POPER Co.,Ltd.
POPER Co., Ltd. 2026 October Term Q3 Financial Summary (Japanese GAAP) (Consolidated)
For the nine months ended October 2026, revenue was 1,053 million yen, operating income was 68 million yen, and quarterly net income was 54 million yen. ARR is about 1,238 million yen, churn rate is 0.6%, remaining at a low level. Full-year guidance is unchanged at this time. In cash-related matters, treasury stock acquisitions are proceeding, with year-end treasury stock around 40,058 thousand yen.
Key Figures
- Revenue: 1,053 (million yen) | YoY 2.0% increase
- Operating income: 68 (million yen) | YoY △58.1% decrease
- Quarterly net income: 54 (million yen) | YoY △68.7% decrease
AI要約
Performance overview
The core educational SaaS offering is the Comiru platform, and ongoing investments are being made in new features and service expansion. While nine-month cumulative revenue is modestly higher YoY, profitability is being improved through continued hiring and system investments, resulting in a significant decline in operating income, ordinary income, and net income for the period. ARR remains solid, with a churn rate of 0.6% at a low level. ComiruPay adoption is accelerating new customer acquisition and cross-selling.
Outlook and investment points
Full-year guidance remains unchanged. In line with the growth of the Education DX market, the company aims to build a long-term growth base through expansion of Comiru ERP and collaborative efforts with schools and municipal authorities. In the short term, profits may be compressed due to front-loaded investments, but in the medium to long term the company aims to expand a recurring revenue base and broaden the customer base. Ongoing treasury stock repurchases and other capital policy considerations will also be monitored.
POPER Co., Ltd.
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