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
—
Displayed only when the document provides numerical figures.Wording
Avoiding a definitive answer
How definitive the wording is.Items stated in the management plan
FormulatedNet Sales+0.1%
基準 2,027Target2,030million
Each line is the climb from the baseline the document states to the target it sets. The slope is scaled against the largest climb in this document. The increase shown by the dotted line is calculated from the two reported figures because the company did not provide the amount of growth.
Operating profit¥52 million (earnings forecast for the fiscal year ending February 2027) → Not disclosed
Only the target level is shown because the current level for comparison was not provided.What happened to the previous planNot disclosed → Fiscal year ended February 2026: page views were 88.3% of the previous fiscal year, and advertising rates were 97.8% of the previous fiscal year. Downloads of the Mountain Weather app increased.
Statements about the use of capital
Payout ratio / DOE policyThe company will consider paying dividends to shareholders once a certain level of profit has been achieved and aims to implement this at an early date. Specific numerical targets and the target period are not disclosed.The payout ratio is the proportion of profit paid out as dividends, while DOE is the ratio of dividends to net assets.
Key initiatives
01Expansion of the Member Base
02Establish and expand the paid-services model
03Monetize experience value (increase spending per user)
Non-financial targetsIndicator name Paid membership metric / Target value 200 to 400 (index with the previous fiscal year set at 100) / Timing End of the fiscal year ending February 2030, Indicator name User spending metric / Target value 110 to 120 (index with the previous fiscal year set at 100) / Timing End of the fiscal year ending February 2030, Indicator name Experience-value revenue ratio / Target value 40〜50％ / Timing End of the fiscal year ending February 2030
Size of the Target MarketMarket Experience-value market (tourism and leisure) / Scale ¥26.7 trillion / As of 2025 / Source Japan Tourism Agency public data (domestic travel spending by Japanese travelers in 2025), Market Japan's internet advertising market / Scale ¥4.2737 trillion / As of 2026 / Source Yano Research Institute Co., Ltd., “Survey on the Internet Advertising Market (2025)”, Market Global weather forecasting market / Scale ¥385.5 billion (2024) to ¥681 billion (2033) / Growth rate CAGR 6.5％ / Source stratis research, “Weather Forecasting Services Market Size and Outlook 2025–2033”, Market Japan’s weather forecasting market / Scale Approximately ¥45.3 billion / As of FY2022 / Source NIKKEI COMPASS, Map and Weather Information Services
Risks identified by the company
Relationship with the Japan Weather Association
Extreme weather and natural disasters
Internet advertising market
M&A and business alliances
System security
Revenue Model Transition
Reason for revision or withdrawal
The company’s revenue structure was highly dependent on external factors, including weather and AI search, creating challenges in revenue stability.
| Item | Details |
|---|---|
| Plan name | New Growth Strategy |
| Plan period | Fiscal year ending February 2027 to fiscal year ending February 2030 |
| Progress against the plan | Formulated |
| Sales Target | ¥1.015 billion (actual for the fiscal year ended February 2026); ¥960 million (earnings forecast for the fiscal year ending February 2027) → ¥1.2 billion to ¥1.8 billion (target for the fiscal year ending February 2030) |
| Operating profit target | ¥52 million (earnings forecast for the fiscal year ending February 2027) → Not disclosed |
| Payout ratio / DOE policy | The company will consider paying dividends to shareholders once a certain level of profit has been achieved and aims to implement this at an early date. Specific numerical targets and the target period are not disclosed. |
| Non-financial targets | Indicator name Paid membership metric / Target value 200 to 400 (index with the previous fiscal year set at 100) / Timing End of the fiscal year ending February 2030, Indicator name User spending metric / Target value 110 to 120 (index with the previous fiscal year set at 100) / Timing End of the fiscal year ending February 2030, Indicator name Experience-value revenue ratio / Target value 40〜50％ / Timing End of the fiscal year ending February 2030 |
| Key initiatives | Expansion of the Member Base, Establish and expand the paid-services model, Monetize experience value (increase spending per user) |
| Results under the previous plan | Not disclosed → Fiscal year ended February 2026: page views were 88.3% of the previous fiscal year, and advertising rates were 97.8% of the previous fiscal year. Downloads of the Mountain Weather app increased. |
| Reason for revision or withdrawal | The company’s revenue structure was highly dependent on external factors, including weather and AI search, creating challenges in revenue stability. |
| Size of the Target Market | Market Experience-value market (tourism and leisure) / Scale ¥26.7 trillion / As of 2025 / Source Japan Tourism Agency public data (domestic travel spending by Japanese travelers in 2025), Market Japan's internet advertising market / Scale ¥4.2737 trillion / As of 2026 / Source Yano Research Institute Co., Ltd., “Survey on the Internet Advertising Market (2025)”, Market Global weather forecasting market / Scale ¥385.5 billion (2024) to ¥681 billion (2033) / Growth rate CAGR 6.5％ / Source stratis research, “Weather Forecasting Services Market Size and Outlook 2025–2033”, Market Japan’s weather forecasting market / Scale Approximately ¥45.3 billion / As of FY2022 / Source NIKKEI COMPASS, Map and Weather Information Services |
| Risks identified | Relationship with the Japan Weather Association, Extreme weather and natural disasters, Internet advertising market, M&A and business alliances, System security, Revenue Model Transition |
Items this document does not state (13)
Operating profit margin targetNet income targetROE targetROIC targetTreasury share acquisition policyCost of capitalSelf-assessment of PBR and share priceTotal investment planInvestment amount by sectorSegment targetPlan assumptionsDate of board resolutionPublication date
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’s revenue structure was highly dependent on external factors, including weather and AI search, creating challenges in revenue stability. It plans to shift from the previous advertising revenue model to an LTV model centered on its user base and build recurring revenue.
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.