Worth reading
46Recurring
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
—
Displayed only when the document provides numerical figures.Wording
Conditional
How definitive the wording is.Items stated in the management plan
FormulatedROENot disclosed → 15%
Only the target level is shown because the current level for comparison was not provided.Investment amount by sectorField M&A / Amount Not disclosed
Key initiatives
01AI Fusion Company
02WNI
03M&A
04AI Intelligence Core
05AI Agent
06Sea Domain
07Sky Domain
08Land Domain
09Internet Domain
10Value Data
11Forecast
12Community
Segment targetSegment Sea Domain / Sales target Not disclosed / Profit Target Not disclosed / Other targets TAM 36,000、Target 21,000、Now 10,500, Segment Sky Domain・CA / Sales target Not disclosed / Profit Target Not disclosed / Other targets TAM 38,000、Target 13,000、Now 5,500, Segment Sky Domain・GA / Sales target Not disclosed / Profit Target Not disclosed / Other targets TAM 30,000、Target 1,800、Now 900, Segment Land Domain / Sales target Not disclosed / Profit Target Not disclosed / Other targets From 66,000 IDs to 250,000 IDs (2026.5–2029.5), Segment Internet Domain / Sales target Not disclosed / Profit Target Not disclosed / Other targets DAU from 3,500 to 5,000, No. 1
Non-financial targetsIndicator name Land ID / Target value 250,000 ID / Timing 2029.5, Indicator name Internet DAU / Target value 5,000 / Timing 2029.5, Indicator name MoU / Target value 30 / Timing 2030.5, Indicator name GHG Scope 1, 2 and Scope 3, NbS, IoT, etc. / Target value Multiple percentages and numerical targets are stated, but their correspondence to the metrics cannot be determined. / Timing 2030.5
Size of the Target MarketMarket Sea Domain / Scale TAM 36,000 / Growth rate Not disclosed / Source Not disclosed, Market Sky Domain・CA / Scale TAM 38,000 / Growth rate Not disclosed / Source Not disclosed, Market Sky Domain・GA / Scale TAM 30,000 / Growth rate Not disclosed / Source Not disclosed
| Item | Details |
|---|---|
| Plan name | Mid-Term Vision 2026 (Vision 2026) |
| Plan period | 2026.5~2029.5(Outcome:2030.5) |
| Progress against the plan | Formulated |
| ROE target | Not disclosed → 15% |
| Investment amount by sector | Field M&A / Amount Not disclosed |
| Segment target | Segment Sea Domain / Sales target Not disclosed / Profit Target Not disclosed / Other targets TAM 36,000、Target 21,000、Now 10,500, Segment Sky Domain・CA / Sales target Not disclosed / Profit Target Not disclosed / Other targets TAM 38,000、Target 13,000、Now 5,500, Segment Sky Domain・GA / Sales target Not disclosed / Profit Target Not disclosed / Other targets TAM 30,000、Target 1,800、Now 900, Segment Land Domain / Sales target Not disclosed / Profit Target Not disclosed / Other targets From 66,000 IDs to 250,000 IDs (2026.5–2029.5), Segment Internet Domain / Sales target Not disclosed / Profit Target Not disclosed / Other targets DAU from 3,500 to 5,000, No. 1 |
| Non-financial targets | Indicator name Land ID / Target value 250,000 ID / Timing 2029.5, Indicator name Internet DAU / Target value 5,000 / Timing 2029.5, Indicator name MoU / Target value 30 / Timing 2030.5, Indicator name GHG Scope 1, 2 and Scope 3, NbS, IoT, etc. / Target value Multiple percentages and numerical targets are stated, but their correspondence to the metrics cannot be determined. / Timing 2030.5 |
| Key initiatives | AI Fusion Company, WNI, M&A, AI Intelligence Core, AI Agent, Sea Domain, Sky Domain, Land Domain, Internet Domain, Value Data, Forecast, Community |
| Size of the Target Market | Market Sea Domain / Scale TAM 36,000 / Growth rate Not disclosed / Source Not disclosed, Market Sky Domain・CA / Scale TAM 38,000 / Growth rate Not disclosed / Source Not disclosed, Market Sky Domain・GA / Scale TAM 30,000 / Growth rate Not disclosed / Source Not disclosed |
Items this document does not state (16)
Sales TargetOperating profit targetOperating profit margin targetNet income targetROIC targetPayout ratio / DOE policyTreasury share acquisition policyCost of capitalSelf-assessment of PBR and share priceTotal investment planPlan assumptionsResults under the previous planReason for revision or withdrawalRisks identifiedDate of board resolutionPublication date
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.The company identified AI Fusion Company, WNI and M&A as its three pillars and outlined a policy of developing businesses that combine AI, data and weather information.
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.