Strengthening and Expanding the Cloud Business and Recurring Revenue

「Cloud demand continued to expand as more companies pursued cloud integration initiatives, including migration from legacy on-premises systems to new cloud environments and hybrid cloud strategies integrating multiple cloud services. In addition, the use of advanced technologies such as generative AI and IoT has created a need for diverse data integration and system optimization, increasing the number of companies seeking specialized technical support. Customer acquisition and orders therefore remained solid. As a result, net sales were ¥1,387 million, up 28.4% year on year.」

「Cloud demand expanded further as more companies promoted migration from legacy on-premises systems to new cloud environments and hybrid-cloud strategies integrating multiple cloud services. The increasing use of advanced technologies such as generative AI and IoT also created a need for diverse data integration and system optimization, leading more companies to seek specialized technical support and supporting steady customer acquisition and orders. As a result, cloud integration revenue was ¥2,367.675 million, up 4.2% year on year. Resale ARPU (Note 4) remained solid, supported by recurring orders from existing customers and higher AWS usage fees from major customers, while account numbers also increased due in part to the acquisition of new customers. As a result, revenue was ¥35,877.350 million, up 12.9% year on year. As cloud demand increased, needs related to the operation and management of cloud environments also expanded in MSP. More companies outsourced these functions to external partners with specialized expertise to improve operating efficiency, ensure security, and optimize costs after adopting cloud services. Orders also increased steadily as the adoption of advanced technologies such as generative AI and IoT made systems more complex and increased the operating burden. As a result, revenue was ¥1,731.316 million, up 4.0% year on year.」

「ARPU (Note 8) remained solid, supported by recurring orders from existing customers and higher AWS usage fees from major customers, while account numbers also increased due in part to the acquisition of new customers. In addition, as cloud integration projects became larger, AWS usage fees in the resale business also increasingly involved large-scale amounts, contributing to the expansion of the company's earnings base.」

「As a result, for the fiscal year, revenue was ¥35,717.021 million, up 29.8% year on year, operating profit was ¥1,072.076 million, up 19.5%, ordinary profit was ¥1,066.240 million, up 3.2%, and net income attributable to owners of the parent was ¥677.331 million, up 6.1%.」

「As the impact of COVID-19 receded and cloud demand accelerated further, cloud integration saw steady customer acquisition and orders. As a result, revenue was ¥1,058.395 million, up 30.2% year on year. Resale remained solid, with ARPU (Note 8) supported by recurring orders from existing customers and higher AWS usage fees from major customers, while account numbers also increased due in part to the acquisition of new customers. Sales of service and software licenses, particularly security-related products, and sales of the company's own services also remained solid. As a result, revenue was ¥15,408.864 million, up 40.7% year on year. MSP increased steadily on the back of recurring orders from existing customers. As SRE (Note 10) became more established, the company increasingly took on the role of providing MSP services beyond standard support, including forming dedicated teams to serve major customers and projects. As a result, revenue was ¥822.460 million, up 15.7% year on year.」

「Cloud integration saw steady recurring orders from existing customers and customer acquisition and orders from new customers, driven by continued strong cloud demand. As a result, revenue was ¥556.618 million, up 37.2% year on year. Resale remained solid, with ARPU (Note 6) supported by recurring orders from existing customers and higher AWS usage fees from major customers, while account numbers also increased due in part to the acquisition of new customers. Sales of service and software licenses, particularly security-related products, and sales of the company's own services also remained solid. As a result, revenue was ¥7,673.856 million, up 49.5% year on year. MSP increased steadily on the back of recurring orders from existing customers. The company increasingly took on the role of providing MSP services beyond standard support, including forming dedicated teams to serve major customers and projects. As a result, revenue was ¥404.394 million, up 16.7% year on year.」

「Cloud integration saw steady customer acquisition and orders, driven by the promotion of sales activities under a strategic collaboration agreement with AWS and further growth in cloud demand. As a result, revenue was ¥1,836.963 million, up 61.3% year on year.」

