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Displayed only when the document provides numerical figures.Wording
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How definitive the wording is.Contents of this document
Summary of Q&ARelated to the full-year results for the fiscal year ending March 20263 items taken from the company’s own explanation
What the company explained in this material
Key points of the Q&AKey questions raised by investors at the briefing and the company's answers
- The next medium-term management plan is scheduled to be announced at the full-year results briefing planned for May 2027.
- The results for the fiscal year ending March 2027 are expected to be weighted toward the second half because the timing of capital investment projects in the international telecommunications business and the recognition of revenue related to landing stations are concentrated from the second half through the end of the fiscal year.
- The domestic telecommunications business is expected to deliver higher revenue but lower profit, as revenue contributions are expected from existing services and services using AI voicebots, while depreciation and amortization associated with the launch of its own 0120 numbers will weigh on profit.
- Accounts receivable in the international telecommunications business are not attributable to concerns over collection. The primary factor is a timing lag between billing and collection resulting from connection work.
- The recurring revenue ratio for the fiscal year ending March 2026 is expected to be approximately 60%. Candle’s upfront IRU contracts are recognized as revenue in a lump sum when services commence, while maintenance and operations services contribute stable revenue over the medium to long term.
- There is no fact that InfiniVAN is subject to a listing deadline in 2026. The company will make an appropriate decision based on its business plan, market conditions and other factors.
New initiatives
- Acquisition of new customers for operator-support services using AI voicebots
- Launch of its own 0120 numbers for the toll-free service
- Building a recurring revenue structure combining Candle, landing stations, backhaul and other components
Key KPIsA metric the company considers important as a management benchmark.
- Stock revenue ratioApproximately 60%
| Item | Details |
|---|---|
| Document type | Summary of Q&A |
| Fiscal Period Covered | Related to the full-year results for the fiscal year ending March 2026 |
| Key KPIs | Indicator name Stock revenue ratio / Value Approximately 60% / Year on year against the same period last year Not disclosed |
| Key points of the Q&A | The next medium-term management plan is scheduled to be announced at the full-year results briefing planned for May 2027., The results for the fiscal year ending March 2027 are expected to be weighted toward the second half because the timing of capital investment projects in the international telecommunications business and the recognition of revenue related to landing stations are concentrated from the second half through the end of the fiscal year., The domestic telecommunications business is expected to deliver higher revenue but lower profit, as revenue contributions are expected from existing services and services using AI voicebots, while depreciation and amortization associated with the launch of its own 0120 numbers will weigh on profit., Accounts receivable in the international telecommunications business are not attributable to concerns over collection. The primary factor is a timing lag between billing and collection resulting from connection work., The recurring revenue ratio for the fiscal year ending March 2026 is expected to be approximately 60%. Candle’s upfront IRU contracts are recognized as revenue in a lump sum when services commence, while maintenance and operations services contribute stable revenue over the medium to long term., There is no fact that InfiniVAN is subject to a listing deadline in 2026. The company will make an appropriate decision based on its business plan, market conditions and other factors. |
| New initiatives | Acquisition of new customers for operator-support services using AI voicebots, Launch of its own 0120 numbers for the toll-free service, Building a recurring revenue structure combining Candle, landing stations, backhaul and other components |
Items this document does not state (26)
Net SalesOperating profitOrdinary 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 ChangeUnit price and quantity metricsNumber 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 backlogMarket Size / Share
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 expects results in the international telecommunications business to be weighted toward the second half because capital investment projects by major telecommunications carriers and other customers are more likely to be implemented from the second half through the end of the fiscal year, and because revenue related to landing stations is expected to be recognized in the fourth quarter. The decline in profit in the domestic telecommunications business is attributed to depreciation and amortization arising from systems development investment associated with the launch of its own "0120" numbers, despite the expected contribution from AI voicebots and other services.
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