Worth reading
56In focus
Scored from 4 of 6 sectionsDirection
Mixed performance
Direction inferred from the company’s description.Scale
-40
% (year-on-year change in initial sales)Wording
Avoiding a definitive answer
How definitive the wording is.Contents of this document
Summary of Q&ASecond quarter of the fiscal year ending September 20266 items taken from the company’s own explanation
Financial Results Figures (The key points of this material are explained below)
Results for the three months of the current quarterInitial sales of ¥244 million (down 40% year on year); the number of contracted companies increased by 513 year on year and by 120 from the previous quarter. However, it is not explicitly stated whether these figures represent the standalone three-month results for the quarter.
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
Reasons for the decline in initial sales and the outlook for the second half; the period covered by the assumed impact amount related to the acquisition of インターゾーン and its accounting treatment; incorporation of AI Mobility OS and new devices into the full-year plan; assessment of the likelihood of achieving the full-year plan in Q3 and Q4; and IR and timely disclosure policiesBreakdown of Factors Affecting the ChangeReasons cited by the Company for the change in the figures.
A large-scale project was recorded in the same quarter of the previous year; no project of a comparable size was recorded in the current quarter; the number of new contracted companies increased by 120 from the previous quarter, compared with an increase of 80 in the same quarter of the previous year; and part of sales and cost of sales was offset due to the accounting treatment of インターゾーン.
Assumptions Underlying the Business OutlookThe assumptions used by the company in preparing its forecast.
Full consolidation of インターゾーン, progress on AI Mobility OS-related projects and the full-scale launch of approaches to new customer segments using new devicesNew initiatives
Approaches to new customer segments using new devices, promotion of AI Mobility OS-related projects, consideration of using TDnet's PR information category and enhanced investor communications through Q&A summaries and earnings presentation materialsKey KPIsA metric the company considers important as a management benchmark.
Number of contracted companies: up 513 year on year and up 120 from the previous quarter; increase in new contracted companies from the previous quarter: +120 (compared with +80 year on year)Unit price and quantity metricsThese figures show sales broken down by price and volume.
Initial sales are determined by the combination of the number of new contracted companies and the average vehicle scale per company. Cumulative connected vehicles and ARPA are mentioned as recurring-related metrics, but the figures are not disclosed.| Item | Details |
|---|---|
| Document type | Summary of Q&A |
| Fiscal Period Covered | Second quarter of the fiscal year ending September 2026 |
| Results for the three months of the current quarter | Initial sales of ¥244 million (down 40% year on year); the number of contracted companies increased by 513 year on year and by 120 from the previous quarter. However, it is not explicitly stated whether these figures represent the standalone three-month results for the quarter. |
| Breakdown of Factors Affecting the Change | A large-scale project was recorded in the same quarter of the previous year; no project of a comparable size was recorded in the current quarter; the number of new contracted companies increased by 120 from the previous quarter, compared with an increase of 80 in the same quarter of the previous year; and part of sales and cost of sales was offset due to the accounting treatment of インターゾーン. |
| Key KPIs | Number of contracted companies: up 513 year on year and up 120 from the previous quarter; increase in new contracted companies from the previous quarter: +120 (compared with +80 year on year) |
| Unit price and quantity metrics | Initial sales are determined by the combination of the number of new contracted companies and the average vehicle scale per company. Cumulative connected vehicles and ARPA are mentioned as recurring-related metrics, but the figures are not disclosed. |
| Assumptions Underlying the Business Outlook | Full consolidation of インターゾーン, progress on AI Mobility OS-related projects and the full-scale launch of approaches to new customer segments using new devices |
| Key points of the Q&A | Reasons for the decline in initial sales and the outlook for the second half; the period covered by the assumed impact amount related to the acquisition of インターゾーン and its accounting treatment; incorporation of AI Mobility OS and new devices into the full-year plan; assessment of the likelihood of achieving the full-year plan in Q3 and Q4; and IR and timely disclosure policies |
| New initiatives | Approaches to new customer segments using new devices, promotion of AI Mobility OS-related projects, consideration of using TDnet's PR information category and enhanced investor communications through Q&A summaries and earnings presentation materials |
Items this document does not state (22)
Net SalesOperating profitOrdinary incomeNet incomeGross Profit MarginOperating profit marginSelling, general and administrative expensesFull-year earnings forecastProgress against full-year forecastSelf-assessment against the planSegment resultsNumber of stores and locationsNumber of employeesRisk 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.Although a large-scale project was recorded in the same quarter of the previous year, no project of a comparable size was recorded in the current quarter. As a result, initial sales declined despite an increase in the number of contracted companies. The second half outlook assumes the full consolidation of インターゾーン, approaches to new customer segments using new devices and progress on AI Mobility OS-related projects.
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.