Worth reading
67In focus
0–100. This measures how worthwhile something is to read, not how good or bad the company is.Direction
Improvement
Direction inferred from the company’s description.Scale
46.2
Year-on-year change in operating income (%)Wording
Conditional
How definitive the wording is.Contents of this document
Presentation materials for financial resultsSecond quarter of the fiscal year ending December 202611 items taken from the company’s own explanation
Financial Results Figures (The key points of this material are explained below)
Net Sales412 Hundreds of millions of yen+7.2%
Operating profit47.6 Hundreds of millions of yen+46.2%
Ordinary income45.4 Hundreds of millions of yen+39.5%
Net income30.8 Hundreds of millions of yen+28.1%
Results for the three months of the current quarterRevenue increased ¥1.50 billion year on year, while operating profit increased ¥690 million year on year. Operating profit decreased ¥120 million quarter on quarter. The standalone quarterly figure is not disclosed.
Full-year earnings forecast
Net Sales
820 Hundreds of millions of yen
Operating profit
94.6 Hundreds of millions of yen
Ordinary income
91 Hundreds of millions of yen
Profit attributable to owners of the parent
59 Hundreds of millions of yen
Full-year dividend per share
¥21.51
Progress against full-year forecast 通期の予想に対して、いまどこまで進んだかの割合です。
Net Sales50.3%
Operating profit50.4%
Ordinary income49.9%
Interim net income attributable to owners of the parent52.3%
Dividend per share50.5%
What the company explained in this material
Self-assessment against the planThe company's self-assessment against its own plan.
Progress is on trackBreakdown of Factors Affecting the ChangeReasons cited by the Company for the change in the figures.
- Higher GPU cloud business transaction volumes (revenue)15 Hundreds of millions of yen
- Higher GPU cloud business transaction volumes and other factors (operating profit)6.9 Hundreds of millions of yen
- Recovery in the profitability of the internet advertising business (operating profit)
- Reactionary decline from the internet advertising business's Q1 peak season (operating profit, QoQ)-1.2 Hundreds of millions of yen
New initiatives
- Approved an additional ¥10.1 billion investment in 64 B300 GPU servers
- Provide an environment in which servers can be operated by AI agents
- Launch a comprehensive support tool for AIO measures
- Standard installation of EDR on GPU nodes and collaboration with the SOC of GMO Cybersecurity byイエラエ
- Actively pursue M&A
Key KPIsA metric the company considers important as a management benchmark.
- Domestic contracts1,370 ten thousand items
- International contracts13 ten thousand items
- Total recurring revenue ratio87.6 %
- GPU server B300 utilization rateAt least 90%
- Free-float ratio41.5 %Year on year against the same period last yearImproved from 7.7% at the end of March 2026
Unit price and quantity metricsThese figures show sales broken down by price and volume.
The number of domain contracts temporarily increased due to large-volume contracts. The company explained that these contracts were priced at a low unit price because of the large purchase volumes, limiting their impact on results. Specific average customer pricing and sales unit prices are not disclosed.Segment results
Internet Infrastructure Business
Net Sales
358 Hundreds of millions of yen+12.2%
Operating profit
45.3 Hundreds of millions of yen+27.0%
Internet Advertising and Media Business
Net Sales
58.2 Hundreds of millions of yen-14.4%
Operating profit
8.4 Hundreds of millions of yen+54.4%
Other and consolidated eliminations
Net Sales
-4.3 Hundreds of millions of yen-56.5%
Operating profit
-1.5 Hundreds of millions of yen+58.5%
Domain and Rental Server business
Net Sales
115 Hundreds of millions of yen+18.1%
Operating profit
31 Hundreds of millions of yen+73.6%
Internet Connectivity business
Net Sales
217 Hundreds of millions of yen+4.3%
Operating profit
42.6 Hundreds of millions of yen+8.8%
Overseas business and shared infrastructure costs, etc.
