The company achieved record-high profits in FY 3/2025, with consolidated net sales increasing 43.9% year-over-year and operating profit jumping 368.7% year-over-year, largely driven by the new GPU cloud services launched in January 2024.
02
GPU cloud services, which significantly contributed to revenue, are expected to see a 149.0% year-over-year increase in full-year forecast for FY 3/2026, reaching 15,800 million yen with the launch of new GPUs (H200, B200).
03
The company plans to actively invest over 40 billion yen in digital infrastructure for FY 3/2026, including 10.7 billion yen in data centers (6 billion yen for container-type GPU cloud data centers) and 29 billion yen in servers and network equipment (22.8 billion yen for GPU cloud services).
04
The company is aggressively recruiting human resources, hiring 214 people in FY 3/2025, mainly engineers and sales/marketing personnel, and aims to strengthen recruitment for official government cloud certification by March 2026.
05
The dividend for FY 3/2025 was 4.00 yen per share, with a planned increase to 5.00 yen per share for FY 3/2026, reflecting a policy of returning profits in line with performance while maintaining internal reserves for sustainable growth.
06
The company is developing a platform for generative AI, integrating multi-vendor foundation models into its GPU cloud services and collaborating with NEC Corporation to provide API-based services using NEC's "cotomi" model.
07
The company's engagement score reached a record high in FY 2024, attributed to continuous organizational improvement initiatives and increased employee motivation from rapid growth in GPU cloud services and successful recruitment.
Insights
01
The company achieved record-high profits in FY 3/2025, with consolidated net sales increasing 43.9% year-over-year and operating profit jumping 368.7% year-over-year, largely driven by the new GPU cloud services launched in January 2024.
02
GPU cloud services, which significantly contributed to revenue, are expected to see a 149.0% year-over-year increase in full-year forecast for FY 3/2026, reaching 15,800 million yen with the launch of new GPUs (H200, B200).
03
The company plans to actively invest over 40 billion yen in digital infrastructure for FY 3/2026, including 10.7 billion yen in data centers (6 billion yen for container-type GPU cloud data centers) and 29 billion yen in servers and network equipment (22.8 billion yen for GPU cloud services).
04
The company is aggressively recruiting human resources, hiring 214 people in FY 3/2025, mainly engineers and sales/marketing personnel, and aims to strengthen recruitment for official government cloud certification by March 2026.
05
The dividend for FY 3/2025 was 4.00 yen per share, with a planned increase to 5.00 yen per share for FY 3/2026, reflecting a policy of returning profits in line with performance while maintaining internal reserves for sustainable growth.
06
The company is developing a platform for generative AI, integrating multi-vendor foundation models into its GPU cloud services and collaborating with NEC Corporation to provide API-based services using NEC's "cotomi" model.
07
The company's engagement score reached a record high in FY 2024, attributed to continuous organizational improvement initiatives and increased employee motivation from rapid growth in GPU cloud services and successful recruitment.