Speee, Inc.
4499・Standard Market・Information & Communication
Real Estate DX Business
Core segment of Speee, operating digital matching services in real estate, renovation, and related areas
| Period | Current | Previous | Change |
|---|---|---|---|
| Segment revenue (H1 FY2026 (ending March 2026)) | ¥5,568 million | ¥5,580 million (H1 FY2025 (ending March 2026)) | ↓ |
| Segment profit (H1 FY2026 (ending March 2026)) | ¥675 million | ¥601 million (H1 FY2025 (ending March 2026)) | ↑ |
| Segment profit margin (H1 FY2026 (ending March 2026)) | 12.1% | 10.8% (H1 FY2025 (ending March 2026)) | ↑ |
Business Details
Operates platforms that optimally match consumers with businesses in industry sectors where digitalization has lagged. The three flagship services are Ieul (real estate sale matching), Nurikae (exterior wall painting matching), and Caresuru Kaigo (nursing care facility matching). The core model is a performance-based fee structure in which users are referred to businesses, with data analysis-driven improvements in conversion rates and customer acquisition efficiency serving as the source of competitive advantage.
Recent Overview
Revenue slightly declined but profitability improved, with profit margin up approximately 1.3pt year-on-year due to optimized customer acquisition efficiency
In H1 FY2026 (ending March 2026) (October 2025 to March 2026), the Legacy Industry DX Business recorded revenue of ¥5,568 million (down 0.2% year-on-year), a slight decline, while segment profit rose significantly to ¥675 million (up 12.3% year-on-year). Although the number of new user acquisitions decreased due to optimization of customer acquisition efficiency, profitability improved as a result of higher post-acquisition conversion rates and higher average unit prices.
Key Products
Growth Drivers
- Continued improvement in profitability through better post-acquisition conversion rates and higher average unit prices
- Improvement in cost structure through optimization of customer acquisition efficiency
- Enhanced customer acquisition capability through strengthened partnerships with affiliated media and alliance partners
- Continued improvement in conversion rates through customer support systems and data analysis
- Expansion into multiple areas through the three services: Ieul, Nurikae, and Caresuru Kaigo
- Expansion of product functionality across services through investment in software development
Risks
- Constraints on revenue growth due to a decline in new user acquisition resulting from optimization of customer acquisition efficiency
- Risk of revenue fluctuation due to changes in real estate market conditions, renovation demand, and nursing care demand
- Impact on customer acquisition capability from algorithm changes at partner media outlets and search engines
- Intensifying competition to secure specialized talent such as engineers and data scientists
- Pressure on profit from strategic investments in product development and offline touchpoint development
Last updated: December 22, 2025