{"id":105776,"date":"2026-08-20T17:03:54","date_gmt":"2026-08-20T08:03:54","guid":{"rendered":"https:\/\/japanir.jp\/en\/ir\/5038-20260820-01_wp_financial_summary\/"},"modified":"2026-08-20T17:03:54","modified_gmt":"2026-08-20T08:03:54","slug":"5038-20260820-01_wp_financial_summary","status":"publish","type":"ir_release","link":"https:\/\/japanir.jp\/en\/company\/company-5038\/ir\/5038-20260820-01_wp_financial_summary\/","title":{"rendered":"2026 Fiscal Year December Period 2Q Results Briefing Transcript and Video Release Notice"},"content":{"rendered":"<p>First-half revenue of 1,990,100,000 yen, up 24.2% YoY; operating profit of 946,000,000 yen, up 20.1% YoY; operating margin of 47.5% at a high level. AI visit scheduling service to be charged from July, with 273 contracts at roughly 15,000 yen per month. Declared NRR as a new metric at 108%. Going forward, focus on expanding AI-related services while balancing sales and profitability. Published the earnings briefing video and transcript.<\/p>\n","protected":false},"comment_status":"open","ping_status":"closed","template":"","meta":{"Ticker":"","DATE":"","longName":"","company_name_ja":"","fullTimeEmployees":0,"address":"","phone":"","website":"","industry":"","sector":"","regularMarketPrice":0,"financialCurrency":"","marketCap":0,"fiftyTwoWeekLow":0,"fiftyTwoWeekHigh":0,"epsTrailingTwelveMonths":0,"epsForward":0,"bookValue":0,"totalRevenue":0,"OperatingIncome":0,"operatingMargins":0,"NetIncome":0,"profitMargins":0,"ebitda":0,"trailingPE":0,"forwardPE":0,"priceToBook":0,"returnOnEquity":0,"recommendationMean":0,"recommendationKey":"","targetMeanPrice":0,"numberOfAnalystOpinions":0,"analyst_earnings_data":"","dividendRate":0,"dividendYield":0,"payoutRatio":0,"totalEsg":0,"environmentScore":0,"socialScore":0,"governanceScore":0,"title":"","providerPublishTime":"","link":"","longBusinessSummary":"","longBusinessSummary_ja":"","quarterly_revenue":0,"quarterly_net_income":0,"quarterly_operating_profit":0,"enterprise_value":0,"company_officer_1_name":"","company_officer_1_title":"","company_officer_2_name":"","company_officer_2_title":"","company_officer_3_name":"","company_officer_3_title":"","company_officer_4_name":"","company_officer_4_title":"","company_officer_5_name":"","company_officer_5_title":"","company_officers_update_time":"","get_dividend_history_year1":0,"get_dividend_history_year2":0,"get_dividend_history_year3":0,"get_dividend_history_year4":0,"get_dividend_history_year5":0,"get_dividend_history_year6":0,"get_dividend_history_year7":0,"get_dividend_history_year8":0,"get_dividend_history_year9":0,"get_dividend_history_year10":0,"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"jir_stock_code":"5038","jir_company_name":"\u682a\u5f0f\u4f1a\u793e\uff45\uff37\uff25\uff2c\uff2c","jir_importance":"\u2605\u2605\u2605\u2605\u2605","jir_publication_date":"2026-08-20","jir_source_link":"https:\/\/japanir.jp\/wp-content\/uploads\/2026\/08\/5038-20260820-01.pdf","jir_short_summary":"First-half revenue of 1,990,100,000 yen, up 24.2% YoY; operating profit of 946,000,000 yen, up 20.1% YoY; operating margin of 47.5% at a high level. AI visit scheduling service to be charged from July, with 273 contracts at roughly 15,000 yen per month. Declared NRR as a new metric at 108%. Going forward, focus on expanding AI-related services while balancing sales and profitability. Published the earnings briefing video and transcript.","jir_summary":"### Financial Summary\nFirst-half revenue reached 1.99 billion yen, up 24.2% YoY, operating profit was 946 million yen, up 20.1%, with an operating margin of 47.5% maintaining at a high level. Growth continues from new contracts and upselling to existing customers. From July, charging for the AI-related service \u201cAI Visit Scheduling\/Routes\u201d commenced, securing 273 contracts. Publicized NRR as a new metric, demonstrating revenue growth stability from existing customers.