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Monthly4388AI,Inc.Information and Communications, Services and Others

AI IR Newsletter November 2026

In the first half, the company launched multiple new products and services, advanced new PoCs and joint development in its voice business, and achieved profitability at the business-unit level in its CRM business through in-house development. In the second half, the company plans to acquire new customers, grow its voice business, and diversify its distribution platforms.

Worth reading
35Immaterial
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
—
Displayed only when the document provides numerical figures.
Wording
Conditional
How definitive the wording is.

Sales for this month

Monthly Commentary

In the first half, profitability improved in the CRM business, while the medium- to long-term initiatives in the voice business also began to produce results. The company expects to post an operating profit for the full year.

Factors Affecting the Change

In-house development in the CRM business, Launch of new products and services, Medium- to long-term initiatives in the voice business, Steady performance of existing businesses

Measures from the following month onward

Development and sales activities across 5 areas of the voice business, Create touchpoints with new customers at exhibitions in the second half, Acquisition of new customers for CRM products, Diversification of distribution platforms, Strengthening collaborations among streamers

Sales for this month
ItemDetails
Key KPIsIndicator name New PoCs / Value 4 Deals / Year on year Not disclosed, Indicator name Cumulative adoptions of AITalk® for emergency disaster administrative radio systems / Value 1,000 Deals / Year on year Not disclosed, Indicator name Percentage of municipalities adopting emergency disaster administrative radio systems / Value 60 % / Year on year Not disclosed, Indicator name Iori Yuzuru (伊織 弓鶴) VOCALOID crowdfunding achievement rate / Value 199 % of target amount / Year on year Not disclosed
Monthly CommentaryIn the first half, profitability improved in the CRM business, while the medium- to long-term initiatives in the voice business also began to produce results. The company expects to post an operating profit for the full year.
Factors Affecting the ChangeIn-house development in the CRM business, Launch of new products and services, Medium- to long-term initiatives in the voice business, Steady performance of existing businesses
Measures from the following month onwardDevelopment and sales activities across 5 areas of the voice business, Create touchpoints with new customers at exhibitions in the second half, Acquisition of new customers for CRM products, Diversification of distribution platforms, Strengthening collaborations among streamers
Items this document does not state (18)
Month CoveredFiscal Year CoveredScope of aggregationNet sales for the monthYear-on-year change in monthly net salesTotal-store sales, year on yearSame-Store Sales, Year on YearYear-on-Year Change in Customer CountYear-on-Year Change in Average Spend per CustomerCumulative Sales from Start of PeriodCumulative Year-on-Year Change from Start of PeriodYear-on-year change by categorySales by categoryNumber of Stores at Period-EndNumber of stores opened during the monthNumber of stores closed during the monthMonthly trend for the same period last yearNext Scheduled Disclosure

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.

This was because in-house development, which had been underway since the previous fiscal year in the CRM business, improved profitability. The company explained that its medium- to long-term initiatives in the voice business were beginning to produce results and that its existing businesses also performed steadily.

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.
AI IR Newsletter November 2026 | AI,Inc. (4388) timely disclosure | Komori