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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
freee K.K.
freee K.K. (4478) investor relations material
freee K.K. Q1 2027 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2027 earnings summary11 Nov, 2026
Executive summary
Q1 FY2027 revenue rose 23.5% YoY to ¥12,031MM; adjusted operating profit increased 115.5% to ¥1,487MM, at a 12.4% margin.
Platform ARR grew 21.9% YoY to ¥45,265MM, supported by customer growth and higher ARPU.
Financial highlights
Revenue was ¥12,031MM, up 23.5% YoY; gross profit was ¥9,720MM.
Operating profit was ¥762MM, ordinary profit ¥614MM, and net income ¥533MM; basic EPS was ¥9.00.
Adjusted operating profit increased 115.5% YoY to ¥1,487MM; adjusted operating profit margin was 12.4%, up 5.3pts YoY.
Gross margin was 80.8%, or 84.2% excluding software amortization.
Outlook and guidance
FY2027 guidance reaffirmed: revenue ¥52,210MM, up 23.0% YoY; adjusted operating profit ¥5,750MM, up 115.9%, with an 11.0% margin.
Adjusted free cash flow margin guidance is 5–10%; Platform ARR growth outlook is 25% for Mid, 20%+ for Small, and 10% for Self-employed.
Growth assumptions include customer acquisition, cross-selling, higher customer value, and productivity gains from AI and cost optimization.
Expense-to-revenue outlook: COGS 19–22%, R&D including software capitalization 22–25%, S&M 45–48%, and adjusted G&A 7–8%; actual results may vary.
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Latest events from freee K.K.
- Revenue up 27.6% YoY, adjusted OP up 41.3%, FY2027.6 targets 23% growth and 11% margin.4478
Q4 2026 - Net sales and ARR surged, but profit fell; full-year outlook and guidance were raised.4478Q3 2026
- Revenue and sales up over 29% YoY; guidance raised despite profit decline.4478Q2 2026
- Revenue up 32.1% YoY, with strong profit and ARR growth, and positive fiscal 2026 outlook.4478Q1 2026
- Returned to profitability with 30.8% sales growth and strong SaaS metrics; double-digit growth forecast.4478Q4 2025
- Quarterly break-even reached as revenue and ARR surge, with strong FY2025.6 growth forecast.4478Q1 2025
- FY2024.6 revenue up 32.3% YoY, with break-even adjusted operating profit targeted for FY2025.6.4478Q4 2024
- Returned to profit with 29.5% sales growth and raised outlook on SaaS momentum.4478Q3 2025
- ARR topped JPY 30B, revenue and profits surged, and guidance and financial stability improved.4478Q2 2025
Next freee K.K. earnings date
Q2 202710 Feb, 2027
freee K.K.
Next freee K.K. earnings date
Q2 202710 Feb, 2027
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Frequently asked questions
Freee K.K., an Information technology company, specializes in cloud and online accounting software aimed at automating business operations. The company's portfolio includes cloud accounting software, cloud salary calculation software, and human resources (HR) labor solutions. Designed for individual business owners and corporations, freee's cloud accounting software integrates various business functions such as tracking expenses, sending invoices, managing health insurance and payroll processing, and connecting to point-of-sales systems through its Application Programming Interface (API). Catering primarily to small and medium-sized businesses (SMBs), freee's offerings are optimized for ease of implementation and use without the need for specialized training in accounting or bookkeeping. The company is headquartered in Tokyo, Japan, and its shares are listed on the Tokyo Stock Exchange.