Komori
Ai (4388) · InitiativeAdvanced

Strengthening the Consumer-Facing Business

First written in FY2018. 22 of 32 entries say "Advanced", first in FY2019-Q3. Latest entry: FY2026.

32entries
9years
5from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseAdvancedFY2024-Q3 – FY20262018: 120182019: 420192020: 420202021: 420212022: 420222023: 420232024: 320242025: 220252026: 62026
Same theme, other companies
Expansion of the consumer-facing products and app businessA theme 1 companies write about · 0 as a headwind · 1 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. FY2026AdvancedAnnual report

    「In the consumer sector, the number of registered users of the Coestation smartphone app for personal speech synthesis continues to increase, and the use of speech synthesis by individuals is expanding across a broad range of areas, from welfare to entertainment.」

    The consumer business has advanced beyond packaged products to expanding registered users of its smartphone app and applications in welfare and entertainment.
  2. FY2026-H1AdvancedAnnual report

    「Lapis Live, a liver management agency, was made a wholly owned subsidiary effective 1 April 2025, and the company is strengthening its IP strategy with a view to synergies with the consumer business in the voice business.」

    In the consumer business, making Lapis Live a wholly owned subsidiary is enabling the company to link its character-IP strategy in the voice business with liver management.
  3. FY2025AdvancedAnnual report

    「In the consumer sector, in addition to holding the "Kotonoha Sisters 10th Anniversary Live KotonoHarmony2024" and rolling out new characters, sales of A.I.VOICE2 remained strong.」

    In the consumer business, the company expanded its activities beyond A.I.VOICE2 sales to include anniversary live events for its own IP and the rollout of new characters.
  4. FY2025-H1AdvancedAnnual report

    「Revenue from Coeste Corporation's cloud service "Coestation," commissioned projects, the 10th-anniversary live event for our IP Kotonoha Akane and Aoi, and the launch of new A.I.VOICE2 products contributed to a result substantially above the previous interim accounting period.」

    In the consumer sector, the company held a 10th-anniversary live event for Kotonoha Akane and Aoi and launched new A.I.VOICE2 products. Consumer product sales totaled ¥103.543 million, up 34.6% year on year.
  5. FY2024AdvancedAnnual report

    「The release of A.I.VOICE2 using AITalk6 contributed to higher consumer product sales year on year, resulting in total sales above the previous fiscal year.」

    In the consumer business, the company launched A.I.VOICE2 powered by AITalk6, with consumer product sales reaching ¥171.672 million, up 5.1% year on year.
  6. FY2024-Q3AdvancedAnnual report

    「In the consumer sector, we expanded across a broad range of areas, including the online lottery service "からもるくじ," online sales of sake in collaboration with other companies' IP, and crowdfunding for a 10th-anniversary live event featuring our IP, Kotonoha Sisters.」

    In the consumer business, the company is expanding beyond speech-synthesis products into online lotteries, collaborative products with other companies' IP, and crowdfunding.
  7. FY2024-Q2Strong against plan, but revenue down year on yearAnnual report

    「Consumer products totaled ¥76.944 million, down 4.9% year on year.」

    The company explained that consumer products performed strongly against the initial plan, while sales declined 4.9% year on year.
  8. FY2024-Q1SoftenedAnnual report

    「Consumer products totaled ¥40.332 million, down 13.2% year on year.」

    Consumer product sales declined 13.2% year on year, weakening from the expansion of the direct-to-consumer business indicated through the previous fiscal year.
  9. FY2023AdvancedAnnual report

    「For new characters, the company commercialized "GUMI," "Saki-chan," and "Kurita Maron," among others.」

    The company made progress in commercializing new characters as part of A.I.VOICE's consumer rollout.
  10. FY2023-Q3SoftenedAnnual report

    「Consumer products totaled ¥122.979 million, down 22.4% year on year.」

    Consumer product sales declined 22.4% year on year, weakening from the expansion of the direct-to-consumer business, including A.I.VOICE, indicated through the previous filing.
  11. FY2023-Q2AdvancedAnnual report

    「Consumer products totaled ¥80.895 million, up 36.7% year on year.」

    Consumer product sales increased 36.7% year on year, providing a numerical indication of the expansion of the direct-to-consumer business.
  12. FY2023-Q1AdvancedAnnual report

    「Consumer products totaled ¥46.457 million, up 79.4% year on year.」

    Consumer product sales increased 79.4% year on year, providing a numerical indication of the expansion of the direct-to-consumer business.
  13. FY2022AdvancedAnnual report

    「In the fiscal year, in addition to upgrading the editor and existing libraries, the company commercialized "Yuzuki Yukari," "Kizuna Akari," and "Hano Hana."」

    For A.I.VOICE, the company expanded its consumer business by upgrading existing products and commercializing 3 characters.
  14. FY2022-Q3AdvancedAnnual report

    「In the surrounding business environment, the rollout of the consumer-oriented original brand “A.I.VOICE™” progressed steadily and revenue from consumer products increased substantially. However, revenue from corporate products fell substantially because of the contraction of disaster-prevention and commissioned projects, resulting in revenue below the year-earlier level.」

