Worth reading
35Immaterial
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
18.3
% (year-on-year change in revenue)Wording
Conditional
How definitive the wording is.Contents of this document
Presentation materials for financial resultsSecond quarter of the fiscal year ending December 20265 items taken from the company’s own explanation
Financial Results Figures (The key points of this material are explained below)
Net Sales¥5,311 million+18.3%
Operating profit¥18 million adjusted operating income
What the company explained in this material
New initiatives
- Full-scale provision of monitoring and security services through セーフィーセキュリティ
- Provision of the beta version of “見守りプラス” for construction sites, “Field Scope” for solar power plants, and bear-detection AI and visual monitoring services
- Promoting field AX through the use of IoT devices and AI solutions in the retail, construction and logistics industries
Key KPIsA metric the company considers important as a management benchmark.
- Spot revenue14.5 Hundreds of millions of yenYear on year against the same period last year+8.6%
- Recurring revenue38.5 Hundreds of millions of yenYear on year against the same period last year+22.4%
- Number of enterprise customers16.5 % increaseYear on year against the same period last yearYear on year
- ARR from enterprise customers in the retail and services industries35.4 % increaseYear on year against the same period last yearYear on year
- Annual ARR from the five largest general contractors in the construction industry3.1 Times over 5 years
- Number of companies among the top 50 by industry revenue with usage experience49 companiesYear on year against the same period last year2025 actual
- Average growth rate in period-end ARR from logistics industry customers35.7 ％CAGR
Unit price and quantity metricsThese figures show sales broken down by price and volume.
- Average revenue per account (ARPA) for enterprise customers16.2 % increaseYear on year against the same period last yearYear on year
- Number of enterprise customers16.5 % increaseYear on year against the same period last yearYear on year
Market Size / Share
Competitive comparisonUsage experience at 49 of the top 50 companies by industry revenue
Gross profit
¥2,765 million+22.0%
| Item | Details |
|---|---|
| Document type | Presentation materials for financial results |
| Fiscal Period Covered | Second quarter of the fiscal year ending December 2026 |
| Net Sales | ¥5,311 million (YoY +18.3%) |
| Operating profit | ¥18 million (adjusted operating income) |
| Gross profit | ¥2,765 million (YoY +22.0%) |
| Key KPIs | Indicator name Spot revenue / Value 14.5 Hundreds of millions of yen / Year on year against the same period last year 8.6 Hundreds of millions of yen, Indicator name Recurring revenue / Value 38.5 Hundreds of millions of yen / Year on year against the same period last year 22.4 Hundreds of millions of yen, Indicator name Number of enterprise customers / Value 16.5 % increase / Year on year against the same period last year Year on year, Indicator name ARR from enterprise customers in the retail and services industries / Value 35.4 % increase / Year on year against the same period last year Year on year, Indicator name Annual ARR from the five largest general contractors in the construction industry / Value 3.1 Times (over 5 years) / Year on year against the same period last year Not disclosed, Indicator name Number of companies among the top 50 by industry revenue with usage experience / Value 49 companies / Year on year against the same period last year 2025 actual, Indicator name Average growth rate in period-end ARR from logistics industry customers / Value 35.7 ％（CAGR） / Year on year against the same period last year Not disclosed |
| Unit price and quantity metrics | Indicator name Average revenue per account (ARPA) for enterprise customers / Value 16.2 % increase / Year on year against the same period last year Year on year, Indicator name Number of enterprise customers / Value 16.5 % increase / Year on year against the same period last year Year on year |
| Market Size / Share | Market Size Not disclosed / Share Not disclosed / Competitive comparison Usage experience at 49 of the top 50 companies by industry revenue |
| New initiatives | Full-scale provision of monitoring and security services through セーフィーセキュリティ, Provision of the beta version of “見守りプラス” for construction sites, “Field Scope” for solar power plants, and bear-detection AI and visual monitoring services, Promoting field AX through the use of IoT devices and AI solutions in the retail, construction and logistics industries |
Items this document does not state (23)
Ordinary incomeNet incomeGross Profit MarginOperating profit marginSelling, general and administrative expensesResults for the three months of the current quarterFull-year earnings forecastProgress against full-year forecastSelf-assessment against the planSegment resultsBreakdown of Factors Affecting the ChangeNumber of stores and locationsNumber of employeesAssumptions Underlying the Business OutlookRisk amount incorporated into the outlookMedium-term management plan targetsFinancial targetsAnnual DividendPayout ratioAcquisition of treasury sharesCapital expendituresOrders received and order backlogKey points of the Q&A
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.Revenue increased as enterprise projects across a broad range of industries contributed to growth, while gross profit was driven by recurring revenue growth. Adjusted operating profit declined because the company prioritized upfront investment aimed at medium- to long-term revenue and profit growth, resulting in higher SG&A expenses.
How to read this page
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Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.