Temairazu, Inc.
2477・Standard Market・Information & Communication
Application Services Business
Core business centered on the 'TEMAIRAZU' series of booking site controllers for accommodation facilities
| Period | Current | Previous | Change |
|---|---|---|---|
| Segment Revenue (9-Month Cumulative) | ¥1,786 million | ¥1,622 million | ↑ |
| Segment Revenue Growth (9-Month Cumulative) | Up 10.1% | Year-on-year | ↑ |
| Segment Profit (9-Month Cumulative) | ¥1,411 million | ¥1,320 million | ↑ |
| Segment Profit Growth (9-Month Cumulative) | Up 6.9% | Year-on-year | ↑ |
| Fixed Monthly Revenue (9-Month Cumulative) | ¥1,330 million | ¥1,217 million | ↑ |
| Variable Monthly Revenue (9-Month Cumulative) | ¥415 million | ¥353 million | ↑ |
| Other Revenue (9-Month Cumulative) | ¥41 million | ¥53 million | ↓ |
Business Details
Provides the 'TEMAIRAZU' series of accommodation booking site controllers, which enable hotels, ryokan (Japanese inns), and other lodging facilities to centrally manage inventory and pricing across multiple booking sites as well as their own in-house booking engines. Revenue consists of a fixed monthly base usage fee and optional usage fees, plus a variable fee linked to the number of bookings. Solid inbound demand has driven an increase in the number of accommodation bookings, expanding both fixed and variable monthly revenue. This is the core segment, accounting for over 99% of the company's total revenue.
Recent Overview
Both revenue and profit increased year-on-year on stable accommodation demand, with active expansion of new OTA integrations
In the nine months ended March 2026 (July 2025 to March 2026), the Application Services Business recorded revenue of ¥1,786 million (up 10.1% year-on-year) and segment profit of ¥1,411 million (up 6.9% year-on-year). Both fixed and variable monthly revenue expanded. New integrations with KKday, NEWT, Agoda, and HKTV Booking were added, strengthening sales channels targeting inbound visitors to Japan. Sales activities were also stepped up, including participation in HOTERES JAPAN 2026. The full-year earnings forecast (revenue of ¥2,365 million, operating profit of ¥1,640 million) remains unchanged.
Key Products
Growth Drivers
- Increase in accommodation bookings and expansion of variable monthly revenue driven by sustained high levels of inbound visitors to Japan (approximately 10.68 million from January to March 2026, up about 1.4% year-on-year)
- Stable expansion of fixed monthly revenue through maintaining a low churn rate and increasing new contracts
- Diversification of sales channels for lodging facilities through expanded integrations with domestic and overseas OTAs and systems (KKday, NEWT, Agoda, HKTV Booking, etc.)
- Enhanced customer value through functional improvements to the operational efficiency solution (Temairazu Jido) addressing labor shortage issues in the lodging industry
- Support for maximizing lodging facility revenue through expanded integration functionality with revenue management systems
Risks
- Risk of a decline in the number of accommodation bookings due to fluctuations in inbound demand (geopolitical risk, infectious disease, foreign exchange, etc.)
- Intensifying price competition from new entrants into the site controller market
- IT risks such as cyberattacks, information leaks, and system failures (business infrastructure is dependent on IT systems)
- Sluggish growth in the potential customer base due to new lodging facility construction plans remaining at a certain level
- Increased costs from higher system and personnel investment affecting operating margin
- Indirect impact on accommodation booking traffic from external environmental changes such as search engine algorithm updates
Last updated: September 25, 2025