ENVALITH
株式会社エーアイ logo

AI,Inc.

4388・Standard Market・Information & Communication

Official website
株式会社エーアイ logo
AI,Inc.4388

Voice Business

The company's core segment, centered on speech synthesis and recognition technology

PeriodCurrentPreviousChange
Net Sales (Full Year FY2026, ending March 2026)¥1,128 million¥1,160 million (Full Year FY2025, ended March 2025)↓
Operating Profit (Full Year FY2026, ending March 2026)¥104 million¥107 million (Full Year FY2025, ended March 2025)↓
Segment Assets (End of FY2026, ending March 2026)¥240 million¥759 million (End of FY2025, ended March 2025)↓
Depreciation (Full Year FY2026, ending March 2026)¥43 million¥27 million (Full Year FY2025, ended March 2025)↑
Goodwill Amortization (Full Year FY2026, ending March 2026)¥27 million¥13 million (Full Year FY2025, ended March 2025)↑
Unamortized Goodwill Balance (End of FY2026, ending March 2026)¥228 million¥255 million (End of FY2025, ended March 2025)↓

Business Details

This segment provides licensing, contracted operations, and cloud services for the speech synthesis engine series "AITalk®", as well as sales of the consumer speech synthesis software series "A.I.VOICE®". Customers span diverse industries including telecommunications, disaster prevention, finance, railways, gaming, and local governments. The segment also develops speech recognition technology under the "vGate®" series, expanding into new focus areas such as "vGate Aispect™", an AI sound inspection solution supporting DX in manufacturing sites. In FY2026 (ending March 2026), sales were ¥1,128 million and operating profit was ¥104 million.

Recent Overview

Integrated AI voice technology through the merger with ATR-Trek and launched new cloud services

In FY2026 (ending March 2026), sales in the Voice Business were ¥1,128 million (down 2.8% year on year), and operating profit was ¥104 million (down 2.2% year on year), representing a slight decline in both revenue and profit. While the mainstay disaster prevention and firefighting licenses performed steadily, contracted speech recording projects for NICT are expected to decline significantly from FY2027 (ending March 2027) onward. In September 2025, the company absorbed ATR-Trek through merger, consolidating its R&D structure. It also launched the new cloud services "AITalk® Koe no Shokunin Cloud Edition" and "AITalk® WebAPI". The major customer is NTT DOCOMO (sales of ¥209 million).

Key Products

product
AITalk® Series (Speech Synthesis Engine for Enterprises)

In addition to on-premise products, the company began offering the new cloud services "AITalk® Koe no Shokunin Cloud Edition" and "AITalk® WebAPI", establishing a system to meet the diverse needs of corporate customers. Licenses for disaster prevention and firefighting applications continued to perform steadily.

product
A.I.VOICE® Series (Speech Synthesis Software for Consumers)

Various collaboration projects and related merchandise have been rolled out, aiming to enhance the value of character IP and expand user touchpoints. Collaborations with third-party characters also continue.

platform
Koestation

The number of registered users continues to grow, with individual use of speech synthesis expanding across a wide range of fields from welfare to entertainment. The company also offers "AITalk® Custom Voice", an original AI voice model creation service, promoting the creation of voice models for celebrities and utilization in the welfare field.

product
vGate® Series (Speech Recognition / AI Sound Inspection)

The company is expanding utilization of this solution to support DX at various sites, including manufacturing. Effective September 1, 2025, it absorbed ATR-Trek Co., Ltd. through merger, consolidating and optimizing research and development resources for speech recognition and translation technology.

service
AITalk® WebAPI / Koe no Shokunin® Cloud Edition

By establishing a cloud-based usage environment in addition to conventional on-premise products, the company can meet the diverse needs of corporate customers. This service was newly launched during the current fiscal year.

Growth Drivers

  • Continued medium-term demand in the disaster prevention and firefighting fields driven by projects eligible for "Emergency Disaster Prevention and Mitigation Project Bonds" (extended through fiscal year Reiwa 12)
  • Expansion of the corporate customer base through new rollout of cloud/SaaS-based services (AITalk® Koe no Shokunin Cloud Edition, AITalk® WebAPI)
  • Growth in the number of registered users on the consumer-oriented platform "Koestation"
  • Promotion of adoption of the speech recognition and predictive maintenance product "vGate Aispect™" in manufacturing and other industries
  • Unification and streamlining of R&D structure for AI voice-related technology through the merger with ATR-Trek Co., Ltd.
  • Development of a voice dialogue platform utilizing LLMs (large language models)
  • Steady trend in contracted audiobook and other voice content production projects

Risks

  • Intensifying competition with rivals including major global companies (accelerated development of new services in the voice/dialogue field amid the spread of generative AI)
  • Impact on sales from the expected significant decline in NICT-contracted speech recording projects from FY2027 (ending March 2027) onward
  • Disaster prevention-related demand depends on public budgets and policy, with a rebound effect expected in FY2027 (ending March 2027) following rushed demand for "Emergency Disaster Prevention and Mitigation Project Bonds"
  • Difficulty securing IT engineers with specialized knowledge (shortage of IT engineers across the software industry as a whole)
  • Information security risk (risk of recurring system failures due to unauthorized external access, etc.)

Last updated: June 22, 2026