SecondXight Analytica, Inc.

Business Details

Under the corporate philosophy of "Creating new value from data," the company operates through two core businesses: Analytics Consulting (machine learning model development and data analysis support) and the AI Products business (sales of general-purpose AI packages such as R2Engine). Major customers are financial and payment-related companies including SB Payment Service, TIS, and JCB. The company has built a structure to shift from flow-type business to stock-type business, and is promoting sales expansion through collaboration with business partners.

Recent Overview

Recorded Q1 FY2026 revenue of ¥440 million and operating profit of ¥46 million; entered into a business alliance agreement with J Lease

In Q1 FY2026 (ending December 2026) (January to March 2026), the company recorded revenue of ¥440 million, operating profit of ¥46 million, ordinary profit of ¥46 million, and quarterly net profit attributable to owners of parent of ¥31 million. The company strengthened its hiring of data science personnel, promoted data utilization support and AI model development in the Analytics Consulting business, and advanced R2Engine deployment in the AI Products business. As a subsequent event, the company entered into a business alliance agreement with J Lease Co., Ltd. on May 8, 2026. The two companies will jointly promote the enhancement and new development of products and services utilizing generative AI, AI agents, high-precision forecasting, and other technologies. There is no change to the full-year forecast for FY2026 (ending December 2026) (revenue of ¥1,900 million, operating profit of ¥200 million), and the Q1 progress rate was approximately 23.2% for revenue and approximately 23.3% for operating profit.

Key Products

Growth Drivers

• Expanding project handling capacity and reducing employee turnover through strengthened hiring of data science personnel
• Expanding new deployment sites for AI products centered on R2Engine and strengthening collaboration with business partners
• Promoting upselling through an end-to-end service from Analytics Consulting to AI product deployment
• Stabilizing revenue through the shift from flow-type business to stock-type business
• Strengthening products and services and pursuing joint business development through the utilization of new technologies such as generative AI and AI agents via the business alliance with J Lease
• Accumulating new use cases incorporating new technologies such as generative AI and expanding service coverage areas

Risks

• Risk of hiring difficulties and rising labor costs due to intensifying competition for securing excellent data scientists and AI engineers
• Risk of revenue concentration in specific customers (top 3 customers account for approximately 39.6% of revenue)
• Risk of service disruption due to system failures or security incidents involving AI products
• Risk of information leakage associated with the handling of confidential information and personal data
• Risk of suppressed IT investment by client companies due to the impact of U.S. trade policy, price increases, and financial and capital market volatility
• Impact on the economy from domestic and international uncertainties, including geopolitical risks such as the situation in the Middle East