\n\n### Business Strategy and Added Value\nFocusing on cloud services for home healthcare visiting nursing, centered on iBow and BPaaS, to unify records and billing within an integrated ecosystem. By expanding AI services, aim to raise customer unit price and contract stations, targeting NRR above 100%. Balance development and provision of new services with efficiency gains and profitability improvements aligned with national policies for medical DX.","jir_financial_highlights":"Revenue: 19\u51049,100\u4e07\u5186 (\u524d\u5e74\u540c\u671f\u6bd424.2%\u5897)\nOperating income: 9\u51044,600\u4e07\u5186 (\u524d\u5e74\u540c\u671f\u6bd420.1%\u5897)\nOperating margin: 47.5% (\u4e0d\u660e)\nRevenue-generating service for earnings briefing: AI visit scheduling and routes (Start July, approximately 243\u2013273 contracts (as stated))\nNRR: 108% (Reported as a new metric)\nContracts at stations: 3,736 contracts (YoY +13.7%)","jir_category":"","jir_hashtags":"#\u81ea\u793e\u682a\u8cb7\u3044, #\u4e8b\u696d\u62e1\u5927\u6226\u7565","jir_key_figures":"Revenue: 19\u51049,100\u4e07\u5186\uff08\u524d\u5e74\u540c\u671f\u6bd4+24.2%\uff09\nOperating income: 9\u51044,600\u4e07\u5186\uff08\u524d\u5e74\u540c\u671f\u6bd4+20.1%\uff09\nOperating margin: 47.5%\nAI visit scheduling\/Routes contracts: 273\u4ef6\nNRR: 108%","jir_meta_title":"\u3010\uff45\uff37\uff45\uff2c\uff2c\u30112026\u5e7412\u6708\u671f\u7b2c2\u56db\u534a\u671f\u6c7a\u7b97\uff5c\u58f2\u4e0a\u9ad819.9\u5104\u5186\u30fbNRR108%\u9054\u6210","jir_meta_description":"\uff45\uff37\uff45\uff2c\uff2c\u306e2026\u5e7412\u6708\u671f\u7b2c2\u56db\u534a\u671f\u6c7a\u7b97\u6982\u8981\u3002\u58f2\u4e0a\u9ad8\u306f\u524d\u5e74\u540c\u671f\u6bd424.2%\u5897\u306e19.9\u5104\u5186\u3001\u55b6\u696d\u5229\u76ca\u306f9.46\u5104\u5186\u3001NRR108%\u3092\u65b0\u6307\u6a19\u3068\u3057\u3066\u516c\u8868\u3002AI\u8a2a\u554f\u4e88\u5b9a\u30fb\u30eb\u30fc\u30c8\u306e\u8ab2\u91d1\u958b\u59cb\u3084\u4eca\u5f8c\u306e\u4e8b\u696d\u62e1\u5927\u65b9\u91dd\u3092\u8981\u7d04\u3002","jir_og_title":"\u3010\uff45\uff37\uff45\uff2c\uff2c\u30112026\u5e7412\u6708\u671f\u7b2c2\u56db\u534a\u671f\u6c7a\u7b97\u6982\u8981","jir_og_description":"\u6c7a\u7b97\u8aac\u660e\u4f1a\u3067\u516c\u8868\u3055\u308c\u305f\u4e0a\u671f\u306e\u696d\u7e3e\u3068AI\u95a2\u9023\u30b5\u30fc\u30d3\u30b9\u306e\u62e1\u5927\u65b9\u91dd\u3092\u8981\u7d04\u3002NRR108%\u306e\u65b0\u6307\u6a19\u5c0e\u5165\u3068\u4eca\u5f8c\u306e\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\": \"\"}, {\"jir_chart_id\": \"operating_profit_trend\", \"jir_chart_type\": \"line\", \"jir_chart_title\": \"Operating Profit Trend\", \"jir_chart_json_data\": \"\"}, {\"jir_chart_id\": \"margin_analysis\", \"jir_chart_type\": \"line\", \"jir_chart_title\": \"Operating Margin Trend\", \"jir_chart_json_data\": \"\"}, {\"jir_chart_id\": \"contract_stations\", \"jir_chart_type\": \"bar\", \"jir_chart_title\": \"Contract Stations Trend\", \"jir_chart_json_data\": \"\"}, {\"jir_chart_id\": \"nr_metrics\", \"jir_chart_type\": \"line\", \"jir_chart_title\": \"NRR Trend\", \"jir_chart_json_data\": \"\"}]","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-105776","ir_release","type-ir_release","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.7 - 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