TOKYO, Jun 17 (Pulse News Wire) – Poper CO.,LTD. (5134.T) reported its second quarter results for the fiscal year ending October 2026, highlighting strategic investments aimed at long-term growth.
During an online briefing held on June 12, 2026 at 16:00, CEO Shin-go Kurahara and CFO Zhipeng Yao addressed investor concerns about revenue trends and profitability. Regarding future growth through mergers and acquisitions (M&A), the company emphasized targeting areas such as expanding market share in learning institutions and accelerating common platform deployment in extracurricular activities and educational sectors. They noted that valuation targets for potential deals range from three to five times the target companies’ EBITDA, currently focusing on transactions valued in the tens of millions of yen. On declining average revenue per user (ARPU) and annual recurring revenue (ARR), management attributed the changes to a strategic shift in customer mix rather than a decline in unit economics.
While ARPU decreased due to an influx of lower-cost customers, churn rates remained low, indicating strong customer loyalty and high lifetime value (LTV). The company plans to gradually increase ARPU through cross-selling additional services and enhancing payment solutions like ComiruPay. For the second half of the fiscal year, POPER expects to continue investing in infrastructure improvements and talent acquisition to support sustainable and profitable growth. Despite projected operating profit declines for the full year, the company remains confident in achieving long-term benefits from these strategic initiatives.
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