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Earnings briefing transcriptSecond quarter of the fiscal year ending September 20264 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 risk that AI could reduce demand for systems integrators, the company said it is promoting the use of AI in two areas: proposing AI applications to customers to support management innovation, and improving the efficiency and productivity of in-house development. It also said that the roles of systems integrators and engineers will change.
- Regarding shareholder returns, the company said its basic policy is to provide stable and continuous returns through shareholder benefits and dividends, while maintaining a balance with growth investment.
- Regarding investment in human resources amid slowing SaaS growth, the company said it is working to secure, develop, and train engineers responsible for requirements definition, design, evaluation, and operations, based on the use of AI.
New initiatives
- Strengthening consulting services and consulting capabilities to propose AI applications to customers
- Research and development in AI-driven development, and development standardization including reverse engineering of legacy systems
- Standardization of managing AI and people
- Promoting the recruitment, development, and training of engineers
Key KPIsA metric the company considers important as a management benchmark.
- Consolidated number of employees597 People
Number of employees
Number of Employees597 People
Record dateEnd of September 2025
| Item | Details |
|---|---|
| Document type | Earnings briefing transcript |
| Fiscal Period Covered | Second quarter of the fiscal year ending September 2026 |
| Key KPIs | Indicator name Consolidated number of employees / Value 597 People / Year on year against the same period last year Not disclosed |
| Number of employees | Number of Employees 597 People / Record date End of September 2025 / Changes during the period and hiring plan Not disclosed |
| Key points of the Q&A | Regarding the risk that AI could reduce demand for systems integrators, the company said it is promoting the use of AI in two areas: proposing AI applications to customers to support management innovation, and improving the efficiency and productivity of in-house development. It also said that the roles of systems integrators and engineers will change., Regarding shareholder returns, the company said its basic policy is to provide stable and continuous returns through shareholder benefits and dividends, while maintaining a balance with growth investment., Regarding investment in human resources amid slowing SaaS growth, the company said it is working to secure, develop, and train engineers responsible for requirements definition, design, evaluation, and operations, based on the use of AI. |
| New initiatives | Strengthening consulting services and consulting capabilities to propose AI applications to customers, Research and development in AI-driven development, and development standardization including reverse engineering of legacy systems, Standardization of managing AI and people, Promoting the recruitment, development, and training of engineers |
Items this document does not state (25)
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 locationsAssumptions 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.The full transcript of the briefing on financial results and Q&A held on 28 May 2026 has been published.
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