Worth reading
43Recurring
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
54
¥ million (increase in sales versus the initial forecast)Wording
Conditional
How definitive the wording is.Contents of this document
Presentation materials for financial resultsFiscal year ending February 2027, second quarter5 items taken from the company’s own explanation
Financial Results Figures (The key points of this material are explained below)
Net Sales¥539 million
Operating profit¥48 million
Ordinary income¥54 million
Net income¥28 million interim net income attributable to owners of the parent
Selling, general and administrative expenses¥233 million
What the company explained in this material
New initiatives
- Phased UX updates to the tenki.jp app
- Addition of the rain cloud radar to the Android version and redesign of the iOS version interface
- Participation as a company supporting the establishment of the General Incorporated Association ARCH, an organisation supporting disaster-affected communities
- Free provision of tenki.jp Light to areas affected by the 2026 Kumamoto earthquake
- Development of next-generation models leveraging the regional resilience of "Onsen Musume"
Key KPIsA metric the company considers important as a management benchmark.
- Paid membership metric113 Index fiscal year ending February 2026 = 100
- User spending metric100 Index fiscal year ending February 2026 = 100
- Experience-value revenue ratio28.9 %
- Annual page views on tenki.jp53 100 million page views/year
- Number of mountain weather app downloads84.2 10,000 downloads
- Number of paid mountain weather app subscribers2.8 10,000 people
Unit price and quantity metricsThese figures show sales broken down by price and volume.
- Paid membership metric113 Index
- User spending metric100 Index
Segment results
- tenki.jp businessNet Sales¥301,393 thousandYear on year against the same period last year102.0%
- Solar consulting businessNet Sales¥82,113 thousandYear on year against the same period last year121.1%
- IP Production BusinessNet Sales¥131,647 thousandYear on year against the same period last year103.1%
- Space Production BusinessNet Sales¥24,569 thousandYear on year against the same period last year129.9%
Medium-term management plan targets
- Paid membership metricTarget value200〜400Target fiscal yearEnd of the fiscal year ending February 2030
- User spending metricTarget value110〜120Target fiscal yearEnd of the fiscal year ending February 2030
- Experience-value revenue ratioTarget value40〜50%Target fiscal yearEnd of the fiscal year ending February 2030
| Item | Details |
|---|---|
| Document type | Presentation materials for financial results |
| Fiscal Period Covered | Fiscal year ending February 2027, second quarter |
| Net Sales | ¥539 million |
| Operating profit | ¥48 million |
| Ordinary income | ¥54 million |
| Net income | ¥28 million (interim net income attributable to owners of the parent) |
| Selling, general and administrative expenses | ¥233 million |
| Segment results | Segment tenki.jp business / Net Sales ¥301,393 thousand / Year on year against the same period last year 102.0%, Segment Solar consulting business / Net Sales ¥82,113 thousand / Year on year against the same period last year 121.1%, Segment IP Production Business / Net Sales ¥131,647 thousand / Year on year against the same period last year 103.1%, Segment Space Production Business / Net Sales ¥24,569 thousand / Year on year against the same period last year 129.9% |
| Key KPIs | Indicator name Paid membership metric / Value 113 Index (fiscal year ending February 2026 = 100) / Year on year against the same period last year Not disclosed, Indicator name User spending metric / Value 100 Index (fiscal year ending February 2026 = 100) / Year on year against the same period last year Not disclosed, Indicator name Experience-value revenue ratio / Value 28.9 % / Year on year against the same period last year Not disclosed, Indicator name Annual page views on tenki.jp / Value 53 100 million page views/year / Year on year against the same period last year Not disclosed, Indicator name Number of mountain weather app downloads / Value 84.2 10,000 downloads / Year on year against the same period last year Not disclosed, Indicator name Number of paid mountain weather app subscribers / Value 2.8 10,000 people / Year on year against the same period last year Not disclosed |
| Unit price and quantity metrics | Indicator name Paid membership metric / Value 113 Index, Indicator name User spending metric / Value 100 Index |
| Medium-term management plan targets | Indicator name Paid membership metric / Target value 200〜400 / Target fiscal year End of the fiscal year ending February 2030, Indicator name User spending metric / Target value 110〜120 / Target fiscal year End of the fiscal year ending February 2030, Indicator name Experience-value revenue ratio / Target value 40〜50% / Target fiscal year End of the fiscal year ending February 2030 |
| New initiatives | Phased UX updates to the tenki.jp app, Addition of the rain cloud radar to the Android version and redesign of the iOS version interface, Participation as a company supporting the establishment of the General Incorporated Association ARCH, an organisation supporting disaster-affected communities, Free provision of tenki.jp Light to areas affected by the 2026 Kumamoto earthquake, Development of next-generation models leveraging the regional resilience of "Onsen Musume" |
Items this document does not state (19)
Gross Profit MarginOperating profit marginResults for the three months of the current quarterFull-year earnings forecastProgress against full-year forecastSelf-assessment against the planBreakdown of Factors Affecting the ChangeNumber of stores and locationsNumber of employeesAssumptions Underlying the Business OutlookRisk amount incorporated into the outlookFinancial 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.Sales benefited from steady growth in the number of paid tenki.jp subscribers and higher advertising revenue, sales of "Onsen Musume" merchandise, electricity sales revenue from solar power generation facilities, and increased usage fees for rental conference rooms and photography studios. On the cost side, although the company incurred costs to recruit new personnel and made upfront investments in the spatial production business, it also pursued greater operating efficiency through the use of AI, brought operations in-house and reviewed expenses. Interim net income fell below the forecast because the tax burden of the consolidated subsidiaries differed from the initial estimate, resulting in higher tax expenses.
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.