Weathernews (4825) Corporate presentation summary

Market opportunity and strategic direction

• 2025 estimates: climate-disaster losses of ¥39tn, global weather business market of ¥430bn and current value creation of ¥24.5bn.

• 2030 estimates: climate-disaster losses of ¥60tn and global weather business market of ¥600bn.

• The second founding phase aims to monetize global markets, become a global weather and environmental intelligence leader, and move toward ¥100bn revenue.

AI fusion roadmap

• Deploy AI agents across products by May 2027, make forecast models AI-native by May 2028, and transition existing operations by May 2029.

• Transform forecasting infrastructure into a unified, scalable platform using 40 years of proprietary data and multimodal data fusion.

• Automate forecasting, customer inquiries, risk monitoring and decision support; staff will focus on AI infrastructure, frontline implementation, co-creation and responsible decisions.

Growth and global expansion

• Target 10%+ YoY revenue growth within three years across Sea, Sky, Land and Internet domains.

• Sea target: 21,000 vessels by May 2029 versus 10,500 currently; Sky targets include 13,000 commercial and 1,800 general aviation aircraft.

• Land core products target 2,500 companies and 250,000 IDs by May 2029, versus 1,051 companies and 66,000 IDs in May 2026.

• Internet domain targets 5 million cumulative DAU by May 2029, from 3.5 million in May 2026; global growth plans include partnerships and AI personalization.

• Global revenue mix is 65% for Sea and Sky domains; Japan accounts for 95% of Land and Internet revenue, with domestic growth supporting overseas expansion.