ibis inc. Financial Summary for the Third Quarter of the Fiscal Year Ending December 2026 (Japanese GAAP) (Consolidated)

Overview of Results

ibis inc. recorded revenue of 4,574,521 thousand yen for the nine months ended the third quarter, representing a significant increase year-over-year. Operating income was 1,002,995 thousand yen, ordinary income was 1,018,461 thousand yen, and quarterly net income was 701,489 thousand yen, all achieving double-digit growth. The new consolidated scope includes the absorption-type merger of Zeroichi Start, and the three segments—AI singing voice synthesis, Mobile, and Solutions—have continued to drive growth. The full-year forecast is revenue of 5,454,000 thousand yen, operating income of 1,355,000 thousand yen, net income of 940,000 thousand yen, and earnings per share of 50.96 yen.

Segment Trends and Impact of M&A

The Mobile segment continued to grow driven by ibisPaint, with significant contribution from overseas revenue. The Solutions segment saw expanded contribution from contract development due to the absorption-type merger with Zeroichi Start. The AI singing voice synthesis segment generated goodwill following the new subsidiary acquisition, and future development investment and integration effects are expected to impact results. These integration effects are expected to contribute to improved development productivity and new customer acquisition going forward.