「As the impact of COVID-19 receded and cloud demand accelerated further, cloud integration saw steady customer acquisition and orders. As a result, revenue was ¥1,319.059 million, up 83.4% year on year. Resale remained solid, with ARPU supported by recurring orders from existing customers and higher AWS usage fees from major customers, while account numbers also increased due in part to the acquisition of new customers. Sales of service and software licenses, particularly security-related products, and sales of the company's own services also remained solid. As a result, revenue was ¥17,372.961 million, up 68.8% year on year. MSP increased steadily on the back of recurring orders from existing customers. The company increasingly took on the role of providing MSP services beyond standard support, including forming dedicated teams to serve major customers and projects. As a result, revenue was ¥1,104.682 million, up 16.9% year on year.」

「As the impact of COVID-19 receded and cloud demand accelerated further, cloud integration saw steady customer acquisition and orders. As a result, revenue was ¥812.986 million, up 152.8% year on year. Resale remained solid, with ARPU (Note 8) supported by recurring orders from existing customers and higher AWS usage fees from major customers, while account numbers also increased due in part to the acquisition of new customers. Sales of service and software licenses, particularly security-related products, and sales of the company's own services also remained solid. As a result, revenue was ¥10,951.802 million, up 78.5% year on year. MSP increased steadily on the back of recurring orders from existing customers. As SRE (Note 10) became more established, the company increasingly took on the role of providing MSP services beyond standard support, including forming dedicated teams to serve major customers and projects. As a result, revenue was ¥710.656 million, up 15.0% year on year.」

「As the impact of COVID-19 receded and cloud demand accelerated further, cloud integration saw steady customer acquisition and orders. As a result, revenue was ¥405.629 million, up 192.6% year on year. Resale remained solid, with ARPU (Note 6) supported by recurring orders from existing customers and higher AWS usage fees from major customers, while account numbers also increased due in part to the acquisition of new customers. Sales of service and software licenses, particularly security-related products, and sales of the company's own services also remained solid. As a result, revenue was ¥5,131.450 million, up 76.7% year on year. MSP increased steadily on the back of recurring orders from existing customers. As SRE (Note 8) became more established, the company increasingly took on the role of providing MSP services beyond standard support, including forming dedicated teams to serve major customers and projects. As a result, revenue was ¥346.655 million, up 14.4% year on year.」

「As the impact of COVID-19 receded and cloud demand accelerated further, cloud integration saw steady customer acquisition and orders. As a result, revenue was ¥1,139.120 million, up 106.1% year on year. Resale remained solid, with ARPU (Note 6) supported by recurring orders from existing customers and higher AWS usage fees from major customers, while account numbers also increased due in part to the acquisition of new customers. Sales of service and software licenses, particularly security-related products, and sales of the company's own services also remained solid. As a result, revenue was ¥14,875.032 million, up 61.1% year on year. MSP increased steadily on the back of recurring orders from existing customers. As SRE (Note 8) became more established, the company increasingly took on the role of providing MSP services beyond standard support, including forming dedicated teams to serve major customers and projects. As a result, revenue was ¥1,272.545 million, up 12.9% year on year.」

「As the impact of COVID-19 receded and cloud demand accelerated further, cloud integration saw steady customer acquisition and orders. As a result, revenue was ¥719.093 million, up 81.0% year on year. Resale remained solid, with ARPU (Note 4) supported by recurring orders from existing customers and higher AWS usage fees from major customers, while account numbers also increased due in part to the acquisition of new customers. Sales of service and software licenses, particularly security-related products, and sales of the company's own services also remained solid. As a result, revenue was ¥10,292.797 million, up 57.5% year on year.」