    In the consumer business, A.I.VOICE performed steadily, and consumer product sales totaled ¥158.405 million. The year-on-year comparison was not provided because of the application of the revenue recognition accounting standard, but the company explained that sales increased substantially.
  15. FY2022-Q2SoftenedAnnual report

    「Sales declined due in part to the impact of postponing some of the sales plans for new products in the consumer product "A.I.VOICE™" series, but」

    In the consumer business, the postponement of some new-product sales plans contributed to the decline in sales. However, the company states that demand for consumer products continues to expand.
  16. FY2022-Q1Demand continues to expand despite the reversal of stay-at-home special demandAnnual report

    「The surrounding business environment was affected by the pullback from the stay-at-home special demand for consumer products and large royalty projects for corporate products that occurred in the cumulative period through the first quarter of the previous fiscal year, resulting in lower revenue. However, demand for corporate and consumer products used to create narration for e-learning, videos and other applications in corporate telework and school online classes continues to expand.」

    The company states that, while the reversal of the stay-at-home special demand seen in the previous year contributed to lower consumer product sales, underlying demand continues to expand. Consumer product sales for the quarter were ¥25.892 million.
  17. FY2021AdvancedAnnual report

    「The consumer products "A.I.VOICE™ Kotonoha Akane and Aoi packaged version" and "A.I.VOICE™ Iori Yuzuru packaged version," both original consumer products launched during the current period, sold well during the COVID-19 pandemic, among other factors, resulting in a 37.2% increase in consumer products from the previous fiscal year.」

    The company launched 2 new A.I.VOICE products, with consumer product sales reaching ¥123.914 million, up 37.2% year on year.
  18. FY2021-Q3AdvancedAnnual report

    「Consumer products totaled ¥81.785 million, up 29.0% year on year.」

    Consumer product sales increased 29.0% year on year, continuing the growth seen in the previous quarter. The company is also proceeding with the commercialization of its original consumer brand product "A.I.VOICE™."
  19. FY2021-Q2AdvancedAnnual report

    「Consumer products totaled ¥59.730 million, up 36.7% year on year.」

    Consumer product sales increased 36.7% year on year, providing a numerical indication of expanding demand and stronger sales.
  20. FY2021-Q1AdvancedAnnual report

    「Demand for consumer products expanded as individuals refrained from going out.」

    Consumer product sales totaled ¥33.652 million, up 87.7% year on year, shifting sharply to growth in the quarter from the decline reported in the previous fiscal year.
  21. FY2020SoftenedAnnual report

    「Consumer products declined 13.5% year on year, due in part to lower sales of the consumer packaged "VOICEROID®" series.」

    Consumer products shifted from revenue growth to a decline from the previous fiscal year, with sales of ¥90.339 million, down 13.5% year on year.
  22. FY2020-Q3SoftenedAnnual report

    「Consumer product sales totaled ¥63.412 million, down 21.8% year on year.」

    Consumer product sales declined 21.8% year on year, with the decline widening from the 17.3% drop in the previous cumulative quarter.
  23. FY2020-Q2SoftenedAnnual report

    「Consumer product sales totaled ¥43.710 million, down 17.3% year on year.」

    Consumer product sales for the cumulative second-quarter period declined 17.3% year on year, weakening from the expansion performance indicated through the previous fiscal year.
  24. FY2020-Q1SoftenedAnnual report

    「Consumer product sales totaled ¥17.930 million, down 2.3% year on year.」

    Consumer product sales declined 2.3% year on year, indicating that performance in the quarter did not grow from the previous year.
  25. FY2019AdvancedAnnual report

    「Consumer products totaled ¥104.479 million, up 33.7% year on year.」

    Consumer product sales totaled ¥104.479 million, up 33.7% year on year, providing a numerical indication of the expansion of the business.
  26. FY2019-Q3AdvancedAnnual report

    「Because our business consists of a single speech synthesis segment, segment-by-segment information is not provided. By business category, sales were ¥257.321 million for corporate products, down 1.9% year on year; ¥151.088 million for corporate services, up 63.6%; and ¥81.071 million for consumer products, up 42.7%.」

    Consumer product sales increased 42.7% year on year to ¥81.071 million, demonstrating measurable progress in strengthening the consumer business.
  27. FY2018First statedAnnual report

    「As sales of packaged consumer products have remained strong, we will also strengthen the consumer business going forward.」

    Consumer product sales for the period increased 76.2% year on year.
Moved together

"Incorporation of the original consumer brand “A.I.VOICE”" moved the same way as this thread, in the same document, in 12 of its 32 moves.

12119987★123456
  1. ★This thread
  2. 1Incorporation of the original consumer brand “A.I.VOICE”12×
  3. 2Creating new markets beyond established markets11×
  4. 3Integration with speech recognition, intent interpretation, translation, and multilingual speech synthesis9×
  5. 4Sales and Profit Growth and Growth in Products and Services for Corporate Customers9×
  6. 5Management Using Operating Profit as a Profitability Metric8×
  7. 6Research and development in Japanese language analysis, deep neural networks (DNNs), emotional speech, and related areas7×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
No upcoming earnings preview for Ai yet. It last moved in the Other Disclosures of 2026-06-10: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Strengthening the Consumer-Facing Business | AI,Inc. (4388) | Komori