DreamArts Corporation
Transcript and Q&A collection for the 2Q 2026 Fiscal Year Earnings Briefing
Release of the transcript and Q&A集 for the 2Q 2026 fiscal year earnings briefing. Questions addressed regarding expansion of AI/DX deployment, SmartDB AI agent integration, and strategic capital alliance (partnership with Coko), and other mid-to-long-term strategy. This term, while continuing growth investments, maintains a payout ratio of 30%. Cloud migration and large-scale deployments are expected to advance in the second half.
Key Figures
- Payout ratio: 30%
- Mid-term outlook: In the second half, sales and profits are expected to recover gradually
- Strategic capital collaboration with Coko Co., Ltd.
- Plan to release PA for SmartDB and implement AI agent ledger
AI要約
Overview
This material publishes the transcript and Q&A集 for the 2Q 2026 earnings briefing held on August 27, 2026. Central topics include in-house DX promotion, SmartDB AI agent integration, strategic capital collaboration with Coko, and reinforced AI/security permissions management.
Outlook and Strategy
SmartDB new implementation projects are expanding department and process scope, with focus on increasing long-term lifetime value. In AI, strengthen permissions management for AI Ready and safely link AI agents with internal data. Q&A after the briefing indicates that cloud migration and large-scale deployments are expected to progress in the second half, considering first-half impact. The dividend policy maintains a payout ratio of 30%.
DreamArts Corporation
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