サーバーワークス' first-half consolidated results improved substantially, driven by growth in the cloud business and the expanded use of generative AI. The full-year earnings forecast was also revised upward, with net sales and profit expected to exceed the previous year, supported by AWS and other factors.
According to サーバーワークス' earnings presentation, second-quarter consolidated results were substantially higher than the previous period for both net sales and operating income, supported by the expansion of the cloud business and the use of generative AI. Cumulative net sales were ¥24.731 billion and ordinary income was ¥9.9 million, representing a substantial improvement from the same period of the previous year. サーバーワークス on a standalone basis reported net sales of ¥18.697 billion and operating income of ¥490 million, supporting growth across the group.
Group company G-gen also performed strongly, with net sales of ¥6.05 billion and operating income of ¥427 million, a substantial increase from the same period of the previous year. Factors behind AH's growth included the expansion of AWS and other resale operations and an increase in large-scale projects, supporting profit growth on a consolidated basis. As a result, the full-year earnings forecast was revised, with net sales raised 10.2% from the previous forecast to ¥51.995 billion, operating income raised 27.1% to ¥1.665 billion, and ordinary income raised 32.5% to ¥1.852 billion.
Compared with the medium-term management policy, the company expects to reach the FY28 level one year ahead of schedule as a result of the current profit growth. Key developments in the cloud business include progress in the strategic partnership with AWS, the acquisition of large-scale projects, and partner certification in the generative AI field. The company also discussed strengthening its investor relations activities and its dividend policy, and approved an interim dividend of ¥15 as part of its shareholder returns.
Major cloud-related topics included the completion of ヤナセ's large-scale AWS migration project and partner certification with Anthropic in the generative AI field. Within the group, the activities of AI-related subsidiaries including Ragate were introduced, and plans to launch a new service in the cloud security field were outlined. Going forward, the company intends to pursue profit growth by focusing on stabilising cloud integration and expanding its resale operations.