SIOS Corporation
3744・Standard Market・Information & Communication
Products & Services
Core segment of the stock-type revenue model centered on in-house developed software and SaaS
| Period | Current | Previous | Change |
|---|---|---|---|
| Segment revenue (Q1 FY2026, ending December 2026) | ¥1,213 million | ¥1,160 million (Q1 FY2025, ending December 2025) | ↑ |
| Segment profit (Q1 FY2026, ending December 2026) | ¥162 million | ¥125 million (Q1 FY2025, ending December 2025) | ↑ |
| Segment profit margin (Q1 FY2026, ending December 2026) | 13.4% | 10.8% (Q1 FY2025, ending December 2025) | ↑ |
Business Details
Develops, sells, and supports the high-availability software "LifeKeeper," which prevents downtime during IT system failures, SaaS/subscription services such as the cloud-based workflow solution "Gluegent Flow" and cloud identity management service "Gluegent Gate," and software products for MFPs. The segment is driving an increase in the proportion of stock-type revenue and improving profitability, while also working to enhance added value through the standard inclusion of generative AI features.
Recent Overview
Both LifeKeeper and the Gluegent series achieved higher revenue and profit, with margin improvement
In Q1 FY2026 (ending December 2026), revenue was ¥1,213 million (up 4.6% year on year) and segment profit was ¥162 million (up 29.8% year on year), achieving increased revenue and profit. LifeKeeper steadily acquired new licenses and maintenance contracts. The Gluegent series contributed to increased revenue and profit through progress in migration to the new pricing plan featuring standard generative AI functions and growth in the number of users. The segment profit margin improved from 10.8% in the same period of the prior year to 13.4%.
Key Products
Growth Drivers
- Promotion of migration to the new pricing plan through the addition of generative AI functions to the Gluegent series, driving ARR growth and SaaS revenue expansion
- Continued increase in revenue and profit through ongoing acquisition of new licenses and maintenance contracts for LifeKeeper
- Ongoing policy of expanding the stock-type business model (SaaS/subscription)
- Rising demand for products driven by expanding corporate IT investment demand (operational efficiency and AI utilization)
Risks
- Risk of rising customer acquisition costs due to intensifying competition in the SaaS/subscription business
- Ongoing challenges related to foreign exchange fluctuation risk and cost management at the US consolidated subsidiary
- Risk of slowing ARR growth if migration to the new pricing plan with generative AI functions does not proceed as expected
- Possible continuing impact on revenue scale from the prior period's structural reform (business transfer)
Last updated: March 25, 2026