freee K.K.
FY ending June 2027 Q1 Earnings Presentation Materials
Revenue was 12,031 million yen, up 23.5% YoY, with a strong quarterly growth trend. Adjusted operating margin settled at 12.4%; full-year forecast unchanged. Platform ARR grew 21.9% YoY, and Corporate Mid segment ARR grew strongly at 29.3% YoY. Improved liquidity after TOPIX inclusion and expansion of paid AI agent offerings positively impacted growth. Full-year targets for FY ending June 2027 are revenue of 52.2 hundred million yen and adjusted operating margin of 11%.
Key Figures
- Revenue: 12,031 million yen (YoY+23.5%)
- Platform ARR: 45,265 million yen (YoY+21.9%)
- Number of Paying Corporate Customers: 694,707 cases (YoY+11.2%)
AI要約
Performance Overview
These materials are quarterly earnings presentation materials. Revenue was 12,031 million yen, up 23.5% YoY, and adjusted operating margin settled at 12.4%. Platform ARR increased 21.9% YoY to 45,265 million yen, and Corporate Mid segment ARR continued high growth at +29.3% YoY. Improved capital market liquidity after TOPIX inclusion and the expansion of paid AI agent offerings have been the main drivers supporting ARR and customer base expansion.
Outlook and Impact for Investors
The full-year outlook for the fiscal year ending June 2027 targets revenue of 52.2 hundred million yen and an adjusted operating margin of 11%. The company will continue to improve LTV through new customer acquisition and cross-selling to existing customers and to enhance productivity via AI utilization. It will strengthen responses to industry-specific needs such as factoring functionality and accounting for social welfare corporations, aiming to become the de facto standard in the small business domain.
freee K.K.
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