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Other Disclosures9343ibis inc.Information and Communications, Services and Others

Notice Regarding the Publication of the Initiation Report (AENTRO)

AENTRO Research published an Initiation Report providing new analysis of ibis inc. (9343). The report discusses the large user base of ibisPaint, subscription conversion, growth strategies including AI and M&A, and the earnings outlook.

Worth reading
73In focus
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
Conditional
How definitive the wording is.

Announced details

ibisPaintibisPaint EduibisStorageVoiSonaibisWorks
Applicable field (uses covered by this announcement)

Creative work, illustration and manga production, animation, cloud storage, AI-assisted production, education, speech and singing voice synthesis, contract development, and IT personnel services

Launch dateibisPaint was launched in 2011. The iPad version was launched in June 2011, the iPhone version in September 2011, and the Android version in 2014.
What the company reported numerically
Usage history

ibisPaint cumulative downloads: 520 million as of December 2025; MAU: 40.07 million; subscription contracts: 397,000; one-time app sales: 1.13 million. The official YouTube channel has 3.05 million subscribers.

Relationship between the counterparty and the company
ibis inc.9343
Relationship with the Company

AENTRO Research prepared this report under commission from ibis inc. and received compensation for doing so. AENTRO officers and employees trade, or may in the future trade, shares of ibis inc.

Counterpartyibis inc. (9343)

1-5-1 Hatchobori, Chuo-ku, Tokyo. The president and representative director is Kamiya Eiji (神谷栄治). Established on 11 May 2000. The company conducts research and development, sales, operation and contract development of mobile and web applications; research and development and sales of AI technologies; and worker dispatch services, among other activities. Listed on the TSE Growth Market on 23 March 2023.

Award/certification name

ISO/IEC 27001、ISO/IEC 27017

Location (as indicated in this announcement)

1-5-1 Hatchobori, Chuo-ku, Tokyo; Nagoya headquarters; Osaka branch; Tokyo office; and other locations

357 employees, including part-time workers, as of the end of December 2025, including 302 IT engineers
Offering price

¥300 monthly subscription (as stated in the company's description)

Impact on Business Performance

No impact on earnings from publication of the report itself was stated. ibis inc.'s FY2026/12 company forecasts are revenue of ¥5.454 billion, operating profit of ¥1.355 billion, and profit attributable to owners of the parent of ¥940 million.

The company does not address Contract Value.

Source (materials cited by the company)

ibis inc.'s earnings summaries, earnings presentation materials, business plan and growth potential materials, annual securities report, notice of convocation of the shareholders' meeting, Dentsu, the Ministry of Economy, Trade and Industry, IDC Japan, and Yahoo! Finance

Announced details
ItemDetails
Names of Products / Services CoveredibisPaint, ibisPaint Edu, ibisStorage, VoiSona, ibisWorks
Counterpartyibis inc. (9343)
Counterparty overview1-5-1 Hatchobori, Chuo-ku, Tokyo. The president and representative director is Kamiya Eiji (神谷栄治). Established on 11 May 2000. The company conducts research and development, sales, operation and contract development of mobile and web applications; research and development and sales of AI technologies; and worker dispatch services, among other activities. Listed on the TSE Growth Market on 23 March 2023.
Relationship with the CompanyAENTRO Research prepared this report under commission from ibis inc. and received compensation for doing so. AENTRO officers and employees trade, or may in the future trade, shares of ibis inc.
Offering price¥300 monthly subscription (as stated in the company's description)
Launch dateibisPaint was launched in 2011. The iPad version was launched in June 2011, the iPhone version in September 2011, and the Android version in 2014.
Applicable areaCreative work, illustration and manga production, animation, cloud storage, AI-assisted production, education, speech and singing voice synthesis, contract development, and IT personnel services
Award/certification nameISO/IEC 27001、ISO/IEC 27017
Location1-5-1 Hatchobori, Chuo-ku, Tokyo; Nagoya headquarters; Osaka branch; Tokyo office; and other locations
Location scale357 employees, including part-time workers, as of the end of December 2025, including 302 IT engineers
Usage historyibisPaint cumulative downloads: 520 million as of December 2025; MAU: 40.07 million; subscription contracts: 397,000; one-time app sales: 1.13 million. The official YouTube channel has 3.05 million subscribers.
Impact on Business PerformanceNo impact on earnings from publication of the report itself was stated. ibis inc.'s FY2026/12 company forecasts are revenue of ¥5.454 billion, operating profit of ¥1.355 billion, and profit attributable to owners of the parent of ¥940 million.
Sourceibis inc.'s earnings summaries, earnings presentation materials, business plan and growth potential materials, annual securities report, notice of convocation of the shareholders' meeting, Dentsu, the Ministry of Economy, Trade and Industry, IDC Japan, and Yahoo! Finance
Items this document does not state (5)
Contract ValueContract DateAwarding / certifying bodyRegistration number and expiry dateQuantitative Effects

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.

AENTRO Research prepared a research and analysis report to provide information on the company covered.

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.
Notice Regarding the Publication of the Initiation Report (AENTRO) | ibis inc. (9343) timely disclosure | Komori