Fiscal Year Ending March 2027 Q2 (Interim) Earnings Presentation Materials

Summary of Results

OpenDoor Inc.'s FY March 2027 Q2 results showed that, despite a weak online travel market affected by a weaker yen and inbound demand factors, the company increased both revenue and operating income through growth initiatives and efficiency gains from internal AI utilization. Q2 results were revenue of 740 million yen and operating income of 123 million yen, showing improvement year-over-year. Cumulatively, revenue was 1,319 million yen and operating income was 107 million yen, outperforming the prior-year period. While full-year guidance for FY March 2027 is TBD, the company plans to pursue business growth and cost reductions through AI-related system development and expansion of new offerings.

Future Growth Initiatives and Outlook

As growth initiatives, the company plans to promote SEM, SEO, and AIO to maintain and expand Travelco's competitive advantage, introduce AI-powered search, and provide AI services for corporate clients. Additionally, it will expand the deployment of business travel systems, enhance online reservation systems for travel agencies, and grow cross-border operations of the traditional crafts EC marketplace, expanding business across multiple areas. Although FY March 2027 earnings forecasts are TBD, the company aims to achieve growth by balancing improved profitability and cost reductions.