In the 3Q cumulative period, subscription billing revenue reached a record high of 5.0 hundred million yen, YoY +61.5%. Revenue was 15.6 hundred million yen, YoY +24.3%. Operating income was 3.6 hundred million yen, YoY +30.0%. Performance is progressing ahead of the full-year plan, with advertising investment optimization to expand recurring revenue. By segment, Mobile is driving growth while AI singing-voice synthesis continues to face growth challenges. Full-year forecasts are unchanged, with the 3Q cumulative period expected to exceed the plan.<\/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":"9343","jir_company_name":"ibis inc.","jir_importance":"\u2605\u2605\u2605\u2605\u2606","jir_publication_date":"2026-11-10","jir_source_link":"https:\/\/japanir.jp\/wp-content\/uploads\/2026\/11\/9343-20261110-02.pdf","jir_short_summary":"In the 3Q cumulative period, subscription billing revenue reached a record high of 5.0 hundred million yen, YoY +61.5%. Revenue was 15.6 hundred million yen, YoY +24.3%. Operating income was 3.6 hundred million yen, YoY +30.0%. Performance is progressing ahead of the full-year plan, with advertising investment optimization to expand recurring revenue. By segment, Mobile is driving growth while AI singing-voice synthesis continues to face growth challenges. Full-year forecasts are unchanged, with the 3Q cumulative period expected to exceed the plan.","jir_summary":"### Performance Overview\nConsolidated results for FY2026\/12 3Q: subscription billing revenue reached 5.0 hundred million yen (YoY +61.5%), marking a new record. Revenue grew to 15.6 hundred million yen (YoY +24.3%). Operating income was 3.6 hundred million yen (YoY +30.0%), aiming to finish above plan. The Mobile segment is the main driver, and gross margin remains at a high level.\n\n### Outlook and Investment Policy\nThe 3Q cumulative results are progressing above plan. Advertising investment will be reallocated in the 3Q cumulative period to increase recurring revenue. In 4Q, the company will restrain additional investments while emphasizing efficient acquisition of subscription customers. Full-year earnings forecast remains unchanged from the initial plan, targeting an outcome above plan.","jir_financial_highlights":"Subscription Billing Revenue: 5.0 hundred million yen (YoY +61.5%)\nRevenue: 15.6 hundred million yen (YoY +24.3%)\nOperating Income: 3.6 hundred million yen (YoY +30.0%)\nSegment Profit (Mobile): 4.9 hundred million yen (YoY +39.8%)\nOverseas Sales Ratio: Unknown (Unknown)","jir_category":"","jir_hashtags":"#ConsideringShareBuyback, #AI_SingingVoiceSynthesis, #MobileSegment, #MediumTermPlan","jir_key_figures":"Subscription Billing Revenue: 5.0 hundred million yen (YoY +61.5%)\nRevenue: 15.6 hundred million yen (YoY +24.3%)\nOperating Income: 3.6 hundred million yen (YoY +30.0%)","jir_meta_title":"ibis inc. FY2026\/12 3Q Earnings Highlights | Subscription Billing Revenue 5.0 hundred million yen, YoY +61.5%","jir_meta_description":"ibis inc. FY2026\/12 Q3 earnings highlights: subscription billing revenue reached a record 5.0 hundred million yen, revenue 15.6 hundred million yen, operating income 3.6 hundred million yen. Discussion of reallocation of advertising investment and outlook for achieving full-year targets.","jir_og_title":"ibis inc. | FY2026\/12 3Q Earnings Highlights","jir_og_description":"Q3 highlights include record subscription billing revenue and pursuit of exceeding full-year targets. Explains mobile-driven growth strategy and optimization of advertising investment.","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\\\":[\\\"FY22\/12 3Q\\\",\\\"FY23\/12 3Q\\\",\\\"FY24\/12 3Q\\\",\\\"FY25\/12 3Q\\\",\\\"FY26\/12 3Q\\\"],\\\"datasets\\\":[{\\\"label\\\":\\\"Revenue\\\",\\\"data\\\":[2.5,3.49,4.et,4.5,15.6]}]},\\\"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\\\":[\\\"FY22\/12 3Q\\\",\\\"FY23\/12 3Q\\\",\\\"FY24\/12 3Q\\\",\\\"FY25\/12 3Q\\\",\\\"FY26\/12 3Q\\\"],\\\"datasets\\\":[{\\\"label\\\":\\\"Operating Income\\\",\\\"data\\\":[1.0,1.1,1.3,1.7,3.6]}]}}\"}, {\"jir_chart_id\": \"segment_revenue_breakdown\", \"jir_chart_type\": \"bar\", \"jir_chart_title\": \"Revenue by Segment\", \"jir_chart_json_data\": \"{\\\"type\\\":\\\"bar\\\",\\\"data\\\":{\\\"labels\\\":[\\\"Mobile\\\",\\\"Solutions\\\",\\\"AI Singing-Voice Synthesis\\\"],\\\"datasets\\\":[{\\\"label\\\":\\\"Revenue\\\",\\\"data\\\":[\\\"4.9\\\",\\\"1.0\\\",\\\"0.0\\\"]}]}}\"}, {\"jir_chart_id\": \"margin_analysis\", \"jir_chart_type\": \"bar\", \"jir_chart_title\": \"Operating Margin Analysis\", \"jir_chart_json_data\": \"{\\\"type\\\":\\\"bar\\\",\\\"data\\\":{\\\"labels\\\":[\\\"FY22\/12 3Q\\\",\\\"FY23\/12 3Q\\\",\\\"FY24\/12 3Q\\\",\\\"FY25\/12 3Q\\\",\\\"FY26\/12 3Q\\\"],\\\"datasets\\\":[{\\\"label\\\":\\\"Operating Margin\\\",\\\"data\\\":[22.4,17.0,23.4,24.0,23.4]}]}}\"}, {\"jir_chart_id\": \"guidance_comparison\", \"jir_chart_type\": \"line\", \"jir_chart_title\": \"Guidance vs. Actual Comparison\", \"jir_chart_json_data\": \"{\\\"type\\\":\\\"line\\\",\\\"data\\\":{\\\"labels\\\":[\\\"FY25\/12 3Q\\\",\\\"FY26\/12 3Q\\\"],\\\"datasets\\\":[{\\\"label\\\":\\\"Subscription Billing Revenue Actual\\\",\\\"data\\\":[3.1,5.0]},{\\\"label\\\":\\\"Subscription Billing Revenue Plan\\\",\\\"data\\\":[3.1,5.0]}]}}\"}]","ir_related_company":58565,"ir_release_date":"","ir_type":"","ir_is_new":false,"ir_document_url":"","jir_ir_type":"financial_summary","footnotes":""},"sector":[],"importance":[],"class_list":["post-145998","ir_release","type-ir_release","status-publish","hentry"],"yoast_head":"\n