Worth reading
52Recurring
0–100. This measures how worthwhile something is to read, not how good or bad the company is.Direction
Mixed performance
Direction inferred from the company’s description.Scale
10000
¥ million (standalone sales target for unerry for the fiscal year ending June 2028)Wording
Avoiding a definitive answer
How definitive the wording is.Items stated in the management plan
Annual updateNet Sales+105.0%
基準 4,879Target10,000million
Operating profit+31.1%
基準 424Target556million
Operating profit margin-2.0pt
基準 9Target7%
Net income for the current fiscal year+15.5%
基準 330Target381million
Each line is the climb from the baseline the document states to the target it sets. The slope is scaled against the largest climb in this document. For metrics expressed as percentages, differences are shown in percentage points (pt).The increase shown by the dotted line is calculated from the two reported figures because the company did not provide the amount of growth.
ROE15 % → Not disclosed
Only the target level is shown because the current level for comparison was not provided.What happened to the previous planInitial earnings forecast (announced in August 2025; figures not provided) → Actual results for the fiscal year ended June 2026: sales ¥4,879 million, operating profit ¥424 million, net income ¥330 million+140.9%Calculated from the two disclosed figures
Investment amount by sectorField Product and service development, investment in human resources, and validation of AI and world models / Amount Moderate, Field Additional M&A and investments / Amount Not disclosed
Statements about the use of capital
Treasury share acquisition policyOn 4 September 2026, the company acquired 269,500 treasury shares through ToSTNeT-3, representing 7.2% of total issued shares and a total value of ¥635 million. The acquired shares will be held as treasury stock, and their treatment will be considered in light of capital efficiency and future funding needs. Additional capital measures will be considered flexibly, taking into account capital efficiency and funding needs.
Key initiatives
01Strengthening the customer base
02Consideration of a merger with BlogWatcher
03AI and world models
04Overall human capital strategy
Plan assumptionsBlogwatcher’s income and expenses and amortization of goodwill will be reflected in consolidated results from the second quarter., Taking into account the outcome of the merger consideration, the group's medium- to long-term growth direction is scheduled to be presented around the second half of the fiscal year ending June 2027.
Non-financial targetsIndicator Percentage of data specialists / Target value 60% / Timing Not disclosed, Indicator Percentage of employees in data-specialist roles / Target value 90% / Timing Not disclosed, Indicator Percentage of Female Managers / Target value More than 30% / Timing Not disclosed, Indicator Percentage of foreign nationals / Target value More than 10% / Timing Not disclosed, Indicator Talent Acquisition / Target value At least 20% annually / Timing Not disclosed, Indicator Productivity per employee / Target value Continued year-on-year growth / Timing Not disclosed
Reason for revision or withdrawal
Through PMI, the companies identified opportunities to create value by leveraging their respective strengths and began considering a merger as a management structure that would make better use of those strengths. For the next stage of growth, management resources will be concentrated on strengthening the customer base, considering the merger, and AI and world models.
| Item | Details |
|---|---|
| Plan name | Explanatory Material on Business Plans and Growth Potential |
| Progress against the plan | Annual update |
| Sales Target | ¥4,879 million → ¥10,000 million |
| Operating profit target | ¥424 million → ¥556 million |
| Operating profit margin target | 9 % → 7 % |
| Net income target | ¥330 million → ¥381 million |
| ROE target | 15 % → Not disclosed |
| Treasury share acquisition policy | On 4 September 2026, the company acquired 269,500 treasury shares through ToSTNeT-3, representing 7.2% of total issued shares and a total value of ¥635 million. The acquired shares will be held as treasury stock, and their treatment will be considered in light of capital efficiency and future funding needs. Additional capital measures will be considered flexibly, taking into account capital efficiency and funding needs. |
| Investment amount by sector | Field Product and service development, investment in human resources, and validation of AI and world models / Amount Moderate, Field Additional M&A and investments / Amount Not disclosed |
| Non-financial targets | Indicator Percentage of data specialists / Target value 60% / Timing Not disclosed, Indicator Percentage of employees in data-specialist roles / Target value 90% / Timing Not disclosed, Indicator Percentage of Female Managers / Target value More than 30% / Timing Not disclosed, Indicator Percentage of foreign nationals / Target value More than 10% / Timing Not disclosed, Indicator Talent Acquisition / Target value At least 20% annually / Timing Not disclosed, Indicator Productivity per employee / Target value Continued year-on-year growth / Timing Not disclosed |
| Plan assumptions | Blogwatcher’s income and expenses and amortization of goodwill will be reflected in consolidated results from the second quarter., Taking into account the outcome of the merger consideration, the group's medium- to long-term growth direction is scheduled to be presented around the second half of the fiscal year ending June 2027. |
| Key initiatives | Strengthening the customer base, Consideration of a merger with BlogWatcher, AI and world models, Overall human capital strategy |
| Results under the previous plan | Initial earnings forecast (announced in August 2025; figures not provided) → Actual results for the fiscal year ended June 2026: sales ¥4,879 million, operating profit ¥424 million, net income ¥330 million |
| Reason for revision or withdrawal | Through PMI, the companies identified opportunities to create value by leveraging their respective strengths and began considering a merger as a management structure that would make better use of those strengths. For the next stage of growth, management resources will be concentrated on strengthening the customer base, considering the merger, and AI and world models. |
Items this document does not state (11)
Plan periodROIC targetPayout ratio / DOE policyCost of capitalSelf-assessment of PBR and share priceTotal investment planSegment targetSize of the Target MarketRisks 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.Through PMI, the companies identified opportunities to create value by leveraging their respective strengths and began considering a merger as a management structure that would make better use of those strengths. They also stated that management resources would be concentrated on the customer base, consideration of the merger, and AI and world models for the next stage of growth.
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.