Soracom（147A）株式概要ソラコム社は、モノのインターネット（IoT）ベースのセルラー接続ソリューションを提供している。 詳細147A ファンダメンタル分析スノーフレーク・スコア評価0/6将来の成長0/6過去の実績5/6財務の健全性5/6配当金0/6報酬過去1年間で収益は49.6%増加しました リスク分析JP市場と比較した過去 3 か月間の株価の変動すべてのリスクチェックを見る147A Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW482,187 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA482,187 investors already sharing narrativesYour Fair ValueJP¥Current PriceJP¥1.05k34.8% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture014b2016201920222025202620282031Revenue JP¥13.6bEarnings JP¥690.9mAdvancedSet Fair ValueView all narrativesSoracom, Inc. 競合他社Japan CommunicationsSymbol: TSE:9424Market cap: JP¥19.6bOkinawa Cellular TelephoneSymbol: TSE:9436Market cap: JP¥368.5bAccreteSymbol: TSE:4395Market cap: JP¥5.1bWirelessGateSymbol: TSE:9419Market cap: JP¥3.2b価格と性能株価の高値、安値、推移の概要Soracom過去の株価現在の株価JP¥1,051.0052週高値JP¥1,335.0052週安値JP¥852.00ベータ0.501ヶ月の変化2.34%3ヶ月変化12.41%1年変化-3.75%3年間の変化n/a5年間の変化n/aIPOからの変化-21.45%最新ニュースReported Earnings • Aug 13First quarter 2027 earnings released: EPS: JP¥3.77 (vs JP¥2.49 in 1Q 2026)First quarter 2027 results: EPS: JP¥3.77 (up from JP¥2.49 in 1Q 2026). Revenue: JP¥3.38b (up 52% from 1Q 2026). Net income: JP¥172.0m (up 53% from 1Q 2026). Profit margin: 5.1% (in line with 1Q 2026).お知らせ • Jul 30Soracom, Inc. Launches Soracom Automotive Suite for Managing Connected-Vehicle Connectivity Across Full Vehicle LifecycleSoracom, Inc. announced Soracom Automotive Suite, a solution for managing connected-vehicle connectivity across the full vehicle lifecycle. Soracom Automotive Suite addresses this with four areas of capability on a single platform, all available through the Soracom API. Connectivity management combines Soracom Multi-Carrier Integration, which manages Soracom and third-party carrier lines through a unified interface. Soracom Connectivity Hypervisor switches operator profiles remotely on a single IoT eSIM. Soracom In-Car Wi-Fi handles in-vehicle user experience for drivers and passengers. Soracom Consumer Billing handles downstream billing for direct end-user charging while Soracom Split Billing separates connectivity costs by usage type. Soracom Enterprise Support provides 24/7/365 incident response for global operations. At the core of the suite, Soracom Connectivity Hypervisor uses GSMA SGP.32 remote provisioning to download, switch, and add operator profiles over the air after a vehicle is in the field. A vehicle activates on a Soracom profile and switches to a local or use-case-specific carrier profile by region, regulatory requirement, or application need, with a built-in Soracom-profile fallback. Through Soracom's mobile core, the platform reaches 500+ carriers across 200+ countries and territories, letting automakers apply the optimal profile for each market without renegotiating carrier contracts vehicle by vehicle. The suite also supports multiple commercial models on a single SIM. Using multiple APNs and traffic analysis, Soracom Split Billing separates connectivity costs across OEM telematics, operator services, and end-user infotainment, so each party is billed for what it uses. Soracom Automotive Suite is available now.お知らせ • Jul 28Soracom Announces Soracom Air RTC Gateway ServiceSoracom, Inc. announced Soracom Air RTC Gateway, a service that connects voice from IoT devices to a customer's existing contact center, VoIP provider, or AI agent. The cloud service receives a device's standard cellular voice (VoLTE) over Soracom Air and routes each call to its destination using SIM and device information, with no device-side software or voice application development required. Soracom Air RTC Gateway receives a device's standard cellular voice in the cloud and routes each call by SIM and device identity, such as SIM group and tags, to the right destination. Because it works with any IMS/VoLTE-capable module, voice is used as a standard device function with no special software or voice application on the device, and calls are secured by SIM authentication rather than separately managed credentials. Voice travels from the device to Soracom over VoLTE through the secure Soracom Air path, where the gateway converts it to VoIP. From there it reaches an external VoIP provider over the internet, or, through a Soracom Virtual Private Gateway, a private connection to enterprise extensions, contact centers, or an AI agent on an IP PBX in the customer's cloud. Connected to a voice AI, it can handle around-the-clock first-response intake and then hand the call to a human agent. Combined with eSIM Profile Order, which remotely installs a Soracom connectivity profile onto eSIM-capable devices and smartphones, and a Virtual Private Gateway, the service can also turn a corporate device into an internal office extension with secure access to company systems from outside the office. Soracom Air RTC Gateway applies across industrial equipment, social infrastructure, mobility, and office work. Use cases include remote support for construction, agricultural, and industrial machinery; fault reporting and emergency calls from elevators and security systems; nurse-call and telemedicine voice assistance from medical and care devices; support-center connections from connected vehicles; automated voice response through AI agents; and extension calling from corporate devices with secure access to internal systems. Soracom Air RTC Gateway is available now, and advance registration is required to use the service.お知らせ • Jul 15Soracom, Inc. Introduces Cloud-Native Mobile Core Platform For Mobile Network Operators and MVNOsSoracom, Inc. announced the expansion of its business with the launch of a cloud-native mobile core platform for mobile network operators (MNOs) and mobile virtual network operators (MVNOs). Soracom built its mobile core in software optimized for public cloud infrastructure from the company's founding in 2014, running core network functions including the Home Subscriber Server (HSS), Packet Gateway (PGW), User Plane Function (UPF), IP Multimedia Subsystem (IMS) core as cloud-native services rather than on traditional carrier hardware. Soracom makes that core, along with other platform components, available to operators that want to run their own mobile services without building and maintaining core network infrastructure of their own. The business targets MNOs, MVNOs and enterprises serving as MVNOs for their customers globally. Soracom has already proven this model in live commercial deployments through Misora Connect, Inc., a Soracom group company established with the Marubeni I-DIGIO Group that provides MVNO services in Japan. Soracom migrated Misora Connect's HSS onto Soracom's cloud-native mobile core, and that deployment serves Misora Connect's customers. For operators, running services on Soracom's mobile core can reduce the infrastructure cost of standing up and maintaining a core network and enable them to expand breakout locations globally without significant upfront cost. It also gives operators more flexibility in how they design and price service plans. In addition to expanding their core network with cloud native software components, operators can offer services and functionalities that enable enterprise customers to build secure cloud integrations and leverage cloud capabilities from their connected products and IoT devices as optional add-ons. This new MVNE business extends a pattern of Soracom enabling other companies to build connectivity businesses on its platform. Customers that want to resell Soracom connectivity and services to their own customers can do so through the multitenancy and downstream billing capabilities of the Soracom Billing Platform, which support tenant management, branded invoicing, and multi-tier reseller billing within a single account, and seamlessly integrates with Soracom Connectivity Management Platform. Where Soracom provides the mobile core to operators running their own networks, the Soracom Billing Platform's capabilities let Soracom customers package and bill connectivity to downstream customers under their own brand. Operators interested in evaluating Soracom's mobile core for their own networks can register interest with Soracom.お知らせ • Jul 14Soracom, Inc. to Report Q1, 2027 Results on Aug 12, 2026Soracom, Inc. announced that they will report Q1, 2027 results on Aug 12, 2026New Risk • Jul 09New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 22% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (8.1% average weekly change). Large one-off items impacting financial results.最新情報をもっと見るRecent updatesReported Earnings • Aug 13First quarter 2027 earnings released: EPS: JP¥3.77 (vs JP¥2.49 in 1Q 2026)First quarter 2027 results: EPS: JP¥3.77 (up from JP¥2.49 in 1Q 2026). Revenue: JP¥3.38b (up 52% from 1Q 2026). Net income: JP¥172.0m (up 53% from 1Q 2026). Profit margin: 5.1% (in line with 1Q 2026).