TDSE Inc. [7046.T]

TOKYO, Jun 10 (Pulse News Wire) – TDSE Inc. (7046.T) disclosed plans to transition its consulting business model from time-based contracts to subscription-based services.

During the company's 2026 fiscal year-end earnings briefing held on June 3, CEO Naoki Tokunaga explained that while friction could arise during the shift, the company would proceed cautiously to minimize customer burden. TDSE also emphasized its commitment to the long-term growth of its AI agent business, driven by sustained demand rather than initial hype. The company noted that customers typically trial the community version of Dify before upgrading to the enterprise edition, leading to steady adoption rates.

Additionally, TDSE provides comprehensive support for designing, developing, and operating AI agents, ensuring stable revenue streams. Regarding transparency, the firm committed to enhancing interim disclosures of key performance indicators (KPIs) and sales targets to improve investor understanding. President Tokunaga stated that ongoing adjustments would ensure timely and accurate progress updates throughout the fiscal year.

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