「As the impact of COVID-19 receded and cloud demand accelerated further, cloud integration saw steady customer acquisition and orders. As a result, revenue was ¥321.611 million, up 23.7% year on year. Resale remained solid, with ARPU (Note 4) supported by recurring orders from existing customers and higher AWS usage fees from major customers, while account numbers also increased due in part to the acquisition of new customers. Sales of service and software licenses, particularly security-related products, and sales of the company's own services also remained solid. As a result, revenue was ¥6,134.648 million, up 43.3% year on year. MSP increased steadily on the back of recurring orders from existing customers. As SRE (Note 6) became more established, the company increasingly took on the role of providing MSP services beyond standard support, including forming dedicated teams to serve major customers and projects. As a result, revenue was ¥617.834 million, up 13.9% year on year.」

「Resale remained solid, with ARPU (Note 4) supported by recurring orders from existing customers and higher AWS usage fees from major customers, while account numbers also increased due in part to the acquisition of new customers. Sales of service and software licenses, particularly security-related products, and sales of the company's own services also remained solid. As a result, revenue was ¥2,903.752 million.」

「As the impact of COVID-19 receded and cloud demand accelerated further, cloud integration saw steady increases in customer acquisition and orders. Project numbers increased 5.5% year on year, the number of customers increased 6.4%, and project fees increased 23.2%. As a result, revenue was ¥552.634 million.」

「As the impact of COVID-19 receded and cloud demand accelerated further, cloud integration saw steady increases in customer acquisition and orders. Project numbers increased 13.5% year on year, the number of customers increased 14.5%, and project fees increased 24.2%. As a result, revenue was ¥397.223 million. Resale remained solid, with ARPU (Note 4) supported by recurring orders from existing customers and higher AWS usage fees from major customers, while account numbers also increased due in part to the acquisition of new customers. Sales of service and software licenses, particularly security-related products, and sales of the company's own services also remained solid. As a result, revenue was ¥6,535.158 million. (MSP (Note 5)) MSP increased steadily on the back of recurring orders from existing customers. As SRE (Note 6) became more established, the company increasingly took on the role of providing MSP services beyond standard support, including forming dedicated teams to serve major customers and projects. As a result, revenue was ¥832.714 million.」

「As cloud demand recovered, cloud integration saw steady increases in customer acquisition and orders. Project numbers increased 10.0% year on year, the number of customers increased 14.2%, and project fees increased 34.7%. As a result, revenue was ¥259.968 million. Resale remained solid, with ARPU (Note 4) supported by recurring orders from existing customers and higher AWS usage fees from major customers, while account numbers also increased due in part to the acquisition of new customers. Sales of service and software licenses, particularly security-related products, and sales of the company's own services also remained solid. As a result, revenue was ¥4,281.317 million. MSP increased steadily on the back of recurring orders from existing customers. As SRE (Note 6) became more established, the company increasingly took on the role of providing MSP services beyond standard support, including forming dedicated teams to serve major customers and projects. As a result, revenue was ¥542.509 million.」

「As cloud demand recovered, cloud integration saw steady increases in customer acquisition and orders. Project numbers declined 5.3% year on year, while the number of customers increased 2.6% and project fees increased 17.7%. As a result, revenue was ¥118.240 million, up 10.8% year on year. Resale remained solid, with ARPU (Note 4) supported by recurring orders from existing customers and higher AWS usage fees from major customers, while account numbers also increased due in part to the acquisition of new customers. Sales of service and software licenses, particularly security-related products, and sales of the company's own services also remained solid. As a result, revenue was ¥2,124.569 million, up 34.4% year on year. MSP increased steadily on the back of recurring orders from existing customers. As SRE (Note 6) became more established, the company increasingly took on the role of providing MSP services beyond standard support, including forming dedicated teams to serve major customers and projects. As a result, revenue was ¥264.962 million, up 16.9% year on year.」

「Resale remained solid, with ARPU (Note 4) supported by recurring orders from existing customers and higher AWS usage fees from major customers, while account numbers also increased steadily due in part to the acquisition of new customers. Sales of service and software licenses, particularly security-related products, and sales of the company's own services also remained solid. As a result, revenue was ¥6,626.683 million, up 22.9% year on year. MSP increased steadily on the back of recurring orders from existing customers. As SRE (Note 6) became more established, the company increasingly took on the role of providing MSP services beyond standard support, including forming dedicated teams to serve major customers and projects, and has put the necessary structure in place. As a result, revenue was ¥961.195 million, up 22.6% year on year.」

