AMIYA Corporation
Financial Presentation Materials
Earnings presentation for FY2026 Q3. Revenue in FY2026 Q3 was 5,320 million yen, YoY +26.3%. Operating income was 1,470 million yen. The revised full-year forecast is provided, and ARR expanded to 2,003 million yen (FY2026). The company is promoting stable recurring revenue centered on subscription-based ALog/Network All Cloud. Revenue remains biased toward the second half, and growth is accelerating supported by expanding SASE-related demand and tailwinds for domestic security. ARR growth outpacing revenue is a notable feature.
Key Figures
- Revenue: 5,320 million yen (YoY+26.3%)
- Operating Income: 1,470 million yen (YoY+29.6%)
- ARR: 2,003 million yen (as of FY2026)
AI要約
Performance Overview
AMIYA Corporation is expanding subscription-based recurring revenue centered on ALog and SASE amid favorable domestic security market conditions. Cumulative Q3 revenue increased by +26.3% year-over-year, and operating margin improved. Continued ARR accumulation is expanding the recurring revenue base, and demand growth for SASE and the tailwind for domestically produced security are expected to continue.
Outlook and Investment Strategy
The revised full-year forecast for FY2026 is 7,850 million yen, and the company aims for ARR exceeding 7.2 hundred million yen (720 million yen? Note: translated as 72 hundred million yen in original planning). The company plans to strengthen subscription conversion for ALog/Verona and raise the stock ratio to 60% across data security and network security. M&A strategies will be promoted, and expansion of domestic and international partnerships and in-house manufacturing is under consideration. The company intends to accelerate development and expand functionality using AI.
ARR Trend
Revenue by Segment
Comparison of Forecast and Results
AMIYA Corporation
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