Worth reading
68In focus
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
1
Years (timing for reaching ¥5 billion in sales)Wording
Avoiding a definitive answer
How definitive the wording is.Items stated in the management plan
Partially revisedNet Sales+0.0%
基準 2,028Target2,029hundred million
Each line is the climb from the baseline the document states to the target it sets. The slope is scaled against the largest climb in this document. The increase shown by the dotted line is calculated from the two reported figures because the company did not provide the amount of growth.
What happened to the previous planGigaViewer for Apps usage target: 4 cumulative cases. Begin initiatives with generative AI vendors. toitta ARR: ¥100 million (near-term target). → GigaViewer for Apps reached 4 cumulative cases as of the end of the fiscal year ending July 2026, achieving its target. Although initiatives with generative AI vendors were delayed from the original plan, they began with some vendors, and revenue began to be recognized in July 2026. toitta grew to a level approaching ¥100 million in ARR.+1,926.0%Calculated from the two disclosed figures
Statements about the use of capital
Payout ratio / DOE policyConsidering the expansion and introduction of shareholder returns over the medium to long term. Also considering return methods including dividends. Numerical targets and target period: Not disclosed.The payout ratio is the proportion of profit paid out as dividends, while DOE is the ratio of dividends to net assets.
Key initiatives
01Return to a revenue growth trend and accelerate growth using AI
02Move beyond stagnating demand for contract development and achieve steady revenue growth centered on development capabilities
03Establishing distinctive value through SaaS and contract development
04Creation of businesses and products in the generative AI field
05Partnership with generative AI vendors
06Development of in-house and jointly developed products
Plan assumptionsRecovery and expansion of demand for contract development, Downward trend in revenue from content marketing services, Revision of the assumed exchange rate for purchases such as AWS fees, reflecting the continuing trend of yen depreciation
Segment targetSegment Technology solutions services / Sales Target ¥3,161 million (forecast for the fiscal year ending July 2027) / Profit Target Not disclosed, Segment Content marketing services / Sales Target ¥471 million (forecast for the fiscal year ending July 2027) / Profit Target Not disclosed, Segment Content platform services / Sales Target ¥330 million (forecast for the fiscal year ending July 2027) / Profit Target Not disclosed
Non-financial targetsIndicator Employees at fiscal year-end / Target value 215 people / Timing Fiscal year ending July 2027, Indicator toitta ARR / Target value ¥100 million / Timing For the time being
Size of the Target MarketMarket Telecommunications-related content market / Dimensions Approximately ¥4.8 trillion in 2020 and approximately ¥6.8 trillion in 2024 / Growth rate Not disclosed / Source Institute for Information and Communications Policy, Ministry of Internal Affairs and Communications, “Survey on the Production and Distribution of Media and Software”, Market E-Book Market / Dimensions ¥684.6 billion in fiscal 2025 / Growth rate +2.1% year on year / Source Impress Research Institute, “2026 E-Book Business Survey Report”, Market Internet advertising market / Dimensions ¥4.0459 trillion in 2025 / Growth rate 2016–2025 CAGR: +13.3% / Source Dentsu, "Advertising Expenditures in Japan in 2025"
Risks identified by the company
Securing and developing personnel
Dependence on specific business partners
Delays in contract development delivery schedules and increases in required work hours
Operational deficiencies in UGC services
Information Management
Reason for revision or withdrawal
The growth roadmap was reassessed after carefully factoring in the temporary stagnation in demand for contract development and the downward trend in revenue from content marketing services.
| Item | Details |
|---|---|
| Plan name | Policy for the fiscal year ending July 2027 |
| Plan period | Fiscal years ending July 2027 to July 2029 |
| Progress against the plan | Partially revised |
| Sales Target | ¥5 billion (previous plan targeting achievement in the fiscal year ending July 2028) → ¥5 billion (revised plan targeting achievement in the fiscal year ending July 2029) |
| Payout ratio / DOE policy | Considering the expansion and introduction of shareholder returns over the medium to long term. Also considering return methods including dividends. Numerical targets and target period: Not disclosed. |
| Segment target | Segment Technology solutions services / Sales Target ¥3,161 million (forecast for the fiscal year ending July 2027) / Profit Target Not disclosed, Segment Content marketing services / Sales Target ¥471 million (forecast for the fiscal year ending July 2027) / Profit Target Not disclosed, Segment Content platform services / Sales Target ¥330 million (forecast for the fiscal year ending July 2027) / Profit Target Not disclosed |
| Non-financial targets | Indicator Employees at fiscal year-end / Target value 215 people / Timing Fiscal year ending July 2027, Indicator toitta ARR / Target value ¥100 million / Timing For the time being |
| Plan assumptions | Recovery and expansion of demand for contract development, Downward trend in revenue from content marketing services, Revision of the assumed exchange rate for purchases such as AWS fees, reflecting the continuing trend of yen depreciation |
| Key initiatives | Return to a revenue growth trend and accelerate growth using AI, Move beyond stagnating demand for contract development and achieve steady revenue growth centered on development capabilities, Establishing distinctive value through SaaS and contract development, Creation of businesses and products in the generative AI field, Partnership with generative AI vendors, Development of in-house and jointly developed products |
| Results under the previous plan | GigaViewer for Apps usage target: 4 cumulative cases. Begin initiatives with generative AI vendors. toitta ARR: ¥100 million (near-term target). → GigaViewer for Apps reached 4 cumulative cases as of the end of the fiscal year ending July 2026, achieving its target. Although initiatives with generative AI vendors were delayed from the original plan, they began with some vendors, and revenue began to be recognized in July 2026. toitta grew to a level approaching ¥100 million in ARR. |
| Reason for revision or withdrawal | The growth roadmap was reassessed after carefully factoring in the temporary stagnation in demand for contract development and the downward trend in revenue from content marketing services. |
| Size of the Target Market | Market Telecommunications-related content market / Dimensions Approximately ¥4.8 trillion in 2020 and approximately ¥6.8 trillion in 2024 / Growth rate Not disclosed / Source Institute for Information and Communications Policy, Ministry of Internal Affairs and Communications, “Survey on the Production and Distribution of Media and Software”, Market E-Book Market / Dimensions ¥684.6 billion in fiscal 2025 / Growth rate +2.1% year on year / Source Impress Research Institute, “2026 E-Book Business Survey Report”, Market Internet advertising market / Dimensions ¥4.0459 trillion in 2025 / Growth rate 2016–2025 CAGR: +13.3% / Source Dentsu, "Advertising Expenditures in Japan in 2025" |
| Risks identified | Securing and developing personnel, Dependence on specific business partners, Delays in contract development delivery schedules and increases in required work hours, Operational deficiencies in UGC services, Information Management |
| Publication date | 26 October 2026 |
Items this document does not state (11)
Operating profit targetOperating profit margin targetNet income targetROE targetROIC targetTreasury share acquisition policyCost of capitalSelf-assessment of PBR and share priceTotal investment planInvestment amount by sectorDate of board resolution
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 growth roadmap was reassessed after carefully factoring in the temporary stagnation in demand for contract development and the downward trend in revenue from content marketing services.
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.
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Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.