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Software Service (3733) investor relations material
Software Service Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Revenue increased 14.8% year-over-year to ¥32,997 million for the nine months ended July 31, 2026, driven by robust demand for medical information systems and hardware sales.
Operating profit declined 4.7% year-over-year to ¥5,578 million due to higher procurement costs for semiconductors and a high proportion of hardware sales.
Net income attributable to shareholders fell 8.7% year-over-year to ¥3,755 million.
The company operates a single segment focused on medical information systems.
Financial highlights
Gross profit was ¥7,936 million, slightly down from ¥8,012 million year-over-year.
Comprehensive income was ¥3,780 million, down 8.2% year-over-year.
EPS for the period was ¥738.55, compared to ¥785.73 in the prior year.
Hardware procurement rose 26.6% year-over-year, while software sales declined 7.5%.
Outlook and guidance
Full-year revenue is forecast at ¥44,338 million, up 4.8% year-over-year.
Operating and ordinary profit are both projected to rise 4.8% year-over-year.
Net income is expected to reach ¥5,982 million, up 2.1% year-over-year, with EPS of ¥1,142.94.
No changes have been made to previously announced guidance.
- Revenue up 20.8% but net income down 7.7% as hardware costs rise; strong cash flow supports returns.3733
Q2 2026 - Revenue up 3.9% YoY, but profit down on hardware mix and special loss; outlook unchanged.3733
Q1 2026 - Double-digit profit and revenue growth, with continued expansion forecast despite a one-time loss.3733
Q4 2025 - Strong revenue and profit growth driven by healthcare digitalization; guidance unchanged.3733
Q2 2024 - Strong revenue and profit growth, with positive outlook and higher dividends forecast.3733
Q4 2024 - Strong revenue and profit growth driven by healthcare digitalization and robust system demand.3733
Q3 2024 - Revenue and profit declined year-over-year, but full-year guidance remains unchanged.3733
Q1 2025 - Revenue and profit fell, but guidance is unchanged and cash reserves remain strong.3733
Q2 2025 - Revenue and profit dipped year-over-year, but full-year growth is still forecast.3733
Q3 2025
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