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Edge28 Nov 2025
Keeping the Streak Alive: The Story of Duolingo
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oRo (3983) investor relations material
oRo Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary14 Nov, 2025
Executive summary
Q3 FY2025/12 revenue reached ¥5,994 million, up 3.4% year-over-year, driven by cloud solutions growth but below initial plans; operating profit was ¥1,856 million, down 6.7% year-over-year.
Profit attributable to owners of parent for Q3 was ¥1,234 million, down 10.6% year-over-year.
Cloud Solutions segment showed strong growth, while Marketing Solutions underperformed, with both revenue and profit missing initial recovery targets.
Full-year forecasts were revised downward due to sluggish Marketing Solutions proposals, a shift to smaller Cloud Solutions contracts, and a ¥39 million revenue correction.
The company completed a major treasury share repurchase between May and September 2025, impacting EPS and equity.
Financial highlights
Consolidated Q3 revenue: ¥5,994 million (+3.4% YoY); operating profit: ¥1,856 million (-6.7% YoY).
Cloud Solutions revenue: ¥4,165 million (+15.5% YoY); operating profit: ¥1,847 million (+19.5% YoY).
Marketing Solutions revenue: ¥1,830 million (-16.5% YoY); operating profit: ¥3 million (-99.3% YoY).
Gross profit margin slightly decreased to 65.4% from 66.8% YoY; gross profit rose to ¥3,923 million from ¥3,874 million YoY.
Basic earnings per share for the nine months was ¥77.96, down from ¥85.62 YoY.
Outlook and guidance
Full-year revenue forecast revised to ¥8,265 million (down 9.6% from previous forecast).
Operating profit forecast revised to ¥2,523 million (down 15.5%).
Profit attributable to owners of parent forecast at ¥1,671 million (down 20.4%).
Basic EPS for the full year is now forecast at ¥105.98, reflecting treasury share repurchases.
Dividend forecast remains unchanged at ¥50 per share for the year.
Marketing Solutions profit decline drivers
Key reasons for full-year forecast downgrade
Rationale for significant treasury stock repurchase
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Q4 202513 Feb, 2026
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Frequently asked questions
The Cloud Solutions Division focuses on the development and delivery of cloud-based enterprise resource planning (ERP) systems named ZAC, and a cloud professional service automation (PSA) system named Reforma PSA. These solutions are designed to automate back-office operations and are tailored for the intellectual service industry. Additionally, the division offers system solutions, IT infrastructure services, and business process outsourcing. The Marketing Communication Division provides digital strategy planning and promotion services for corporate customers, encompassing marketing support from strategy planning to execution and operation. It also engages in international marketing communication planning and execution. The company is headquartered in Meguro, Tokyo, and its shares are listed on the Tokyo Stock Exchange.
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