subsidiary listings and stock splits / Summary of response A stock split is not considered necessary at this time, and the company will prioritize increasing corporate and business value. |
| New initiatives | Developing proprietary functions and services using AI and internally held data, Developing an AI chat service using FAQ data in Tayori, Connecting business systems through AI agents in Jooto, Migrating PR TIMES from the .jp domain to the .com domain, Promoting the use of multiple services across PR TIMES, Jooto and Tayori |
Items this document does not state (20)
Net SalesOrdinary 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 resultsBreakdown of Factors Affecting the ChangeNumber of stores and locationsNumber of employeesAssumptions Underlying the Business OutlookRisk amount incorporated into the outlookFinancial targetsAnnual DividendPayout ratioCapital expendituresOrders received and order backlog
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.From a fair disclosure perspective, the earnings presentation was published in recorded format and the Q&A in text format. The company stated that it refined the wording of the Q&A to make it easier for shareholders and investors to understand while preserving the substance of the live-streamed discussion.
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