Worth reading
31Immaterial
0–100. This measures how worthwhile something is to read, not how good or bad the company is.Direction
Neutral
Direction inferred from the company’s description.Scale
50.9
% (first-half progress rate)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 20264 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。First-half progress rate of 50.9% (apparently referring to consolidated net sales)
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
- Future development of large-scale events: considering expanding events held at aquariums and planning new large-scale events
- Matching service business model: monetization through event listings, proprietary events, ticket sales commissions, and customer acquisition support
- AI engine: using data from several million Linkbal IDs and MiDATA technology to improve matching accuracy and develop AI solutions for external customers
- Sales mix: matching services currently account for most sales, while AI solutions represent a limited share. No specific target ratio has been set.
- Second-half upside: in addition to seasonal factors, promoting expansion in the locations, number and formats of large-scale events and strengthening collaboration across services
- Shareholder returns: the number of shareholders increased by approximately 1,500 following the introduction of shareholder benefits. Additional returns remain under consideration.
Assumptions Underlying the Business OutlookThe assumptions used by the company in preparing its forecast.
Second-half-weighted seasonality affected by the number of holidays and extended holiday periodsNew initiatives
- Expanding the locations, number and range of formats of the company's large-scale proprietary events
- Expanding events held at aquariums and considering new large-scale event plans
- Expanding into solutions for external customers, including AI consulting and contract development
- Enhancing matching services using the AI engine
- Strengthening collaboration across services centered on large-scale events
Key KPIsA metric the company considers important as a management benchmark.
- Linkbal IDSeveral million
- ShareholdersApproximately 1,500 more than six months earlier
| Item | Details |
|---|---|
| Document type | Summary of Q&A |
| Fiscal Period Covered | Second quarter of the fiscal year ending September 2026 |
| Progress against full-year forecast | First-half progress rate of 50.9% (apparently referring to consolidated net sales) |
| Key KPIs | Indicator name Linkbal ID / Value Several million / Year on year against the same period last year Not disclosed, Indicator name Shareholders / Value Approximately 1,500 more than six months earlier / Year on year against the same period last year Not disclosed |
| Assumptions Underlying the Business Outlook | Second-half-weighted seasonality affected by the number of holidays and extended holiday periods |
| Key points of the Q&A | Future development of large-scale events: considering expanding events held at aquariums and planning new large-scale events, Matching service business model: monetization through event listings, proprietary events, ticket sales commissions, and customer acquisition support, AI engine: using data from several million Linkbal IDs and MiDATA technology to improve matching accuracy and develop AI solutions for external customers, Sales mix: matching services currently account for most sales, while AI solutions represent a limited share. No specific target ratio has been set., Second-half upside: in addition to seasonal factors, promoting expansion in the locations, number and formats of large-scale events and strengthening collaboration across services, Shareholder returns: the number of shareholders increased by approximately 1,500 following the introduction of shareholder benefits. Additional returns remain under consideration. |
| New initiatives | Expanding the locations, number and range of formats of the company's large-scale proprietary events, Expanding events held at aquariums and considering new large-scale event plans, Expanding into solutions for external customers, including AI consulting and contract development, Enhancing matching services using the AI engine, Strengthening collaboration across services centered on large-scale events |
Items this document does not state (24)
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 ChangeUnit price and quantity metricsNumber 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.The company explained that its matching services are particularly susceptible to the impact of the number of holidays and extended holiday periods, and that sales typically grow in the second half, creating a structural tendency for performance to build in that period. Further upside is expected from expanding the locations, number and range of formats of its large-scale proprietary events, as well as strengthening collaboration across services.
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.