{"id":131491,"date":"2026-10-15T17:12:29","date_gmt":"2026-10-15T08:12:29","guid":{"rendered":"https:\/\/japanir.jp\/en\/ir\/5025-20261015-03_wp_business_update\/"},"modified":"2026-10-15T17:12:29","modified_gmt":"2026-10-15T08:12:29","slug":"5025-20261015-03_wp_business_update","status":"publish","type":"ir_release","link":"https:\/\/japanir.jp\/en\/company\/company-5025\/ir\/5025-20261015-03_wp_business_update\/","title":{"rendered":"Fiscal Year Ending February 2027 Q2 (Interim) Earnings Presentation"},"content":{"rendered":"<p>For the six months ended Q2 of the fiscal year ending February 2027, full-year revenue forecast was revised upward from 1,703 million yen to 1,780 million yen (+4.5%). Operating income was revised from 117 million yen to 160 million yen (+36.8%). The upward revision reflects MRR expansion from the new SaaS pricing plan and growth in the digital marketing business. By segment, the Platform business remained solid and the Digital Marketing business grew YoY by 16%. The company plans to accelerate AI-related investments in the second half to maximize LTV.<\/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":"5025","jir_company_name":"MERCURY Inc.","jir_importance":"\u2605\u2605\u2605\u2605\u2606","jir_publication_date":"2026-10-15","jir_source_link":"https:\/\/japanir.jp\/wp-content\/uploads\/2026\/10\/5025-20261015-03.pdf","jir_short_summary":"For the six months ended Q2 of the fiscal year ending February 2027, full-year revenue forecast was revised upward from 1,703 million yen to 1,780 million yen (+4.5%). Operating income was revised from 117 million yen to 160 million yen (+36.8%). The upward revision reflects MRR expansion from the new SaaS pricing plan and growth in the digital marketing business. By segment, the Platform business remained solid and the Digital Marketing business grew YoY by 16%. The company plans to accelerate AI-related investments in the second half to maximize LTV.","jir_summary":"### Performance Overview\nIn Q2 of the fiscal year ending February 2027, revenue increased year-over-year driven by MRR expansion following the establishment of a new pricing structure for the SaaS product and growth in the digital marketing business. The initial forecast was revised upward, resulting in a substantial increase in operating income to approximately 160 million yen. By segment, the Platform business continued to grow, while the used condominium sector was flat. The company plans to accelerate AI-related investments from the second half.\n\n### Outlook and Investment Considerations\nThe earnings presentation revises the full-year forecast upward based on MRR expansion and the digital marketing business\u2019s growth. The company will accelerate investments in AI from the second half onward to maximize LTV and strengthen the business foundation. In the medium to long term, the company aims to become market infrastructure as a real estate big data \u00d7 AI platform.","jir_financial_highlights":"Revenue: 1,780 (Initial forecast 1,703 \u2192 Revised 1,780)\nOperating Income: 160 (Initial forecast 117 \u2192 Revised 160)\nOrdinary Income: 170 (Initial forecast 129 \u2192 Revised 170)\nNet Income Attributable to Owners of Parent: 110 (Initial forecast 79 \u2192 Revised 110)","jir_category":"","jir_hashtags":"#MERCURY, #Earnings, #MidTermPlan, #Realnet","jir_key_figures":"Revenue: 1,780 million yen (1,603 million yen in the same period last year)\nOperating Income: 160 million yen (74 million yen in the same period last year)\nOrdinary Income: 170 million yen (82 million yen in the same period last year)","jir_meta_title":"MERCURY Inc. Q2 FY2027 Earnings Presentation\uff5cRevenue Revised Up to 1,780 million yen; Operating Income to 160 million yen","jir_meta_description":"Earnings presentation for MERCURY Inc. Q2 FY2027. Full-year forecast revised upward due to MRR expansion and growth in the digital marketing business. Explains AI investment policy and future growth strategy.","jir_og_title":"MERCURY Inc.: Upward Revision of Revenue and Profit in Q2 Earnings; Growth Strategy Leveraging Real Estate Data","jir_og_description":"Earnings presentation from MERCURY Inc., which leverages real estate big data. Full-year forecast revised upward thanks to SaaS MRR expansion and digital marketing growth. Introduces plan to expand AI investments.","jir_og_image_url":"\/assets\/og\/company-financial_summary.