AI storm CO.,LTD
3719・Standard Market・Information & Communication
Business
AI Storm Corporation (formerly Jecseed) is an independent consulting firm listed on the TSE Standard Market that changed its trade name in April 2025 (Reiwa 7). The company operates three segments: ERP Consulting centered on Oracle's JD Edwards and NetSuite (AI Advisory Business); LED signage and ad truck advertising along with the formation of anonymous partnership funds utilizing used trucks (AI & Mortar Business); and Wi-Fi 7 Router Sales, the AI school "Storm Academy," and AI Technology Development (AI New Business). With domestic listed companies, mid-sized enterprises, and overseas companies as its main clients, the company has built a diversified revenue base combining IT and non-IT domains.
Business Model
In the AI Advisory Business, the company secures stable recurring revenue through operation and maintenance, version upgrades, and cloud migration support for Oracle products. In the AI & Mortar Business, the company creates flow-type revenue by purchasing used trucks and forming and fully selling anonymous partnership funds, recording both purchases and sales; in FY2025 (ending December 2025), it achieved formation and complete sale of 5 funds. The AI New Business is in the stage of cultivating new revenue sources through Wi-Fi 7 Router Sales, Storm Academy, and AI Technology Development.
Company Strengths
In FY2025 (ending December 2025), the AI & Mortar Business achieved net sales of ¥1,565 million (up 249.7% year on year), operating income of ¥445 million, and an operating margin of 28.4%. The formation and complete sell-out of five truck funds drove a 601% year-on-year increase in procurement volume, accounting for approximately 59% of consolidated net sales and the majority of operating income.
In FY2025 (ending December 2025), the first year of the AI-STORM medium-term management plan, net sales of ¥2,654 million exceeded the plan of ¥1,600 million by 65.8%, and operating income of ¥275 million exceeded the plan of ¥170 million by 61.9%. Net income of ¥177 million also exceeded the plan of ¥120 million by 48.2%, with all metrics substantially surpassing plan.
In the AI Advisory Business, ongoing operation and maintenance services for existing customers using Oracle JD Edwards and NetSuite function as a continuous stock-type business. In FY2025 (ending December 2025), the segment recorded net sales of ¥989 million and operating income of ¥151 million, while also securing multiple large-scale projects such as version upgrades, cloud migrations, and system integrations across three companies.
ENVALITH's Perspective
Performance Trend
Revenue expanded more than fivefold over five periods, from ¥496 million in FY2021 to ¥2,654 million in FY2025. Operating profit turned from a loss of ¥92 million in FY2021 to a profit of ¥275 million in FY2025, rapidly expanding. In Q1 of FY ending December 2026 (post-revision), revenue was ¥553 million (up 30.1% year on year), operating profit was ¥133 million (up 146.3%), ordinary profit was ¥119 million (up 140.2%), and quarterly net profit was ¥110 million (up 106.3%), with significant profit growth at every stage. The main driver was the expansion of Truck Fund Formation & Sales within the AI & Mortar Business. As an external factor, rising demand for DX and AI investment has been a tailwind for the consulting business, while fluctuations in the cryptocurrency market have affected non-operating income and expenses (a valuation loss on crypto assets of ¥7 million was recorded in Q1), which warrants continued monitoring.
Growth Strategy
Under the AI-STORM medium-term management plan, the company aims to achieve sales of ¥4,000 million in FY2027 (ending December 2027) through fund expansion, M&A, and AI talent development.
Building on the track record of forming five funds and selling out all of them in FY2025, the company will continue expanding the number and scale of funds formed. It aims to develop the AI & Mortar Business into its core revenue source by improving operational efficiency and strengthening competitiveness through the development of an AI-powered used truck appraisal system.
The company will horizontally expand its already-secured disaster-prevention LED vision installation projects to local governments, opening new sales channels in the public sector. In parallel, it will promote brand awareness and new customer acquisition by lending ad trucks for large-scale events such as the Osaka Expo and the Oarai Fireworks Festival.
The company will promote expansion of Wi-Fi 7 Router Sales partners and strengthen proposals for bidding projects, expand student acquisition at Storm Academy through collaboration with a Chinese education company, and advance AI Technology Development through collaboration with Waseda University's AI seminar. Sales contribution from the ¥120 million order backlog recorded in the previous period is also expected. In the first quarter, the segment posted a loss of ¥10 million, as the upfront investment phase continues.
M&A and capital/business alliances are positioned as key initiatives in the medium-term management plan, aiming to expand business domains in AI and DX-related areas and diversify the revenue base. No specific project progress has been disclosed at this time.
Last updated: July 17, 2026