マーキュリー strengthened its MRR base after transitioning its SaaS business to a new pricing structure and raised its full-year earnings forecast on the back of strong first-half performance. It will step up investment in AI-related businesses in the second half.
Following the transition to a new pricing structure for its SaaS product, the Company’s MRR-based revenue expanded. Based on first-half performance, it raised its full-year revenue target for the fiscal year ending February 2027 from the previous plan, while the full-year operating profit forecast reached a level expected to be approximately twice the previous year’s figure.
The earnings summary reported revenue of ¥873 million and operating profit of ¥85 million, with profit increasing significantly year on year. In particular, growth in MRR following the transition to the new pricing structure for the SaaS product drove progress.
The main reasons for revising the full-year forecast were the higher MRR base resulting from the SaaS pricing transition and growth in the digital marketing business. As a result, operating profit is expected to be approximately double the previous year’s level.
In terms of data, the Company holds data covering approximately 65,000 for-sale condominium buildings and approximately 2.91 million housing units, approximately 9.67 million rental residential buildings and approximately 26.96 million housing units, and approximately 165 million property listing records. This data supports the value of Realnet by リアルネット.
The Company will step up investment in AI-related businesses from the second half. It has published a roadmap aimed at establishing AI combined with real-estate big data as infrastructure for customers’ operations.