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Earnings presentation3930Hatena Co.,Ltd.Information and Communications, Services and Others

Q&A Summary from the Earnings Presentation for the Second Quarter of the Fiscal Year Ending July 2026

Regarding the timing of achieving ¥100 million in ARR for toitta, the company explained that it is not providing a specific timeline at this stage and is expanding sales and enhancing functionality to achieve the target as soon as possible. The company plans to report progress once visibility on achieving the target has been established.

Worth reading
80Important
Scored from 1 of 6 sections
Direction
Neutral
Direction inferred from the company’s description.
Scale
100000000
Yen (toitta ARR target)
Wording
Avoiding a definitive answer
How definitive the wording is.

Contents of this document

Summary of Q&ASecond quarter of the fiscal year ending July 20263 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
Regarding the timing of achieving ¥100 million in ARR for toitta, the company responded that it is difficult to state a specific timeline, but it is focusing on expanding sales and enhancing functionality to achieve the target as soon as possible.
New initiatives
  • Expansion of toitta sales
  • Enhancement of toitta service functionality
Key KPIsA metric the company considers important as a management benchmark.
  • toitta ARR target¥100,000,000
Contents of this document
ItemDetails
Document typeSummary of Q&A
Fiscal Period CoveredSecond quarter of the fiscal year ending July 2026
Key KPIsIndicator name toitta ARR target / Value ¥100,000,000 / Year on year against the same period last year Not disclosed
Key points of the Q&ARegarding the timing of achieving ¥100 million in ARR for toitta, the company responded that it is difficult to state a specific timeline, but it is focusing on expanding sales and enhancing functionality to achieve the target as soon as possible.
New initiativesExpansion of toitta sales, Enhancement of toitta service functionality
Items this document does not state (26)
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 metricsNumber of stores and locationsNumber of employeesAssumptions Underlying the Business OutlookRisk amount incorporated into the outlookMedium-term management plan targetsFinancial targetsAnnual DividendPayout ratioAcquisition of treasury sharesCapital 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.

It is difficult to state a specific target achievement date at this stage.

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.
Q&A Summary from the Earnings Presentation for the Second Quarter of the Fiscal Year Ending July 2026 | Hatena Co.,Ltd. (3930) timely disclosure | Komori