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Edge10 Jul 2026
Inside Take-Two: The Grand Anticipation
The story of how Take-Two Interactive built the empire behind Grand Theft Auto, Red Dead Redemption, and one of gaming's largest mobile portfolios.
Rebase
Rebase (5138) investor relations material
Rebase Corporate presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Corporate presentation summary22 Jun, 2026
Company overview
Operates a leading rental space matching platform and a community event service, with 50 employees as of March 2026.
Founded in 2014, headquartered in Shibuya, Tokyo, and led by a management team with startup and international experience.
Business model and services
Main revenue comes from transaction fees on the Instabase platform, which lists over 47,000 spaces nationwide.
Instabase uses a performance-based fee model with no registration or monthly fees, charging up to 35% commission.
TOIRO offers quick event page creation and integrated payment, targeting community event organizers.
Key performance and financials (FY2026)
Revenue reached ¥2,181 million (+13% YoY), with operating profit at ¥97 million (-80% YoY) and net profit at ¥74 million (-79% YoY).
Utilization numbers hit a record 1.69 million (+17%), with total transaction value at ¥7.44 billion (+15%).
Listed spaces increased to 46,400 (+14%), and repeat usage rate averaged 74%.
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Latest events from Rebase
- Revenue up 13.2% YoY, but profits fell sharply due to higher costs and investments.5138
Q4 202614 May 2026 - Revenue up 13.3% year-over-year, but profits fell sharply amid higher investments.5138Q3 202613 Feb 2026
- Revenue up 15.3% but net profit down 65.9% amid higher costs and revised outlook.5138Q2 202613 Nov 2025
- Q1 FY2025 delivered 30% revenue and 54.3% net profit growth, with guidance maintained.5138Q1 20258 Sep 2025
- Revenue up 32% and operating profit up 59% year-over-year, with strong business demand.5138Q2 20258 Sep 2025
- Revenue and profits surged over 30% YoY, driving an upward revision and special dividend.5138Q3 20258 Sep 2025
- Revenue and profit surged, with FY2026 profit flat due to one-time relocation costs.5138Q4 20258 Sep 2025
- Revenue up 20% YoY, profit down, special dividend paid, and major affiliate acquired.5138Q1 20268 Sep 2025
Next Rebase earnings date
Q1 202713 Aug, 2026
Rebase
Next Rebase earnings date
Q1 202713 Aug, 2026
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