お知らせ • Jul 30Soracom, Inc. Launches Soracom Automotive Suite for Managing Connected-Vehicle Connectivity Across Full Vehicle LifecycleSoracom, Inc. announced Soracom Automotive Suite, a solution for managing connected-vehicle connectivity across the full vehicle lifecycle. Soracom Automotive Suite addresses this with four areas of capability on a single platform, all available through the Soracom API. Connectivity management combines Soracom Multi-Carrier Integration, which manages Soracom and third-party carrier lines through a unified interface. Soracom Connectivity Hypervisor switches operator profiles remotely on a single IoT eSIM. Soracom In-Car Wi-Fi handles in-vehicle user experience for drivers and passengers. Soracom Consumer Billing handles downstream billing for direct end-user charging while Soracom Split Billing separates connectivity costs by usage type. Soracom Enterprise Support provides 24/7/365 incident response for global operations. At the core of the suite, Soracom Connectivity Hypervisor uses GSMA SGP.32 remote provisioning to download, switch, and add operator profiles over the air after a vehicle is in the field. A vehicle activates on a Soracom profile and switches to a local or use-case-specific carrier profile by region, regulatory requirement, or application need, with a built-in Soracom-profile fallback. Through Soracom's mobile core, the platform reaches 500+ carriers across 200+ countries and territories, letting automakers apply the optimal profile for each market without renegotiating carrier contracts vehicle by vehicle. The suite also supports multiple commercial models on a single SIM. Using multiple APNs and traffic analysis, Soracom Split Billing separates connectivity costs across OEM telematics, operator services, and end-user infotainment, so each party is billed for what it uses. Soracom Automotive Suite is available now.お知らせ • Jul 28Soracom Announces Soracom Air RTC Gateway ServiceSoracom, Inc. announced Soracom Air RTC Gateway, a service that connects voice from IoT devices to a customer's existing contact center, VoIP provider, or AI agent. The cloud service receives a device's standard cellular voice (VoLTE) over Soracom Air and routes each call to its destination using SIM and device information, with no device-side software or voice application development required. Soracom Air RTC Gateway receives a device's standard cellular voice in the cloud and routes each call by SIM and device identity, such as SIM group and tags, to the right destination. Because it works with any IMS/VoLTE-capable module, voice is used as a standard device function with no special software or voice application on the device, and calls are secured by SIM authentication rather than separately managed credentials. Voice travels from the device to Soracom over VoLTE through the secure Soracom Air path, where the gateway converts it to VoIP. From there it reaches an external VoIP provider over the internet, or, through a Soracom Virtual Private Gateway, a private connection to enterprise extensions, contact centers, or an AI agent on an IP PBX in the customer's cloud. Connected to a voice AI, it can handle around-the-clock first-response intake and then hand the call to a human agent. Combined with eSIM Profile Order, which remotely installs a Soracom connectivity profile onto eSIM-capable devices and smartphones, and a Virtual Private Gateway, the service can also turn a corporate device into an internal office extension with secure access to company systems from outside the office. Soracom Air RTC Gateway applies across industrial equipment, social infrastructure, mobility, and office work. Use cases include remote support for construction, agricultural, and industrial machinery; fault reporting and emergency calls from elevators and security systems; nurse-call and telemedicine voice assistance from medical and care devices; support-center connections from connected vehicles; automated voice response through AI agents; and extension calling from corporate devices with secure access to internal systems. Soracom Air RTC Gateway is available now, and advance registration is required to use the service.お知らせ • Jul 15Soracom, Inc. Introduces Cloud-Native Mobile Core Platform For Mobile Network Operators and MVNOsSoracom, Inc. announced the expansion of its business with the launch of a cloud-native mobile core platform for mobile network operators (MNOs) and mobile virtual network operators (MVNOs). Soracom built its mobile core in software optimized for public cloud infrastructure from the company's founding in 2014, running core network functions including the Home Subscriber Server (HSS), Packet Gateway (PGW), User Plane Function (UPF), IP Multimedia Subsystem (IMS) core as cloud-native services rather than on traditional carrier hardware. Soracom makes that core, along with other platform components, available to operators that want to run their own mobile services without building and maintaining core network infrastructure of their own. The business targets MNOs, MVNOs and enterprises serving as MVNOs for their customers globally. Soracom has already proven this model in live commercial deployments through Misora Connect, Inc., a Soracom group company established with the Marubeni I-DIGIO Group that provides MVNO services in Japan. Soracom migrated Misora Connect's HSS onto Soracom's cloud-native mobile core, and that deployment serves Misora Connect's customers. For operators, running services on Soracom's mobile core can reduce the infrastructure cost of standing up and maintaining a core network and enable them to expand breakout locations globally without significant upfront cost. It also gives operators more flexibility in how they design and price service plans. In addition to expanding their core network with cloud native software components, operators can offer services and functionalities that enable enterprise customers to build secure cloud integrations and leverage cloud capabilities from their connected products and IoT devices as optional add-ons. This new MVNE business extends a pattern of Soracom enabling other companies to build connectivity businesses on its platform. Customers that want to resell Soracom connectivity and services to their own customers can do so through the multitenancy and downstream billing capabilities of the Soracom Billing Platform, which support tenant management, branded invoicing, and multi-tier reseller billing within a single account, and seamlessly integrates with Soracom Connectivity Management Platform. Where Soracom provides the mobile core to operators running their own networks, the Soracom Billing Platform's capabilities let Soracom customers package and bill connectivity to downstream customers under their own brand. Operators interested in evaluating Soracom's mobile core for their own networks can register interest with Soracom.お知らせ • Jul 14Soracom, Inc. to Report Q1, 2027 Results on Aug 12, 2026Soracom, Inc. announced that they will report Q1, 2027 results on Aug 12, 2026New Risk • Jul 09New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 22% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (8.1% average weekly change). Large one-off items impacting financial results.お知らせ • Jul 09Soracom Announces Commercial Availability Of SGP.32-Compatible Iot Esims And Connectivity Hypervisor Esim Orchestration CapabilitySoracom announced the commercial availability of its Connectivity Hypervisor eSIM orchestration capability and SGP.32-compatible IoT eSIMs. Both are now available for purchase, moving Soracom's SGP.32-based offering from pre-order to general availability. SGP.32 is GSMA’s latest remote SIM provisioning standard for IoT. Its predecessors took two different approaches. First, SGP.02 was designed at telco initiative primarily for automotive, but preserved carrier control over provisioning, with enterprises able to manage profiles in theory but within a walled garden that kept operators firmly in the loop. Second, SGP.22 moved control closer to the device owner but assumed user interfaces that most unattended IoT devices simply do not have. SGP.32 addresses both limitations. The new technology supports headless, always-on devices while giving enterprises genuine, carrier-independent control over which profiles run on their devices and when. For products with long service lives, such as vehicles, utility meters, asset trackers, and connected medical devices, that shift from telco-controlled to owner-controlled provisioning has become a common requirement in enterprise and automotive procurement. Connectivity Hypervisor is Soracom's technology-leading eUICC orchestration capability, which allows users to add, remove, manage, and switch between multiple operator profiles, including third-party MNO profiles, on remote SIMs/eSIMs using SGP.32 eSIM IoT Manager (eIM). Connectivity Hypervisor provides an API for Remote SIM Provisioning and integrates with Soracom's automation services and framework so that the user can automate RSP based on deployment region, regulatory requirement, or application need. Built-in Soracom-profile fallback ensures that devices retain connectivity in cases where a target profile is unavailable. Because one SKU can be manufactured and shipped worldwide, customers can switch profiles in the field to meet permanent-roaming requirements as deployments cross borders. For official Soracom partner operators' profiles that are integrated with Soracom Connectivity Management Platform, it offers SIM profile life cycle management, data usage monitoring and fleet management features such as searching based on tags and groups in the same way as Soracom native profiles. At Soracom Discovery 2026, the company's annual conference, Soracom demonstrated the next release of Connectivity Hypervisor, which enables unified management of connections from multiple operators, including major MNOs, through a single control plane. This capability is fully built; broader availability to end customers is pending partner operators completing their profile integrations for resale through the Soracom platform. Soracom's SGP.32 implementation is built on standard eUICC, eIM, and SM-DP+ components. Connectivity Hypervisor and SGP.32-compatible IoT eSIMs are available for purchase now, with SIMs available in both card and chip-type form factors.