)
)
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.
Rebase
Rebase (5138) investor relations material
Rebase Q2 2027 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2027 earnings summary13 Nov, 2026
Executive summary
Q2 revenue was ¥604m, up 19% YoY, and operating income was ¥56m versus ¥4m a year earlier; H1 revenue reached ¥1,172,201k, up 17.1%.
H1 operating profit fell 85.7% to ¥9,463k and net income declined 54.9% to ¥21,053k; FY March 2027 guidance was raised.
Financial highlights
Q2 ordinary income was ¥57m, up 894% YoY, and net income was ¥39m, up 897%; H1 ordinary profit was ¥9,322k, down 86.2%.
H1 gross profit was ¥1,130,760k on revenue of ¥1,172,201k; SG&A rose 25.0% to ¥1,121,297k, including office relocation-related costs.
H1 pretax income was ¥31,227k; a ¥21,450k deposit and guarantee settlement gain contributed to extraordinary income.
Total assets were ¥2,208,366k, down ¥64,450k from FY2026 year-end; net assets rose ¥21,053k to ¥1,305,019k.
Outlook and guidance
FY March 2027 revenue guidance rose by ¥200m to ¥2,600m, up 19% YoY; operating income guidance rose by ¥108m to ¥180m, up 85%.
Ordinary income guidance increased by ¥110m to ¥178m, up 79% YoY; net income guidance increased by ¥81m to ¥137m, up 84%.
Revised KPI targets: 1.916m uses, ¥8.54bn gross transaction value, ¥4.4k average spend, 61.2k listed spaces, and 14.8k net space additions; H1 revenue forecast attainment was 49%.
Partial view of Summaries dataset, powered by Quartr API
AI can get things wrong. Verify important information.Research faster. Power your platform.
Latest events from Rebase
- Revenue up 15% YoY; one-time costs led to a net loss; full-year outlook unchanged.5138
Q1 2027 - Record transaction growth and expanded listings drive platform's FY2026 results amid profit drop.5138Corporate presentation
- Revenue up 13.2% YoY, but profits fell sharply due to higher costs and investments.5138Q4 2026
- Revenue up 13.3% year-over-year, but profits fell sharply amid higher investments.5138Q3 2026
- Revenue up 15.3% but net profit down 65.9% amid higher costs and revised outlook.5138Q2 2026
- Q1 FY2025 delivered 30% revenue and 54.3% net profit growth, with guidance maintained.5138Q1 2025
- Revenue up 32% and operating profit up 59% year-over-year, with strong business demand.5138Q2 2025
- Revenue and profits surged over 30% YoY, driving an upward revision and special dividend.5138Q3 2025
- Revenue and profit surged, with FY2026 profit flat due to one-time relocation costs.5138Q4 2025
Next Rebase earnings date
Q3 202712 Feb, 2027
Rebase
Next Rebase earnings date
Q3 202712 Feb, 2027
AI chat
Ask anything. Verify everything.
Ask across every event and document from public companies. Each answer links back to the exact line in the transcript, slide or filing it came from.Learn moreFind what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.)
Trust every finding
50m+ first-party documents. Every output traceable to its source.Find what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.Trust every finding
50m+ first-party documents. Every output traceable to its source.Automations
Zero in on what matters
Define the prompt once. It runs the moment a company publishes or on a schedule you set. Outputs map to the exact signals you choose.Learn more)
Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.)
Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Live audio & transcripts
Be first
Join any earnings call live in one click, with no manual registration. Follow the transcript as it happens and jump straight to the moments that matter.Learn more)
Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.)
Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Quartr MCP connects your AI environment to 17K+ public companies
Pull live transcripts, filings, and slides into Claude or Codex via MCP. Combine Quartr's global IR data with any other dataset. Run agentic research and monitoring.
Included with Quartr Pro at no extra cost.Learn more
Quartr's AI stands out because it only pulls clean, first-party data from public companies. In investing, that's everything.
Jamie Ross
Investment Manager, GAM Investments
GAM
GAM
Research that used to take hours now takes seconds with Quartr Pro. Tracking shifts in tone or extracting tables, it's as simple as typing a query.
Tom O'Hara
Investment Director
Ciena
Ciena
Before Quartr we spent hours manually compiling insights through the peer earnings cycle. Now, these tasks are done faster, with greater precision.
Gregg Lampf
VP of Investor Relations
Protean
Protean
Being able to ask specific questions across years of transcripts and reports and instantly get verified answers is a game-changer.
Pontus Dackmo
CEO & Investment Manager
)
)