note inc.
note inc. Financial Presentation Q3 (FY2026)
In FY2026 Q3, revenue was 1,453 million yen, YoY +35.1%, adjusted EBITDA 338 million yen, and operating income 310 million yen, representing substantial profit growth. Full-year forecast progress is healthy at 71.8% achieved; expansion of AI-related businesses and productivity improvements contributed. KPIs such as GMV and ARR continue to grow.
Key Figures
- Revenue: 1,453 million yen ( YoY +35.1% )
- Adjusted EBITDA: 338 million yen ( YoY +193.4% )
- Operating Income: 310 million yen ( YoY +199.5% )
AI要約
Performance Overview
In FY2026 Q3, steady performance in the note and note pro businesses, combined with revenue expansion in AI-related businesses, contributed to a significant year-over-year increase in revenue. Adjusted EBITDA, operating income, ordinary income, and net income all increased substantially YoY, and margins improved due to note's use of AI. Quarterly progress is running ahead of the full-year forecast.
Strategy and Growth Opportunities in the AI Era
Focus is on expanding a data distribution ecosystem centered on an AI context network, strengthening data distribution and recommendation functions through projects such as GENIAC, supporting translation for overseas expansion, and leveraging AI to improve productivity and create new revenue opportunities. Expansion of note pro, enterprise services, and IP-related initiatives are also being promoted.
Revenue Trend
Operating Income Trend
note inc.
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