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TeamSpirit (4397) · TargetTarget deadline specifiedLatest Revision of earnings forecasts (2026-10-14): "Restated"

Early Profitability for TeamSpirit EX and an Operating Margin of Approximately 25% in the Fiscal Year Ending August 2026

First written in FY2021. 8 of 14 entries say "Restated". Latest entry: 2026-10-14.

14entries
6years
5from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2021RestatedFY2025-H1 – FY2026-H12021: 12022: 120222023: 220232024: 220242025: 220252026: 62026
Same theme, other companies
Targets for improving operating profit and operating profit marginA theme 246 companies write about · 8 as a headwind · 252 as a tailwind

TeamSpirit moved to the "Worse" side of this theme in 2022, the same year as the typical company in this theme.

The whole theme swung hardest in 2019: 14 of 100 companies on the "Worse" side.

30 other companies' latest entry also says "Restated".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Showing 14 of the 188 companies compared. The sentences above are computed from all 188.Comparing 200 of the theme's 260 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2026-H1Target deadline specifiedAnnual report

    「Through these strategies and initiatives, the Group aims to achieve its medium- to long-term vision of ¥10 billion in ARR (Note 4) and a 20% operating margin by 2030.」

    The existing long-term targets of ARR of ¥10 billion and an operating margin of 20% were given an explicit target year of 2030.
  2. FY2025RestatedAnnual report

    「Over the long term, we aim for ARR of ¥10 billion and an operating margin of 20%.」

    The company reaffirmed its long-term targets of ARR of ¥10 billion and an operating margin of 20%.
  3. FY2025-H1RestatedAnnual report

    「In the fiscal year ending August 2025, while giving top priority to ARR growth, we are also focusing on initiatives to improve profitability and management efficiency.」

    The company reaffirmed its policy of prioritizing ARR growth while also focusing on improving profitability and management efficiency in the fiscal year ending August 2025.
  4. FY2024ReframedAnnual report

    「While giving top priority to ARR growth, our group considers improving management efficiency to enhance profitability an important strategy. Since the fiscal year ended August 2024, we have invested with discipline while assessing returns on investment, and although we will continue investing in ARR growth, we will also pursue initiatives to improve management efficiency and profitability. Our policy is to target an operating margin of at least 3% for the fiscal year ending August 2025 and 10% to 15% for the fiscal year ending August 2026.」

    The company explicitly shifted its focus to “Growth & Efficiency,” increasing efficiency while prioritizing ARR growth. Although the FY2026 operating-margin target was changed from at least 15% to 10% to 15%, the company separately set out a medium-term vision of ARR of ¥10 billion, ARR growth of at least 20% and an operating margin of at least 20%.
  5. FY2024-Q3RestatedAnnual report

    「In particular, we believe that ① accelerating enterprise growth and ③ creating new business areas are important to achieving ARR of ¥7 billion (Note 4).」

    The company reaffirmed its medium-term target of ARR of ¥7 billion and its focus on accelerating enterprise growth and creating new business areas.
  6. FY2023SoftenedAnnual report

    「As medium-term management targets, we have set ARR of at least ¥7 billion and an operating margin of at least 15% as of the end of August 2026, and have positioned the following 3 items as key growth strategies to achieve them.」

    The operating-margin target for the fiscal year ending August 2026 was changed from approximately 20% to 25% to at least 15%. At the same time, the company specified a new medium-term management target of ARR of at least ¥7 billion and identified enterprise market development, strengthening the overall capabilities of the Frontware business, and developing new markets and business areas as growth strategies.
  7. FY2023-Q3RestatedAnnual report

    「To meet the DX needs of such enterprise companies, we have been selling TeamSpirit EX for enterprise companies on a full-scale basis since 1 March 2021. We have positioned the Enterprise Market Development Strategy (Note 4) as a core pillar of our growth strategy and are making active investments in product development, marketing and sales.」

    The company continues to invest in the full-scale launch of TeamSpirit EX and the Enterprise Market Development Strategy, but does not mention any change in or achievement of the early profitability target or the operating-margin target for the fiscal year ending August 2026.
  8. FY2022SoftenedAnnual report

    「By successfully executing the “Enterprise Market Development Strategy,” we aim to achieve early profitability for “TeamSpirit EX,” improve profitability over the medium to long term, and generate stable cash flow. Regarding upfront investment, we will invest with discipline while assessing cost-effectiveness, and our policy is to target an operating margin of approximately 20% to 25% for the fiscal year ending August 2026.」

    The operating-margin target for the fiscal year ending August 2026 was changed from approximately 25% to a range of approximately 20% to 25%, establishing a lower bound. The target of achieving early profitability for TeamSpirit EX remains unchanged.
  9. FY2021First statedAnnual report

    「By successfully executing the “Enterprise Market Development Strategy,” we aim to achieve early profitability for “TeamSpirit EX,” improve profitability over the medium to long term, and generate stable cash flow. Regarding upfront investment, we will invest with discipline while assessing cost-effectiveness, and our policy is to target an operating margin of approximately 25% for the fiscal year ending August 2026.」

    For the first time, the company explicitly stated time-bound and numerical profitability targets: early profitability for TeamSpirit EX and an operating margin of approximately 25% for the fiscal year ending August 2026.
Moved together

"Fixed compensation as the basis, with continued consideration of performance-linked compensation" moved the same way as this thread, in the same document, in 3 of its 14 moves.

3★1
  1. ★This thread
  2. 1Fixed compensation as the basis, with continued consideration of performance-linked compensation3×

★ 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
TeamSpirit's next results are scheduled for 2026-10-14. Read the earnings preview It last moved in the Revision of earnings forecasts of 2026-10-14: "Restated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Early Profitability for TeamSpirit EX and an Operating Margin of Approximately 25% in the Fiscal Year Ending August 2026 | TeamSpirit Inc. (4397) | Komori