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Rebase,Inc.

グロース · 情報・通信業 · 情報通信・サービスその他 · JP

JPY 462.00
−2.33%
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Analyst consensus

Next report date
Nov 18, 2026
EPS estimate
Revenue estimate
JPY 567.0M

Latest reported

Last report date
Aug 13, 2026
EPS actual
EPS estimate
Revenue actual
Revenue estimate

Track record

Trailing twelve quarters

EPS beats (12Q)
EPS misses (12Q)
EPS in line (12Q)
Avg surprise (4Q)
Revenue beats (12Q)
Earnings call summaryRead the full call →

Q4 FY2026 · Apr 13, 2026

AI summary of management’s prepared remarks and analyst Q&A · For informational purposes only, not investment advice

Management highlights

New Shareholder Benefit Introductions (March 2026)

  • Multiple Japanese firms added new shareholder benefit programs, with tiered rewards based on shareholding size:
    • Rental space matching platform インスタベース offers platform points or cash-equivalent rewards ranging from 5,000 points for 200+ shares to 10,000 yen equivalent for 10,000+ shares
    • A crypto asset-related firm offers XRP cryptocurrency (handled by SBI VC Trade) ranging from 500 yen to 1,000 yen equivalent, with higher rewards for shareholders holding continuously for 1+ year
    • A financial firm offers a combination of QUO cards, catalog gifts, and a special shareholder term deposit: the deposit accepts 100 thousand yen to 1 million yen principal, has a 1-year term, and offers an interest rate 0.3% above the base rate
    • デジタルハーツホールディングス offers 10,000 yen worth of benefits to shareholders holding 500+ shares

Operational Updates for AZoom

  • AZoom recorded a net increase of 4,505 contracted parking lot units in the first half of the 2026 September fiscal year
  • The company plans to increase shareholder returns and target 9 consecutive years of dividend increases

Guidance

  • AZoom maintains guidance for a net increase of at least 8,000 contracted parking lot units for the full 2026 September fiscal year
  • AZoom reaffirms guidance for 9 consecutive years of dividend increases to strengthen shareholder returns
  • No other upward, downward, or maintained guidance for financial performance or other operational targets is provided in the available transcript

Segment performance

No complete segment-level financial performance data is provided in the truncated transcript. Only partial aggregate results for AZoom's 2026 September fiscal year second quarter are available: sales increased approximately 24% year-over-year, operating income increased approximately 20% year-over-year, and the company achieved all-time record highs across 5 core financial metrics including sales and operating income. No absolute monetary values or revenue contribution percentages for individual product segments are disclosed.

Risks & headwinds

No discussion of business risks, operational risks, or operational failures is included in the available truncated transcript. The only note provided is that benefit details are current as of the article publication date, and readers should confirm final details on each company's official website.

Analyst Q&A

No question and answer section is included in the available truncated transcript.

Reported results against consensus at the time of each report · Surprise is computed from the estimate on record · Data as of Nov 18, 2026