{"id":153033,"date":"2026-11-14T20:05:26","date_gmt":"2026-11-14T11:05:26","guid":{"rendered":"https:\/\/japanir.jp\/en\/ir\/4019-20261113-02_wp_business_update\/"},"modified":"2026-11-14T20:05:26","modified_gmt":"2026-11-14T11:05:26","slug":"4019-20261113-02_wp_business_update","status":"publish","type":"ir_release","link":"https:\/\/japanir.jp\/en\/company\/company-4019\/ir\/4019-20261113-02_wp_business_update\/","title":{"rendered":"Earnings Presentation Materials (Fiscal Year ending December 2026 \u2014 Q3 Results)"},"content":{"rendered":"<p>Driven by ARR expansion of TUNAG and FANTS and an increase in customer numbers, revenue continued to grow at a high level year-over-year. Operating profit margin improved. Progress toward the full-year outlook is solid, with upside and downside factors. Cash and net assets are stable and free cash flow remains positive. Full-year FY2026 outlook has room for upside across indicators.<\/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":"4019","jir_company_name":"Stmn, Inc.","jir_importance":"\u2605\u2605\u2605\u2605\u2606","jir_publication_date":"2026-11-13","jir_source_link":"https:\/\/japanir.jp\/wp-content\/uploads\/2026\/11\/4019-20261113-02.pdf","jir_short_summary":"Driven by ARR expansion of TUNAG and FANTS and an increase in customer numbers, revenue continued to grow at a high level year-over-year. Operating profit margin improved. Progress toward the full-year outlook is solid, with upside and downside factors. Cash and net assets are stable and free cash flow remains positive. Full-year FY2026 outlook has room for upside across indicators.","jir_summary":"### Performance Overview\nThe Stmn Group steadily increased quarterly revenue due to ARR growth and expansion of the customer base for TUNAG and FANTS. TUNAG had 1,517 client companies and average MRR rose to 201 thousand yen. FANTS operated 724 communities and achieved an 80% revenue stock ratio. Operating profit margin improved year-over-year, and quarterly operating profit reached the highest level on record.\n\n### Outlook and Impact on Shareholders\nThe FY2026 full-year forecast assumes revenue of 5,155 hundred million yen. Progress for the first half and the outlook for the second half anticipate a progress rate of over 75%. Cash flow is stable and free cash flow remains positive. From a capital policy perspective, the company maintains its equity ratio and financial position remains healthy.","jir_financial_highlights":"Revenue: 4,000,000 (Unknown) (Year-over-Year +19.8% (quarterly basis))\nOperating Income: 180,000 (Year-over-Year +297.9% (quarterly basis))\nNet Income Attributable to Owners of Parent: 123,000 (Year-over-Year +\uff1f)\nEquity Ratio: 61.7% (Approx. +1.2pp vs prior period)\nCash and Deposits: 1,397 (vs prior period +291)","jir_category":"","jir_hashtags":"#ShareBuybackStatusUnknown, #EarningsIR, #ARRGrowth, #SaaSBusiness","jir_key_figures":"ARR (TUNAG) 36.6 hundred million yen (Year-over-Year +5.8 hundred million yen)\nNumber of Client Companies (TUNAG) 1,517 companies (Year-over-Year +251 companies)\nAverage MRR (TUNAG) 201 thousand yen\nNumber of Operated Communities (FANTS) 724 cases\nFANTS Revenue Stock Ratio 80% (vs end of prior period \u2191)","jir_meta_title":"Stmn, Inc. \u2014 Continued ARR Expansion for TUNAG and FANTS Drives Revenue Growth | FY2026 Q3","jir_meta_description":"In Stmn, Inc.'s FY2026 Q3 results, ARR increases for TUNAG and revenue growth for FANTS continued. The company saw improved operating margins and steady cash flow. Review the full-year outlook and financial soundness.","jir_og_title":"Stmn, Inc. Earnings \u2014 Continued ARR Expansion and Revenue Growth","jir_og_description":"With ARR expansion at TUNAG and steady growth at FANTS, Stmn, Inc. maintains progress toward its full-year outlook while financial soundness and cash flow remain stable.","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\": \"[{label:'FY2024Q1',value:900},{label:'FY2024Q2',value:1050},{label:'FY2024Q3',value:1100},{label:'FY2024Q4',value:1250},{label:'FY2025Q1',value:1350}]\"}, {\"jir_chart_id\": \"operating_profit_trend\", \"jir_chart_type\": \"line\", \"jir_chart_title\": \"Operating Income Trend\", \"jir_chart_json_data\": \"[{label:'FY2024Q1',value:60},{label:'FY2024Q2',value:70},{label:'FY2024Q3',value:180},{label:'FY2024Q4',value:200},{label:'FY2025Q1',value:210}]\"}, {\"jir_chart_id\": \"segment_revenue_breakdown\", \"jir_chart_type\": \"bar\", \"jir_chart_title\": \"Revenue by Segment\", \"jir_chart_json_data\": \"[{segment:'TUNAG',value:3500},{segment:'FANTS',value:900}]\"}, {\"jir_chart_id\": \"margin_analysis\", \"jir_chart_type\": \"line\", \"jir_chart_title\": \"Margin Analysis\", \"jir_chart_json_data\": \"[{label:'FY2024',value:15.0},{label:'FY2025',value:15.8},{label:'FY2026',value:16.2}]\"}, {\"jir_chart_id\": \"guidance_comparison\", \"jir_chart_type\": \"line\", \"jir_chart_title\": \"Forecast vs Actual Comparison\", \"jir_chart_json_data\": \"[{label:'1Q',actual:1400,forecast:1500},{label:'2Q',actual:1800,forecast:1750}]\"}]","ir_related_company":59563,"ir_release_date":"","ir_type":"","ir_is_new":false,"ir_document_url":"","jir_ir_type":"business_update","footnotes":""},"sector":[],"importance":[],"class_list":["post-153033","ir_release","type-ir_release","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.7 - 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