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EDINET 3719 Negative Risk Analyzed 📈 Growth 3/10

AI storm CO.,LTD.

Semi-Annual Report - 63rd Term(2026/01/01 - 2026/06/30) ／ 2026-11-13 17:07

Covers EDINET statutory filings (TDNET timely disclosures / earnings flashes are not included).

EarningsImpairmentM&AGovernanceNew ProductNew MarketM&A/Alliance
AI Summary 2026-11-13 17:12

H1 FY2026: Revenue ¥1,183M, operating loss ¥24M, net loss ¥1,190M. Large special loss ¥1,153M recorded due to inappropriate accounting treatment in used truck sales and contract settlement. Acquired Japan Telesystem in April, expanding into call center business with AI focus.

KEY POINTS
  • H1 operating loss ¥24M, net loss ¥1,190M (special loss ¥1,153M recognized)
  • Inappropriate used truck transactions triggered ¥1,139M contract settlement loss and ¥13M impairment loss
  • Acquired 100% of Japan Telesystem (¥550M) in April, recognized ¥428M goodwill, newly operating call center BPO business
  • AI Advisory segment: ¥316M revenue, ¥75M profit; AI&Mortar segment: ¥562M revenue, ¥132M profit
📊 Revenue
N/A (consolidated basis first period—no YoY comparison available; H1 revenue ¥1,183M)
💰 Operating profit
Operating loss ¥24M (swing to loss), net loss ¥1,190M (due to special losses)
🔮 Outlook
Not stated
📈 Growth outlook 📈 Growth 3/10
Growth potential limited. AI& Mortar LED/LCD sales and AI-enabled call center services show promise, but inappropriate accounting scandal and regulatory fines, combined with declining cloud ERP demand, constrain momentum.
Growth drivers
  • New LED billboard installations in AI&Mortar segment (Shibuya building completed, multiple future sites planned)
  • Call center BPO expansion via Japan Telesystem acquisition with AI implementation potential
  • JD Edwards 3-company system integration project progressing on schedule in year 2
Risk and growth scores and tags are AI-generated estimates from analyzing the disclosure. They are not guarantees of fact, nor investment advice or recommendations. Make investment decisions at your own discretion.
⚠️ Extracted Risk Factors
CategoryDescriptionScoreNew
Governance Risk Inappropriate accounting in used truck transactions confirmed by special committee. FSA may issue administrative monetary sanctions for disclosure violations. 9/10
Litigation Risk Contract settlement accrual ¥1,259M recorded related to inappropriate transactions. Risk of additional litigation and claims. 7/10
Performance Deterioration Risk H1 net loss ¥1,190M. Declining cloud ERP demand weakens AI Advisory segment fundamentals. 6/10
M&A Risk Japan Telesystem acquisition (5 months on books) carries ¥428M goodwill. Synergy realization risk. 6/10
Market Risk Middle East geopolitical tensions driving oil price increases may dampen corporate investment sentiment, affecting new customer acquisition in AI&Mortar segment. 5/10
Regulatory Risk Expected FSA administrative monetary sanctions for disclosure violations. New call center BPO business faces increasing compliance costs. 5/10
Competition Risk Declining cloud ERP demand and intensifying AI/DX competition. Maintenance-dependent recurring revenue model faces headwinds. 5/10
9/10 Governance Risk
Inappropriate accounting in used truck transactions confirmed by special committee. FSA may issue administrative monetary sanctions for disclosure violations.
7/10 Litigation Risk
Contract settlement accrual ¥1,259M recorded related to inappropriate transactions. Risk of additional litigation and claims.
6/10 Performance Deterioration Risk
H1 net loss ¥1,190M. Declining cloud ERP demand weakens AI Advisory segment fundamentals.
6/10 M&A Risk
Japan Telesystem acquisition (5 months on books) carries ¥428M goodwill. Synergy realization risk.
5/10 Market Risk
Middle East geopolitical tensions driving oil price increases may dampen corporate investment sentiment, affecting new customer acquisition in AI&Mortar segment.
5/10 Regulatory Risk
Expected FSA administrative monetary sanctions for disclosure violations. New call center BPO business faces increasing compliance costs.
5/10 Competition Risk
Declining cloud ERP demand and intensifying AI/DX competition. Maintenance-dependent recurring revenue model faces headwinds.
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