Worth reading
56In focus
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
5853
Units as stated in the materialsWording
Conditional
How definitive the wording is.Contents of this document
Earnings presentation materialsQ3 FY20264 items taken from the company’s own explanation
Financial Results Figures (The key points of this material are explained below)
Net Sales5,853 Units as stated in the materials
Operating profit220 Units as stated in the materials
Results for the three months of the current quarterQ3-only consolidated and segment figures are presented, but the item names and units are difficult to decipher
Full-year earnings forecast
Net Sales
8,000 Units as stated in the materials
Operating profit
300 Units as stated in the materials
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 Sales73.2%
Operating profit73.4%
What the company explained in this material
New initiatives
- MonstarX Ecosystem rollout
- MonPage rollout
- MonCha rollout
- CodeRebuild AI（CRA）
- TakumiRebuild AI（TRA）
- Initiatives to move AI-enabled PoCs into production
Key KPIsA metric the company considers important as a management benchmark.
- APAC quarterly revenue trendAs shown in the graph
- AMER quarterly revenue trendAs shown in the graph
- AI-related projects and PoCs, etc.Multiple items listed
Segment results
APACQuarterly trends in revenue and profit are presented
AMERQuarterly trends in revenue and profit are presented
Number of employees
Number of EmployeesFigures such as 8,752 are presented, but the item names are difficult to decipher
| Item | Details |
|---|---|
| Document type | Earnings presentation materials |
| Fiscal Period Covered | Q3 FY2026 |
| Net Sales | 5,853 Units as stated in the materials |
| Operating profit | 220 Units as stated in the materials |
| Results for the three months of the current quarter | Q3-only consolidated and segment figures are presented, but the item names and units are difficult to decipher |
| Full-year earnings forecast | Net Sales 8,000 Units as stated in the materials / Operating profit 300 Units as stated in the materials |
| Progress against full-year forecast | Net Sales 73.2% / Operating profit 73.4% |
| Segment results | APAC Quarterly trends in revenue and profit are presented / AMER Quarterly trends in revenue and profit are presented |
| Key KPIs | Indicator name APAC quarterly revenue trend / Value As shown in the graph / Year on year against the same period last year Not disclosed, Indicator name AMER quarterly revenue trend / Value As shown in the graph / Year on year against the same period last year Not disclosed, Indicator name AI-related projects and PoCs, etc. / Value Multiple items listed / Year on year against the same period last year Not disclosed |
| Number of employees | Number of Employees Figures such as 8,752 are presented, but the item names are difficult to decipher / Change during the period Not disclosed |
| New initiatives | MonstarX Ecosystem rollout, MonPage rollout, MonCha rollout, CodeRebuild AI（CRA）, TakumiRebuild AI（TRA）, Initiatives to move AI-enabled PoCs into production |
Items this document does not state (20)
Ordinary incomeNet incomeGross Profit MarginOperating profit marginSelling, general and administrative expensesSelf-assessment against the planBreakdown of Factors Affecting the ChangeUnit 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 / 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.The company described CRA in APAC, Chowly and AI- and web-related projects in AMER, as well as AI initiatives including MonstarX, CodeRebuild AI (CRA) and TakumiRebuild AI (TRA), as part of its results and business trends. No amount-based bridge explaining the changes in individual consolidated results could be confirmed.
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.