Komori
Other Disclosures4375Safie Inc.Information and Communications, Services and Others

Notice of the Publication of a Transcript of a Meeting with a Sell-Side Analyst

The interview with a sell-side analyst held on 30 March 2026 was transcribed and published for investors. The interview covered the AI strategy, growth rate, profitability, sales structure, and supply chain, among other topics.

Worth reading
70In 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
Avoiding a definitive answer
How definitive the wording is.

Announced details

Safie Pocket seriesBONXSafie AI StudioSafie Trail StationAI-App license plate recognitionClaude
Applicable field (uses covered by this announcement)
ConstructionRetail and servicesManufacturingLogistics warehouseParking facilitiesSecuritySafety managementStore Operations
What the company reported numerically
Quantitative Effects

Continuous annual cost savings on the order of several hundred million yen. These savings broadly offset cost increases resulting from the weaker yen.

Usage history

More than tens of thousands of units shipped annually. The company has continued to hire approximately 30 new graduates each year in recent years. Other usage data are Not disclosed.

Relationship between the counterparty and the company
Safie Inc.4375
Relationship with the Company

Collaboration with フツパー has been strengthened through an equity investment. NTT DOCOMO BUSINESS and Canon Marketing Japan are partners. The company holds customers' data in custody. セーフィーセキュリティ株式会社 and セーフィーフィールドワークス株式会社 are subsidiaries.

CounterpartyAnthropicフツパーNTT DOCOMO BUSINESSCanon Marketing JapanSecretariat of the Personal Information Protection CommissionAWS

フツパー is an industry-specific AI company providing AI solutions for the manufacturing sector. NTT DOCOMO BUSINESS and Canon Marketing Japan are partner companies. Anthropic provides Claude. The Secretariat of the Personal Information Protection Commission is a government agency. AWS is a cloud service provider. Other details are Not disclosed.

Location (as indicated in this announcement)

Shipment volume of more than tens of thousands of units annually. Other details regarding scale are Not disclosed.

Offering price

The pricing structure is expected to comprise API usage fees, usage-based charges based on the volume of data transferred, and fees based on application usage and billing. Specific amounts are Not disclosed.

Impact on Business Performance

The average revenue growth rate is 22–27%. If significant growth is achieved in any one of the areas, the company is also considering raising the growth rate to approximately 30%. The target of achieving profitability in 2025 was reached ahead of schedule. No specific numerical targets for 2030 have been disclosed externally.

The company does not address Contract Value.

Source (materials cited by the company)

Secretariat of the Personal Information Protection Commission, “Regarding the Bill to Partially Amend the Act on the Protection of Personal Information, etc. (April 2026).” The other information is stated to be based on publicly available information.

Announced details
ItemDetails
Names of Products / Services CoveredSafie Pocket series, BONX, Safie AI Studio, Safie Trail Station, AI-App license plate recognition, Claude
CounterpartyAnthropic, フツパー, NTT DOCOMO BUSINESS, Canon Marketing Japan, Secretariat of the Personal Information Protection Commission, AWS
Counterparty overviewフツパー is an industry-specific AI company providing AI solutions for the manufacturing sector. NTT DOCOMO BUSINESS and Canon Marketing Japan are partner companies. Anthropic provides Claude. The Secretariat of the Personal Information Protection Commission is a government agency. AWS is a cloud service provider. Other details are Not disclosed.
Relationship with the CompanyCollaboration with フツパー has been strengthened through an equity investment. NTT DOCOMO BUSINESS and Canon Marketing Japan are partners. The company holds customers' data in custody. セーフィーセキュリティ株式会社 and セーフィーフィールドワークス株式会社 are subsidiaries.
Offering priceThe pricing structure is expected to comprise API usage fees, usage-based charges based on the volume of data transferred, and fees based on application usage and billing. Specific amounts are Not disclosed.
Applicable areaConstruction, Retail and services, Manufacturing, Logistics warehouse, Parking facilities, Security, Safety management, Store Operations
Location scaleShipment volume of more than tens of thousands of units annually. Other details regarding scale are Not disclosed.
Quantitative EffectsContinuous annual cost savings on the order of several hundred million yen. These savings broadly offset cost increases resulting from the weaker yen.
Usage historyMore than tens of thousands of units shipped annually. The company has continued to hire approximately 30 new graduates each year in recent years. Other usage data are Not disclosed.
Impact on Business PerformanceThe average revenue growth rate is 22–27%. If significant growth is achieved in any one of the areas, the company is also considering raising the growth rate to approximately 30%. The target of achieving profitability in 2025 was reached ahead of schedule. No specific numerical targets for 2030 have been disclosed externally.
SourceSecretariat of the Personal Information Protection Commission, “Regarding the Bill to Partially Amend the Act on the Protection of Personal Information, etc. (April 2026).” The other information is stated to be based on publicly available information.
Items this document does not state (7)
Contract ValueContract DateLaunch dateAward/certification nameAwarding / certifying bodyRegistration number and expiry dateLocation

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.

To provide investors with information from the interview. Personal information was handled with due consideration, and duplicate questions were consolidated and questions concerning financial results and the business were selected for inclusion to improve readability.

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 of the Publication of a Transcript of a Meeting with a Sell-Side Analyst | Safie Inc. (4375) timely disclosure | Komori