Net Sales
25.5 Hundreds of millions of yen+95.4%
Operating profit
-28.3 Hundreds of millions of yen-32.5%
Number of stores and locations
The number of stores is not disclosed. The company has 6 domestic locations and 6 overseas locations. The number of openings and closures during the period is not disclosed.Number of employees
1,139 domestic employees and 869 overseas employees
Capital expenditures
101 Hundreds of millions of yen
Annual Dividend
Annual dividend per share¥21.51
Quarterly dividendQ2: ¥4.85
Payout ratio
100 %
BreakdownRegular payout ratio: 65%; commemorative dividend: 35%
| Item | Details |
|---|---|
| Document type | Presentation materials for financial results |
| Fiscal Period Covered | Second quarter of the fiscal year ending December 2026 |
| Net Sales | 412 Hundreds of millions of yen (YoY +7.2%) |
| Operating profit | 47.6 Hundreds of millions of yen (YoY +46.2%) |
| Ordinary income | 45.4 Hundreds of millions of yen (YoY +39.5%) |
| Net income | 30.8 Hundreds of millions of yen (YoY +28.1%) |
| Results for the three months of the current quarter | Revenue increased ¥1.50 billion year on year, while operating profit increased ¥690 million year on year. Operating profit decreased ¥120 million quarter on quarter. The standalone quarterly figure is not disclosed. |
| Full-year earnings forecast | Net Sales 820 Hundreds of millions of yen / Operating profit 94.6 Hundreds of millions of yen / Ordinary income 91 Hundreds of millions of yen / Profit attributable to owners of the parent 59 Hundreds of millions of yen / Full-year dividend per share ¥21.51 |
| Progress against full-year forecast | Net Sales 50.3% / Operating profit 50.4% / Ordinary income 49.9% / Interim net income attributable to owners of the parent 52.3% / Dividend per share 50.5% |
| Self-assessment against the plan | Progress is on track |
| Segment results | Internet Infrastructure Business Net Sales 358 Hundreds of millions of yen (YoY +12.2%) / Operating profit 45.3 Hundreds of millions of yen (YoY +27.0%) / Internet Advertising and Media Business Net Sales 58.2 Hundreds of millions of yen (YoY -14.4%) / Operating profit 8.4 Hundreds of millions of yen (YoY +54.4%) / Other and consolidated eliminations Net Sales -4.3 Hundreds of millions of yen (YoY -56.5%) / Operating profit -1.5 Hundreds of millions of yen (YoY +58.5%) / Domain and Rental Server business Net Sales 115 Hundreds of millions of yen (YoY +18.1%) / Operating profit 31 Hundreds of millions of yen (YoY +73.6%) / Internet Connectivity business Net Sales 217 Hundreds of millions of yen (YoY +4.3%) / Operating profit 42.6 Hundreds of millions of yen (YoY +8.8%) / Overseas business and shared infrastructure costs, etc. Net Sales 25.5 Hundreds of millions of yen (YoY +95.4%) / Operating profit -28.3 Hundreds of millions of yen (YoY -32.5%) |
| Breakdown of Factors Affecting the Change | Factors Higher GPU cloud business transaction volumes (revenue) / Amount 15 Hundreds of millions of yen, Factors Higher GPU cloud business transaction volumes and other factors (operating profit) / Amount 6.9 Hundreds of millions of yen, Factors Recovery in the profitability of the internet advertising business (operating profit) / Amount Not disclosed, Factors Reactionary decline from the internet advertising business's Q1 peak season (operating profit, QoQ) / Amount -1.2 Hundreds of millions of yen |
| Key KPIs | Indicator name Domestic contracts / Value 1,370 ten thousand items / Year on year against the same period last year Not disclosed, Indicator name International contracts / Value 13 ten thousand items / Year on year against the same period last year Not disclosed, Indicator name Total recurring revenue ratio / Value 87.6 % / Year on year against the same period last year Not disclosed, Indicator name GPU server B300 utilization rate / Value At least 90% / Year on year against the same period last year Not disclosed, Indicator name Free-float ratio / Value 41.5 % / Year on year against the same period last year Improved from 7.7% at the end of March 2026 |
| Unit price and quantity metrics | The number of domain contracts temporarily increased due to large-volume contracts. The company explained that these contracts were priced at a low unit price because of the large purchase volumes, limiting their impact on results. Specific average customer pricing and sales unit prices are not disclosed. |
| Number of stores and locations | The number of stores is not disclosed. The company has 6 domestic locations and 6 overseas locations. The number of openings and closures during the period is not disclosed. |
| Number of employees | 1,139 domestic employees and 869 overseas employees |
| Annual Dividend | Annual dividend per share ¥21.51 / Interim Dividend Not disclosed / Year-end dividend Not disclosed / Quarterly dividend Q2: ¥4.85 |
| Payout ratio | 100 % |
| Capital expenditures | 101 Hundreds of millions of yen |
| New initiatives | Approved an additional ¥10.1 billion investment in 64 B300 GPU servers, Provide an environment in which servers can be operated by AI agents, Launch a comprehensive support tool for AIO measures, Standard installation of EDR on GPU nodes and collaboration with the SOC of GMO Cybersecurity byイエラエ, Actively pursue M&A |
Items this document does not state (11)
Gross Profit MarginOperating profit marginSelling, general and administrative expensesAssumptions Underlying the Business OutlookRisk amount incorporated into the outlookMedium-term management plan targetsFinancial targetsAcquisition of treasury sharesOrders received and order backlogMarket Size / ShareKey points of the Q&A
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.Profit increased due to higher transaction volumes in the GPU cloud business, a recovery in the profitability of the internet advertising business, and strong new contracts in the internet connectivity business.
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.