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Monthly recurring UU reached 8,351 people (up 6.7% YoY), indicating growth. Operating profit turned positive at 6 million yen. The full-year guidance was revised; expansion of partnerships with local governments and optimization of customer acquisition investments are expected to reduce operating losses. New business is expected to fall short of plan due to delays and reduced expenses.","jir_summary":"### Performance Overview\nCaSy Co., Ltd. posted revenue of 562 million yen for FY Nov 2026 Q3, a 17.6% increase year-over-year. Monthly recurring UU reached 8,351 people, up 6.7% YoY, showing growth. While continuing investments in new businesses, the company improved the profitability of existing businesses. Operating income remained in the black. Expansion of partnerships with local governments and optimization of customer acquisition investments are expected to reduce full-year operating losses compared with the previous forecast.\n\n### Outlook and Investment Considerations\nThis term, sales from the new business are expected to fall short of the plan due to delayed onboarding of Jolly Cast, but profits from existing businesses are expected to exceed prior forecasts due to expanded municipal partnerships and optimized customer acquisition investments. The timing of new business recovery and the impact of capital deployment will be key for investment decisions.","jir_financial_highlights":"Revenue: 562 million yen (Year-over-Year +17.6%)\nOperating Income: 6 million yen (Quarter-on-Quarter +8 million yen? (notation shows transition \u25b39\u2192\u25b30\u21926))\nMonthly Recurring UU: 8,351 people (Year-over-Year +6.7%)\nFull-Year Earnings Guidance: Revised plan (Expected improvement\/reduction versus prior forecast)","jir_category":"","jir_hashtags":"#CaSy, #Earnings, #FullYearForecast","jir_key_figures":"Revenue: 562 million yen\nMonthly Recurring UU: 8,351 people\nOperating Income: 6 million yen","jir_meta_title":"CaSy Co., Ltd. FY Nov 2026 Q3 Earnings | Revenue 562 million yen (+17.6% YoY)","jir_meta_description":"Earnings presentation for CaSy Co., Ltd. FY Nov 2026 Q3: revenue 562 million yen, monthly recurring UU 8,351 people, operating profit in the black. Includes revised full-year guidance and note on delays in new business.","jir_og_title":"CaSy Co., Ltd. FY Nov 2026 Q3 Earnings","jir_og_description":"CaSy Co., Ltd. released its Q3 earnings: revenue 562 million yen, monthly recurring UU 8,351 people, operating profit. 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