Komori
Other Disclosures9235Ureru Net Advertising Group Co.,Ltd.Information and Communications, Services and Others

【Entering an approximately ¥2.6 trillion market with a view to completing the share acquisition】Expansion of the high-margin digital offering “Parrot eSIM,” which captures demand for overseas travel

The company announced plans to develop Parrot eSIM, an international eSIM service operated by パロットビーク株式会社, as a priority business following completion of the share acquisition scheduled for 10 August 2026, and to expand sales by leveraging the Group’s marketing capabilities and customer base.

Worth reading
67In focus
0–100. This measures how worthwhile something is to read, not how good or bad the company is.
Direction
Improvement
Direction inferred from the company’s description.
Scale
2600
¥100 million (estimated global eSIM market size in 2030)
Wording
Avoiding a definitive answer
How definitive the wording is.

Announced details

Parrot eSIM
Applicable field (uses covered by this announcement)
International travelInternational business travelStudy abroadInbound services for international visitors to Japan
Contract Date2 July 2026 (the date on which the share exchange agreement and related matters were disclosed; the actual contract execution date was not specified)
Relationship between the counterparty and the company
Ureru Net Advertising Group Co.,Ltd.9235
Relationship with the Company

A company scheduled for share acquisition on 10 August 2026. Following completion of the share acquisition, the company plans to strengthen collaboration with the Group’s companies and advance post-merger integration (PMI).

Counterpartyパロットビーク株式会社
Impact on Business Performance

The company aims to develop the Parrot eSIM business as a high-margin digital offering that contributes to profit growth across the Group. The specific financial impact is Not disclosed.

The company does not address Contract Value / Offering price.

Source (materials cited by the company)

Juniper Research, “eSIMs & iSIMs” (2025 edition)

Announced details
ItemDetails
Names of Products / Services CoveredParrot eSIM
Counterpartyパロットビーク株式会社
Relationship with the CompanyA company scheduled for share acquisition on 10 August 2026. Following completion of the share acquisition, the company plans to strengthen collaboration with the Group’s companies and advance post-merger integration (PMI).
Contract Date2 July 2026 (the date on which the share exchange agreement and related matters were disclosed; the actual contract execution date was not specified)
Applicable areaInternational travel, International business travel, Study abroad, Inbound services for international visitors to Japan
Impact on Business PerformanceThe company aims to develop the Parrot eSIM business as a high-margin digital offering that contributes to profit growth across the Group. The specific financial impact is Not disclosed.
SourceJuniper Research, “eSIMs & iSIMs” (2025 edition)
Items this document does not state (11)
Counterparty overviewContract ValueOffering priceLaunch dateAward/certification nameAwarding / certifying bodyRegistration number and expiry dateLocationLocation scaleQuantitative EffectsUsage history

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 aims to combine a high-margin digital offering that requires no physical SIM manufacturing, inventory or delivery with the Group’s marketing capabilities and customer network in a growing market supported by the recovery in demand for international travel and business travel and the increasing adoption of eSIM-compatible smartphones, thereby expanding sales and building a recurring revenue base.

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.
【Entering an approximately ¥2.6 trillion market with a view to completing the share acquisition】Expansion of the high-margin digital offering “Parrot eSIM,” which captures demand for overseas travel | Ureru Net Advertising Group Co.,Ltd. (9235) timely disclosure | Komori