Globalway,Inc.
3936・Growth Market・Information & Communication
Business
GLOBAL WAY, Inc. is "
Business Model
In the Digital Solutions Business, the company supports corporate DX promotion through contracted development and consulting, earning project-based service revenue. In the Career Innovation Business, it combines advertising and referral revenue from the "Caricone" media platform with success fees from High-Class Talent Placement. In the Sharing Business, agent management fees under an agency outsourcing contract with TikTok Pte. Ltd. constitute the main revenue source, with sales to this client accounting for approximately 31.2% of consolidated net sales in FY2026 (ending March 2026).
Company Strengths
The Digital Solutions Business has a system for providing an integrated set of services spanning DX strategy formulation, requirements definition, PMO, cloud infrastructure construction, and operational entrenchment. In FY2026 (ending March 2026), the segment profit margin reached 26.9%, with segment profit of ¥423 million, up 953.5% year on year. The accumulation of MuleSoft and Salesforce projects drove the improvement in profitability.
Caricone is an information platform that integrates word-of-mouth information such as companies' annual salaries, reputations, and interview experiences with job listing information, and it has a unique earnings structure that combines media referrals with fee-charging employment placement. In FY2026 (ending March 2026), even as sales declined, the Career Innovation Business improved its profitability, with segment profit increasing 81.0% year on year to ¥85 million.
Subsidiary TimeTicket operates livestreamer acquisition and development based on an agency outsourcing agreement (concluded in February 2024) with TikTok Pte. Ltd. In FY2026 (ending March 2026), Sharing Business sales reached ¥1,939 million (up 84.6% year on year), and segment profit reached ¥157 million (up 58.6% year on year), making it the group's largest sales segment.
ENVALITH's Perspective
Performance Trend
Revenue expanded roughly 2.2x over four years, from ¥1,817 million in FY2022 (ended March 2022) to ¥4,014 million in FY2026 (ending March 2026), with the most recent growth rate accelerating to 30.7% year-on-year. Meanwhile, operating profit remained in the red for three consecutive periods from FY2023 (ended March 2023), but achieved a turnaround to profitability in FY2026 (ending March 2026) with ¥307 million in operating profit. The three main drivers of this turnaround were: rapid expansion of the TikTok Live streamer business within the Sharing Business (up 84.6% year-on-year); improved profit margins in the Digital Solutions Business through enhanced project profit and loss management (segment profit margin of 26.9%); and company-wide reductions in selling, general and administrative expenses. As for the external environment, the domestic DX market is projected to reach approximately ¥9.2 trillion by FY2030 (Fuji Chimera Research Institute), and tailwinds in the technology sector are expected to continue.
Growth Strategy
Expansion of three business segments—DX, human resources, and sharing—aiming to achieve consolidated net sales of ¥4,307 million and operating income of ¥125 million in FY2027 (ending March 2027)
The company will continue to expand capabilities through the recruitment and training of engineers and consultants, build and refine its delivery system, improve project quality, and strengthen profit and loss management, while promoting the accumulation of projects such as MuleSoft and Salesforce.
The company will continue SEO measures and strengthen the Caricone media presence by increasing the number of listed companies and company research reports, strengthen recruitment of immediately productive consultants, and expand into new areas such as recruitment support for major operating companies.
The company will continue to expand revenue in the Sharing Business by expanding the acquisition and training of livers, while also establishing an overseas expansion foundation through a capital increase (500,000 dollars) in its U.S. subsidiary TimeTicket Inc. (established March 2026).
TimeTicket Co., Ltd. established Westgate Entertainment Co., Ltd. (April 2026) to expand its business into the entertainment activities of livers.
The company will promote the strengthening of information management systems to appropriately manage clients' DX strategies and personal information, as well as the development of internal management systems including improved operational efficiency, risk management, and enhanced compliance.
Last updated: July 19, 2026