Worth reading
27Immaterial
Scored from 4 of 6 sectionsDirection
Neutral
Direction inferred from the company’s description.Scale
—
Displayed only when the document provides numerical figures.Wording
Avoiding a definitive answer
How definitive the wording is.Contents of this document
Summary of Q&ASecond quarter of the fiscal year ending October 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 company will consider disclosing the breakdown of TobiraPhone Biz Lite sales volumes as necessary, while monitoring sales conditions and changes in the figures.
- TobiraPhone Biz has a higher gross margin than TobiraPhone Biz Lite, but the company will refrain from disclosing specific figures.
- No specific price changes have been decided. The mandatory introduction of measures against customer harassment could potentially lead to increased demand.
- The company does not have a detailed understanding of the proportion of sales made using public subsidies. While a reduction in such programs could have some impact, the company believes that underlying demand will remain.
- Both TobiraPhone Biz and TobiraPhone Cloud are important growth areas, and the company is not prioritizing Cloud alone.
- The ¥50 million loan was made to a director and was used by that director to acquire shares in the company.
Assumptions Underlying the Business OutlookThe assumptions used by the company in preparing its forecast.
The company states that it will comprehensively consider market conditions, the value provided, the competitive environment, and cost trends, but no figures are provided.Medium-term management plan targets
Fiscal year ending October 2028TobiraPhone Biz business phone service sales target: ¥1.2 billion; TobiraPhone Cloud cloud-based business phone service sales target: ¥1.8 billion
| Item | Details |
|---|---|
| Document type | Summary of Q&A |
| Fiscal Period Covered | Second quarter of the fiscal year ending October 2026 |
| Assumptions Underlying the Business Outlook | The company states that it will comprehensively consider market conditions, the value provided, the competitive environment, and cost trends, but no figures are provided. |
| Medium-term management plan targets | Fiscal year ending October 2028 TobiraPhone Biz business phone service sales target: ¥1.2 billion; TobiraPhone Cloud cloud-based business phone service sales target: ¥1.8 billion |
| Key points of the Q&A | The company will consider disclosing the breakdown of TobiraPhone Biz Lite sales volumes as necessary, while monitoring sales conditions and changes in the figures., TobiraPhone Biz has a higher gross margin than TobiraPhone Biz Lite, but the company will refrain from disclosing specific figures., No specific price changes have been decided. The mandatory introduction of measures against customer harassment could potentially lead to increased demand., The company does not have a detailed understanding of the proportion of sales made using public subsidies. While a reduction in such programs could have some impact, the company believes that underlying demand will remain., Both TobiraPhone Biz and TobiraPhone Cloud are important growth areas, and the company is not prioritizing Cloud alone., The ¥50 million loan was made to a director and was used by that director to acquire shares in the company. |
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 ChangeKey KPIsUnit price and quantity metricsNumber of stores and locationsNumber of employeesRisk amount incorporated into the outlookFinancial targetsAnnual DividendPayout ratioAcquisition of treasury sharesCapital expendituresOrders received and order backlogMarket Size / ShareNew initiatives
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.To respond to questions from investors. Regarding price changes, the company explained that it would consider them comprehensively, taking into account market conditions, the value provided, the competitive environment, and cost trends.
How to read this page
This is not the documentKomori reads the disclosure the company filed and writes this summary. Figures are as stated by the company and are not audited.
Weight is not a verdictIt measures how much this changes what the company had already told the market. It is not a view on the shares.
Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.