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POPER Co (5134) investor relations material
POPER Co Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary11 Dec, 2025
Executive summary
Achieved 29.7% year-over-year revenue growth and 138.2% increase in operating profit, driven by SaaS expansion, new service launches, and successful strategies for both large and small customers.
Net income increased 65.9% year-over-year, with all profit stages exceeding prior year results.
Expanded customer base, especially among small/mid-sized cram schools and new verticals like extracurricular activities, and strengthened cross-sell ecosystem with ComiruPay and ComiruERP.
Maintained low churn rate and increased paid contracts by 14.8% year-over-year.
Continued investment in product development, marketing, and organizational capacity to support future growth.
Financial highlights
Revenue: ¥1,389 million (+29.7% YoY); Operating profit: ¥174 million (+138.2% YoY); Net profit: ¥139 million (+65.9% YoY).
Gross margin improved to 75.2% (+0.7pt YoY); Operating margin rose to 12.6% (+5.8pt YoY).
SG&A ratio improved to 62.6% from 67.6% YoY, reflecting disciplined cost control.
Cash and equivalents at year-end: ¥849 million, up ¥143 million from prior year.
ARPU decreased 4.7% YoY due to increased small customer contracts but rebounded after Q3.
Outlook and guidance
FY2026 revenue forecast: ¥1,425 million (+2.6% YoY); Operating profit: ¥85 million (–50.8% YoY); Net profit: ¥55 million (–59.7% YoY), reflecting strategic investments.
Gross margin expected to decrease to 71.5% (–3.7pt YoY).
Focus on building a high-margin, recurring revenue base and investing in infrastructure and talent for future growth.
Profit decline expected due to upfront investments in system infrastructure and talent.
Guidance based on conservative assumptions for non-recurring/customized revenue.
2026年先行投資の具体策と効果
ComiruPay/ERPの収益貢献時期
大手塾案件のARPUへの影響は？
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Frequently asked questions
POPER Co Ltd is a Japan-based company that provides online education services and learning support tools. The company develops platforms and applications designed to connect students with tutors and educational institutions, offering scheduling, communication, billing, and performance tracking features. POPER primarily serves private tutoring schools and individual educators, aiming to streamline administrative tasks and enhance the learning experience. The company is headquartered in Tokyo, Japan, and its shares are listed on the TSE.
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