Japan · Delayed Price · Currency is JPY Hennge K.K. Earnings Call Transcripts
Fiscal Year 2026
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Q3 FY2026 results are on track with strong recurring revenue, high gross margins, and robust ARR growth. Investments in marketing, new services, and headcount support future expansion, while the full-year outlook and profit guidance remain unchanged.
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Second quarter FY 2026 results are on track, with recurring revenue and gross profit margin growth driven by higher ARPU. New security services and expanded offerings support the goal of JPY 20 billion ARR by FY 2029.
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First quarter FY2026 results are on track with forecasts, driven by recurring revenue growth, low churn, and active investments in marketing and organizational development. The company targets JPY 20 billion in ARR by FY2029, focusing on customer acquisition and value generation.
Fiscal Year 2025
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FY2025 results met forecasts, with recurring revenue and high gross margins driving growth. Achieved JPY 10B in ARR, set sights on JPY 20B by FY2029, and plan to move to the TSE Prime Market while investing in branding and organizational strength.
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Third quarter results show strong progress toward full-year targets, with recurring revenue and gross profit margin both increasing. ARR and ARPU rose, driven by robust growth in contracted companies and higher adoption of premium plans.
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Surpassing JPY 10 billion in ARR, the company revised its full-year forecast upward on strong contract growth and lower churn. Expansion into the U.S. and increased investments in talent, cybersecurity, and branding are set to drive future ARR and market presence.
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First quarter results showed strong year-on-year growth in net sales and gross profit, driven by recurring revenue, higher RPU, and successful customer acquisition. The company remains on track with its FY2025 forecast and continues to invest in branding and ARR growth.
Fiscal Year 2024
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Net sales met forecasts for FY 2024, with profits exceeding expectations due to extraordinary income. ARR and ARPU grew strongly, driven by price revisions and new contracts, while recruitment challenges limited employee growth. Ambitious targets set for ARR and operating margin through FY 2037.
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Q3 FY2024 saw strong ARR and ARPU growth driven by price revisions and new product launches, with gross profit margin remaining high despite increased costs. Recruitment challenges persist, but net profit is set to exceed expectations due to extraordinary income.