Asahi Net, Inc.

3834.T
Telecom Services
2026/11/06 19:48 Updated
Market Cap: $88.8M (¥14.1B)
Stock Price: $3.43 (¥543)
Exchange Rate: 1 USD = ¥158.48

Earnings Presentation Interim Period Fiscal Year Ending March 2027 Asahi Net, Inc.

Revenue was 6,779 million yen, an increase year-over-year. Operating income was 527 million yen, a decline. FTTH subscriptions increased to 519 thousand IDs; VNE Connect and education-related/network connection businesses such as manaba remained solid. Full-year plan is undecided but interim-level performance trends are disclosed. Dividend and shareholder returns policy remains proactive.

Importance:
Page Updated: November 7, 2026
IR Disclosure Date: November 6, 2026

Key Figures

  • Revenue: 6,779 million yen (YoY growth of approx. +3% to +7% / expressed as +0.8% in the materials)
  • Operating Income: 527 million yen (YoY -48.2%)
  • Net Income Attributable to Owners of Parent: 376 million yen (YoY -48.1%)

AI要約

Overview of Results

For the interim period of the fiscal year ending March 2027, revenue increased year-over-year to 6,779 million yen. However, operating income decreased to 527 million yen (YoY -48.2%) due to higher core system amortization expenses and upfront customer acquisition costs, and net income declined to approximately 372–376 million yen. By segment, the ISP business "ASAHI Net", the VNE business "v6 Connect", and the education support service "manaba" each performed steadily. FTTH subscriptions rose to 519 thousand IDs, and overall the company continues IoT initiatives and channel strengthening.

Business Portfolio and Financial Position

Internet connectivity services maintained steady growth. The company is building FTTH subscriptions and advancing IoT measures, security enhancements and channel optimization to preserve the resilience of its revenue composition. Meanwhile, promotional expenses and capital expenditures as part of an investment phase suppressed profitability. The manaba education support service saw a slight decrease to 758 thousand IDs but is promoting AI utilization and feature enhancements. Going forward, the company aims to improve profitability through new feature releases and more sophisticated proposals.

Revenue Trend

Net Income Trend

Forecast vs Actual Comparison

This page uses AI to summarize IR materials from TDnet. Please refer to the original document for investment decisions.

Asahi Net, Inc.

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