お知らせ • Jun 09Soracom, Inc. Announces Appointment of Richard Halliday to Chief Executive Officer, Americas, Effective June 1, 2026Soracom, Inc. named Richard Halliday Chief Executive Officer, Americas. Halliday assumed the role effective June 1, 2026. As Chief Executive Officer, Americas, Halliday led Soracom’s business across the region, including its sales, partnerships, and technical services teams. He directed the company’s go-to-market strategy in the Americas. Halliday brought more than 30 years of experience building and scaling technology businesses across industrial manufacturing, global distribution, and IoT connectivity. At Illinois Tool Works he held full profit-and-loss responsibility for multiple business units. He later shaped product strategy for a global distribution business with more than $1 billion in revenue at Premier Farnell. At Digi International, as Vice President of Channel Sales and Alliances, he rebuilt the company’s go-to-market model into a partner-led growth engine. Halliday joined Soracom in 2022 to lead partnerships in the Americas, later taking responsibility for all Americas sales and technical services and driving rapid growth in the region. He held a bachelor’s degree in sociology from Colgate University.Valuation Update With 7 Day Price Move • May 28Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥1,101, the stock trades at a trailing P/E ratio of 79.5x. Average trailing P/E is 21x in the Wireless Telecom industry in Japan. Total returns to shareholders of 27% over the past year.分析記事 • May 22Soracom's (TSE:147A) Solid Earnings Are Supported By Other Strong FactorsEven though Soracom, Inc.'s ( TSE:147A ) recent earnings release was robust, the market didn't seem to notice...Reported Earnings • May 20Full year 2026 earnings released: EPS: JP¥13.93 (vs JP¥7.82 in FY 2025)Full year 2026 results: EPS: JP¥13.93 (up from JP¥7.82 in FY 2025). Revenue: JP¥12.4b (up 38% from FY 2025). Net income: JP¥631.0m (up 79% from FY 2025). Profit margin: 5.1% (up from 3.9% in FY 2025).お知らせ • May 15Soracom, Inc., Annual General Meeting, Jul 29, 2026Soracom, Inc., Annual General Meeting, Jul 29, 2026.お知らせ • May 09Soracom, Inc. to Report Fiscal Year 2026 Results on May 15, 2026Soracom, Inc. announced that they will report fiscal year 2026 results on May 15, 2026お知らせ • Apr 08Soracom Inc Expands Professional Services to North AmericaSoracom, Inc. had announced the availability of Soracom Professional Services in North America, offering startup and enterprise customers direct access to Soracom’s solutions architecture expertise across software and middleware development, connectivity design, billing platform integration, and cloud infrastructure. Soracom Professional Services has supported customers in Japan since 2019, drawing on deep experience across the full lifecycle of IoT deployments. Soracom Professional Services engagements apply leading practices across the full IoT stack, from device integration and firmware through connectivity management, billing platform integration, data pipeline architecture, cloud application integration, and AI-driven automation, with Soracom’s programmable platform as the backbone. The team advises across industries including smart energy, fleet and logistics, retail and point of sale, healthcare devices, and video analytics. Soracom’s approach to professional services aligns with the company’s track record of delivering production-ready integrations with emerging technologies, from cloud-native infrastructure to AI. Soracom Flux, the platform’s AI and GenAI workflow automation layer, enables customers to build intelligent, event-driven applications directly on top of connectivity data, a capability Soracom Professional Services teams apply in production deployments. Soracom Query brings natural-language analytics to IoT operations, allowing engineering and operations teams to interrogate device behavior, connectivity performance, and billing data with no technical experience required. Professional Services engagements are now available to North America-based customers for new deployments, architecture reviews of existing deployments, and ongoing deployment management support across their global operations. Engagements are scoped to customer need, from focused architecture workshops to end-to-end program support.お知らせ • Mar 03Soracom Opens Pre-Orders For SGP.32-Compatible Connectivity HypervisorSoracom announced opening of pre-orders for Connectivity Hypervisor, its SGP.32-compatible capability for dynamic remote management and switching of multiple operator profiles, including third-party MNO profiles, on a single IoT eSIM. Connectivity Hypervisor positions Soracom as an orchestration layer, enabling IoT devices to activate on a Soracom profile and dynamically switch to the most appropriate local or use-case-specific carrier profile based on deployment region, regulatory requirement, or application need. The platform supports multi-profile management across Soracom and third-party MNO profiles, single-SKU global device deployment, dynamic switching for permanent roaming regulation compliance, and built-in Soracom profile fallback for uninterrupted service. Soracom's SGP.32-compatible infrastructure, including eUICC, eIM, and SM-DP+ components, has been in active testing since mid-2025. Pre-orders are now open for deployments with long device lifecycles — such as automotive, utilities, asset tracking, and healthcare — where provider changes, permanent roaming restrictions, VoLTE requirements, or carrier-specific plan limitations may arise over time or across geographies. Commercial availability is timed to MNO ecosystem readiness and standard availability. Soracom has already conducted live SGP.32 validation through an automotive field deployment, including dynamic profile provisioning using Connectivity Hypervisor infrastructure. Where most SGP.32 implementations focus on connectivity switching, Soracom's Connectivity Hypervisor is designed as a platform orchestration layer, managing profiles across operators, including profiles issued by third-party MNOs, from a single unified control plane. This approach enables IoT deployments to remain operationally independent of any single carrier, reducing logistics complexity, supporting compliance with permanent roaming regulations, and providing a migration path as regional carrier SGP.32 support expands. Soracom representatives will be available at Mobile World Congress 2026 in Barcelona for briefings on Connectivity Hypervisor and SGP.32 deployment planning.Valuation Update With 7 Day Price Move • Feb 20Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,014, the stock trades at a trailing P/E ratio of 44.8x. Average trailing P/E is 21x in the Wireless Telecom industry in Japan. Total loss to shareholders of 10% over the past year.Reported Earnings • Feb 15Third quarter 2026 earnings released: EPS: JP¥6.10 (vs JP¥4.61 loss in 3Q 2025)Third quarter 2026 results: EPS: JP¥6.10 (up from JP¥4.61 loss in 3Q 2025). Revenue: JP¥3.43b (up 69% from 3Q 2025). Net income: JP¥276.2m (up JP¥484.1m from 3Q 2025). Profit margin: 8.0% (up from net loss in 3Q 2025). The move to profitability was driven by higher revenue.分析記事 • Nov 20Soracom's (TSE:147A) Earnings Are Weaker Than They SeemSoracom, Inc.'s ( TSE:147A ) stock was strong after they recently reported robust earnings. However, we think that...New Risk • Nov 15New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 47% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (47% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (6.6% average weekly change).Reported Earnings • Nov 15Second quarter 2026 earnings released: EPS: JP¥2.66 (vs JP¥4.61 loss in 2Q 2025)Second quarter 2026 results: EPS: JP¥2.66 (up from JP¥4.61 loss in 2Q 2025). Revenue: JP¥2.76b (up 36% from 2Q 2025). Net income: JP¥120.5m (up JP¥328.4m from 2Q 2025). Profit margin: 4.4% (up from net loss in 2Q 2025). Revenue is forecast to grow 9.6% p.a. on average during the next 2 years, compared to a 5.1% growth forecast for the Wireless Telecom industry in Japan.分析記事 • Nov 13Is Now The Time To Put Soracom (TSE:147A) On Your Watchlist?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...お知らせ • Oct 25Soracom, Inc. to Report Q2, 2026 Results on Nov 12, 2025Soracom, Inc. announced that they will report Q2, 2026 results on Nov 12, 2025分析記事 • Oct 10Soracom (TSE:147A) Could Be Struggling To Allocate CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...Reported Earnings • Aug 15First quarter 2026 earnings released: EPS: JP¥2.48 (vs JP¥0.75 in 1Q 2025)First quarter 2026 results: EPS: JP¥2.48 (up from JP¥0.75 in 1Q 2025). Revenue: JP¥2.23b (down 10% from 1Q 2025). Net income: JP¥112.0m (up 286% from 1Q 2025). Profit margin: 5.0% (up from 1.2% in 1Q 2025). Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 4.9% growth forecast for the Wireless Telecom industry in Japan.