TOKYO, Mar 18 (Pulse News Wire) – Data Applications Company,limited (3848.T) reported its third quarter results for the fiscal year ending March 2026, highlighting steady growth despite challenges in scaling resources due to high demand for artificial intelligence solutions. In the software division, monthly recurring revenue (MRR) reached approximately ¥86 million as of December 2025.
While large-scale deals remain limited, the company expects continued expansion driven by multiple lead cases nearing closure. CEO Takehisa Yasuhara emphasized ongoing efforts to balance investment in growth with profitability, particularly focusing on transitioning from one-time sales to subscription-based models. Regarding system integration services, while performance was robust in the third quarter, the outlook for the fourth quarter remains uncertain due to seasonal fluctuations typical of the industry.
However, the company anticipates maintaining a stable revenue stream through the end of the fiscal year. On the impact of growing AI adoption, the firm noted that although there has been a trend of selling off accounting and human resource SaaS stocks amid concerns dubbed “Anthropic Shock,” their core businesses such as EDI and Data Renkei are less susceptible to immediate disruption. Instead, the increasing importance of accurate data connectivity and security presents long-term opportunities for the company’s growth.
Looking ahead, Data Applications plans to enhance its DAL Platform to support continuous digital work transformation, aiming to achieve its full-year targets by fostering larger deal creation, improving project economics, and optimizing costs.
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