Worth reading
53Recurring
Scored from 2 of 6 sectionsDirection
Neutral
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&ASecond quarter of the fiscal year ending September 20264 items taken from the company’s own explanation
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
- Issues Strengths in addressing the expansion of generative AI and business growth / Summary of response The company will use its expertise in integrating and packaging data and its AI-ready data infrastructure to support the in-house operation of advertising through AI agents and expand into multiple sectors.
- Issues Current status and expansion of the Cross-Tech business / Summary of response Revenue is currently recognized mainly in Sales Tech on a performance-based and usage-based billing basis. Going forward, the company will promote a revenue-sharing model with partners in financial services, retail, HR, healthcare, and other sectors.
- Issues Integration and restructuring of data platforms / Summary of response Assuming that integration and restructuring may also occur in Japan, the company plans to play a central role by leveraging its data volume and technology platform.
- Issues Earnings contribution from the collaboration with Browsi / Summary of response In the short term, the collaboration is expected to contribute to revenue from marketing support and data management and analytics. From the next fiscal year onward, the company expects advertising orders to expand and the collaboration to extend into sectors such as financial services and retail.
New initiatives
- Full in-house implementation of data-driven advertising operations using AI agents
- Provision of AI-ready data infrastructure to partners in financial services, retail, HR, healthcare, and other sectors, together with a revenue-sharing model
- Provision of competitive-targeting advertising and new ad delivery offerings through the collaboration with Browsi
Key KPIsA metric the company considers important as a management benchmark.
- Audience data4.7 100 million
- Domestic DMP market adoption shareNo.1
Market Size / Share
No. 1 share of the domestic DMP market by adoption| Item | Details |
|---|---|
| Document type | Summary of Q&A |
| Fiscal Period Covered | Second quarter of the fiscal year ending September 2026 |
| Key KPIs | Indicator name Audience data / Value 4.7 100 million, Indicator name Domestic DMP market adoption share / Value No.1 |
| Market Size / Share | No. 1 share of the domestic DMP market by adoption |
| Key points of the Q&A | Issues Strengths in addressing the expansion of generative AI and business growth / Summary of response The company will use its expertise in integrating and packaging data and its AI-ready data infrastructure to support the in-house operation of advertising through AI agents and expand into multiple sectors., Issues Current status and expansion of the Cross-Tech business / Summary of response Revenue is currently recognized mainly in Sales Tech on a performance-based and usage-based billing basis. Going forward, the company will promote a revenue-sharing model with partners in financial services, retail, HR, healthcare, and other sectors., Issues Integration and restructuring of data platforms / Summary of response Assuming that integration and restructuring may also occur in Japan, the company plans to play a central role by leveraging its data volume and technology platform., Issues Earnings contribution from the collaboration with Browsi / Summary of response In the short term, the collaboration is expected to contribute to revenue from marketing support and data management and analytics. From the next fiscal year onward, the company expects advertising orders to expand and the collaboration to extend into sectors such as financial services and retail. |
| New initiatives | Full in-house implementation of data-driven advertising operations using AI agents, Provision of AI-ready data infrastructure to partners in financial services, retail, HR, healthcare, and other sectors, together with a revenue-sharing model, Provision of competitive-targeting advertising and new ad delivery offerings through the collaboration with Browsi |
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 forecastProgress against full-year forecastSelf-assessment against the planSegment resultsBreakdown of Factors Affecting the ChangeUnit price and quantity metricsNumber of stores and locationsNumber of employeesAssumptions Underlying the Business OutlookRisk amount incorporated into the outlookMedium-term management plan targetsFinancial targetsAnnual DividendPayout ratioAcquisition of treasury sharesCapital expendituresOrders received and order backlog
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 cited the revaluation of data assets as generative AI becomes more widespread, its expertise in integrating and packaging data and its ownership of AI-ready data infrastructure, and its ability to provide more efficient ad delivery and new advertising offerings through its collaboration with Browsi.
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.