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Trend: Downward revision on December 26; operating profit revised to JPY 44.4 billion from JPY 56.4 billion.
Trend <4704> announced a revision to its earnings forecast for the fiscal year ending December 2026, lowering its operating profit estimate from JPY 56.4 billion to JPY 44.4 billion. The downward revision was driven by a significant increase in personnel costs due to the weak yen, as well as higher cloud-related expenses—including AI token costs associated with investments aimed at enhancing competitive positioning and expanding product and service features—and increased expenditures related to the promotion of business brands, which commenced this term. [Positive Factors] <3633> GMO Pepabo Mid-Term | <3182> Oisix Quarterly <
Express News | Smartdrive Inc 9-Mth Group Recurring Profit 303 Mln Yen (+24.6%) Vs Profit 243 Mln Yen, 2025/26 Forecast Profit 725 Mln Yen (+105.8%)
Express News | Smartdrive Inc 9-Mth Group Net Profit 287 Mln Yen (+81.9%) Vs Profit 157 Mln Yen, 2025/26 Forecast Profit 890 Mln Yen (+96.2%)
Express News | Smartdrive Inc 9-Mth Group Operating Profit 309 Mln Yen (+19.4%) Vs Profit 259 Mln Yen, 2025/26 Forecast Profit 743 Mln Yen (+90.6%)
SmartDrive: Third Quarter Financial Results Briefing for the Fiscal Year Ending September 2026 (Japanese GAAP, Consolidated)
SmartDrive: Financial Results Presentation for the Third Quarter of Fiscal Year Ending September 2026