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MicroAd (9553) · InitiativeAdvanced

Focus on high-margin data product services and UNIVERSE

First written in FY2023. 8 of 9 entries say "Advanced", first in FY2024. Latest entry: 2026-10-05.

9entries
4years
4from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2023AdvancedFY2024 – 2026-10-052023: 12024: 120242025: 120252026: 62026
Same theme, other companies
High-profit growth in data product services and UNIVERSEA theme 1 companies write about · 0 as a headwind · 1 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. 2026-10-05Advancedprtimes.jp

    「Using MicroAd's video distribution technology and UNIVERSE, its data platform, we enable optimized distribution planning and effectiveness measurement.」

    The specific applications of video advertising distribution planning and effectiveness measurement for CTV and OTT using UNIVERSE were outlined.
  2. FY2026-H1AdvancedAnnual report

    「Data Product Services is a data platform centered on “UNIVERSE” that supports companies’ marketing activities. As a result, revenue from Data Product Services was ¥5,462 million, up 12.3% year on year, and gross profit was ¥2,002 million, up 21.6% year on year.」

    For Data Product Services centered on UNIVERSE, revenue increased 12.3% and gross profit increased 21.6%.
  3. FY2025-H1AdvancedAnnual report

    「Data Product Services is a data platform centered on “UNIVERSE” that supports companies’ marketing activities. As a result, revenue from Data Product Services was ¥3,765 million, up 8.6% year on year, and gross profit was ¥1,374 million, up 14.8% year on year.」

    For Data Product Services centered on UNIVERSE, revenue increased 8.6% and gross profit increased 14.8%.
  4. FY2024AdvancedAnnual report

    「“Data Product Services” accounted for 54% of the Group’s consolidated revenue in the fourth quarter of the fiscal year ended September 2024, while “Data Products” accounted for 59% of the Group’s consolidated gross profit in the same quarter.」

    The Company continued to focus on Data Product Services, which increased to 54% of consolidated revenue and 59% of consolidated gross profit. Meanwhile, the average gross profit margin was approximately 35%, down from the approximately 40% reported for the previous year.
  5. FY2023First statedAnnual report

    「The gross profit margin for each business model is approximately 20% for “Consulting Services,” while “Data Product Services” has maintained a high level of approximately 40% (average actual results for the fiscal year ended September 2023). “Data Product Services” accounted for 46% of the Group’s consolidated revenue in the fourth quarter of the fiscal year ended September 2023, while “Data Products” accounted for 52% of the Group’s consolidated gross profit in the same quarter.」

    The Company positions Data Product Services as a higher-margin growth area than Consulting Services and has explained, with figures, its policy of investing in product development and human resources.
Moved together

"Strengthening UNIVERSE Sales and Establishing a Sales Structure by Customer Attribute" moved the same way as this thread, in the same document, in 8 of its 9 moves.

865443★123456
  1. ★This thread
  2. 1Strengthening UNIVERSE Sales and Establishing a Sales Structure by Customer Attribute8×
  3. 2Expanding the Data Offering and Sales6×
  4. 3Funding Through an Increase in Short-Term Borrowings5×
  5. 4Integration and Establishment of Subsidiaries, and Review of the Scope of Consolidation4×
  6. 5Diversification of the Business Portfolio through Capital and Business Alliances and M&A4×
  7. 6Expansion of Overseas Business Performance, Primarily in Taiwan, China and Vietnam3×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
No upcoming earnings preview for MicroAd yet. It last moved in the Investor presentation of 2026-08-14: "Advanced".
Focus on high-margin data product services and UNIVERSE | MicroAd,Inc. (9553) | Komori