fonfun corporation
2323・Standard Market・Information & Communication
Cloud Solutions Business
Core business building stable recurring revenue centered on SaaS-type services
| Period | Current | Previous | Change |
|---|---|---|---|
| Segment revenue | ¥956 million | ¥798 million | ↑ |
| Segment profit | ¥342 million | ¥263 million | ↑ |
| Segment assets | ¥512 million | ¥586 million | ↓ |
| Goodwill amortization | ¥46 million | ¥50 million | ↓ |
| Customer-related asset amortization | ¥21 million | — | — |
| Goodwill balance at period-end | ¥360 million | — | — |
Business Details
A business that plans, develops, and provides mainly SaaS-type cloud-based services to corporate customers, including bulk SMS distribution, web mail, cloud-based phone systems, and a daily closing platform for restaurants. The segment has strengthened its recurring revenue base through product expansion via M&A, and is positioned as the business responsible for "stability through recurring revenue." In FY2026 (ending March 2026, the first fiscal year of consolidation), revenue was ¥956 million and segment profit was ¥342 million.
Recent Overview
Both revenue and profit increased year on year, with Raku-Shin beginning to contribute
In FY2026 (ending March 2026, the first fiscal year of consolidation), the Cloud Solutions Business achieved both higher revenue and profit, with revenue of ¥956 million (up ¥158 million, or 19.9%, versus the prior year on a non-consolidated basis) and segment profit of ¥342 million (up ¥79 million, or 30.3%). Existing SaaS services such as Banso SMS and Remote Mail continued to generate stable revenue, and the online medical consultation service "Raku-Shin," acquired in August 2025, newly contributed to results. The impairment loss (¥74 million) recorded in the prior year did not recur in the current period.
Key Products
Growth Drivers
- Continued stable recurring revenue from existing SaaS services such as Banso SMS and Remote Mail
- Expansion of the customer base for M&A-acquired products such as CallConnect and Resu-Daku
- Expansion into the corporate employee benefits area and cross-selling through "Raku-Shin," acquired in August 2025
- Overall market expansion driven by accelerating corporate DX promotion and cloud adoption
- Further expansion of SaaS recurring revenue through "Sales Performer" (DIGLOSS Co., Ltd.), acquired in May 2026
- Maintaining and expanding a stable revenue base by reducing churn rates and improving customer satisfaction
Risks
- Risk of impairment of goodwill and customer-related assets acquired through M&A (goodwill balance of ¥360 million at period-end)
- Risk of declining competitiveness of existing SaaS services due to accelerating technological innovation
- Risk of losing market share due to intensifying competition with domestic and overseas competitors
- Constraints on service development and operations due to difficulty securing and developing highly skilled IT personnel
- Risk of unrealized synergies due to delayed post-merger integration (PMI)
- Risk of delayed monetization during the launch phase of new businesses (such as Raku-Shin)
Last updated: July 2, 2026