Komori
Other Disclosures4344SOURCENEXT CORPORATIONInformation and Communications, Services and Others

Notice Regarding U.S. and European Subsidiaries, Which Are Our Grandsubsidiaries, Achieving Positive Operating Income in the Same Month

The US and European sub-subsidiaries both achieved monthly operating profitability in August 2026. Operating margins were 14.9% in the US and 29.5% in Europe. This was the first profitable month in the US since the change in operating structure, while Europe recorded its fourth consecutive profitable month.

Worth reading
70In focus
0–100. This measures how worthwhile something is to read, not how good or bad the company is.
Direction
Improvement
Direction inferred from the company’s description.
Scale
14.9
US sub-subsidiary operating margin for August 2026 (%)
Wording
Definitive
How definitive the wording is.

Announced details

POCKETALK seriesPOCKETALK for Schools
Applicable field (uses covered by this announcement)

Multilingual communication in US educational settings; multilingual support in each region

What the company reported numerically
Quantitative Effects

US sub-subsidiary operating margin for August 2026: 14.9%; European sub-subsidiary operating margin for the same month: 29.5%. The European sub-subsidiary achieved an annual operating profit improvement of approximately ¥300 million.

Usage history

The European sub-subsidiary has recorded operating profits for 4 consecutive months. The US sub-subsidiary achieved its first profitable month since the change in its operating structure.

Relationship between the counterparty and the company
SOURCENEXT CORPORATION4344
Relationship with the Company

POCKETALK Inc. and POCKETALK B.V. are sub-subsidiaries of the Company. POCKETALK Corporation is a consolidated subsidiary of the Company.

Counterparty (name not disclosed)

POCKETALK Inc.: Headquarters in California, US; CEO, Matsuda Noriyuki (松田憲幸). POCKETALK B.V.: Headquarters in the Netherlands; CEO, Taoka Michiko (田岡通子).

Location (as indicated in this announcement)

POCKETALK Inc.: California, US. POCKETALK B.V.: The Netherlands.

Impact on Business Performance

Both sub-subsidiaries achieved monthly operating profitability in August 2026. The Company explained that the profitability of its overseas business is improving.

The company does not address Contract Value / Offering price.

Announced details
ItemDetails
Names of Products / Services CoveredPOCKETALK series, POCKETALK for Schools
Counterparty overviewPOCKETALK Inc.: Headquarters in California, US; CEO, Matsuda Noriyuki (松田憲幸). POCKETALK B.V.: Headquarters in the Netherlands; CEO, Taoka Michiko (田岡通子).
Relationship with the CompanyPOCKETALK Inc. and POCKETALK B.V. are sub-subsidiaries of the Company. POCKETALK Corporation is a consolidated subsidiary of the Company.
Applicable areaMultilingual communication in US educational settings; multilingual support in each region
LocationPOCKETALK Inc.: California, US. POCKETALK B.V.: The Netherlands.
Quantitative EffectsUS sub-subsidiary operating margin for August 2026: 14.9%; European sub-subsidiary operating margin for the same month: 29.5%. The European sub-subsidiary achieved an annual operating profit improvement of approximately ¥300 million.
Usage historyThe European sub-subsidiary has recorded operating profits for 4 consecutive months. The US sub-subsidiary achieved its first profitable month since the change in its operating structure.
Impact on Business PerformanceBoth sub-subsidiaries achieved monthly operating profitability in August 2026. The Company explained that the profitability of its overseas business is improving.
Items this document does not state (10)
CounterpartyContract ValueOffering priceContract DateLaunch dateAward/certification nameAwarding / certifying bodyRegistration number and expiry dateLocation 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.

The reasons cited include a review of the sales structure, staffing structure and promotional investment; optimization of fixed costs; development of the distributor network; and sales growth for POCKETALK for Schools, driven by demand for multilingual communication in US educational settings.

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.
Notice Regarding U.S. and European Subsidiaries, Which Are Our Grandsubsidiaries, Achieving Positive Operating Income in the Same Month | SOURCENEXT CORPORATION (4344) timely disclosure | Komori