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Datasection Inc.

3905・Growth Market・Information & Communication

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データセクション株式会社 logo
Datasection Inc.3905

Domestic Business

Domestic core segment integrating AI infrastructure, data science, SI, and marketing

PeriodCurrentPreviousChange
Revenue (external customers)¥1,932 million¥1,364 million↑
Segment profit¥93 million△¥18 million↑
Segment assets¥4,372 million¥2,167 million↑
Depreciation¥10 million¥39 million↓
Goodwill amortization¥85 million¥25 million↑

Business Details

The Domestic Business consists of four businesses: the strategic core AI infrastructure business (development and provision of AI Cloud Stack "TAIZA", GPU server supply, GPUaaS, and AI data center operations), the data science business (DX and data utilization consulting for major companies), the systems integration business (financial-sector contract development by DSS Inc., the "Biz Prepaid Card" payment service, and MSP services), and the marketing solutions business (domestic rollout of the store analytics SaaS "FollowUP", digital marketing and research by SI Inc. and MSS Inc.). The segment's main customers are leading blue-chip companies, and its strengths lie in AI technology, data analytics technology, and engineering capabilities.

Recent Overview

AI infrastructure business began full-scale operations in Q3, driving substantial growth in revenue and profit

The AI infrastructure business began service provision in September 2025, and for the cumulative nine months of the fiscal year (April-December 2025), Domestic Business revenue was ¥15,103 million (vs. ¥1,305 million in the prior-year period), and segment profit was ¥1,158 million (vs. a segment loss of ¥87 million in the prior-year period), turning profitable. In the AI infrastructure business, the company has already concluded three large-scale AI data center service usage agreements with one of the world's largest cloud service providers, and has also signed fixed asset acquisition agreements for 625 GPU servers equipped with NVIDIA B200 GPUs (5,000 units) and 1,250 GPU servers equipped with B300 GPUs (10,000 units). The data science and SI businesses performed well, driven by DSS Inc.

Key Products

platform
AI Cloud Stack "TAIZA"

An in-house developed platform that enables AI data centers to be operated in a manner comparable to hyperscalers. Officially launched in March 2025. It also functions as the provisioning infrastructure for GPUaaS (GPU as a Service), and through collaboration with CUDO, an NVIDIA Cloud Partner-certified company, the company is expanding AI data center services for Japan, Asia, and Europe.

product
FollowUP (Domestic)

A store analytics tool that combines image and video data captured by in-store AI cameras with POS data to derive measures for improving sales performance. Deployed in supermarkets, drugstores, apparel stores, banks, and other retail locations. Also offers automated entry restriction (SCC) and infection control support functions.

service
Biz Prepaid Card (Corporate Prepaid Card Service)

A corporate prepaid card service jointly operated by consolidated subsidiary DSS Inc. (Dee Es Es Corporation) and TOMOWELL Payment Service, a subsidiary of Kyodo Printing. The company also provides SES services for card companies, payment companies, and securities firms, financial-sector contract development, AWS-centered MSP services, and security services such as PCI DSS consulting.

service
Data Science Consulting

Leveraging its track record in data utilization and AI development, the company provides data utilization consulting, IT education, and other solutions primarily to leading blue-chip companies, supporting data-driven management and DX promotion. The company also develops customized user-specific solutions leveraging text, image, video, and audio analysis technologies.

service
Marketing Research & Sales Promotion Support (MSS Inc.)

Provided by MSS Inc., which became a consolidated subsidiary in July 2024. Offers marketing research services such as user needs surveys, brand image surveys, and customer satisfaction surveys for new product development, as well as sales promotion support including campaign planning, event planning, and production of promotional free papers for the food-related retail industry, manufacturers, and logistics companies.

Growth Drivers

  • Full-scale launch of the AI infrastructure business: service provision began in September 2025, with three large-scale AI data center service usage agreements already concluded with one of the world's largest cloud service providers
  • Expansion of infrastructure base through large-scale procurement agreements for GPU servers equipped with NVIDIA's latest GPUs (B200 and B300)
  • Strong performance in the data science and systems integration businesses, driven by DSS Inc.
  • Expansion of Domestic Business revenue scale through the consolidation of MSS Inc. as a subsidiary in July 2024
  • Expansion of the domestic AI business market (projected to reach 1.7 times the FY2021 market size by FY2027)

Risks

  • Continued operating losses on a cumulative basis due to substantial upfront investment costs for the AI infrastructure business (consolidated operating loss of ¥332 million for the cumulative nine months of Q3 FY2026)
  • Risk that the AI data center business, where contract amounts per project are substantial, may be significantly affected by whether a single project is secured or not
  • Recognition of events or circumstances that raise material doubt about the company's ability to continue as a going concern, requiring continued fundraising
  • Foreign exchange loss risk (foreign exchange losses of ¥109 million recorded in the cumulative nine months of the current fiscal year)
  • Marketing solutions business revenue and profit remaining flat year-on-year due to sluggish growth at MSS Inc.

Last updated: June 29, 2026