お知らせ • Aug 13Soracom Expands AI Capabilities with New GenAI Tools for Network Management, Workflow Automation, and Video AnalysisSoracom, Inc. announced two new platform services that leverage GenAI capabilities to accelerate IoT development and support video analysis use cases. Additionally, Soracom announced that Soracom Query, an AI integration service designed to let customers analyze and visualize their IoT network data, has transitioned from early access status to full release. These announcements build on Soracom's existing GenAI capabilities and confirm Soracom's commitment to making it easy for customers to apply advanced GenAI tools to their IoT networks and device data as they build new connected experiences in the real world today. Soracom Query lets customers freely explore their IoT network and connection data to handle everything from isolating rogue SIMs to understanding underlying usage patterns. Instead of developing SQL queries manually, Soracom Query lets IoT network managers ask questions in natural language and generate data visualizations. Soracom Query is now available in general release, with options ranging from lightweight trial option to full Enterprise service including extensive BI tool integration. Soracom Flux App Templates builds on Soracom Flux, Soracom's low-code IoT application builder. Flux makes it easy to create custom applications that integrate multiple data sources with leading cloud-based GenAI engines, including OpenAI, Google Gemini, Microsoft Azure AI, and Amazon Bedrock. Soracom FluxApp Templates makes it easy for even non-technical product managers and external SIs to automatically generate workflows based on a customizable library of fundamental IoT use cases. Soracom Flux Video Analysis makes it possible to share video data from connected devices through the Soracom cloud for analysis by AI models like Amazon Bedrock and Google Gemini. This enhancement unlocks new possibilities for advanced IoT applications, such as using motion detection as a trigger to analyze video for compliance with work or security procedures.お知らせ • Jul 16Soracom, Inc. to Report Q1, 2026 Results on Aug 14, 2025Soracom, Inc. announced that they will report Q1, 2026 results on Aug 14, 2025Reported Earnings • Jun 29Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥7.82 (down from JP¥12.58 in FY 2024). Revenue: JP¥8.99b (up 13% from FY 2024). Net income: JP¥352.0m (down 27% from FY 2024). Profit margin: 3.9% (down from 6.1% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 19%. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 4.8% growth forecast for the Wireless Telecom industry in Japan.分析記事 • May 22Soracom's (TSE:147A) Weak Earnings May Only Reveal A Part Of The Whole PictureThe subdued market reaction suggests that Soracom, Inc.'s ( TSE:147A ) recent earnings didn't contain any surprises...お知らせ • May 14Soracom, Inc., Annual General Meeting, Jun 25, 2025Soracom, Inc., Annual General Meeting, Jun 25, 2025.お知らせ • Mar 28Soracom, Inc. to Report Fiscal Year 2025 Results on May 14, 2025Soracom, Inc. announced that they will report fiscal year 2025 results on May 14, 2025お知らせ • Mar 03Soracom Showcase Next-Generation Connected Car Demonstration with AECC at Mobile World Congress 2025Soracom, Inc. announced its participation in the AECC (Automotive Edge Computing Consortium) showcase within the "Demonstration Area" of the GSMA Open Gateway at Mobile World Congress 2025 (MWC 2025), which will be held from March 3-6, 2025. AECC is an industry-wide consortium that defines new network requirements for connected car data communication and promotes technological innovations necessary for next-generation mobility. At MWC 2025, AECC will showcase four automotive use cases at the GSMA Open Gateway demonstration, including a proof-of-concept (PoC) demonstration on next-generation network architecture for connected vehicles, jointly developed by Soracom and Toyota Motor Corporation. AECC's exhibition at MWC 2025 and the "Statement of Requirements" defining the network functions required for future connected mobility, were announced on February 26, 2025. In this announcement, AECC President and Chair Dr. Ryokichi Onishi highlighted the need for scalable, interoperable, and programmable 5G services to meet increasing data demands across priority use cases such as intelligent driving, high-definition mapping and teleoperation. Automotive OEMs face the critical challenge of ensuring a secure connection between vehicles and their backend telematics systems. At MWC 2025, the showcased solution ensures a seamless experience by leveraging network capabilities exposed by interoperable telecommunications APIs like those facilitated by AECC in its contribution to the Linux Foundation's CAMARA project. Connection security is preserved by using the Embedded Universal Integrated Circuit Card (eUICC) as an authentication token. This PoC demonstrates that vehicles in operation can stay connected with multiple connectivity options available at each occasion and work for the lifetime of a car even if the communication technology changes over time. This innovative solution ensures automotive manufacturers can maintain uninterrupted connectivity, enabling future-proof, secure telematics services for their customers.分析記事 • Feb 18Soracom, Inc.'s (TSE:147A) P/S Is Still On The Mark Following 25% Share Price BounceSoracom, Inc. ( TSE:147A ) shares have had a really impressive month, gaining 25% after a shaky period beforehand...New Risk • Feb 17New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 7.4% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.お知らせ • Jan 23Soracom, Inc. Announces Commercial Availability of iSIM Technologies and ModulesSoracom Inc. announced the commercial launch of its integrated SIM technology (iSIM) as well as an iSIM-compatible cellular module built off of the Murata Type 1SC. This offering marks Soracom's third SIM format, with the connectivity solution also offering card-type SIMs as well as chip-type eSIMs, each of which grants users access to Soracom's best-in-class cellular IoT connectivity platform. The commercial launch of iSIM technologies has been in the works since July 2021 and has been brought about due to key partnerships with IoT chipset developer Sony Semiconductor Israel Ltd., iSIM module manufacturer Murata, and iSIM Security solutions provider Kigen. Kigen's Secure iSIM Operating System provides robust secure authentication services ensuring reliable out-of-the-box connectivity for commercial iSIM applications. iSIM technology integrates the functions of the communication module and SIM into a single chip (SoC: System-on-Chip). This enables IoT device manufacturers to create more compact, lightweight and more power-efficient devices, as fewer physical components are required. Designing connected devices with a single, integrated solution for both the communication module and the SIM reduces procurement, logistics, and storage costs. It also contributes to reduced environmental impact throughout the device manufacturing and sales lifecycle. The "Type 1SC" module from Murata Manufacturing Co. Ltd. comes pre-installed with Soracom's plan01s subscription, allowing users to seamlessly connect to cellular networks worldwide. By utilizing Soracom's subscription container feature, these modules can access other Soracom data plans, such as the optimized for LPWAN planX3. Regardless of their selected plan, users will also gain access to Soracom's suite of connectivity tools that cover everything from data and device security to remote provisioning services and cloud integration. With a commitment to the highest quality and end-to-end security approach, the company's Altair all-inclusive cellular IoT chipsets offer long battery life and fast time to market. Sony Semiconductor Israel provides low-power and cost-efficient chipsets for a range of industrial and consumer IoT applications such as trackers, smart meters, smart labels, mHealth, wearables, and vehicle telematics. The company's cellular IoT chipsets are commercially deployed on the world's most advanced cellular networks.New Risk • Jan 12New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended March 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (35% accrual ratio). Minor Risks Latest financial reports are more than 6 months old (reported March 2024 fiscal period end). Share price has been volatile over the past 3 months (6.4% average weekly change).お知らせ • Jan 03Soracom, Inc. to Report Q3, 2025 Results on Feb 13, 2025Soracom, Inc. announced that they will report Q3, 2025 results on Feb 13, 2025New Risk • Nov 08New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.0% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (8.0% average weekly change). High level of non-cash earnings (35% accrual ratio).お知らせ • Oct 03Soracom, Inc. (TSE:147A) completed the acquisition of 51% stake in Cariot Co., Ltd. from FLECT Co., Ltd. (TSE:4414).Soracom, Inc. (TSE:147A) signed a letter of intent to acquire 51% stake in Cariot Co., Ltd. from FLECT Co., Ltd. (TSE:4414) on July 26, 2024. A cash consideration will be paid by Soracom, Inc. As part of consideration, an undisclosed value is paid towards common equity of Cariot Co., Ltd. The expected completion of the transaction is October 1, 2024. As of June 30, 2024, Cariot Co., Ltd reported total revenue of ¥250 million. Soracom, Inc. (TSE:147A) completed the acquisition of 51% stake in Cariot Co., Ltd. from FLECT Co., Ltd. (TSE:4414) on October 1, 2024.お知らせ • Sep 28Soracom, Inc. to Report Q2, 2025 Results on Nov 07, 2024Soracom, Inc. announced that they will report Q2, 2025 results on Nov 07, 2024お知らせ • Jun 22Soracom, Inc. to Report Q1, 2025 Results on Aug 14, 2024Soracom, Inc. announced that they will report Q1, 2025 results on Aug 14, 2024Reported Earnings • May 12Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: JP¥12.58 (up from JP¥1.82 in FY 2023). Revenue: JP¥7.93b (up 26% from FY 2023). Net income: JP¥485.0m (up JP¥415.0m from FY 2023). Profit margin: 6.1% (up from 1.1% in FY 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) exceeded analyst estimates by 11%. Revenue is forecast to grow 29% p.a. on average during the next 2 years, compared to a 3.2% growth forecast for the Wireless Telecom industry in Japan.