Cyber Security Cloud, Inc.
Q&A Publication Related to the Second Quarter Financial Results for the Fiscal Year Ending December 2026
Growth in Q2 revenue was limited due to delays in the timing of applying the new pricing plan. While expanding ARR with a focus on CloudFastener, AI-related costs are rising. We expect contributions to expand from Q3 onward and aim to accelerate ARR growth through cross-selling after the organizational integration. Continued deployment of new AI services including AI MONBAN as well.
Key Figures
- ARR total value: Unknown
- CloudFastener ARR: 4.27 hundred million yen
- AI-related costs increase: Unknown
AI要約
Overview of the results
In Q2, the application of the new pricing plan occurred for some products, but its contribution to net sales is expected to become substantial from Q3 onward. Higher usage fees for AI services are expected to offset the cost containment effects from communications costs, with AI-related costs rising. While ARR is continuing to grow company-wide, changes in organization affected new customer acquisition and increased churn, causing the expected buildup of ARR to be lower than anticipated.
Growth strategy and outlook
To achieve the medium-term management plan target of 20 billion yen in net sales, the company will pursue a combination of organic growth and M&A. To accelerate CloudFastener growth, the company will sharpen use cases and strengthen cross-sell and partner collaboration. In the AI domain, governance-related services centered on AI MONBAN will be expanded to pursue long-term net sales growth.
Cyber Security Cloud, Inc.
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