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oRo (3983) investor relations material
oRo Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary21 Aug, 2025
Executive summary
Q2 FY2025 revenue grew 2.0% year-over-year to 3,891 million yen, but was below plan due to lost deals and a one-time revenue correction; operating profit declined 8.1% year-over-year to 1,202 million yen, slightly exceeding expectations due to lower expenses.
Profit attributable to owners of parent fell 24.2% year-over-year to 754 million yen; comprehensive income decreased 26.3% to 748 million yen.
Cloud Solutions segment showed strong recurring revenue and healthy KPIs, but required a 39 million yen one-time adjustment for overbilling errors since 2016.
Marketing Solutions segment revenue fell 19.5% year-over-year, impacted by lost deals; cost-saving measures were insufficient to offset revenue shortfall.
Financial highlights
Consolidated revenue: 3,891 million yen (+2.0% YoY); operating profit: 1,202 million yen (-8.1% YoY); profit attributable to owners: 754 million yen.
Cloud Solutions revenue: 2,700 million yen (+15.6% YoY); operating profit: 1,203 million yen (+23.9% YoY).
Marketing Solutions revenue: 1,191 million yen (-19.5% YoY); operating profit: 0 million yen.
Gross margin: 65.8%; operating margin: 30.9%.
Basic earnings per share dropped to 47.39 yen from 61.73 yen year-over-year.
Outlook and guidance
Full-year revenue forecast: 9,142 million yen (+15.7% YoY); Q2 progress rate: 42.6%.
Operating profit forecast: 2,985 million yen (+9.7% YoY); profit attributable to owners: 2,099 million yen (+1.3% YoY).
Dividend forecast for FY2025 is 50 yen per share, up from 35 yen in FY2024.
Cloud Solutions expected to normalize recurring revenue from Q3; overseas expansion planned for 2026, with Vietnam as a key target.
Marketing Solutions to focus on brand awareness and lead generation in H2.
Explain the revenue recognition for one-time ZAC licenses.
How does Reforma PSA revenue recognition work?
Detail the share repurchase plan from May 14, 2025.
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Next oRo earnings date
Q3 202514 Nov, 2025
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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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