お知らせ • Mar 27Soracom, Inc. has completed an IPO in the amount of ¥9.400611 billion.Soracom, Inc. has completed an IPO in the amount of ¥9.400611 billion. Security Name: Common Stock Security Type: Common Stock Securities Offered: 6,071,500 Price\Range: ¥870 Discount Per Security: ¥65.25 Security Name: Common Stock Security Type: Common Stock Securities Offered: 4,733,800 Price\Range: ¥870 Discount Per Security: ¥65.25 Transaction Features: Sponsor Backed OfferingBoard Change • Mar 26Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 6 non-independent directors. Independent Outside Director Gen Isayama was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.株主還元147AJP Wireless TelecomJP 市場7D-5.3%4.3%1.2%1Y-3.8%24.1%32.0%株主還元を見る業界別リターン: 147A過去 1 年間で24.1 % の収益を上げたJP Wireless Telecom業界を下回りました。リターン対市場: 147Aは、過去 1 年間で32 % のリターンを上げたJP市場を下回りました。価格変動Is 147A's price volatile compared to industry and market?147A volatility147A Average Weekly Movement8.4%Wireless Telecom Industry Average Movement4.4%Market Average Movement4.1%10% most volatile stocks in JP Market9.0%10% least volatile stocks in JP Market2.1%安定した株価: 147Aの株価は、 JP市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 147Aの weekly volatility ( 8% ) は過去 1 年間安定していますが、依然としてJPの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト2014201Ken Tamagawawww.soracom.ioソラコム社は、モノのインターネット（IoT）ベースのセルラー接続ソリューションを提供している。リムーバブルIoT SIMカード、組み込みeSIM、SIMとeSIM間のシームレスなピボットを提供している。また、SIM管理、衛星IoT、セルラー経由でLinuxデバイスを接続するOnyx LTE USBモデム、クラウドネイティブ接続を備えたバッテリー駆動のIoTボタン、Soracom LTE-M Buttonも提供している。さらに、WiFi、有線通信、衛星を介してデバイスをソラコムに接続するSoracom Arc、衛星メッセージングサービス、データおよびプロトコル管理、データストレージ、可視化クラウド統合、プライベートIoTネットワークサービスも提供している。同社は2014年に設立され、東京に本社を置いている。もっと見るSoracom, Inc. 基礎のまとめSoracom の収益と売上を時価総額と比較するとどうか。147A 基礎統計学時価総額JP¥48.07b収益（TTM）JP¥690.87m売上高(TTM)JP¥13.58b69.6xPER（株価収益率3.5xP/Sレシオ147A は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計147A 損益計算書（TTM）収益JP¥13.58b売上原価JP¥7.07b売上総利益JP¥6.51bその他の費用JP¥5.82b収益JP¥690.87m直近の収益報告Jun 30, 2026次回決算日該当なし一株当たり利益（EPS）15.10グロス・マージン47.92%純利益率5.09%有利子負債／自己資本比率5.2%147A の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/18 04:07終値2026/08/18 00:00収益2026/06/30年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Soracom, Inc. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。2 アナリスト機関Yoshio AndoDaiwa Securities Co. Ltd.null nullStorm Research Limited
Reported Earnings • Aug 13First quarter 2027 earnings released: EPS: JP¥3.77 (vs JP¥2.49 in 1Q 2026)First quarter 2027 results: EPS: JP¥3.77 (up from JP¥2.49 in 1Q 2026). Revenue: JP¥3.38b (up 52% from 1Q 2026). Net income: JP¥172.0m (up 53% from 1Q 2026). Profit margin: 5.1% (in line with 1Q 2026).
お知らせ • Jul 30Soracom, Inc. Launches Soracom Automotive Suite for Managing Connected-Vehicle Connectivity Across Full Vehicle LifecycleSoracom, Inc. announced Soracom Automotive Suite, a solution for managing connected-vehicle connectivity across the full vehicle lifecycle. Soracom Automotive Suite addresses this with four areas of capability on a single platform, all available through the Soracom API. Connectivity management combines Soracom Multi-Carrier Integration, which manages Soracom and third-party carrier lines through a unified interface. Soracom Connectivity Hypervisor switches operator profiles remotely on a single IoT eSIM. Soracom In-Car Wi-Fi handles in-vehicle user experience for drivers and passengers. Soracom Consumer Billing handles downstream billing for direct end-user charging while Soracom Split Billing separates connectivity costs by usage type. Soracom Enterprise Support provides 24/7/365 incident response for global operations. At the core of the suite, Soracom Connectivity Hypervisor uses GSMA SGP.32 remote provisioning to download, switch, and add operator profiles over the air after a vehicle is in the field. A vehicle activates on a Soracom profile and switches to a local or use-case-specific carrier profile by region, regulatory requirement, or application need, with a built-in Soracom-profile fallback. Through Soracom's mobile core, the platform reaches 500+ carriers across 200+ countries and territories, letting automakers apply the optimal profile for each market without renegotiating carrier contracts vehicle by vehicle. The suite also supports multiple commercial models on a single SIM. Using multiple APNs and traffic analysis, Soracom Split Billing separates connectivity costs across OEM telematics, operator services, and end-user infotainment, so each party is billed for what it uses. Soracom Automotive Suite is available now.
お知らせ • Jul 28Soracom Announces Soracom Air RTC Gateway ServiceSoracom, Inc. announced Soracom Air RTC Gateway, a service that connects voice from IoT devices to a customer's existing contact center, VoIP provider, or AI agent. The cloud service receives a device's standard cellular voice (VoLTE) over Soracom Air and routes each call to its destination using SIM and device information, with no device-side software or voice application development required. Soracom Air RTC Gateway receives a device's standard cellular voice in the cloud and routes each call by SIM and device identity, such as SIM group and tags, to the right destination. Because it works with any IMS/VoLTE-capable module, voice is used as a standard device function with no special software or voice application on the device, and calls are secured by SIM authentication rather than separately managed credentials. Voice travels from the device to Soracom over VoLTE through the secure Soracom Air path, where the gateway converts it to VoIP. From there it reaches an external VoIP provider over the internet, or, through a Soracom Virtual Private Gateway, a private connection to enterprise extensions, contact centers, or an AI agent on an IP PBX in the customer's cloud. Connected to a voice AI, it can handle around-the-clock first-response intake and then hand the call to a human agent. Combined with eSIM Profile Order, which remotely installs a Soracom connectivity profile onto eSIM-capable devices and smartphones, and a Virtual Private Gateway, the service can also turn a corporate device into an internal office extension with secure access to company systems from outside the office. Soracom Air RTC Gateway applies across industrial equipment, social infrastructure, mobility, and office work. Use cases include remote support for construction, agricultural, and industrial machinery; fault reporting and emergency calls from elevators and security systems; nurse-call and telemedicine voice assistance from medical and care devices; support-center connections from connected vehicles; automated voice response through AI agents; and extension calling from corporate devices with secure access to internal systems. Soracom Air RTC Gateway is available now, and advance registration is required to use the service.
お知らせ • Jul 15Soracom, Inc. Introduces Cloud-Native Mobile Core Platform For Mobile Network Operators and MVNOsSoracom, Inc. announced the expansion of its business with the launch of a cloud-native mobile core platform for mobile network operators (MNOs) and mobile virtual network operators (MVNOs). Soracom built its mobile core in software optimized for public cloud infrastructure from the company's founding in 2014, running core network functions including the Home Subscriber Server (HSS), Packet Gateway (PGW), User Plane Function (UPF), IP Multimedia Subsystem (IMS) core as cloud-native services rather than on traditional carrier hardware. Soracom makes that core, along with other platform components, available to operators that want to run their own mobile services without building and maintaining core network infrastructure of their own. The business targets MNOs, MVNOs and enterprises serving as MVNOs for their customers globally. Soracom has already proven this model in live commercial deployments through Misora Connect, Inc., a Soracom group company established with the Marubeni I-DIGIO Group that provides MVNO services in Japan. Soracom migrated Misora Connect's HSS onto Soracom's cloud-native mobile core, and that deployment serves Misora Connect's customers. For operators, running services on Soracom's mobile core can reduce the infrastructure cost of standing up and maintaining a core network and enable them to expand breakout locations globally without significant upfront cost. It also gives operators more flexibility in how they design and price service plans. In addition to expanding their core network with cloud native software components, operators can offer services and functionalities that enable enterprise customers to build secure cloud integrations and leverage cloud capabilities from their connected products and IoT devices as optional add-ons. This new MVNE business extends a pattern of Soracom enabling other companies to build connectivity businesses on its platform. Customers that want to resell Soracom connectivity and services to their own customers can do so through the multitenancy and downstream billing capabilities of the Soracom Billing Platform, which support tenant management, branded invoicing, and multi-tier reseller billing within a single account, and seamlessly integrates with Soracom Connectivity Management Platform. Where Soracom provides the mobile core to operators running their own networks, the Soracom Billing Platform's capabilities let Soracom customers package and bill connectivity to downstream customers under their own brand. Operators interested in evaluating Soracom's mobile core for their own networks can register interest with Soracom.
お知らせ • Jul 14Soracom, Inc. to Report Q1, 2027 Results on Aug 12, 2026Soracom, Inc. announced that they will report Q1, 2027 results on Aug 12, 2026
New Risk • Jul 09New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 22% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (8.1% average weekly change). Large one-off items impacting financial results.
