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Ridge-i (5572) · FactAdvanced

Revenue is built around AI consulting and development, with satellite AI analysis and AI licensing also contributing

First written in FY2023. 5 of 10 entries say "Advanced", first in FY2024. Latest entry: FY2026.

10entries
4years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2023 – FY2024-Q3ReframedFY2025-H1AdvancedFY2025 – FY20262023: 220232024: 320242025: 220252026: 32026
Same theme, other companies
Disclosure of Revenue Breakdown by ServiceA theme 26 companies write about · 0 as a headwind · 2 as a tailwind

The whole theme swung hardest in 2025: 2 of 23 companies on the "Worse" side.

11 other companies' latest entry also says "Advanced".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Showing 14 of the 26 companies compared. The sentences above are computed from all 26.
Full recordFilings, disclosures and news, newest first
  1. FY2026AdvancedAnnual report

    「Revenue from AI consulting and AI development increased to ¥1,452.805 million, while the expansion of projects for existing customers, particularly the many large and relatively long-term generative AI projects, contributed to a substantial increase in profit. Revenue from satellite-related projects declined as scheduled following the completion of a large project in March 2025 and its transition to the maintenance and operations phase, with revenue from AI analysis of satellites reaching ¥166.576 million. Large-scale AI maintenance and operations projects continued and expanded further from March 2026, resulting in revenue of ¥192.342 million.」

    While the three-service structure continued, AI consulting and development and AI maintenance and operations expanded, while satellite AI analysis transitioned to the maintenance and operations phase following the completion of a large project.
  2. 2026-09-11AdvancedRevision of earnings forecasts

    「Of the three services, revenue from AI utilization consulting and AI development services increased from the previous fiscal year.」

    Increased revenue from AI utilization consulting and AI development services was specifically identified as a driver of higher standalone results.
  3. FY2026-H1AdvancedAnnual report

    「Revenue from AI consulting and AI development increased to ¥507.701 million, contributing to a significant increase in profit as the company undertook more large-scale, relatively long-term projects, including expanded projects for existing customers and collaboration newly launched with SBI Holdings, Inc. Revenue from AI analysis of artificial satellite data declined to ¥64.590 million because the large satellite-related project was completed as scheduled in March 2025 and moved into the maintenance and operations phase. Large-scale maintenance and operations contracts for AI maintenance and operations continued, generating revenue of ¥66.561 million.」

    The service structure of the Custom AI Solutions business continued, with revenue of ¥507.701 million from AI consulting and AI development, ¥64.590 million from AI analysis of artificial satellite data, and ¥66.561 million from AI maintenance and operations.
  4. FY2025AdvancedAnnual report

    「At present, the AI consulting and AI development service accounts for approximately 70% of revenue.」

    The three-service structure of AI consulting and AI development, AI analysis of artificial satellite data, and AI maintenance and operations continued, with AI consulting and AI development accounting for approximately 70% of Custom AI Solutions revenue.
  5. FY2025-H1ReframedAnnual report

    「In the Custom AI Solutions business, revenue was ¥673.482 million and segment profit was ¥102.367 million. By service, revenue from AI consulting and AI development was ¥426.535 million, reflecting the continuation of AI projects, primarily for major corporate customers, from the previous fiscal year, as well as progress on projects whose starts had been delayed and projects undertaken in collaboration with consulting firms. Satellite-related projects have been growing in scale as planned, resulting in revenue of ¥209.588 million from AI analysis of artificial satellite data. Large-scale maintenance and operations contracts for AI licensing continued, generating revenue of ¥37.359 million.」

    The existing three-service revenue structure continued within the Custom AI Solutions business, while digital marketing was added at the group-wide level.
  6. FY2024AdvancedAnnual report

    「Revenue from AI consulting and AI development was ¥643.049 million. Revenue from AI analysis of artificial satellite data was ¥340.946 million. Revenue from AI licensing was ¥87.958 million.」

    The existing three-service structure continued, with a significant increase in satellite analysis revenue and an increase in licensing revenue recorded for the fiscal year ended July 2024.
  7. FY2024-Q3RestatedAnnual report

    「Revenue from AI-enabled consulting and AI development was ¥477,524 thousand. Satellite-related projects increased in scale as planned, and revenue from artificial satellite AI analysis was ¥242,780 thousand. Although there were no new AI licensing projects, large-scale maintenance and operations continued, resulting in revenue of ¥60,030 thousand.」

    During the cumulative third quarter, revenue continued to comprise the AI-enabled consulting and AI development, artificial satellite AI analysis, and AI licensing services.
  8. FY2024-Q2RestatedAnnual report

    「Revenue from AI-enabled consulting and AI development was ¥308,030 thousand. Satellite-related projects increased in scale as planned, and revenue from artificial satellite AI analysis was ¥142,563 thousand. Although there were no new AI licensing projects, large-scale maintenance and operations continued, resulting in revenue of ¥41,011 thousand.」

    During the cumulative second quarter, revenue continued to comprise the AI-enabled consulting and AI development, artificial satellite AI analysis, and AI licensing services.
  9. FY2024-Q1RestatedAnnual report

    「Revenue from AI-enabled consulting and AI development was ¥147,621 thousand. Satellite-related projects increased as planned, and revenue from artificial satellite AI analysis was ¥46,518 thousand. Although there were no new AI licensing projects, large-scale maintenance and operations continued, resulting in revenue of ¥18,370 thousand.」

    During the first quarter, revenue continued to comprise the AI-enabled consulting and AI development, artificial satellite AI analysis, and AI licensing services.
  10. FY2023First statedAnnual report

    「Revenue from AI-enabled consulting and AI development was ¥617,683 thousand, revenue from artificial satellite AI analysis was ¥102,734 thousand, and revenue from AI licensing was ¥69,966 thousand.」

    The disclosure presents the composition of revenue by service for the fiscal year.
Moved together

"Continued execution of AI projects for customers, primarily major corporations" moved the same way as this thread, in the same document, in 5 of its 10 moves.

554433★123456
  1. ★This thread
  2. 1Continued execution of AI projects for customers, primarily major corporations5×
  3. 2Improving Profitability by Increasing Highly Profitable Projects and Controlling Operating Expenses5×
  4. 3Weakness in AI consulting and development projects due to a limited number of newly launched projects4×
  5. 4Expanding AI licensing and large-scale maintenance and operations4×
  6. 5Maintaining a strong financial base with high net assets and equity ratio against the backdrop of fundraising3×
  7. 6Dilution of Existing Shareholders’ Equity Value and Voting Rights through the Exercise of Stock Acquisition Rights3×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
No upcoming earnings preview for Ridge-i yet. It last moved in the Revision of earnings forecasts of 2026-09-11: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.