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\\\":[\\\"2026\/4\\\",\\\"2026\/10\\\",\\\"2027\/2Q\u7d2f\u8a08\\\"],\\\"datasets\\\":[{\\\"label\\\":\\\"Revenue\\\",\\\"data\\\":[791,873,1780],\\\"borderColor\\\":\\\"#6a5acd\\\",\\\"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\\\":[\\\"2026\/4\\\",\\\"2026\/10\\\",\\\"2027\/2Q\u7d2f\u8a08\\\"],\\\"datasets\\\":[{\\\"label\\\":\\\"Operating Income\\\",\\\"data\\\":[48,85,160],\\\"borderColor\\\":\\\"#6a5acd\\\",\\\"fill\\\":false}]},\\\"options\\\":{}}\"}, {\"jir_chart_id\": \"segment_revenue_breakdown\", \"jir_chart_type\": \"bar\", \"jir_chart_title\": \"Revenue by Segment\", \"jir_chart_json_data\": \"{\\\"type\\\":\\\"bar\\\",\\\"data\\\":{\\\"labels\\\":[\\\"Platform Business\\\",\\\"Digital Marketing Business\\\",\\\"Other\\\"],\\\"datasets\\\":[{\\\"label\\\":\\\"Revenue\\\",\\\"data\\\":[547,287,37],\\\"backgroundColor\\\":[\\\"#7b68ee\\\",\\\"#6a5acd\\\",\\\"#b0c4de\\\"]}]},\\\"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\\\":[{\\\"label\\\":\\\"Rate\\\",\\\"data\\\":[40.6,7.0],\\\"backgroundColor\\\":\\\"#6a5acd\\\"}]},\\\"options\\\":{}}\"}, {\"jir_chart_id\": \"guidance_comparison\", \"jir_chart_type\": \"line\", \"jir_chart_title\": \"Guidance vs Actuals Comparison\", \"jir_chart_json_data\": \"{\\\"type\\\":\\\"line\\\",\\\"data\\\":{\\\"labels\\\":[\\\"FY2026 Actuals\\\",\\\"FY2027 Forecast\\\"],\\\"datasets\\\":[{\\\"label\\\":\\\"Revenue\\\",\\\"data\\\":[1703,1780],\\\"borderColor\\\":\\\"#6a5acd\\\",\\\"fill\\\":false}]},\\\"options\\\":{}}\"}]","ir_related_company":61211,"ir_release_date":"","ir_type":"","ir_is_new":false,"ir_document_url":"","jir_ir_type":"business_update","footnotes":""},"sector":[],"importance":[],"class_list":["post-131491","ir_release","type-ir_release","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.7 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Fiscal Year Ending February 2027 Q2 (Interim) Earnings Presentation - Japan IR<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/japanir.jp\/en\/company\/company-5025\/ir\/5025-20261015-03_wp_business_update\/\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/japanir.jp\/en\/company\/company-5025\/ir\/5025-20261015-03_wp_business_update\/\",\"url\":\"https:\/\/japanir.jp\/en\/company\/company-5025\/ir\/5025-20261015-03_wp_business_update\/\",\"name\":\"Fiscal Year Ending February 2027 Q2 (Interim) Earnings Presentation - Japan IR\",\"isPartOf\":{\"@id\":\"https:\/\/japanir.jp\/en\/#website\"},\"datePublished\":\"2026-10-15T08:12:29+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/japanir.jp\/en\/company\/company-5025\/ir\/5025-20261015-03_wp_business_update\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/japanir.jp\/en\/company\/company-5025\/ir\/5025-20261015-03_wp_business_update\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/japanir.jp\/en\/company\/company-5025\/ir\/5025-20261015-03_wp_business_update\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/japanir.jp\/en\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Fiscal Year Ending February 2027 Q2 (Interim) Earnings Presentation\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/japanir.jp\/en\/#website\",\"url\":\"https:\/\/japanir.jp\/en\/\",\"name\":\"Japan IR\",\"description\":\"\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/japanir.jp\/en\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Fiscal Year Ending February 2027 Q2 (Interim) Earnings Presentation - Japan IR","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/japanir.jp\/en\/company\/company-5025\/ir\/5025-20261015-03_wp_business_update\/","schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/japanir.jp\/en\/company\/company-5025\/ir\/5025-20261015-03_wp_business_update\/","url":"https:\/\/japanir.jp\/en\/company\/company-5025\/ir\/5025-20261015-03_wp_business_update\/","name":"Fiscal Year Ending February 2027 Q2 (Interim) Earnings Presentation - Japan IR","isPartOf":{"@id":"https:\/\/japanir.jp\/en\/#website"},"datePublished":"2026-10-15T08:12:29+00:00","breadcrumb":{"@id":"https:\/\/japanir.jp\/en\/company\/company-5025\/ir\/5025-20261015-03_wp_business_update\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/japanir.jp\/en\/company\/company-5025\/ir\/5025-20261015-03_wp_business_update\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/japanir.jp\/en\/company\/company-5025\/ir\/5025-20261015-03_wp_business_update\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/japanir.jp\/en\/"},{"@type":"ListItem","position":2,"name":"Fiscal Year Ending February 2027 Q2 (Interim) Earnings Presentation"}]},{"@type":"WebSite","@id":"https:\/\/japanir.jp\/en\/#website","url":"https:\/\/japanir.jp\/en\/","name":"Japan IR","description":"","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/japanir.jp\/en\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"}]}},"related_company_data":{"id":"61211","title":"MERCURY INC","ticker":"5025"},"_links":{"self":[{"href":"https:\/\/japanir.jp\/en\/wp-json\/wp\/v2\/ir-release\/131491","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/japanir.jp\/en\/wp-json\/wp\/v2\/ir-release"}],"about":[{"href":"https:\/\/japanir.jp\/en\/wp-json\/wp\/v2\/types\/ir_release"}],"replies":[{"embeddable":true,"href":"https:\/\/japanir.jp\/en\/wp-json\/wp\/v2\/comments?post=131491"}],"version-history":[{"count":0,"href":"https:\/\/japanir.jp\/en\/wp-json\/wp\/v2\/ir-release\/131491\/revisions"}],"wp:attachment":[{"href":"https:\/\/japanir.jp\/en\/wp-json\/wp\/v2\/media?parent=131491"}],"wp:term":[{"taxonomy":"sector","embeddable":true,"href":"https:\/\/japanir.jp\/en\/wp-json\/wp\/v2\/sector?post=131491"},{"taxonomy":"importance","embeddable":true,"href":"https:\/\/japanir.jp\/en\/wp-json\/wp\/v2\/importance?post=131491"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}