True Data Inc.

4416・Growth Market・Information & Communication

Official website

True Data Inc.

4416・Growth Market・Information & Communication

Official website

True Data Inc.4416

4416Growth MarketInformation & Communication

2nd Quarter of FY2027/3Earnings Release

Recurring revenue grew roughly 20%, sustaining top-line growth and offsetting spot-project slippage to keep the company profitable. Focus now shifts to 2H revenue recognition and the Cosmonet integration.

November 13, 2026 at 19:00 GMT+9

4416Growth MarketInformation & Communication

2nd Quarter of FY2027/3Earnings Preview

2Q Results to Test Whether Retail DX and AI Solutions Can Sustain Revenue Growth and How Far Gross Profit Margin Recovers

November 11, 2026 at 15:30 GMT+9

4416Growth MarketInformation & Communication

1st Quarter of FY2027/3Earnings Call

Tsuruha HD's decision to adopt SalesSensor and the new NEL partnership add to a "decision-making OS" vision that pairs breadth of customer coverage with AI cross-selling to drive gross margin back up

September 3, 2026 at 16:32 GMT+9

4416Growth MarketInformation & Communication

1st Quarter of FY2027/3Earnings Release

Stock-type (recurring) revenue grew +26.4% YoY, driving 1Q into the black; gross margin trajectory during this upfront investment phase is the key focus from here

August 12, 2026 at 18:05 GMT+9

4416Growth MarketInformation & Communication

1st Quarter of FY2027/3Earnings Preview

Focus on full-scale activation of wholesale/trading company partner network and strategic investment balance in the first year of the new medium-term plan; progress on retail media monetization also in the spotlight

August 7, 2026 at 15:30 GMT+9

4416Growth MarketInformation & Communication

Full Year of FY2026/3Earnings Call

Completion of three-wholesaler network drives partnership contracts to 3x+ YoY; CEO explicitly states retail media standalone revenue more than doubled

June 8, 2026 at 13:10 GMT+9

4416Growth MarketInformation & Communication

Full Year of FY2026/3Earnings Release

Revenue +20.3% and operating income 2.1x, beating revised guidance; completion of wholesale distributor network and retail media expansion provide momentum for mid-term plan launch

May 15, 2026 at 20:45 GMT+9

4416Growth MarketInformation & Communication

Full Year of FY2026/3Earnings Preview

Focus on Eagle Eye contract accumulation and revenue contribution from horizontal rollout of Retail DX; progress on medium-to-long-term growth strategy following CVC launch also in focus

May 13, 2026 at 15:35 GMT+9