Toyokumo, Inc.
Q3 Financial Presentation Materials
Revenue was 4,488 million yen (Q3 cumulative, YoY +27.8%), operating income was 1,870 million yen (YoY +43.7%), ARR reached an all-time high, and paid contracts for the safety confirmation service exceeded 5,000 cases. The full-year forecast targets revenue of approximately 6,000 million yen and operating income of 2,100 million yen.
Key Figures
- Revenue: 4,488 million yen
- Operating Income: 1,870 million yen
- EBITDA: 2,066 million yen
- ARR: 0.81% (Churn 0.81% · Stable)
AI要約
Performance Overview
Cumulative revenue for Q3 reached a record high, and cumulative operating income for Q3 also hit a record high. ARR maintained steady growth, and paid contracts for the safety confirmation service exceeded 5,000 cases. For full-year progress, the company is targeting revenue of 6,000 million yen and operating income of 2,100 million yen.
Outlook and Capital Allocation
For FY2026 full year cash allocation, the company will balance growth investments and foundational investments while assuming a dividend of 27 yen per share. The company plans to continue customer acquisition using the PLG model, improve productivity through enhanced AI features, expand the safety service, and promote enterprise support with kintone integration.
EBITDA Trend
Paid Safety Contracts Trend
Toyokumo, Inc.
Company overview · Stock price · Financial data · All IR
