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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. Q4 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2026 earnings summary13 Aug, 2026
Executive summary
Achieved strong revenue growth of 27.6% year-over-year for FY2026.6, with revenue reaching JPY 42.44Bn, driven by Platform business expansion and AI-related offerings, surpassing guidance.
Adjusted operating profit rose 41.3% YoY to JPY 2.66Bn, exceeding guidance due to productivity gains from AI adoption and cost controls; operating profit surged 78.6% to JPY 1.09Bn.
Platform ARR increased 21.8% YoY to JPY 43.6Bn, with robust growth in both Corporate and Self-employed segments, and paying customers up 14.0%.
AI initiatives accelerated, solidifying leadership in the Agentic AI era and expanding the advisor ecosystem.
Profit attributable to owners of parent declined 21.3% to JPY 1.08Bn, reflecting higher investments and expenses.
Financial highlights
Gross profit for FY2026.6 was JPY 34.4Bn, with a gross margin of 81.0% (83.8% excluding software amortization).
Adjusted free cash flow was negative JPY 351MM, impacted by office expansion, higher tax payments, and prior year payables.
Platform ARPU increased 6.8% YoY to JPY 62.7K; Corporate ARPU rose 6.1% YoY to JPY 126.6K.
Ordinary profit rose 81.0% to JPY 746MM; comprehensive income was JPY 1.13Bn, down 16.4% YoY.
Cash and cash equivalents at period-end were JPY 36.18Bn.
Outlook and guidance
FY2027.6 guidance targets JPY 52.2Bn revenue (+23.0% YoY) and 11% adjusted operating profit margin.
Adjusted operating profit expected to more than double YoY to JPY 5.75Bn, with free cash flow margin projected at 5–10%.
Committed to achieving the Rule of 40 (revenue growth + adj. OP margin ≥ 40%) by FY2028.6.
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Latest events from freee K.K.
- Net sales and ARR surged, but profit fell; full-year outlook and guidance were raised.4478
Q3 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
Q1 202711 Nov, 2026
freee K.K.
Next freee K.K. earnings date
Q1 202711 Nov, 2026
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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.