Worth reading
54Recurring
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
-0.65
Hundreds of millions of yenWording
Conditional
How definitive the wording is.Contents of this document
Earnings briefing transcriptFY ending August 2026, third quarter8 items taken from the company’s own explanation
Financial Results Figures (The key points of this material are explained below)
Net Sales11.75 Hundreds of millions of yen
Operating profit-0.65 Hundreds of millions of yen
Gross Profit Margin
Year-on-year change (points)The MRR business's gross profit margin increased 21.4% year on year
Results for the three months of the current quarter
Net Sales
11.75 Hundreds of millions of yen
Operating profit
-0.65 Hundreds of millions of yen
What the company explained in this material
Self-assessment against the planThe company's self-assessment against its own plan.
Public-sector projects are currently on track to meet the planKey points of the Q&AKey questions raised by investors at the briefing and the company's answers
- Issues Number of stores using the platform and the 250,000-company target / Summary of response The target will not be revised, but the method of disclosing KPIs will be reviewed going forward
- Issues OEM, global expansion and the number of stores / Summary of response Whether OEM will be included in the number of stores has not been decided; it will be explained as MRR revenue
- Issues Pricing for まいぷれくん (the local information platform) / Summary of response ¥15,000 for the Lite Plan and ¥13,000 for the Standard Plan. The company is considering upselling through an advanced version
- Issues Furusato Tax Donation Market / Summary of response The company believes the market will not disappear, but will reconsider its response to system changes and the value it provides
- Issues Outlook for the next fiscal year / Summary of response MRR continues to increase, and the company also expects growth from OEM and global expansion
- Issues Factors behind the loss and 2030 / Summary of response The company has made upfront investments in personnel for the MRR business and other areas. It aims to achieve growth toward its 2030 target
New initiatives
- Launch of the まいぷれ (local information platform) Ho Chi Minh version
- Launch of OEM (white-label) operations
- Recruitment and placement support for the Community-Reactivating Cooperator Squad in Otaru City
- Project to create related populations through a three-party partnership with Otsuki City, Yamanashi Prefecture
- Launch of スタエク, an education voucher SaaS product
- Launch of a support service for building dedicated in-house AI agents
Key KPIsA metric the company considers important as a management benchmark.
- MRR revenueUp 7.5% year on yearYear on year against the same period last year+7.5%
- Number of stores using the platform17,480 LocationYear on year against the same period last yearSlight decrease
- Average price¥11,142Year on year against the same period last yearHigher
- Number of partners138 companiesYear on year against the same period last year-21.0%
Unit price and quantity metricsThese figures show sales broken down by price and volume.
Number of versions
Number of stores using the platform17,480 Location
Unit price
Average price¥11,142
Segment results
- Regional information distribution businessSales6.1 Hundreds of millions of yenYear-on-Year Change in Revenue (%)8.9
- Public solutions businessAdditional informationMainly due to lower revenue from hometown tax donations
Medium-term management plan targets
Target fiscal year2030
Target valueMRR will serve as the growth driver. Estimated ARR based on MRR is ¥10 billion to ¥17 billion
Market Size / Share
Number of tertiary-sector businesses in Japan4.21 million companies
Expected target number of stores paying to use まいぷれ (the local information platform)250,000 companies (6%)
Expected adoption of まいぷれくん (the local information platform)70% to 90%
| Item | Details |
|---|---|
| Document type | Earnings briefing transcript |
| Fiscal Period Covered | FY ending August 2026, third quarter |
| Net Sales | 11.75 Hundreds of millions of yen |
| Operating profit | -0.65 Hundreds of millions of yen |
| Gross Profit Margin | Rate Not disclosed / Year-on-year change (points) The MRR business's gross profit margin increased 21.4% year on year |
| Results for the three months of the current quarter | Net Sales 11.75 Hundreds of millions of yen / Operating profit -0.65 Hundreds of millions of yen |
| Self-assessment against the plan | Public-sector projects are currently on track to meet the plan |
| Segment results | Segment Regional information distribution business / Sales 6.1 Hundreds of millions of yen / Year-on-Year Change in Revenue (%) 8.9 / Profit Not disclosed, Segment Public solutions business / Sales Not disclosed / Profit Not disclosed / Additional information Mainly due to lower revenue from hometown tax donations |
| Key KPIs | Indicator name MRR revenue / Value Up 7.5% year on year / Year on year against the same period last year 7.5 Year on year, Indicator name Number of stores using the platform / Value 17,480 Location / Year on year against the same period last year Slight decrease, Indicator name Average price / Value ¥11,142 / Year on year against the same period last year Higher, Indicator name Number of partners / Value 138 companies / Year on year against the same period last year -21 companies |
| Unit price and quantity metrics | Number of versions Indicator name Number of stores using the platform / Value 17,480 Location / Unit price Indicator name Average price / Value ¥11,142 |
| Medium-term management plan targets | Target fiscal year 2030 / Target value MRR will serve as the growth driver. Estimated ARR based on MRR is ¥10 billion to ¥17 billion |
| Market Size / Share | Number of tertiary-sector businesses in Japan 4.21 million companies / Expected target number of stores paying to use まいぷれ (the local information platform) 250,000 companies (6%) / Expected adoption of まいぷれくん (the local information platform) 70% to 90% |
| Key points of the Q&A | Issues Number of stores using the platform and the 250,000-company target / Summary of response The target will not be revised, but the method of disclosing KPIs will be reviewed going forward, Issues OEM, global expansion and the number of stores / Summary of response Whether OEM will be included in the number of stores has not been decided; it will be explained as MRR revenue, Issues Pricing for まいぷれくん (the local information platform) / Summary of response ¥15,000 for the Lite Plan and ¥13,000 for the Standard Plan. The company is considering upselling through an advanced version, Issues Furusato Tax Donation Market / Summary of response The company believes the market will not disappear, but will reconsider its response to system changes and the value it provides, Issues Outlook for the next fiscal year / Summary of response MRR continues to increase, and the company also expects growth from OEM and global expansion, Issues Factors behind the loss and 2030 / Summary of response The company has made upfront investments in personnel for the MRR business and other areas. It aims to achieve growth toward its 2030 target |
| New initiatives | Launch of the まいぷれ (local information platform) Ho Chi Minh version, Launch of OEM (white-label) operations, Recruitment and placement support for the Community-Reactivating Cooperator Squad in Otaru City, Project to create related populations through a three-party partnership with Otsuki City, Yamanashi Prefecture, Launch of スタエク, an education voucher SaaS product, Launch of a support service for building dedicated in-house AI agents |
Items this document does not state (17)
Ordinary incomeNet incomeOperating profit marginSelling, general and administrative expensesFull-year earnings forecastProgress against full-year forecastBreakdown 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 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 hometown tax donation business recorded lower revenue because initiatives failed to keep pace with changes in the market environment, including system changes, as well as changes in the number of contracts. Meanwhile, the MRR business increased, supported by contracts for higher-priced plans and initiatives focused on top-tier partners.
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.