Morpho, Inc.
Q3 Summary for the 10th Term in 2026 – Supplementary Financial Results Presentation
For the cumulative Q3 period, net sales were 1,928 million yen, down 17.3% YoY. Operating loss widened to 620 million yen, but on a quarterly basis the decline in loss was achieved due to revenue growth in the quarter and fixed-cost reductions. Resources are reallocated to mid- to long-term growth areas, and depreciation is reduced through impairment of software assets.Joint development for SDV with Astemo and indoor autonomous inspection drone demonstrations with Tokyo Metropolitan Industrial Technology Institute strengthen the long-term growth trajectory.
Key Figures
- Net sales: 1,928 million yen (YoY ▲17.3%)
- Operating loss: 620 million yen
- Investment securities valuation loss: 97 million yen (special loss)
AI要約
Overview of results
The executive summary outlines a continued shift toward a stock-based model under Vision 2027 and a restructured business portfolio. In the cumulative third quarter, sales declined, but royalties from wearable devices expanded, placing results above the second quarter. Efforts to curb fixed costs and strengthen asset health progressed. Depreciation burden was reduced through removal and impairment of software assets, and a special loss of 970 million yen related to investment securities was recorded.
Initiatives for mid- to long-term growth
Resources are reallocated to strategic areas such as automotive AI, smart devices/wearables, and DX. Joint development of camera technology for SDV with Astemo commenced, jointly advancing AI and image processing capabilities. Adoption of demonstration studies with Tokyo Metropolitan Institute of Technology enables a SaaS/licensing model aimed at commercializing indoor autonomous inspection drone measurement services, pursuing future profitability.
Morpho, Ltd.
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