PostPrime Inc.

Business Details

This is the company's core segment, engaged in the development and operation of "PostPrime," an SNS platform specializing in finance and economics. After free registration, users can view content from Prime Creators through paid "Prime Registration" or "Membership" services. Revenue sources include Prime Registration sales, Membership sales, and affiliate advertising, among others. In FY2026 (ending May 2026), new user acquisition did not progress as planned, and new services such as "Dan Talk" also faced challenges in generating the expected effect; the segment is in the process of being turned around.

Recent Overview

In FY2026 (ending May 2026), revenue declined 38.3% and the business fell into an operating loss, with performance deteriorating rapidly

In FY2026 (ending May 2026, June 2025 to May 2026), the Financial and Economic Information Platform Business recorded revenue of ¥583 million (down 35.0% year on year) and an operating loss of ¥24 million (compared to operating income of ¥281 million in the prior period), representing a significant deterioration. New user acquisition for Prime Registration and Membership did not proceed as planned, and new services such as "Dan Talk" also faced challenges in delivering results. In January 2026, the company entered into a capital and business alliance with Cybridge LLC, and is working to rebuild its revenue base by leveraging that company's management resources and know-how. Additionally, as a subsequent event, the company made Infinity Life Co., Ltd., which operates an M&A intermediary business, a wholly owned subsidiary effective July 1, 2026, aiming to build a new revenue pillar through collaboration with the approximately 430,000-user base of the SNS platform "PostPrime."

Key Products

Growth Drivers

• Continued expansion of the SNS market (the number of domestic SNS users is expected to reach 85.5 million by the end of 2026)
• Growing demand for financial information among individual investors, driven by factors such as the increase in NISA account holders
• Acquisition of content distribution and marketing know-how through a capital and business alliance with Cybridge LLC
• Building a new revenue pillar and collaboration with the M&A intermediary business through the full consolidation of Infinity Life Co., Ltd. as a wholly owned subsidiary
• Improving the conversion rate to paid services by leveraging the approximately 430,000-user base of the SNS platform "PostPrime"
• Enhancing existing user engagement through continuous development of new features and services

Risks

• Erosion of the revenue base due to a significant decline in Prime Registration subscriptions and Membership enrollments
• New user acquisition did not proceed as planned, causing the core business's revenue to shrink rapidly by 35.0% year on year
• A cost structure in which selling, general and administrative expenses exceeded revenue (consolidated FY2026 (ending May 2026): revenue of ¥553 million against SG&A of ¥678 million)
• Risk of conflict with the Financial Instruments and Exchange Act (investment advisory business regulations) and costs of maintaining platform integrity
• Revenue concentration risk with major customers (Performance Horizon Group Co., Ltd. at 13.1% and Apple Inc. at 12.4%)
• Difficulty in maintaining differentiation from competing SNS and financial information services
• Non-disclosure of the FY2027 (ending May 2027) earnings forecast due to difficulty in reasonable estimation, leaving the outlook for a business recovery unclear