Expansion in the generative AI agent domain drove first-half revenue to 1.628 billion yen (YoY +15.0%) and operating income to 79 million yen (YoY +85.8%), with progress toward the full-year revenue plan of 3.2 billion yen at 50.9%, on track. In FY2028 SHIFT first year, TDSE will push measures to strengthen sales and technical foundations and improve profitability. Growth investments will continue through rollout of new services such as TDSE AI Forge.<\/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":"7046","jir_company_name":"TDSE Inc.","jir_importance":"\u2605\u2605\u2605\u2605\u2606","jir_publication_date":"2026-10-30","jir_source_link":"https:\/\/japanir.jp\/wp-content\/uploads\/2026\/10\/7046-20261030-01.pdf","jir_short_summary":"Expansion in the generative AI agent domain drove first-half revenue to 1.628 billion yen (YoY +15.0%) and operating income to 79 million yen (YoY +85.8%), with progress toward the full-year revenue plan of 3.2 billion yen at 50.9%, on track. In FY2028 SHIFT first year, TDSE will push measures to strengthen sales and technical foundations and improve profitability. Growth investments will continue through rollout of new services such as TDSE AI Forge.","jir_summary":"### Overview of Results\nIn the first half of fiscal 2026, TDSE achieved revenue of 1.628 billion yen (Year-over-Year +15.0%), gross profit of 558 million yen (+13.9%), and operating income of 79 million yen (+85.8%). Operating margin improved to 4.9%. Contribution from the generative AI agent domain was significant, and progress toward the full-year revenue plan of 3.2 billion yen reached 50.9%, exceeding expected growth levels. At the same time, challenges include developing and securing generative AI talent and managing profitability including the use of external partners. In the second half, the company will convert structural reforms into monetization to restore margins.\n\n### Second-Half Outlook and Key Measures\nAs the first year of SHIFT2028, TDSE will focus initiatives on three growth axes: generative AI agents, data platform, and SNS analytics. In the second half, the company will expand orders and revenue, optimize delivery frameworks, and deepen customer relationships. TDSE will scale use of the new service TDSE AI Forge and cultivate certified talent to expand recurring revenue and improve utilization rates. The earnings presentation will detail the breakdown of growth investments and the roadmap to margin recovery.","jir_financial_highlights":"Revenue: 1.628 billion yen (Year-over-Year +15.0%)\nGross Profit: 558 million yen (Year-over-Year +13.9%)\nOperating Income: 79 million yen (Year-over-Year +85.8%)\nFull-Year Revenue Plan: 3.2 billion yen (Progress Rate 50.9%)\nOperating Margin: 4.9% (Year-over-Year +1.9 points)","jir_category":"","jir_hashtags":"#NoSpecificTagsAppropriateForTDSEIncIR","jir_key_figures":"Revenue: 1.628 billion yen\nOperating Income: 79 million yen\nFull-Year Revenue Plan: 3.2 billion yen","jir_meta_title":"TDSE Inc. First-Half FY2027 Results Announced | Growth Centered on Generative AI Agents, Second-Half Measures and SHIFT2028 Outlook","jir_meta_description":"TDSE Inc. announced first-half FY2027 results: revenue of 1.628 billion yen and operating income of 79 million yen, achieving year-over-year growth. Second-half SHIFT2028 measures focus on strengthening sales and technical foundations, improving profitability, and expanding new services such as TDSE AI Forge. Further details to be disclosed at the earnings presentation.","jir_og_title":"TDSE Inc. | Key Points of First-Half FY2027 Results and SHIFT2028 Outlook","jir_og_description":"TDSE Inc.'s first-half FY2027 results show year-over-year revenue and profit growth led by the generative AI agent domain. The release outlines second-half priorities and progress on SHIFT2028. Additional information will be shared at the earnings presentation.","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\\\":[\\\"2026Q1\\\",\\\"2026Q2\\\"],\\\"datasets\\\":[{\\\"label\\\":\\\"Revenue\\\",\\\"data\\\":[16.28,32.00]}]}}\"}, {\"jir_chart_id\": \"operating_profit_trend\", \"jir_chart_type\": \"line\", \"jir_chart_title\": \"Operating Income Trend\", \"jir_chart_json_data\": \"{\\\"type\\\":\\\"line\\\",\\\"data\\\":{\\\"labels\\\":[\\\"2026Q1\\\",\\\"2026Q2\\\"],\\\"datasets\\\":[{\\\"label\\\":\\\"Operating Income\\\",\\\"data\\\":[0.79,1.30]}]}}\"}, {\"jir_chart_id\": \"segment_revenue_breakdown\", \"jir_chart_type\": \"bar\", \"jir_chart_title\": \"Revenue by Segment\", \"jir_chart_json_data\": \"{\\\"type\\\":\\\"bar\\\",\\\"data\\\":{\\\"labels\\\":[\\\"Generative AI Agents\\\",\\\"Data Platform\\\",\\\"SNS Analytics\\\",\\\"Existing Customer Domain\\\"],\\\"datasets\\\":[{\\\"label\\\":\\\"Revenue\\\",\\\"data\\\":[8.90,1.20,1.90,?]}]}}\"}, {\"jir_chart_id\": \"margin_analysis\", \"jir_chart_type\": \"line\", \"jir_chart_title\": \"Operating Margin Trend\", \"jir_chart_json_data\": \"{\\\"type\\\":\\\"line\\\",\\\"data\\\":{\\\"labels\\\":[\\\"2026Q1\\\",\\\"2026Q2\\\"],\\\"datasets\\\":[{\\\"label\\\":\\\"Operating Margin\\\",\\\"data\\\":[4.9,4.0]}]}}\"}, {\"jir_chart_id\": \"guidance_comparison\", \"jir_chart_type\": \"line\", \"jir_chart_title\": \"Comparison of Full-Year Plan and Results\", \"jir_chart_json_data\": \"{\\\"type\\\":\\\"line\\\",\\\"data\\\":{\\\"labels\\\":[\\\"2026 First-Half Actual\\\"],\\\"datasets\\\":[{\\\"label\\\":\\\"Revenue Plan Progress\\\",\\\"data\\\":[50.9]}]}}\"}]","ir_related_company":60557,"ir_release_date":"","ir_type":"","ir_is_new":false,"ir_document_url":"","jir_ir_type":"financial_summary","footnotes":""},"sector":[],"importance":[],"class_list":["post-138993","ir_release","type-ir_release","status-publish","hentry"],"yoast_head":"\n