Komori
Other Disclosures4192SpiderPlus & Co.Information and Communications, Services and Others

Transcript of Meeting with the Coverage Analyst

The company published the meeting with the coverage analyst as a question-and-answer transcript. It shares the company’s views with investors on factors driving FY2026 revenue growth, investment plans, overseas expansion and other topics.

Worth reading
67In 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
—
Displayed only when the document provides numerical figures.
Wording
Conditional
How definitive the wording is.

Announced details

SPIDER+ WorkspaceBPO ServicesProfessional Services
Applicable field (uses covered by this announcement)

建設業界、建設現場の業務

What the company reported numerically
Quantitative Effects

ARR期末目標6,000百万円、前年比+20%

Usage history

東南アジアの1カ国でローカルゼネコンを中心に数十社でトライアルが進行し、契約に至ったケースもある

Relationship between the counterparty and the company
SpiderPlus & Co.4192
Relationship with the Company

販売パートナー契約を締結している

Counterpartyダイワボウ情報システム
Impact on Business Performance

FY2026通期で営業利益50百万円以上を見込む。上期は戦略的投資により一時的に赤字が残る可能性がある

The company does not address Contract Value / Offering price.

Announced details
ItemDetails
Names of Products / Services CoveredSPIDER+ Workspace, BPO Services, Professional Services
Counterpartyダイワボウ情報システム
Relationship with the Company販売パートナー契約を締結している
Applicable area建設業界、建設現場の業務
Quantitative EffectsARR期末目標6,000百万円、前年比+20%
Usage history東南アジアの1カ国でローカルゼネコンを中心に数十社でトライアルが進行し、契約に至ったケースもある
Impact on Business PerformanceFY2026通期で営業利益50百万円以上を見込む。上期は戦略的投資により一時的に赤字が残る可能性がある
Items this document does not state (11)
Counterparty overviewContract ValueOffering priceContract DateLaunch dateAward/certification nameAwarding / certifying bodyRegistration number and expiry dateLocationLocation scaleSource

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.

面談内容の情報提供を目的としている。

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.
Transcript of Meeting with the Coverage Analyst | SpiderPlus & Co. (4192) timely disclosure | Komori