Worth reading
34Immaterial
Scored from 5 of 6 sectionsDirection
Mixed performance
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&AThird quarter of the fiscal year ending October 20263 items taken from the company’s own explanation
Financial Results Figures (The key points of this material are explained below)
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。
Operating profit80.1%
Quarterly net income97.1%
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
- Why the full-year forecast was left unchanged despite the high third-quarter progress rates for operating profit and quarterly net income
- Fourth-quarter growth investments and risk of falling short of the forecast
- Timing of monetization of the structural shift away from commissioned development toward SaaS and payment functionality
New initiatives
- Strengthening Systems Infrastructure
- Hiring specialist personnel for new businesses
- Transition from commissioned development to a stock revenue model centered on the SaaS product “Comiru” and payment functionality “ComiruPay”
Number of employees
Specialist hiring mentioned; headcount is Not disclosed| Item | Details |
|---|---|
| Document type | Summary of Q&A |
| Fiscal Period Covered | Third quarter of the fiscal year ending October 2026 |
| Progress against full-year forecast | Operating profit 80.1% / Quarterly net income 97.1% |
| Number of employees | Specialist hiring mentioned; headcount is Not disclosed |
| Key points of the Q&A | Why the full-year forecast was left unchanged despite the high third-quarter progress rates for operating profit and quarterly net income, Fourth-quarter growth investments and risk of falling short of the forecast, Timing of monetization of the structural shift away from commissioned development toward SaaS and payment functionality |
| New initiatives | Strengthening Systems Infrastructure, Hiring specialist personnel for new businesses, Transition from commissioned development to a stock revenue model centered on the SaaS product “Comiru” and payment functionality “ComiruPay” |
Items this document does not state (25)
Net SalesOperating profitOrdinary incomeNet incomeGross Profit MarginOperating profit marginSelling, general and administrative expensesResults for the three months of the current quarterFull-year earnings forecastSelf-assessment against the planSegment resultsBreakdown of Factors Affecting the ChangeKey KPIsUnit price and quantity metricsNumber of stores and locationsAssumptions Underlying the Business OutlookRisk amount incorporated into the outlookMedium-term management plan targetsFinancial targetsAnnual DividendPayout ratioAcquisition of treasury sharesCapital expendituresOrders received and order backlogMarket Size / Share
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 explained that the third-quarter profit progress rate was temporary because spending on growth investments associated with structural reforms will be concentrated in the fourth quarter. It also said that transitioning from commissioned development to a stock revenue model centered on SaaS products and payment functionality will take some time.
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.