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freee K.K.
freee K.K. (4478) investor relations material
freee K.K. Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary12 Feb, 2026
Executive summary
Q2 FY2026.6 revenue grew 29.5% YoY to JPY 10,197MM, with H1 net sales up 30.8% YoY to JPY 19,941MM, driven by platform business and customer base expansion.
Platform ARR increased 26.0% YoY to JPY 39,151MM, with paying customers up 13.3% to 643,027 and ARPU up 11.2% to JPY 60,892.
Adjusted operating profit for Q2 was JPY 662MM (+29.5% YoY), but H1 adjusted operating profit declined 7.1% YoY to JPY 1,352MM; profit attributable to owners dropped 61.6% YoY to JPY 305MM.
Number of corporate paying customers surpassed 250K, with 21,265 net additions in H1, supported by accounting firm partnerships.
Co-founder/CTO Ryu Yokoji appointed as Chief AI Officer to accelerate AI initiatives.
Financial highlights
Gross profit for H1 was JPY 16,081MM, with a gross margin of 80.4% (82.7% excluding software amortization).
Basic earnings per share for H1 was JPY 5.17, down from JPY 13.59 YoY.
Total assets as of December 31, 2025, were JPY 53,370MM, with net assets at JPY 20,152MM and equity-to-asset ratio at 37.5%.
Platform paying customers exceeded 643K (+13.3% YoY); corporate segment at 256K (+18.0% YoY).
Platform ARPU increased 11.2% YoY to JPY 60.8K; Corporate segment ARPU rose 9.7% YoY to JPY 121.6K.
Outlook and guidance
Full-year revenue guidance revised upward to JPY 41,930MM (+26.0% YoY) due to strong H1 performance.
Adjusted operating profit guidance raised to JPY 2,520MM (+33.7% YoY); adjusted free cash flow guidance set at JPY 1,260MM to JPY 2,520MM.
Strategic investments for mid- to long-term growth will continue, focusing on AI, productivity, and accounting firm partnerships.
H1 profit decline drivers?
Operating cash flow negative drivers?
H2 profit/cash flow turnaround plan?
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Next freee K.K. earnings date
Q3 202614 May, 2026
freee K.K.
Next freee K.K. earnings date
Q3 202614 May, 2026
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Frequently asked questions
Freee K.K., an Information technology company, specializes in cloud and online accounting software aimed at automating business operations. The company's portfolio includes cloud accounting software, cloud salary calculation software, and human resources (HR) labor solutions. Designed for individual business owners and corporations, freee's cloud accounting software integrates various business functions such as tracking expenses, sending invoices, managing health insurance and payroll processing, and connecting to point-of-sales systems through its Application Programming Interface (API). Catering primarily to small and medium-sized businesses (SMBs), freee's offerings are optimized for ease of implementation and use without the need for specialized training in accounting or bookkeeping. The company is headquartered in Tokyo, Japan, and its shares are listed on the Tokyo Stock Exchange.
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