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Results presentation4069BlueMeme Inc.Information and Communications, Services and Others

Financial Results Presentation for the Second Quarter of the Fiscal Year Ending March 2027

Revenue for the first half declined 20.1% year on year, while operating profit changed from a profit of ¥105 million to a loss of ¥71 million. On the other hand, progress against the full-year revenue plan was 52.2%, and the company said it was proceeding as planned.

Worth reading
55In focus
0–100. This measures how worthwhile something is to read, not how good or bad the company is.
Direction
Deterioration
Direction inferred from the company’s description.
Scale
-342
¥ million (year-on-year change in net sales)
Wording
Conditional
How definitive the wording is.

Contents of this document

Results presentationSecond quarter of the fiscal year ending March 20276 items taken from the company’s own explanation
Financial Results Figures (The key points of this material are explained below)
Net Sales¥1,358 million-20.1%
Operating profit¥-71 million
Ordinary income¥-69 million
Net income¥-507 million
Results for the three months of the current quarter
Net Sales
¥703 million-12.0%
Full-year earnings forecast
Net Sales
¥2,600 million
Operating profit
¥30 million
Ordinary income
¥30 million
Profit attributable to owners of the parent
¥-400 million
Progress against full-year forecast 通期の予想に対して、いまどこまで進んだかの割合です。
Net Sales52.2%
What the company explained in this material
Self-assessment against the planThe company's self-assessment against its own plan.
Progressed as planned
Breakdown of Factors Affecting the ChangeReasons cited by the Company for the change in the figures.
  • Revenue decline¥-342 million
  • Decrease in cost of sales¥245 million
  • Increase in R&D expenses¥-5 million
  • Increase in personnel-related expenses and other costs¥-84 million
New initiatives
  • Expansion of the low-code business through the capital and business alliance with TDI株式会社, AI-enabled modernization of legacy systems, and investment in quantum AI and biotechnology
  • Development of core technology to automatically extract business logic and other elements from existing systems
  • Renaming of the BlueMeme digital agent service and continuation of its development
  • Participation in a newly selected JST INSIGHT project
Key KPIsA metric the company considers important as a management benchmark.
  • Orders received¥1,116 million
    Year-on-year (%)-15.3
  • Order backlog¥649 million
    Year-on-year (%)-38.4
  • Cumulative order intake for digital agent projects¥2,212 million
  • Cumulative record of low-code product implementations180 companies or more
  • Track record of providing services using low-code technology5,500 Cases or more
  • Track record of training OutSystems engineers6,200 At least people
Orders received and order backlog
Orders received
¥1,116 million
Order backlog
¥649 million
Number of employees
Number of Employees184 People
Reference dateAs of March 2026
Contents of this document
ItemDetails
Document typeResults presentation
Fiscal Period CoveredSecond quarter of the fiscal year ending March 2027
Net Sales¥1,358 million (YoY -20.1%)
Operating profit¥-71 million
Ordinary income¥-69 million
Net income¥-507 million
Results for the three months of the current quarterNet Sales ¥703 million (YoY -12.0%)
Full-year earnings forecastNet Sales ¥2,600 million / Operating profit ¥30 million / Ordinary income ¥30 million / Profit attributable to owners of the parent ¥-400 million
Progress against full-year forecastNet Sales 52.2% / Operating profit Not disclosed / Ordinary income Not disclosed / Profit attributable to owners of the parent Not disclosed
Self-assessment against the planProgressed as planned
Breakdown of Factors Affecting the ChangeFactors Revenue decline / Amount ¥-342 million, Factors Decrease in cost of sales / Amount ¥245 million, Factors Increase in R&D expenses / Amount ¥-5 million, Factors Increase in personnel-related expenses and other costs / Amount ¥-84 million
Key KPIsIndicator name Orders received / Value ¥1,116 million / Year-on-year (%) ¥-15.3 million, Indicator name Order backlog / Value ¥649 million / Year-on-year (%) ¥-38.4 million, Indicator name Cumulative order intake for digital agent projects / Value ¥2,212 million / Year-on-year (%) Not disclosed, Indicator name Cumulative record of low-code product implementations / Value 180 companies or more / Year-on-year (%) Not disclosed, Indicator name Track record of providing services using low-code technology / Value 5,500 Cases or more / Year-on-year (%) Not disclosed, Indicator name Track record of training OutSystems engineers / Value 6,200 At least people / Year-on-year (%) Not disclosed
Number of employeesNumber of Employees 184 People / Reference date As of March 2026
Orders received and order backlogOrders received ¥1,116 million / Order backlog ¥649 million
New initiativesExpansion of the low-code business through the capital and business alliance with TDI株式会社, AI-enabled modernization of legacy systems, and investment in quantum AI and biotechnology, Development of core technology to automatically extract business logic and other elements from existing systems, Renaming of the BlueMeme digital agent service and continuation of its development, Participation in a newly selected JST INSIGHT project
Items this document does not state (16)
Gross Profit MarginOperating profit marginSelling, general and administrative expensesSegment resultsUnit 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 expendituresMarket Size / ShareKey points of the Q&A

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.

Order intake and revenue declined following the pullback from large-scale projects in the previous year. The decline in revenue was partially offset by a ¥245 million reduction in cost of sales, but operating profit turned into a loss because of ¥84 million in upfront investment in personnel-related expenses and other costs toward the second half of the fiscal year.

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.
Financial Results Presentation for the Second Quarter of the Fiscal Year Ending March 2027 | BlueMeme Inc. (4069) timely disclosure | Komori