Reported Earnings • Aug 13First quarter 2027 earnings released: EPS: JP¥3.77 (vs JP¥2.49 in 1Q 2026)First quarter 2027 results: EPS: JP¥3.77 (up from JP¥2.49 in 1Q 2026). Revenue: JP¥3.38b (up 52% from 1Q 2026). Net income: JP¥172.0m (up 53% from 1Q 2026). Profit margin: 5.1% (in line with 1Q 2026).
お知らせ • Jul 30Soracom, Inc. Launches Soracom Automotive Suite for Managing Connected-Vehicle Connectivity Across Full Vehicle LifecycleSoracom, Inc. announced Soracom Automotive Suite, a solution for managing connected-vehicle connectivity across the full vehicle lifecycle. Soracom Automotive Suite addresses this with four areas of capability on a single platform, all available through the Soracom API. Connectivity management combines Soracom Multi-Carrier Integration, which manages Soracom and third-party carrier lines through a unified interface. Soracom Connectivity Hypervisor switches operator profiles remotely on a single IoT eSIM. Soracom In-Car Wi-Fi handles in-vehicle user experience for drivers and passengers. Soracom Consumer Billing handles downstream billing for direct end-user charging while Soracom Split Billing separates connectivity costs by usage type. Soracom Enterprise Support provides 24/7/365 incident response for global operations. At the core of the suite, Soracom Connectivity Hypervisor uses GSMA SGP.32 remote provisioning to download, switch, and add operator profiles over the air after a vehicle is in the field. A vehicle activates on a Soracom profile and switches to a local or use-case-specific carrier profile by region, regulatory requirement, or application need, with a built-in Soracom-profile fallback. Through Soracom's mobile core, the platform reaches 500+ carriers across 200+ countries and territories, letting automakers apply the optimal profile for each market without renegotiating carrier contracts vehicle by vehicle. The suite also supports multiple commercial models on a single SIM. Using multiple APNs and traffic analysis, Soracom Split Billing separates connectivity costs across OEM telematics, operator services, and end-user infotainment, so each party is billed for what it uses. Soracom Automotive Suite is available now.
お知らせ • Jul 28Soracom Announces Soracom Air RTC Gateway ServiceSoracom, Inc. announced Soracom Air RTC Gateway, a service that connects voice from IoT devices to a customer's existing contact center, VoIP provider, or AI agent. The cloud service receives a device's standard cellular voice (VoLTE) over Soracom Air and routes each call to its destination using SIM and device information, with no device-side software or voice application development required. Soracom Air RTC Gateway receives a device's standard cellular voice in the cloud and routes each call by SIM and device identity, such as SIM group and tags, to the right destination. Because it works with any IMS/VoLTE-capable module, voice is used as a standard device function with no special software or voice application on the device, and calls are secured by SIM authentication rather than separately managed credentials. Voice travels from the device to Soracom over VoLTE through the secure Soracom Air path, where the gateway converts it to VoIP. From there it reaches an external VoIP provider over the internet, or, through a Soracom Virtual Private Gateway, a private connection to enterprise extensions, contact centers, or an AI agent on an IP PBX in the customer's cloud. Connected to a voice AI, it can handle around-the-clock first-response intake and then hand the call to a human agent. Combined with eSIM Profile Order, which remotely installs a Soracom connectivity profile onto eSIM-capable devices and smartphones, and a Virtual Private Gateway, the service can also turn a corporate device into an internal office extension with secure access to company systems from outside the office. Soracom Air RTC Gateway applies across industrial equipment, social infrastructure, mobility, and office work. Use cases include remote support for construction, agricultural, and industrial machinery; fault reporting and emergency calls from elevators and security systems; nurse-call and telemedicine voice assistance from medical and care devices; support-center connections from connected vehicles; automated voice response through AI agents; and extension calling from corporate devices with secure access to internal systems. Soracom Air RTC Gateway is available now, and advance registration is required to use the service.
お知らせ • Jul 15Soracom, Inc. Introduces Cloud-Native Mobile Core Platform For Mobile Network Operators and MVNOsSoracom, Inc. announced the expansion of its business with the launch of a cloud-native mobile core platform for mobile network operators (MNOs) and mobile virtual network operators (MVNOs). Soracom built its mobile core in software optimized for public cloud infrastructure from the company's founding in 2014, running core network functions including the Home Subscriber Server (HSS), Packet Gateway (PGW), User Plane Function (UPF), IP Multimedia Subsystem (IMS) core as cloud-native services rather than on traditional carrier hardware. Soracom makes that core, along with other platform components, available to operators that want to run their own mobile services without building and maintaining core network infrastructure of their own. The business targets MNOs, MVNOs and enterprises serving as MVNOs for their customers globally. Soracom has already proven this model in live commercial deployments through Misora Connect, Inc., a Soracom group company established with the Marubeni I-DIGIO Group that provides MVNO services in Japan. Soracom migrated Misora Connect's HSS onto Soracom's cloud-native mobile core, and that deployment serves Misora Connect's customers. For operators, running services on Soracom's mobile core can reduce the infrastructure cost of standing up and maintaining a core network and enable them to expand breakout locations globally without significant upfront cost. It also gives operators more flexibility in how they design and price service plans. In addition to expanding their core network with cloud native software components, operators can offer services and functionalities that enable enterprise customers to build secure cloud integrations and leverage cloud capabilities from their connected products and IoT devices as optional add-ons. This new MVNE business extends a pattern of Soracom enabling other companies to build connectivity businesses on its platform. Customers that want to resell Soracom connectivity and services to their own customers can do so through the multitenancy and downstream billing capabilities of the Soracom Billing Platform, which support tenant management, branded invoicing, and multi-tier reseller billing within a single account, and seamlessly integrates with Soracom Connectivity Management Platform. Where Soracom provides the mobile core to operators running their own networks, the Soracom Billing Platform's capabilities let Soracom customers package and bill connectivity to downstream customers under their own brand. Operators interested in evaluating Soracom's mobile core for their own networks can register interest with Soracom.
お知らせ • Jul 14Soracom, Inc. to Report Q1, 2027 Results on Aug 12, 2026Soracom, Inc. announced that they will report Q1, 2027 results on Aug 12, 2026
New Risk • Jul 09New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 22% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (8.1% average weekly change). Large one-off items impacting financial results.
お知らせ • Jul 09Soracom Announces Commercial Availability Of SGP.32-Compatible Iot Esims And Connectivity Hypervisor Esim Orchestration CapabilitySoracom announced the commercial availability of its Connectivity Hypervisor eSIM orchestration capability and SGP.32-compatible IoT eSIMs. Both are now available for purchase, moving Soracom's SGP.32-based offering from pre-order to general availability. SGP.32 is GSMA’s latest remote SIM provisioning standard for IoT. Its predecessors took two different approaches. First, SGP.02 was designed at telco initiative primarily for automotive, but preserved carrier control over provisioning, with enterprises able to manage profiles in theory but within a walled garden that kept operators firmly in the loop. Second, SGP.22 moved control closer to the device owner but assumed user interfaces that most unattended IoT devices simply do not have. SGP.32 addresses both limitations. The new technology supports headless, always-on devices while giving enterprises genuine, carrier-independent control over which profiles run on their devices and when. For products with long service lives, such as vehicles, utility meters, asset trackers, and connected medical devices, that shift from telco-controlled to owner-controlled provisioning has become a common requirement in enterprise and automotive procurement. Connectivity Hypervisor is Soracom's technology-leading eUICC orchestration capability, which allows users to add, remove, manage, and switch between multiple operator profiles, including third-party MNO profiles, on remote SIMs/eSIMs using SGP.32 eSIM IoT Manager (eIM). Connectivity Hypervisor provides an API for Remote SIM Provisioning and integrates with Soracom's automation services and framework so that the user can automate RSP based on deployment region, regulatory requirement, or application need. Built-in Soracom-profile fallback ensures that devices retain connectivity in cases where a target profile is unavailable. Because one SKU can be manufactured and shipped worldwide, customers can switch profiles in the field to meet permanent-roaming requirements as deployments cross borders. For official Soracom partner operators' profiles that are integrated with Soracom Connectivity Management Platform, it offers SIM profile life cycle management, data usage monitoring and fleet management features such as searching based on tags and groups in the same way as Soracom native profiles. At Soracom Discovery 2026, the company's annual conference, Soracom demonstrated the next release of Connectivity Hypervisor, which enables unified management of connections from multiple operators, including major MNOs, through a single control plane. This capability is fully built; broader availability to end customers is pending partner operators completing their profile integrations for resale through the Soracom platform. Soracom's SGP.32 implementation is built on standard eUICC, eIM, and SM-DP+ components. Connectivity Hypervisor and SGP.32-compatible IoT eSIMs are available for purchase now, with SIMs available in both card and chip-type form factors.
