Airlidge <3917> engages in three businesses: The "App Business" (accounting for 70.4% of first-quarter revenue) involves planning, development, and operation support for corporate smartphone apps, as well as the development and operation of the app business platform "APPBOX". The "Business Produce Business" (23.7%) provides integrated marketing support, business consulting, and execution support. The "Fintech Business" (5.9%) is responsible for planning, development, and operation of the digital regional currency platform "MoneyEasy".

The company has a strong customer base primarily in the retail, railroad, and financial industries, supporting the planning, development, and operation of over 300 smartphone apps such as Famipay app, Nitori app, Tokyu Line app, and JA Bank app. Apps introduced with the company's solutions have exceeded 90 million monthly active users (MAU). The company's strength in dealing with many large companies lies in its advanced development capabilities focused on smartphone apps. By leveraging its own product "APPBOX" and external solutions, the company can support everything from strategy and planning to development and growth centered on smartphone apps seamlessly. Furthermore, accumulated know-how from past development projects allows for customization and coordination to meet all customer demands. Large-scale app development requires strong development capabilities and experience, which also sets the company apart due to less competition. Leveraging its track record of supporting clients from strategy to issue resolution, the company has expanded into the Business Produce Business and Fintech Business.

In the first quarter of the fiscal year ending March 2025, the company achieved a 19.2% year-on-year increase in revenue to 1,332 million yen, with an operating loss of 40 million yen (compared to an operating loss of 208 million yen in the same period last year). All segments saw revenue growth, and the progress rate of first-quarter revenue is on track compared to the annual plan, exceeding last year's pace. Due to upfront investments like "APPBOX", the first-quarter cost ratio tends to be relatively high but remains within the initial expectations. Additionally, there is a steady increase in stock-type revenue, with development support contracts and management support contracts through continuous forms of cooperation increasing, resulting in a steady accumulation of stock revenue, up by 25.4%. The company's consolidated revenue is biased towards the second half of the year, reflecting its seasonality. The annual revenue is expected to increase by 12.0% to 6,400 million yen compared to the previous year, with an expected operating profit of 120 million yen.

The company has formulated a three-year medium-term management plan ending in March 2027 and is focusing on utilizing its development and business creation capabilities, as well as strengthening partnerships with client companies to enhance customer value. By enhancing the functionality of APPBOX and strengthening partner collaborations, the company aims to expand its customer base and evolve from entrusted development areas to supporting client companies' app business production. Partnerships have already been established with JR West Japan <9021> and Dip <2379>, aiming to provide joint DX services. By further expanding partnerships similar to client companies, the company aims to achieve a strong partnership and enhance collaboration with large companies. The numerical targets include achieving revenue of 8.2 billion yen and an adjusted operating profit of over 0.5 billion yen organically by March 2027, further building revenue and profit through the growth of new businesses and M&A. The long-term goal sets revenue of 15 billion yen and adjusted operating profit of 1.5 billion yen by March 2030. Despite recent stagnation in stock prices, attention is likely to focus on the company's future trends, given its firm performance recovery phase and strong customer base.