SAKURA Internet Inc.

3778.T
Information Technology Services
2026/02/18 Updated
Market Cap: $737.6M (¥113.3B)
Stock Price: $18.43 (¥2,831)
Exchange Rate: 1 USD = ¥153.61

Financial Results Briefing Materials for the Third Quarter of Fiscal Year Ending March 2026

Net sales reached 24,024 million yen (a 12.3% increase YoY), marking a record high for the third quarter cumulative period. Operating income recorded a deficit of 1,117 million yen, but the full-year results are expected to be roughly in line with plans.

Importance:
Page Updated: January 30, 2026
IR Disclosure Date: January 30, 2026

Key Figures

  • Net Sales: 24,024 million yen (12.3% increase YoY, record high)
  • Operating Income: △1,117 million yen (decreased YoY)
  • ARR: 15,061 million yen (9.6% increase YoY)

AI要約

Performance Overview

Net sales for the third quarter cumulative period of the fiscal year ending March 2026 reached 24,024 million yen (a 12.3% increase YoY), achieving a record high. Growth was driven by cloud services and GPU infrastructure services. Operating income recorded a deficit of 1,117 million yen due to upfront investments in equipment and talent acquisition. ARR increased by 9.6% YoY to 15,061 million yen. Investments in GPU-related technology and increased orders from large government agencies contributed to sales growth.

Outlook and Key Initiatives

Full-year results are expected to be roughly in line with plans, supported by the expansion of generative AI services and strengthened sales structure through organizational restructuring. Approximately 1,100 B200 GPUs are scheduled to be provided to major domestic companies starting February. The dividend forecast is set at 5 yen 00 sen per share. Growth strategies include enhancing AI service lineups, strengthening the partner program, and expanding data centers to balance medium- to long-term corporate value enhancement and shareholder returns.

Net Sales Trend (Million Yen)

Operating Income Trend (Million Yen)

Consolidated Revenue by Service Category (Million Yen)

Trends of Gross Profit, SG&A Expenses, and Operating Income (Million Yen)

ARR (Annual Recurring Revenue) Trend (Million Yen)

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