Komori
Other Disclosures4344SOURCENEXT CORPORATIONInformation and Communications, Services and Others

Notice Regarding the U.S. Entity’s Monthly Operating Margin Reaching a Record High of 31.8% and the U.S. and European Entities Both Achieving Monthly Operating Profitability for the Second Consecutive Month

The US and European subsidiaries both posted monthly operating profits in September 2026, marking their second consecutive month of profitability. The US subsidiary's monthly operating margin reached a record high of 31.8%, while operating profit from the overseas business for July–September 2026 improved by ¥207 million year on year.

Worth reading
75Important
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
207
¥ millions (year-on-year improvement in operating profit from the overseas business for July–September 2026)
Wording
Definitive
How definitive the wording is.

Announced details

Sentio – POCKETALK for Schools
Applicable field (uses covered by this announcement)
EducationHealthcarePublic sectorHealthcare and Welfare
What the company reported numerically
Quantitative Effects

US subsidiary's operating margin for September 2026: 31.8%

European subsidiary's operating margin for September 2026: 26.7%

Operating profit from the overseas business for July–September 2026 improved by ¥207 million year on year

US subsidiary: ¥151 million improvement

European subsidiary: ¥56 million improvement

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. ポケトーク株式会社 is a consolidated subsidiary of the Company.

Location (as indicated in this announcement)

California, U.S., Netherlands, Chuo-ku, Tokyo, Chiyoda-ku, Tokyo

Impact on Business Performance

Operating profit from the overseas business for July–September 2026 improved by ¥207 million year on year. The company expects annual earnings improvements of more than ¥600 million at the US subsidiary and ¥300 million at the European subsidiary.

The company does not address Contract Value / Offering price.

Announced details
ItemDetails
Names of Products / Services CoveredSentio – POCKETALK for Schools
Relationship with the CompanyPOCKETALK Inc. and POCKETALK B.V. are sub-subsidiaries of the Company. ポケトーク株式会社 is a consolidated subsidiary of the Company.
Applicable areaEducation, Healthcare, Public sector, Healthcare and Welfare
LocationCalifornia, U.S., Netherlands, Chuo-ku, Tokyo, Chiyoda-ku, Tokyo
Quantitative EffectsUS subsidiary's operating margin for September 2026: 31.8%, European subsidiary's operating margin for September 2026: 26.7%, Operating profit from the overseas business for July–September 2026 improved by ¥207 million year on year, US subsidiary: ¥151 million improvement, European subsidiary: ¥56 million improvement
Impact on Business PerformanceOperating profit from the overseas business for July–September 2026 improved by ¥207 million year on year. The company expects annual earnings improvements of more than ¥600 million at the US subsidiary and ¥300 million at the European subsidiary.
Items this document does not state (12)
CounterpartyCounterparty overviewContract ValueOffering priceContract DateLaunch dateAward/certification nameAwarding / certifying bodyRegistration number and expiry dateLocation scaleUsage historySource

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 company shifted the operating structure of its overseas business toward a greater focus on profitability and optimized fixed costs. In addition, demand expanded in the education, healthcare and public sectors in the US, while sales operations became more efficient in Europe and corporate demand, particularly in the medical and welfare sectors, grew.

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 the U.S. Entity’s Monthly Operating Margin Reaching a Record High of 31.8% and the U.S. and European Entities Both Achieving Monthly Operating Profitability for the Second Consecutive Month | SOURCENEXT CORPORATION (4344) timely disclosure | Komori