First-half revenue was 1,628 million yen (YoY +15.0%), operating income was 79 million yen (YoY +85.8%), and progress against the full-year plan of 3,200 million yen reached 50.9%, surpassing the mid-point. The company is promoting the three transformations of the new mid-term plan SHIFT2028 (growth axis, revenue structure, execution framework). In the second half, TDSE Inc. aims to achieve the full-year plan through increased orders for generative AI agents and accumulation of recurring revenue.<\/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":"2026-11-06","jir_source_link":"https:\/\/japanir.jp\/wp-content\/uploads\/2026\/11\/7046-20261106-01.pdf","jir_short_summary":"First-half revenue was 1,628 million yen (YoY +15.0%), operating income was 79 million yen (YoY +85.8%), and progress against the full-year plan of 3,200 million yen reached 50.9%, surpassing the mid-point. The company is promoting the three transformations of the new mid-term plan SHIFT2028 (growth axis, revenue structure, execution framework). In the second half, TDSE Inc. aims to achieve the full-year plan through increased orders for generative AI agents and accumulation of recurring revenue.","jir_summary":"### Performance Overview\nTDSE Inc. completed the first half of the initial year of the new mid-term plan SHIFT2028 and has been restructuring its business organization in the generative AI agent domain. Revenue reached a record high of 1,628 million yen, operating income was 79 million yen, and operating margin improved to 4.9%. Progress against the full-year plan of 3,200 million yen was 50.9%, exceeding levels seen in the past three first halves. The revenue share from generative AI agents was 55%, and recurring (stock-type) revenue accounted for 24%, indicating steady progress on the three pillars of SHIFT.\n\n### Second-Half Focus and Path to Investment Recovery\nIn the second half, the company will continue developing and recruiting generative AI engineers to support order expansion, deepen customer relationships, and enhance project management. By expanding use of data platforms (such as Databricks) and strengthening partnerships, TDSE Inc. aims to further boost generative AI agent revenue and achieve the full-year plan while improving margins and capital efficiency.","jir_financial_highlights":"Revenue: 1,628 million yen (YoY 115% (first-half results))\nOperating Income: 79 million yen (YoY 186%)\nProgress vs Full-Year Plan: 50.9% (Surpassed mid-point of first half)\nOperating Margin: 4.9% (Improved 1.9pt YoY)\nFull-Year Plan: 32 hundred million yen (First-half progress 51% \/ Full-year plan maintained)","jir_category":"","jir_hashtags":"#TDSE, #SHIFT2028, #GenerativeAIAgents, #NewMidTermPlan, #AIFoundation, #FinancialResults","jir_key_figures":"Revenue: 1,628 million yen (YoY +115%)\nOperating Income: 79 million yen (YoY +186%)\nProgress vs Full-Year Plan: 50.9%\nRecurring Revenue Ratio: 24%\nGenerative AI Agent Revenue Ratio: 55%","jir_meta_title":"TDSE Inc. \u2014 SHIFT2028 Progress and First-Half Results | Expansion of Generative AI Agents and Full-Year Progress","jir_meta_description":"Key points of TDSE Inc.'s first-half results in the new mid-term plan \"SHIFT2028\": revenue 1,628 million yen, operating income 79 million yen, progress vs full-year plan 50.9%, generative AI agent ratio 55%, recurring revenue ratio 24%. Explains second-half growth strategy and path to investment recovery.","jir_og_title":"TDSE Inc. \u2014 SHIFT2028 Progress and First-Half Results | Expansion of Generative AI Agents","jir_og_description":"TDSE Inc.'s first-half results for the initial year of SHIFT2028: revenue 1,628 million yen, operating income 79 million yen. Generative AI agent ratio exceeded 51%, and recurring revenue ratio reached 24%. 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