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Software Service (3733) investor relations material
Software Service Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Revenue increased 3.9% year-over-year to ¥9,404 million for Q1, driven by steady demand for medical information systems despite some project timing shifts and external supply chain pressures.
Operating profit declined 16.1% year-over-year to ¥1,519 million, and net profit attributable to shareholders fell 29.0% to ¥894 million, impacted by a higher hardware sales mix and special loss from employee dormitory demolition.
The company continues to focus on expanding its medical information system business and strengthening regional sales and support.
Financial highlights
Q1 revenue: ¥9,404 million (+3.9% YoY); operating profit: ¥1,519 million (−16.1% YoY); ordinary profit: ¥1,538 million (−15.5% YoY); net profit: ¥894 million (−29.0% YoY).
Comprehensive income for Q1: ¥905 million (−28.5% YoY).
Q1 EPS: ¥170.85, down from ¥240.99 in the prior year.
Hardware sales increased, with hardware procurement up 81.2% YoY to ¥5,519 million.
Outlook and guidance
Full-year guidance remains unchanged: revenue forecast at ¥44,338 million (+4.8% YoY), operating profit ¥4,811 million (+12.6% YoY), net profit ¥3,183 million (+6.8% YoY).
Interim and year-end dividends forecast at ¥170 per share.
- Double-digit profit and revenue growth, with continued expansion forecast despite a one-time loss.3733
Q4 20255 Dec 2025 - Revenue and profit fell, but guidance is unchanged and cash reserves remain strong.3733
Q2 20258 Sep 2025 - Strong revenue and profit growth driven by healthcare digitalization; guidance unchanged.3733
Q2 20248 Sep 2025 - Strong revenue and profit growth, with positive outlook and higher dividends forecast.3733
Q4 20248 Sep 2025 - Strong revenue and profit growth driven by healthcare digitalization and robust system demand.3733
Q3 20248 Sep 2025 - Revenue and profit declined year-over-year, but full-year guidance remains unchanged.3733
Q1 20258 Sep 2025 - Revenue and profit dipped year-over-year, but full-year growth is still forecast.3733
Q3 20258 Sep 2025
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