BroadBand Tower, Inc.
3776・Standard Market・Information & Communication
Computer Platform Business
Core segment centered on data center, cloud, and storage IT infrastructure services, accounting for approximately 68% of consolidated revenue
| Period | Current | Previous | Change |
|---|---|---|---|
| Segment revenue (including internal transactions, total) 1Q FY2026 | ¥2,176 million | ¥2,170 million (1Q FY2025) | — |
| Segment operating profit 1Q FY2026 | ¥86 million | ¥70 million (1Q FY2025) | ↑ |
| Data Center revenue 1Q FY2026 | ¥1,172 million | ¥1,219 million (1Q FY2025) | ↓ |
| Cloud Solution revenue 1Q FY2026 | ¥497 million | ¥504 million (1Q FY2025) | ↓ |
| Data Solution revenue 1Q FY2026 | ¥459 million | ¥402 million (1Q FY2025) | ↑ |
| Segment revenue (full year) | – (forecast not disclosed) | ¥11,915 million (FY2025, ended December 2025, actual) | ↓ |
| Segment operating profit (full year) | – (forecast not disclosed) | ¥563 million (FY2025, ended December 2025, actual) | ↓ |
Business Details
IT infrastructure business operated by Broadband Tower, Inc. and TSS Link Corporation. Comprises four services: ① urban data centers (Shin-Otemachi site, etc.), ② proprietary cloud service "c9 Flex" and multi-cloud operation support, ③ sales and maintenance of NAS/SDS storage products including Dell PowerScale/Isilon, and ④ information leak prevention software. The business model is designed to capture the medium- to long-term expansion of the data center and cloud markets, driven by generative AI and DX demand.
Recent Overview
Revenue growth in Data Solution drove a significant 23.2% year-on-year increase in 1Q operating profit
Revenue of the Computer Platform Business in the first quarter (January–March) of FY2026 (ending December 2026) was ¥2,168 million (up 0.3% year on year), remaining roughly flat. By service, Data Center revenue declined slightly to ¥1,172 million (down 3.8% year on year) due to the cancellation of reserved rack space from some customers' revised usage plans, and Cloud Solution revenue also declined slightly to ¥496 million (down 1.5% year on year). Meanwhile, Data Solution revenue increased to ¥458 million (up 14.0% year on year) due to growth in higher-margin storage design and construction-related sales. Operating profit improved significantly to ¥86 million (up 23.2% year on year). Regarding the Ishikari Renewable Energy Data Center (scheduled to open in autumn 2026), the company is currently providing services based on business planning consulting work.
Key Products
Growth Drivers
- Increase in higher-margin storage design and construction-related sales in Data Solution (up 14.0% year on year in 1Q FY2026)
- Continued solid demand for urban data centers driven by generative AI and DX promotion (stable operation of the Shin-Otemachi site)
- Development of an asset-light AI data center development model through SPCs and partner collaborations, starting with the Ishikari Renewable Energy Data Center scheduled to open in autumn 2026
- Continued demand for multi-cloud operation support amid expansion of the cloud market (Cloud Solution)
- Expanded sales of security-related products such as Eyeglass software amid growing demand for ransomware countermeasures
- Steady sales of information leak prevention software by TSS Link (up 8.9% year on year in 1Q FY2026)
Risks
- Risk of cancellation of reserved rack space at data centers due to some customers' revised usage plans (already recorded a 3.8% year-on-year decline in 1Q FY2026)
- Large-scale Data Solution projects tend to be one-off in nature; a revenue decline is expected for full-year FY2026 due to a rebound effect from the prior period, when large-scale projects were won
- Risk of continued recognition of impairment losses on fixed assets in the Computer Platform Business (¥271 million in FY2025, ended December 2025)
- Risk of rising interest rates on the syndicated loan for the Shin-Otemachi site (outstanding balance of ¥1,250 million at the end of 1Q)
- The company suffered a cyberattack in December 2025, posing risks of increased security cost burden and impact on customer trust
- Risk of slowing growth in Cloud Solution due to flat trend in demand for multi-cloud operation support
Last updated: March 19, 2026