Komori
J

J-Stream Inc.

4308Information and Communications, Services and OthersMicro cap
355JPY-0.8%
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Price history
¥355Latest-57.4%
Drag across the chart to measure the move between two points.Delayed 15 minutes · monthly closing basis
Business overview

Jストリーム is a group whose principal business is internet-based video delivery and video solutions. Several group companies, including consolidated subsidiaries, jointly provide video solutions covering the planning, production, delivery, analysis and operational support of video content. Using its own managed delivery infrastructure (CDN), the group develops services centered on on-demand and live streaming for corporate applications, including promotions, education, information provision, employee training and IR. It offers the J-Stream Equipmedia video delivery platform, which uses its proprietary CDN, as well as an integrated suite of functions for web-based video delivery, viewing-log collection and editing. It also provides J-Stream CDNext, which enables large-scale content delivery using a high-performance CDN. The group’s business is distinguished by combining video delivery with viewing-data analysis, portal development, and AI-powered video generation and editing to provide solutions tailored to specific applications. Its customers are primarily general corporations and media companies, and it often provides multiple services as an integrated offering. Its future strategy includes enhancing its ability to solve customer challenges through AX (video × AI agents), maximizing synergies within the group and expanding overseas. It plans to further enhance customers’ overall marketing initiatives through data integration, the use of AI and SaaS offerings.

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Key numbersShowing 8 of 20
PER
66.03How many years of earnings it would take to buy the stock. The market average is generally considered to be around 15.
PBR
0.9How many times the company's net assets? Around 1x is generally considered a benchmark.
ROE
1.4%Earning power. A figure above 10% is generally considered good.
Dividend yield
0.0%The annual dividend as a percentage of the share price.
Market capitalization
¥9.9bnShare price × number of shares. The value of the entire company.
Equity ratio
78.5%The proportion of assets funded by money that does not have to be repaid.
Operating margin
8.2%The percentage of revenue remaining from the company’s core business.
Revenue growth (3 years)
3.3%The average annual growth in sales over the past three years.
What to watch next
Progression of EQ Presentation Cloud (EQPC)'s AI video generation and AI subtitling/editing features from proof-of-concept testing to commercial deployment, including specific details on the expansion and scope of subtitle generation
From the second half of 2026 through 2027 (new products and proof-of-concept projects were identified in disclosures for 2025/2026)Impact MediumLikelihood Medium
Progress on integrating I.P.L HD/I.P.L following their acquisition, including the ramp-up in orders and revenue contributions from the acquired businesses, which provide video delivery, systems development and engineer dispatch services
Following the acquisition (an acquisition in November 2025 is indicated, with integration still to come)Impact HighLikelihood Medium
Increased sales and adoption cases for new Webinar-related products, including Webinar Stream, Webinar Lounge and Stream BIZ, as well as WebinarAnalytics
From 2026 onward (the products were explicitly identified in 2025/2026)Impact MediumLikelihood Medium
Progress on the capital investment plan to expand the headquarters, strengthen the network and improve operational efficiency, with work disclosed as starting in April 2026 and being completed in March 2027
Through March 2027Impact LowLikelihood Medium
What to watch next
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Who owns itTop holders total 67.9%
Listed holders 67.9%Everyone else 32.1%
トランス・コスモス株式会社50.32%
KDDI CORPORATION12.25%
Kawakami Hideyuki (川上 英之)0.78%
STATE STREET BANK AND TRUST COMPANY 505103 (standing proxy: Mizuho Bank)0.78%
後藤 秀彰0.72%
Nagai Shoji (永井 詳二)0.72%
J.P. Morgan Securities Co., Ltd.0.69%
株式会社SBI証券0.64%
2 other listed holders0.99%
Who owns it
HolderOwnership (%)
トランス・コスモス株式会社50.32
KDDI CORPORATION12.25
Kawakami Hideyuki (川上 英之)0.78
STATE STREET BANK AND TRUST COMPANY 505103 (standing proxy: Mizuho Bank)0.78
後藤 秀彰0.72
Nagai Shoji (永井 詳二)0.72
J.P. Morgan Securities Co., Ltd.0.69
株式会社SBI証券0.64
2 other listed holders0.99
This company's documents