お知らせ • Jun 09Soracom, Inc. Announces Appointment of Richard Halliday to Chief Executive Officer, Americas, Effective June 1, 2026Soracom, Inc. named Richard Halliday Chief Executive Officer, Americas. Halliday assumed the role effective June 1, 2026. As Chief Executive Officer, Americas, Halliday led Soracom’s business across the region, including its sales, partnerships, and technical services teams. He directed the company’s go-to-market strategy in the Americas. Halliday brought more than 30 years of experience building and scaling technology businesses across industrial manufacturing, global distribution, and IoT connectivity. At Illinois Tool Works he held full profit-and-loss responsibility for multiple business units. He later shaped product strategy for a global distribution business with more than $1 billion in revenue at Premier Farnell. At Digi International, as Vice President of Channel Sales and Alliances, he rebuilt the company’s go-to-market model into a partner-led growth engine. Halliday joined Soracom in 2022 to lead partnerships in the Americas, later taking responsibility for all Americas sales and technical services and driving rapid growth in the region. He held a bachelor’s degree in sociology from Colgate University.
Valuation Update With 7 Day Price Move • May 28Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥1,101, the stock trades at a trailing P/E ratio of 79.5x. Average trailing P/E is 21x in the Wireless Telecom industry in Japan. Total returns to shareholders of 27% over the past year.
分析記事 • May 22Soracom's (TSE:147A) Solid Earnings Are Supported By Other Strong FactorsEven though Soracom, Inc.'s ( TSE:147A ) recent earnings release was robust, the market didn't seem to notice...
Reported Earnings • May 20Full year 2026 earnings released: EPS: JP¥13.93 (vs JP¥7.82 in FY 2025)Full year 2026 results: EPS: JP¥13.93 (up from JP¥7.82 in FY 2025). Revenue: JP¥12.4b (up 38% from FY 2025). Net income: JP¥631.0m (up 79% from FY 2025). Profit margin: 5.1% (up from 3.9% in FY 2025).
お知らせ • May 15Soracom, Inc., Annual General Meeting, Jul 29, 2026Soracom, Inc., Annual General Meeting, Jul 29, 2026.
お知らせ • May 09Soracom, Inc. to Report Fiscal Year 2026 Results on May 15, 2026Soracom, Inc. announced that they will report fiscal year 2026 results on May 15, 2026
お知らせ • Apr 08Soracom Inc Expands Professional Services to North AmericaSoracom, Inc. had announced the availability of Soracom Professional Services in North America, offering startup and enterprise customers direct access to Soracom’s solutions architecture expertise across software and middleware development, connectivity design, billing platform integration, and cloud infrastructure. Soracom Professional Services has supported customers in Japan since 2019, drawing on deep experience across the full lifecycle of IoT deployments. Soracom Professional Services engagements apply leading practices across the full IoT stack, from device integration and firmware through connectivity management, billing platform integration, data pipeline architecture, cloud application integration, and AI-driven automation, with Soracom’s programmable platform as the backbone. The team advises across industries including smart energy, fleet and logistics, retail and point of sale, healthcare devices, and video analytics. Soracom’s approach to professional services aligns with the company’s track record of delivering production-ready integrations with emerging technologies, from cloud-native infrastructure to AI. Soracom Flux, the platform’s AI and GenAI workflow automation layer, enables customers to build intelligent, event-driven applications directly on top of connectivity data, a capability Soracom Professional Services teams apply in production deployments. Soracom Query brings natural-language analytics to IoT operations, allowing engineering and operations teams to interrogate device behavior, connectivity performance, and billing data with no technical experience required. Professional Services engagements are now available to North America-based customers for new deployments, architecture reviews of existing deployments, and ongoing deployment management support across their global operations. Engagements are scoped to customer need, from focused architecture workshops to end-to-end program support.
お知らせ • Mar 03Soracom Opens Pre-Orders For SGP.32-Compatible Connectivity HypervisorSoracom announced opening of pre-orders for Connectivity Hypervisor, its SGP.32-compatible capability for dynamic remote management and switching of multiple operator profiles, including third-party MNO profiles, on a single IoT eSIM. Connectivity Hypervisor positions Soracom as an orchestration layer, enabling IoT devices to activate on a Soracom profile and dynamically switch to the most appropriate local or use-case-specific carrier profile based on deployment region, regulatory requirement, or application need. The platform supports multi-profile management across Soracom and third-party MNO profiles, single-SKU global device deployment, dynamic switching for permanent roaming regulation compliance, and built-in Soracom profile fallback for uninterrupted service. Soracom's SGP.32-compatible infrastructure, including eUICC, eIM, and SM-DP+ components, has been in active testing since mid-2025. Pre-orders are now open for deployments with long device lifecycles — such as automotive, utilities, asset tracking, and healthcare — where provider changes, permanent roaming restrictions, VoLTE requirements, or carrier-specific plan limitations may arise over time or across geographies. Commercial availability is timed to MNO ecosystem readiness and standard availability. Soracom has already conducted live SGP.32 validation through an automotive field deployment, including dynamic profile provisioning using Connectivity Hypervisor infrastructure. Where most SGP.32 implementations focus on connectivity switching, Soracom's Connectivity Hypervisor is designed as a platform orchestration layer, managing profiles across operators, including profiles issued by third-party MNOs, from a single unified control plane. This approach enables IoT deployments to remain operationally independent of any single carrier, reducing logistics complexity, supporting compliance with permanent roaming regulations, and providing a migration path as regional carrier SGP.32 support expands. Soracom representatives will be available at Mobile World Congress 2026 in Barcelona for briefings on Connectivity Hypervisor and SGP.32 deployment planning.
Valuation Update With 7 Day Price Move • Feb 20Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,014, the stock trades at a trailing P/E ratio of 44.8x. Average trailing P/E is 21x in the Wireless Telecom industry in Japan. Total loss to shareholders of 10% over the past year.
Reported Earnings • Feb 15Third quarter 2026 earnings released: EPS: JP¥6.10 (vs JP¥4.61 loss in 3Q 2025)Third quarter 2026 results: EPS: JP¥6.10 (up from JP¥4.61 loss in 3Q 2025). Revenue: JP¥3.43b (up 69% from 3Q 2025). Net income: JP¥276.2m (up JP¥484.1m from 3Q 2025). Profit margin: 8.0% (up from net loss in 3Q 2025). The move to profitability was driven by higher revenue.
分析記事 • Nov 20Soracom's (TSE:147A) Earnings Are Weaker Than They SeemSoracom, Inc.'s ( TSE:147A ) stock was strong after they recently reported robust earnings. However, we think that...
New Risk • Nov 15New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 47% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (47% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (6.6% average weekly change).
Reported Earnings • Nov 15Second quarter 2026 earnings released: EPS: JP¥2.66 (vs JP¥4.61 loss in 2Q 2025)Second quarter 2026 results: EPS: JP¥2.66 (up from JP¥4.61 loss in 2Q 2025). Revenue: JP¥2.76b (up 36% from 2Q 2025). Net income: JP¥120.5m (up JP¥328.4m from 2Q 2025). Profit margin: 4.4% (up from net loss in 2Q 2025). Revenue is forecast to grow 9.6% p.a. on average during the next 2 years, compared to a 5.1% growth forecast for the Wireless Telecom industry in Japan.
分析記事 • Nov 13Is Now The Time To Put Soracom (TSE:147A) On Your Watchlist?Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
お知らせ • Oct 25Soracom, Inc. to Report Q2, 2026 Results on Nov 12, 2025Soracom, Inc. announced that they will report Q2, 2026 results on Nov 12, 2025
分析記事 • Oct 10Soracom (TSE:147A) Could Be Struggling To Allocate CapitalTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...
Reported Earnings • Aug 15First quarter 2026 earnings released: EPS: JP¥2.48 (vs JP¥0.75 in 1Q 2025)First quarter 2026 results: EPS: JP¥2.48 (up from JP¥0.75 in 1Q 2025). Revenue: JP¥2.23b (down 10% from 1Q 2025). Net income: JP¥112.0m (up 286% from 1Q 2025). Profit margin: 5.0% (up from 1.2% in 1Q 2025). Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 4.9% growth forecast for the Wireless Telecom industry in Japan.
