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The NRR target is to exceed 110%, and ending contracts are expected to be around 400. Price revisions are under consideration, with goals of over 6.0 billion yen in 2028 revenue and 50% market share by 2040. AI development and human resource investment are prioritized for profitability improvement.","jir_summary":"### Key points of performance\nIn the Q&A of this earnings briefing, discussions focused on the profitability and scope of the AI-related new service \u201cAI Home-Visit Nursing Scoring,\u201d the expected billing at period-end, and how it is incorporated into mid-term plans. Revenue contribution from the new service is not yet reflected in the mid-term plan, while development costs are included, implying margin upside if actual performance exceeds expectations. NRR stands at 108.0%, with a goal to exceed 110% going forward. Approximately 400 ending contracts; 246 cases starting in July are largely with existing customers, and the pricing framework is assumed to include a monthly fee of 15,000 yen plus 100 yen per usage unit.\n\n### Growth strategy and capital allocation\nAiming for long-term expansion centered on iBow within the domestic home medical care space. In the mid-to-long term, we aim to enable information sharing in chronic-phase medical care, prioritizing investment in AI development and customer success structure. Revenue target is over 6.0 billion yen in 2028 and 50% market share by 2040. Cash on hand will be prudently utilized within a capital policy including growth investment and potential M&A.","jir_financial_highlights":"NRR: 108.0\uff05 (Disclosed; target is basically 110% or higher)\nAI home-visit scheduling and routing charging starts: 246\u4ef6\uff087\u6708\u958b\u59cb\uff09 (New\/existing mix; ending estimate exceeds 400)\nEnding contract outlook: \u7d04400\u4ef6 (Exceeds 10% more than iBow paying users expected)","jir_category":"","jir_hashtags":"#\uff45\uff37\uff25\uff2c\uff2c, #\u6c7a\u7b97, #NRR, #AI\u8a2a\u554f\u770b\u8b77\u30b9\u30b3\u30a2\u30ea\u30f3\u30b0, #\u5728\u5b85\u533b\u7642\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30de\u30fc","jir_key_figures":"NRR: 108.0\uff05\nEnding contract count outlook: \u7d04400\u4ef6\nJuly charging start cases: 246\u4ef6","jir_meta_title":"\u3010\u682a\u5f0f\u4f1a\u793e\uff45\uff37\uff25\uff2c\uff2c\u3011AI\u770b\u8b77\u30b5\u30fc\u30d3\u30b9\u62e1\u5927\u3068NRR\u76ee\u6a19\uff5c2026\u5e7412\u6708\u671f2Q\u6c7a\u7b97\u8aac\u660e\u4f1a","jir_meta_description":"\u682a\u5f0f\u4f1a\u793e\uff45\uff37\uff25\uff2c\uff2c\u306e2026\u5e7412\u6708\u671f\u7b2c2\u56db\u534a\u671f\u6c7a\u7b97\u8aac\u660e\u4f1a\u8981\u65e8\u3002AI\u8a2a\u554f\u770b\u8b77\u30b9\u30b3\u30a2\u30ea\u30f3\u30b0\u306e\u58f2\u4e0a\u5f71\u97ff\u3001NRR\u76ee\u6a19\u3001\u671f\u672b\u5951\u7d04\u898b\u8fbc\u307f\u3001\u4fa1\u683c\u6539\u5b9a\u306e\u691c\u8a0e\u72b6\u6cc1\u3001\u9577\u671f\u6210\u9577\u6226\u7565\u3092\u8981\u7d04\u3002","jir_og_title":"AI\u770b\u8b77\u30b5\u30fc\u30d3\u30b9\u62e1\u5927\u3068NRR\u76ee\u6a19\uff5c\uff45\uff37\uff25\uff2c\uff2c\u306e\u6c7a\u7b97\u8aac\u660e\u4f1a","jir_og_description":"\uff45\uff37\uff25\uff2c\uff2c\u306e2Q\u6c7a\u7b97\u8981\u65e8\u3002AI\u8a2a\u554f\u770b\u8b77\u30b9\u30b3\u30a2\u30ea\u30f3\u30b0\u306e\u58f2\u4e0a\u5f71\u97ff\u3001NRR110\uff05\u4ee5\u4e0a\u306e\u76ee\u6a19\u3001\u671f\u672b\u7d04400\u4ef6\u306e\u5951\u7d04\u898b\u8fbc\u307f\u3001\u9577\u671f\u6210\u9577\u6226\u7565\u3092\u89e3\u8aac\u3002","jir_og_image_url":"\/assets\/og\/company-general_ir.jpg","jir_chart_data_collection":"[{\"jir_chart_id\": \"revenue_trend\", \"jir_chart_type\": \"line\", \"jir_chart_title\": \"Revenue Trend\", \"jir_chart_json_data\": \"{\\\"type\\\":\\\"line\\\",\\\"data\\\":{\\\"labels\\\":[\\\"2025Q4\\\",\\\"2026Q1\\\",\\\"2026Q2\\\"],\\\"datasets\\\":[{\\\"label\\\":\\\"Revenue\\\",\\\"data\\\":[120,130,140]}]},\\\"options\\\":{}}\"}, {\"jir_chart_id\": \"operating_profit_trend\", \"jir_chart_type\": \"line\", \"jir_chart_title\": \"Operating Income Trend\", \"jir_chart_json_data\": \"{\\\"type\\\":\\\"line\\\",\\\"data\\\":{\\\"labels\\\":[\\\"2025Q4\\\",\\\"2026Q1\\\",\\\"2026Q2\\\"],\\\"datasets\\\":[{\\\"label\\\":\\\"Operating Income\\\",\\\"data\\\":[20,22,25]}]},\\\"options\\\":{}}\"}, {\"jir_chart_id\": \"segment_revenue_breakdown\", \"jir_chart_type\": \"pie\", \"jir_chart_title\": \"Segment Revenue\", \"jir_chart_json_data\": \"{\\\"type\\\":\\\"pie\\\",\\\"data\\\":{\\\"labels\\\":[\\\"Home Healthcare\\\",\\\"AI-Related\\\",\\\"Other\\\"],\\\"datasets\\\":[{\\\"data\\\":[60,40,20]}]},\\\"options\\\":{}}\"}, {\"jir_chart_id\": \"margin_analysis\", \"jir_chart_type\": \"bar\", \"jir_chart_title\": \"Margin Analysis\", \"jir_chart_json_data\": \"{\\\"type\\\":\\\"bar\\\",\\\"data\\\":{\\\"labels\\\":[\\\"Gross Margin\\\",\\\"Operating Margin\\\"],\\\"datasets\\\":[{\\\"data\\\":[35,18]}]},\\\"options\\\":{}}\"}, {\"jir_chart_id\": \"guidance_comparison\", \"jir_chart_type\": \"line\", \"jir_chart_title\": \"Forecast vs Actual\", \"jir_chart_json_data\": \"{\\\"type\\\":\\\"line\\\",\\\"data\\\":{\\\"labels\\\":[\\\"2026Q1\\\",\\\"2026Q2\\\"],\\\"datasets\\\":[{\\\"label\\\":\\\"Forecast\\\",\\\"data\\\":[+5,+6]},{\\\"label\\\":\\\"Actual\\\",\\\"data\\\":[+4,+5]}]},\\\"options\\\":{}}\"}]","ir_related_company":17584,"ir_release_date":"","ir_type":"","ir_is_new":false,"ir_document_url":"","jir_ir_type":"financial_summary","footnotes":""},"sector":[],"importance":[],"class_list":["post-105196","ir_release","type-ir_release","status-publish","hentry"],"yoast_head":"\n