Worth reading
29Immaterial
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
—
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&AFiscal year ending March 2026, full year6 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
- Impact of the litigation and its incorporation into the earnings forecast: reflected in the forecast without numerical adjustments at this time, on the assumption that the current situation will continue
- atone merchant acquisition measures: prioritize integrations with PSPs and shopping carts, while delaying the rollout of atone to NP deferred-payment merchants
- Effects of partnerships with credit card companies: incorporate the partnership effects into the GMV growth rate in the three-year plan
- B2C (NP deferred payment) GMV growth rate: NP deferred-payment air, AFTEE and NP deferred-payment opportunities are performing well, and growth is expected to accelerate
Assumptions Underlying the Business OutlookThe assumptions used by the company in preparing its forecast.
Assumes that the current business model will continue. Figures: not disclosedNew initiatives
- Prioritize acquiring atone merchants through integrations with PSPs and shopping carts
- Lower the priority of rolling out atone to NP deferred-payment merchants and delay the timing
- Reflect the effects of partnerships with credit card companies in the three-year plan
Key KPIsA metric the company considers important as a management benchmark.
GMV growth rate: not disclosedMedium-term management plan targets
GMV growth rate under the three-year business plan. Specific figure: not disclosedRisk amount incorporated into the outlookThe amount representing the range of variation the company expects in its forecast.
Not disclosed. The impact of the litigation has been reflected in the forecast without making numerical adjustments, on the assumption that the current business model will continue unchanged.| Item | Details |
|---|---|
| Document type | Summary of Q&A |
| Fiscal Period Covered | Fiscal year ending March 2026, full year |
| Key KPIs | GMV growth rate: not disclosed |
| Assumptions Underlying the Business Outlook | Assumes that the current business model will continue. Figures: not disclosed |
| Risk amount incorporated into the outlook | Not disclosed. The impact of the litigation has been reflected in the forecast without making numerical adjustments, on the assumption that the current business model will continue unchanged. |
| Medium-term management plan targets | GMV growth rate under the three-year business plan. Specific figure: not disclosed |
| Key points of the Q&A | Impact of the litigation and its incorporation into the earnings forecast: reflected in the forecast without numerical adjustments at this time, on the assumption that the current situation will continue, atone merchant acquisition measures: prioritize integrations with PSPs and shopping carts, while delaying the rollout of atone to NP deferred-payment merchants, Effects of partnerships with credit card companies: incorporate the partnership effects into the GMV growth rate in the three-year plan, B2C (NP deferred payment) GMV growth rate: NP deferred-payment air, AFTEE and NP deferred-payment opportunities are performing well, and growth is expected to accelerate |
| New initiatives | Prioritize acquiring atone merchants through integrations with PSPs and shopping carts, Lower the priority of rolling out atone to NP deferred-payment merchants and delay the timing, Reflect the effects of partnerships with credit card companies in the three-year plan |
Items this document does not state (23)
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 employeesFinancial 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.Because it is difficult to predict how the litigation situation will change and what impact it will have, no numerical changes have been incorporated. For atone, opportunities acquired through integrations with PSPs and shopping carts are expected to accelerate more quickly, so system resources will be allocated to them as a priority. The three-year plan incorporates the effects of partnerships with credit card companies into the GMV growth rate.
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.