robot home, Inc.

Business Details

Centered on the continuous development and operation of the rental housing IoT platform "robot home," this segment aims to automate rental property management by connecting all players on the platform—tenants, owners, maintenance companies, leasing agencies, and property management companies. In addition, the accumulated "Real x Technology" expertise is being expanded into the DX domain, providing a "DX Comprehensive Support Service" not only to the real estate industry but also to other industries.

Recent Overview

Net sales up 132.6% year-on-year, operating income up 587.1% year-on-year, marking significant growth

In Q1 FY2026 (ending December 2026), the AI & IoT Business achieved net sales of ¥178 million (up 132.6% year-on-year) and operating income of ¥78 million (up 587.1% year-on-year). This represents a substantial improvement from net sales of ¥76 million and operating income of ¥11 million in the same period of the prior year, attributable to continuous updates to the "robot home" platform and the expansion of the DX Comprehensive Support Service.

Key Products

Growth Drivers

• Enhancement of service value through continuous updates to the "robot home" platform
• Expansion of the customer base through deployment of the DX Comprehensive Support Service to industries other than real estate
• Expansion of recurring subscription-based revenue, driving a shift toward stock-type income
• Acceleration of the DX framework through strengthened recruitment and development of IT talent
• Group synergies through internal collaboration with the robot home Business (internal sales of ¥11 million)

Risks

• Risk of declining competitiveness due to delayed response to the pace of IT technological innovation
• Risk of system failures due to natural disasters such as earthquakes and fires, or cyberattacks
• Risk of difficulty in securing and retaining talented IT personnel
• Risk of declining demand for the platform due to deterioration in real estate market conditions