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.<\/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":"5134","jir_company_name":"POPER Co., Ltd.","jir_importance":"\u2605\u2605\u2605\u2605\u2606","jir_publication_date":"2026-09-11","jir_source_link":"https:\/\/japanir.jp\/wp-content\/uploads\/2026\/09\/5134-20260911-01.pdf","jir_short_summary":"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.","jir_summary":"### Performance overview\nThe 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.\n\n### Outlook and investment points\nFull-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.","jir_financial_highlights":"Revenue: 1,053 (YoY 2.0% increase)\nOperating income: 68 (YoY \u25b358.1% decrease)\nOrdinary income: 67 (YoY \u25b358.1% decrease)\nQuarterly net income: 54 (YoY \u25b368.7% decrease)\nARR: 1,238,121 (YoY 4.9% increase)\nCustomer churn rate: 0.6 (YoY no change)\nTreasury stock: 40,058 (increase vs. YoY end)","jir_category":"","jir_hashtags":"#POPER, #FinancialStatement, #EducationSaaSExpansion, #Comiru, #ARRGrowth","jir_key_figures":"Revenue: 1,053 (million yen) | YoY 2.0% increase\nOperating income: 68 (million yen) | YoY \u25b358.1% decrease\nQuarterly net income: 54 (million yen) | YoY \u25b368.7% decrease","jir_meta_title":"\u3010POPER\u30112026 October Term Q3 Financial Summary | Revenue Up, Profit Significantly Down, ARR Up","jir_meta_description":"POPER's Q3 FY2026 Financial Summary. Revenue 1,053 million yen, operating income 68 million yen, quarterly net income 54 million yen. ARR about 12.38 billion yen, churn rate 0.6%. Explanation of SaaS business growth centered on Comiru and future investment policy.","jir_og_title":"POPER Q3 Results | ARR Growth and Ongoing Front-loaded Investing","jir_og_description":"POPER's Q3 FY2026 Financial Summary. ARR increased while profits declined. Summary of outlook and challenges for the Education DX-related business centered on Comiru.","jir_og_image_url":"\/assets\/og\/company-general_ir.jpg","jir_chart_data_collection":"[]","ir_related_company":61123,"ir_release_date":"","ir_type":"","ir_is_new":false,"ir_document_url":"","jir_ir_type":"financial_summary","footnotes":""},"sector":[],"importance":[],"class_list":["post-112896","ir_release","type-ir_release","status-publish","hentry"],"yoast_head":"\n