For the nine months ended November 2026, revenue was 4,058 million yen, adjusted EBITDA was 9,23 thousand yen, operating income was 8,49 thousand yen, ordinary income was 8,59 thousand yen, and net income attributable to owners of parent for the quarter was 9,95 thousand yen. Full-year forecasts are revenue of 5,650 million yen, adjusted EBITDA of 1,220 million yen, and net income of 1,200 million yen. Substantially higher profits year-over-year. By segment, Media Platform revenue was 3,743 million yen and AI-related was 2,507 million yen, etc. Financial condition improved including an increase in cash and deposits and a decrease in long-term borrowings.<\/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,"price_fetched_at":"","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":"5243","jir_company_name":"note inc.","jir_importance":"\u2605\u2605\u2605\u2605\u2606","jir_publication_date":"2026-10-06","jir_source_link":"https:\/\/japanir.jp\/wp-content\/uploads\/2026\/10\/5243-20261006-01.pdf","jir_short_summary":"For the nine months ended November 2026, revenue was 4,058 million yen, adjusted EBITDA was 9,23 thousand yen, operating income was 8,49 thousand yen, ordinary income was 8,59 thousand yen, and net income attributable to owners of parent for the quarter was 9,95 thousand yen. Full-year forecasts are revenue of 5,650 million yen, adjusted EBITDA of 1,220 million yen, and net income of 1,200 million yen. Substantially higher profits year-over-year. By segment, Media Platform revenue was 3,743 million yen and AI-related was 2,507 million yen, etc. Financial condition improved including an increase in cash and deposits and a decrease in long-term borrowings.","jir_summary":"### Business Performance\nFor the cumulative third quarter period, revenue was 4,058 million yen, up 33.2% year-over-year; operating income was 849 million yen, up 567.0%; ordinary income was 859 million yen, up 513.6%; and quarterly net income was 995 million yen, showing a substantial increase. By segment, Media Platform recorded revenue of 3,743 million yen, AI-related recorded 250 million yen, and IP & Content Creation recorded 71 million yen, with AI-related growth contributing. ARR was 839 million yen; MRR may not be calculated. The full-year forecast remains revenue of 5,650 million yen, operating income of 1,100 million yen, and net income of 1,200 million yen, with no revisions from the previous forecast.\n\n### Financial Position and Shareholder Returns\nAs of the end of the third quarter, total assets were 11,455 million yen, net assets were 8,167 million yen, and the equity ratio was 70.6%, indicating stability. Current assets expanded due to an increase in cash and deposits. Total liabilities amounted to 3,288 million yen, and fixed liabilities decreased due to a reduction in long-term borrowings. Changes in capital stock and capital surplus reflect third-party allotments from NAVER and KADOKAWA and the exercise of stock-based compensation.","jir_financial_highlights":"Revenue: 4,058,063 (Year-over-Year (YoY) +33.2%)\nOperating Income: 849,123 (Year-over-Year (YoY) +567.0%)\nOrdinary Income: 858,993 (Year-over-Year (YoY) +513.6%)\nNet Income Attributable to Owners of Parent (Quarter): 994,973 (Year-over-Year (YoY) +368.1%)\nTotal Assets: 11,455,091 (Increase from end of previous fiscal year)\nEquity Ratio: 70.6 (Increase from end of previous fiscal year)","jir_category":"","jir_hashtags":"#note, #Earnings, #AIRelatedBusiness, #MediaPlatform, #IPAndContentCreation","jir_key_figures":"Revenue: 4,058,063 thousand yen (YoY +33.2%)\nOperating Income: 849,123 thousand yen (YoY +567.0%)\nNet Income Attributable to Owners of Parent (Quarter): 994,973 thousand yen (YoY +368.1%)","jir_meta_title":"note inc. Third Quarter Financial Summary and Outlook | Fiscal Year Ending November 2026","jir_meta_description":"note inc. reported substantially higher profits in the third quarter. Revenue was 4,058 million yen, operating income 849 million yen, ordinary income 859 million yen, and net income 995 million yen. AI-related growth was a notable contributor. Full-year forecasts remain revenue of 5,650 million yen and net income of 1,200 million yen. Segment performance and improved financial position are detailed.","jir_og_title":"note inc. Q3 Earnings \u2014 Business Expansion Driven by Rapid AI-Related Growth","jir_og_description":"note inc. posted revenue of 4,058 million yen, operating income of 849 million yen, and net income of 995 million yen in Q3, marking significant year-over-year growth. Expansion in AI-related business is driving performance. Full-year forecasts anticipate 5,650 million yen in revenue and 1,200 million yen in net income.","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\\\":[\\\"Q1\\\",\\\"Q2\\\",\\\"Q3\\\"],\\\"datasets\\\":[{\\\"label\\\":\\\"Revenue\\\",\\\"data\\\":[0,0,4058],\\\"borderColor\\\":\\\"#3e95cd\\\",\\\"fill\\\":false}]},\\\"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\\\":[\\\"Q1\\\",\\\"Q2\\\",\\\"Q3\\\"],\\\"datasets\\\":[{\\\"label\\\":\\\"Operating Income\\\",\\\"data\\\":[0,0,849],\\\"borderColor\\\":\\\"#8e5ea2\\\",\\\"fill\\\":false}]},\\\"options\\\":{}}\"}, {\"jir_chart_id\": \"segment_revenue_breakdown\", \"jir_chart_type\": \"bar\", \"jir_chart_title\": \"Segment Revenue Breakdown\", \"jir_chart_json_data\": \"{\\\"type\\\":\\\"bar\\\",\\\"data\\\":{\\\"labels\\\":[\\\"Media Platform\\\",\\\"IP & Content Creation\\\",\\\"AI-related\\\"],\\\"datasets\\\":[{\\\"label\\\":\\\"External Revenue\\\",\\\"data\\\":[3743,71,251],\\\"backgroundColor\\\":[\\\"#3e95cd\\\",\\\"#8e5ea2\\\",\\\"#3cba9f\\\"]}]},\\\"options\\\":{}}\"}, {\"jir_chart_id\": \"margin_analysis\", \"jir_chart_type\": \"line\", \"jir_chart_title\": \"Segment Margin Analysis\", \"jir_chart_json_data\": \"{\\\"type\\\":\\\"line\\\",\\\"data\\\":{\\\"labels\\\":[\\\"Media Platform\\\",\\\"IP & Content Creation\\\",\\\"AI-related\\\"],\\\"datasets\\\":[{\\\"label\\\":\\\"Segment Income\\\",\\\"data\\\":[886, -24, 28],\\\"borderColor\\\":\\\"#e8c3b8\\\",\\\"fill\\\":false}]},\\\"options\\\":{}}\"}, {\"jir_chart_id\": \"guidance_comparison\", \"jir_chart_type\": \"table\", \"jir_chart_title\": \"Forecast vs. Actual Comparison\", \"jir_chart_json_data\": \"{\\\"type\\\":\\\"table\\\",\\\"data\\\":[]}\"}]","ir_related_company":57077,"ir_release_date":"","ir_type":"","ir_is_new":false,"ir_document_url":"","jir_ir_type":"financial_summary","footnotes":""},"sector":[],"importance":[],"class_list":["post-127814","ir_release","type-ir_release","status-publish","hentry"],"yoast_head":"\n