「Cloud integration saw increases in project numbers, up 1.9% year on year, and the number of customers, up 14.1%, but project fees declined 39.0% year on year because stagnation in sales activities caused by COVID-19 and restrained corporate IT investment prevented the emergence of large-scale projects like those won in the previous fiscal year. Revenue consequently slowed, totaling ¥281.897 million, down 37.8% year on year. Resale remained solid, with ARPU (Note 4) supported by recurring orders from existing customers and higher AWS usage fees from major customers, while account numbers also increased steadily due in part to the acquisition of new customers. However, the continuing appreciation of the yen affected revenue when converted into yen. As a result, revenue was ¥4,684.035 million, up 27.4% year on year. MSP increased steadily on the back of recurring orders from existing customers. As a result, revenue was ¥707.221 million, up 24.7% year on year.」

「Resale remained strong, with ARPU (Note 4) supported by recurring orders from existing customers and higher AWS usage fees from major customers, while account numbers also increased steadily due in part to the acquisition of new customers. As a result, revenue was ¥3,130.117 million, up 32.2% year on year. MSP increased steadily on the back of recurring orders from existing customers. As SRE (Note 6) became more established, the company increasingly took on the role of providing MSP services beyond standard support, including forming dedicated teams to serve major customers and projects, and has put the necessary structure in place. As a result, revenue was ¥460.056 million, up 26.9% year on year.」

「Resale performed well, with ARPU (Note 4) rising on the back of recurring orders from existing customers and higher AWS usage fees from major customers, while account numbers also increased steadily due in part to the acquisition of new customers. As a result, revenue was ¥1,580.763 million, up 45.7% year on year. MSP contract numbers increased steadily, supported by recurring orders from existing customers, an increase in large-scale projects, and the acquisition of new customers. As a result, revenue was ¥226.672 million, up 32.6% year on year.」

「Resale performed well, supported by recurring orders from existing customers, higher AWS usage fees from major customers, and the acquisition of new customers. As a result, revenue was ¥5,390.089 million, up 66.9% year on year. MSP contract numbers increased steadily, supported by recurring orders from existing customers, an increase in large-scale projects, and the acquisition of new customers. As a result, revenue was ¥784.134 million, up 35.3% year on year.」

「As a result, for the cumulative third-quarter period, revenue was ¥4,741.093 million, up 57.1% year on year, operating profit was ¥312.484 million, up 52.4%, and ordinary profit was ¥315.130 million, up 48.8%. Cloud integration remained solid, supported by increases in additional orders from existing customers and large-scale projects. As a result, revenue was ¥452.975 million, up 6.1% year on year. Resale performed well, supported by recurring orders from existing customers, higher AWS usage fees from major customers, and the acquisition of new customers. Sales of service and software licenses, particularly security-related products, and sales of the company's own services also remained strong. As a result, revenue was ¥3,676.518 million, up 72.6% year on year. MSP contract numbers increased steadily, supported by recurring orders from existing customers, an increase in large-scale projects, and the acquisition of new customers. As a result, revenue was ¥567.224 million, up 35.8% year on year.」

「Cloud integration remained solid, supported by an increase in additional orders from existing customers and large-scale projects, as well as the acquisition of new customers. As a result, revenue was ¥316.835 million. Resale performed well, supported by recurring orders from existing customers, higher AWS usage fees from major customers, and the acquisition of new customers. As a result, revenue was ¥2,367.013 million. MSP contract numbers increased steadily, supported by recurring orders from existing customers, an increase in large-scale projects, and the acquisition of new customers. As a result, revenue was ¥362.570 million.」

「Resale performed strongly, supported by recurring orders from existing customers, increased AWS usage fees from large customers and the acquisition of new customers.」

「We recognize that strengthening our recurring-revenue business by building long-term relationships with existing customers and increasing their usage and spending is an important issue.」