Achieved record-high sales and operating profit while making proactive upfront investments

The financial results for the third quarter of the fiscal year ending December 2025 were sales of \28,913 million (up 10.7% year on year) and operating profit of \4,748 million (up 10.0% year on year), both marking record highs. Despite continuing upfront investments aligned with the Business Strategy 2025-2028 (targeting 10 billion yen in operating profit by 2028), we achieved both sales and operating profit growth.

In the GLOBAL WiFi Business, sales were ¥15,514 million (+6.7%), and segment profit was ¥4,604 million (+3.7%). Corporate contract expansion and increased adoption of Unlimited Plans helped to maintain a high ARPU, while strong demand during the summer vacation season led to solid order intake from individual users. Strengthened sales of “World eSIM®” led to a significant increase in sales to 181% year on year. The progress rate against FY2025 earnings forecast is 90.3%

In the Information and Communications Service Business, sales were ¥12,212 million (+13.6%), and segment profit was ¥1,365 million (+6.6%). Sales of mobile communications equipment drove overall performance, with cross-selling initiatives centered around smartphones contributing to growth. In-house developed recurring-revenue services are progressing well, reaching 81.5% of the full-year forecast of ¥1.63 billion.

In the Glamping and Tourism Business, sales were ¥1,182 million (+46.0%), and segment profit was ¥130 million (+47.8%). The glamping business performed well, supported by steady performance at existing facilities and new developments. The tourism business through a DMC model that arranges luxury and high value-added travel, is steadily growing.

As part of the Business Strategy (2025-2028), we will promote strategic Data-Driven Sales to improve the efficiency of sales activities and maximize results in all of our businesses, which will contribute to strengthening relationships with existing customers, acquiring new customers, and expanding recurring revenue, thereby achieving sustainable growth.