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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.
POPER
POPER (5134) investor relations material
POPER Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary11 Sep, 2026
Executive summary
Revenue increased 2.0% year-over-year to ¥1,053.9 million, driven by SaaS contract and platform expansion.
Operating profit declined 58.1% year-over-year to ¥68.8 million due to planned investments in systems and personnel for future growth.
Net income declined 68.7% year-over-year to ¥54.3 million.
Paid contract companies grew 15.6% year-over-year to 2,184, with churn rate stable at 0.6%.
ComiruPay contracts rose 9.2% quarter-over-quarter, supporting diversification into new education segments.
Financial highlights
Revenue: ¥1,053.9 million (+2.0% YoY); Gross profit: ¥746.9 million (-4.4% YoY); Gross margin: 70.9% (-4.7pt YoY).
SG&A expenses: ¥678 million (+9.9% YoY); Operating profit: ¥68.8 million (-58.1% YoY); Operating margin: 6.5% (-9.4pt YoY).
Net income: ¥54.3 million (-68.7% YoY); EPS: ¥13.87 (down from ¥44.18 prior year).
ARR reached ¥1,238.1 million (+4.9% YoY); ARPU declined 9.3% YoY but rose 2.1% sequentially.
Paid student IDs: 517,000 (+6.6% YoY).
Outlook and guidance
Full-year revenue is forecast at ¥1,425 million (+2.6% YoY), with net income expected at ¥55 million (-59.7%).
Full-year revenue and profit targets are on track, with 3Q progress rates above 70% for all major metrics.
No changes to previously announced guidance; strategic investments will continue as planned.
Focus remains on SaaS and ComiruPay growth, system enhancement, and expanding sales and development teams.
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Latest events from POPER
- Revenue up 3.3% YoY, but profit down sharply amid SaaS expansion and strategic investments.5134
Q2 2026 - Revenue up 1.3% YoY, profit down on investment, SaaS KPIs strong, share buyback launched.5134Q1 2026
- Recurring revenue and market share growth drive strong financials and SaaS expansion.5134Investor presentation
- Strong revenue and profit growth, with FY2026 profit to decline amid strategic investments.5134Q4 2025
- Net profit rose 1,072.3% on 36.8% revenue growth, driven by SaaS and new service expansion.5134Q3 2025
- Revenue and profit surged on SaaS and BIT CAMPUS growth, with strong FY2025 outlook.5134Q4 2024
- Net profit up 80.6% on 23.9% revenue growth, led by SaaS and BIT CAMPUS integration.5134Q3 2024
- Revenue up 15.7% and BIT CAMPUS acquisition drive growth and improved outlook.5134Q2 2024
- Revenue and profit soared on early large client sales and rapid new service adoption.5134Q1 2025
Next POPER earnings date
Q4 202611 Dec, 2026
POPER
Next POPER earnings date
Q4 202611 Dec, 2026
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Frequently asked questions
POPER Co Ltd is a Japan-based company that provides online education services and learning support tools. The company develops platforms and applications designed to connect students with tutors and educational institutions, offering scheduling, communication, billing, and performance tracking features. POPER primarily serves private tutoring schools and individual educators, aiming to streamline administrative tasks and enhance the learning experience. The company is headquartered in Tokyo, Japan, and its shares are listed on the TSE.