f-code Inc.
Earnings Presentation for the Third Quarter of Fiscal Year Ending December 2026
Revenue of 12.62 hundred million yen (YoY approx. 150.3%) and operating income of 2.53 hundred million yen (YoY approx. 145.0%), continuing high growth. Full-year guidance: revenue 1,450 million yen and operating income 330 million yen. 3Q cumulative progress rates are 87.1% for revenue and 76.9% for operating income. Business expansion is led by two pillars—Marketing & School and AI & Technology—with cross-selling driven by group M&A. Proven LTV marketing initiatives and expansion of AI talent development are supporting growth.
Key Figures
- Revenue: 12.62 hundred million yen
- Operating Income: 2.53 hundred million yen
- Full-Year Revenue Guidance: 1,450 million yen
- Full-Year Operating Income Guidance: 330 million yen
- 3Q Cumulative Progress Rates: Revenue 87.1%, Operating Income 76.9%
AI要約
Overview of Performance
The cumulative results for the third quarter of the fiscal year ending December 2026 were revenue of 12.62 hundred million yen and operating income of 2.53 hundred million yen, representing approximately 1.5x growth year-over-year. Progress as of 3Q is steady, with revenue at 87.1% and operating income at 76.9% of full-year guidance. Growth has been driven by capturing AI demand, industry-specialized strategies for the real estate sector, and solution expansion through group M&A.
Outlook and Investment Considerations
Full-year guidance remains revenue of 1,450 million yen and operating income of 330 million yen. The company will continue forward investments in AI and aim for synergy with the Marketing & School segment; if revisions are required based on 3Q progress, they will be disclosed promptly. M&A activity will continue with a focus on strengthening group governance and post-merger integration (PMI).
Revenue Trend
Operating Income Trend
Comparison of Full-Year Guidance and Results
Revenue Composition by Business Segment
f-code Inc.
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