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Japan Data Science Consortium (4418) · InitiativeReframed

Adding value to marketing through the direct-mail business platform and AI/DX

First written in FY2024-Q1. 5 of 9 entries say "Advanced", first in FY2024-Q2. Latest entry: FY2026.

9entries
4years
3from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2024-Q2 – FY2025-H12023: 120232024: 220242025: 120252026: 52026
Same theme, other companies
Creating higher value-added AI and DX marketing using the DM platformA 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. FY2026ReframedAnnual report

    「The Company is also focusing on expanding high-value-added products, with the average gross margin for customers acquired over the past year improving to more than 8%, compared with approximately 3% for existing customers, and has achieved a certain degree of success in transforming its business structure in ways that will lead to future earnings improvement.」

    While transaction volumes declined following the postal rate revision, MCC explained that the average gross margin for new customers had improved from approximately 3% to more than 8% as a result of moving toward higher-value-added offerings, and ultimately shifted to reviewing its portfolio through the transfer of shares.
  2. FY2026-H1WorsenedAnnual report

    「In the marketing support business, we focused on expanding higher-value-added engagements and acquiring new customers, but transaction volume for direct-mail fulfillment services for existing customers temporarily declined following the postal-rate revision from April 2025.」

    While expanding higher-value-added projects and acquiring new customers, DM transaction volumes temporarily declined following the postal rate revision, resulting in revenue of ¥8,993.473 million and segment profit of ¥3.056 million.
  3. FY2025-H1AdvancedAnnual report

    「In the marketing support business, the outsourcing of physical direct-mail (DM) distribution progressed steadily through expanded business relationships with existing customers and the acquisition of new orders.」

    In the marketing support business based on メールカスタマーセンター, contact points with existing customers expanded and new orders progressed, resulting in revenue of ¥10,348.581 million and segment profit of ¥75.520 million.
  4. FY2024-Q3AdvancedAnnual report

    「In the marketing support business, the outsourcing of paper direct-mail (DM) distribution by メールカスタマーセンター株式会社, which was included in the scope of consolidation from the second quarter consolidated accounting period, progressed smoothly against budget, through the expansion of transaction contacts with existing customers and the acquisition of new orders. As a result, revenue was ¥9,729.698 million and segment profit was ¥71.382 million.」

    In the marketing support business following the acquisition of メールカスタマーセンター, contact points with existing customers expanded and new orders progressed, resulting in revenue of ¥9,729.698 million and segment profit of ¥71.382 million.
  5. FY2024-Q2AdvancedAnnual report

    「In the marketing support business, the outsourcing of paper direct-mail (DM) distribution by メールカスタマーセンター株式会社, which was included in the scope of consolidation from the second quarter consolidated accounting period, progressed smoothly against budget, through the expansion of transaction contacts with existing customers and the acquisition of new orders. As a result, revenue was ¥4,738.410 million and segment profit was ¥26.229 million.」

    Following the acquisition of メールカスタマーセンター, the offline marketing platform was consolidated into the marketing support business, which generated revenue and segment profit through expanded contact points with existing customers and new orders.
  6. FY2024-Q1First statedAnnual report

    「By combining メールカスタマーセンター’s business platform in offline marketing with our consulting and problem-solving capabilities for management issues, we expect to be able to provide high-value-added services in the marketing field and strengthen the competitive advantage of our group as a whole. Starting with the acquisition of a leading domestic volume of DM business through this M&A transaction, we will strengthen and expand our marketing support capabilities.」

    The company plans to combine メールカスタマーセンター’s offline marketing platform with its consulting and problem-solving capabilities to expand into high-value-added marketing support using AI and DX.
Moved together

"Expansion of Industries and Customer Base" moved the same way as this thread, in the same document, in 5 of its 9 moves.

533333★123456
  1. ★This thread
  2. 1Expansion of Industries and Customer Base5×
  3. 2Dilution of equity value through stock options3×
  4. 3Revenue Growth through Winning Joint R&D Projects and Upselling to Existing Customers3×
  5. 4Developing and Hiring Cross-Functional Talent with Strengths in Both Technology and Business3×
  6. 5Investment in Non-Linear Growth through M&A and Other Initiatives3×
  7. 6Supporting Startups Through Financial Advisory3×

★ 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 Japan Data Science Consortium yet. It last moved in the Financial results presentation of 2026-05-14: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Adding value to marketing through the direct-mail business platform and AI/DX | Japan Data Science Consortium Co.Ltd. (4418) | Komori