3744.T
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Q4 FY2025 · Dec 15, 2025
AI summary of management’s prepared remarks and analyst Q&A · For informational purposes only, not investment advice
Management highlights
- This article compiles five Japanese listed firms that newly introduced shareholder benefit programs in November 2025, with confirmed details below (valid as of article publication):
- Sios (TSE Standard: 3744, information and communications industry): Annual benefits with December record date, offering an original catalog; 200+ shareholding qualifies for a 2,000 yen equivalent benefit
- Nankai Chemical (TSE Standard: 4040, chemical industry): Annual benefits with March record date, offering local specialty products from Osaka/Wakayama/Kochi prefectures or the option to donate; 100+ shares held 1 to 3 years qualify for 3,000 yen equivalent, 100+ shares held 3+ years qualify for 5,000 yen equivalent; the first 2026 March distribution includes 3,000 yen equivalent for 100+ shares held less than 1 year as an introductory exception
- Cyd (TSE Growth: 4256, information and communications industry): Annual benefits with March record date, offering digital gifts; 200+ shareholding qualifies for 16,000 yen equivalent
- Media Sousaken (TSE Growth: 9242, service industry): Bi-annual benefits with January/July record dates, offering points for the "Media Sousaken Premium Benefit Club"; benefits are tiered by holding size: 200-299 shares = 3,000 points, 300-399 = 6,000 points, 400-499 = 9,000 points, 500-599 = 15,000 points, 600+ shares = 25,000 points
- Microad (TSE Growth: 9553, service industry): Bi-annual benefits with March/September record dates, offering digital gifts; 800+ shareholding qualifies for 7,000 yen equivalent
- Confirmed operational updates from included 2025 December fiscal year earning call previews:
- Ibokin expanded its decommissioning business capacity via acquiring subsidiary Mitsue, added a second ultra-large heavy machinery unit, and newly launched CO2 emission calculation services
- OpenWork completed its first M&A transaction, and management plans to discuss its medium-term growth strategy
Guidance
- K&O Energy Group forecasts a decline in net profit for the next fiscal year, but has announced a planned 6 yen increase in dividend per share despite the projected decline
- OpenWork management plans to disclose details of its medium-term growth plan in its full 2025 December fiscal year earning call
- No other formal forward-looking financial guidance is available in this incomplete transcript
Segment performance
No detailed full segment-level financial performance data (including absolute figures or revenue contribution percentages) is available in this incomplete truncated transcript. Partial high-level results are mentioned only for three firms: 1) Ibokin expanded its decommissioning structure via the acquisition of Mitsue subsidiary, added a second ultra-large heavy machinery unit, and launched new CO2 calculation services; no segment financials are provided. 2) K&O Energy Group reported record-high operating and recurring profit for the 2025 December fiscal year; no segment breakdown is provided. 3) OpenWork achieved 4 consecutive years of record-high operating revenue and operating profit since its IPO; no segment breakdown is provided.
Risks & headwinds
No formal discussion of business risks or operational failures is included in this incomplete truncated summary article
Analyst Q&A
No full question and answer section from any earning call is available in this incomplete truncated article.
Reported results against consensus at the time of each report · Surprise is computed from the estimate on record · Data as of Nov 5, 2026