お知らせ • Aug 13Soracom Expands AI Capabilities with New GenAI Tools for Network Management, Workflow Automation, and Video AnalysisSoracom, Inc. announced two new platform services that leverage GenAI capabilities to accelerate IoT development and support video analysis use cases. Additionally, Soracom announced that Soracom Query, an AI integration service designed to let customers analyze and visualize their IoT network data, has transitioned from early access status to full release. These announcements build on Soracom's existing GenAI capabilities and confirm Soracom's commitment to making it easy for customers to apply advanced GenAI tools to their IoT networks and device data as they build new connected experiences in the real world today. Soracom Query lets customers freely explore their IoT network and connection data to handle everything from isolating rogue SIMs to understanding underlying usage patterns. Instead of developing SQL queries manually, Soracom Query lets IoT network managers ask questions in natural language and generate data visualizations. Soracom Query is now available in general release, with options ranging from lightweight trial option to full Enterprise service including extensive BI tool integration. Soracom Flux App Templates builds on Soracom Flux, Soracom's low-code IoT application builder. Flux makes it easy to create custom applications that integrate multiple data sources with leading cloud-based GenAI engines, including OpenAI, Google Gemini, Microsoft Azure AI, and Amazon Bedrock. Soracom FluxApp Templates makes it easy for even non-technical product managers and external SIs to automatically generate workflows based on a customizable library of fundamental IoT use cases. Soracom Flux Video Analysis makes it possible to share video data from connected devices through the Soracom cloud for analysis by AI models like Amazon Bedrock and Google Gemini. This enhancement unlocks new possibilities for advanced IoT applications, such as using motion detection as a trigger to analyze video for compliance with work or security procedures.
お知らせ • Jul 16Soracom, Inc. to Report Q1, 2026 Results on Aug 14, 2025Soracom, Inc. announced that they will report Q1, 2026 results on Aug 14, 2025
Reported Earnings • Jun 29Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥7.82 (down from JP¥12.58 in FY 2024). Revenue: JP¥8.99b (up 13% from FY 2024). Net income: JP¥352.0m (down 27% from FY 2024). Profit margin: 3.9% (down from 6.1% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 19%. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 4.8% growth forecast for the Wireless Telecom industry in Japan.
分析記事 • May 22Soracom's (TSE:147A) Weak Earnings May Only Reveal A Part Of The Whole PictureThe subdued market reaction suggests that Soracom, Inc.'s ( TSE:147A ) recent earnings didn't contain any surprises...
お知らせ • May 14Soracom, Inc., Annual General Meeting, Jun 25, 2025Soracom, Inc., Annual General Meeting, Jun 25, 2025.
お知らせ • Mar 28Soracom, Inc. to Report Fiscal Year 2025 Results on May 14, 2025Soracom, Inc. announced that they will report fiscal year 2025 results on May 14, 2025
お知らせ • Mar 03Soracom Showcase Next-Generation Connected Car Demonstration with AECC at Mobile World Congress 2025Soracom, Inc. announced its participation in the AECC (Automotive Edge Computing Consortium) showcase within the "Demonstration Area" of the GSMA Open Gateway at Mobile World Congress 2025 (MWC 2025), which will be held from March 3-6, 2025. AECC is an industry-wide consortium that defines new network requirements for connected car data communication and promotes technological innovations necessary for next-generation mobility. At MWC 2025, AECC will showcase four automotive use cases at the GSMA Open Gateway demonstration, including a proof-of-concept (PoC) demonstration on next-generation network architecture for connected vehicles, jointly developed by Soracom and Toyota Motor Corporation. AECC's exhibition at MWC 2025 and the "Statement of Requirements" defining the network functions required for future connected mobility, were announced on February 26, 2025. In this announcement, AECC President and Chair Dr. Ryokichi Onishi highlighted the need for scalable, interoperable, and programmable 5G services to meet increasing data demands across priority use cases such as intelligent driving, high-definition mapping and teleoperation. Automotive OEMs face the critical challenge of ensuring a secure connection between vehicles and their backend telematics systems. At MWC 2025, the showcased solution ensures a seamless experience by leveraging network capabilities exposed by interoperable telecommunications APIs like those facilitated by AECC in its contribution to the Linux Foundation's CAMARA project. Connection security is preserved by using the Embedded Universal Integrated Circuit Card (eUICC) as an authentication token. This PoC demonstrates that vehicles in operation can stay connected with multiple connectivity options available at each occasion and work for the lifetime of a car even if the communication technology changes over time. This innovative solution ensures automotive manufacturers can maintain uninterrupted connectivity, enabling future-proof, secure telematics services for their customers.
分析記事 • Feb 18Soracom, Inc.'s (TSE:147A) P/S Is Still On The Mark Following 25% Share Price BounceSoracom, Inc. ( TSE:147A ) shares have had a really impressive month, gaining 25% after a shaky period beforehand...
New Risk • Feb 17New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 7.4% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.
お知らせ • Jan 23Soracom, Inc. Announces Commercial Availability of iSIM Technologies and ModulesSoracom Inc. announced the commercial launch of its integrated SIM technology (iSIM) as well as an iSIM-compatible cellular module built off of the Murata Type 1SC. This offering marks Soracom's third SIM format, with the connectivity solution also offering card-type SIMs as well as chip-type eSIMs, each of which grants users access to Soracom's best-in-class cellular IoT connectivity platform. The commercial launch of iSIM technologies has been in the works since July 2021 and has been brought about due to key partnerships with IoT chipset developer Sony Semiconductor Israel Ltd., iSIM module manufacturer Murata, and iSIM Security solutions provider Kigen. Kigen's Secure iSIM Operating System provides robust secure authentication services ensuring reliable out-of-the-box connectivity for commercial iSIM applications. iSIM technology integrates the functions of the communication module and SIM into a single chip (SoC: System-on-Chip). This enables IoT device manufacturers to create more compact, lightweight and more power-efficient devices, as fewer physical components are required. Designing connected devices with a single, integrated solution for both the communication module and the SIM reduces procurement, logistics, and storage costs. It also contributes to reduced environmental impact throughout the device manufacturing and sales lifecycle. The "Type 1SC" module from Murata Manufacturing Co. Ltd. comes pre-installed with Soracom's plan01s subscription, allowing users to seamlessly connect to cellular networks worldwide. By utilizing Soracom's subscription container feature, these modules can access other Soracom data plans, such as the optimized for LPWAN planX3. Regardless of their selected plan, users will also gain access to Soracom's suite of connectivity tools that cover everything from data and device security to remote provisioning services and cloud integration. With a commitment to the highest quality and end-to-end security approach, the company's Altair all-inclusive cellular IoT chipsets offer long battery life and fast time to market. Sony Semiconductor Israel provides low-power and cost-efficient chipsets for a range of industrial and consumer IoT applications such as trackers, smart meters, smart labels, mHealth, wearables, and vehicle telematics. The company's cellular IoT chipsets are commercially deployed on the world's most advanced cellular networks.
New Risk • Jan 12New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended March 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (35% accrual ratio). Minor Risks Latest financial reports are more than 6 months old (reported March 2024 fiscal period end). Share price has been volatile over the past 3 months (6.4% average weekly change).
お知らせ • Jan 03Soracom, Inc. to Report Q3, 2025 Results on Feb 13, 2025Soracom, Inc. announced that they will report Q3, 2025 results on Feb 13, 2025
New Risk • Nov 08New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 8.0% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (8.0% average weekly change). High level of non-cash earnings (35% accrual ratio).
お知らせ • Oct 03Soracom, Inc. (TSE:147A) completed the acquisition of 51% stake in Cariot Co., Ltd. from FLECT Co., Ltd. (TSE:4414).Soracom, Inc. (TSE:147A) signed a letter of intent to acquire 51% stake in Cariot Co., Ltd. from FLECT Co., Ltd. (TSE:4414) on July 26, 2024. A cash consideration will be paid by Soracom, Inc. As part of consideration, an undisclosed value is paid towards common equity of Cariot Co., Ltd. The expected completion of the transaction is October 1, 2024. As of June 30, 2024, Cariot Co., Ltd reported total revenue of ¥250 million. Soracom, Inc. (TSE:147A) completed the acquisition of 51% stake in Cariot Co., Ltd. from FLECT Co., Ltd. (TSE:4414) on October 1, 2024.
お知らせ • Sep 28Soracom, Inc. to Report Q2, 2025 Results on Nov 07, 2024Soracom, Inc. announced that they will report Q2, 2025 results on Nov 07, 2024
お知らせ • Jun 22Soracom, Inc. to Report Q1, 2025 Results on Aug 14, 2024Soracom, Inc. announced that they will report Q1, 2025 results on Aug 14, 2024
Reported Earnings • May 12Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: JP¥12.58 (up from JP¥1.82 in FY 2023). Revenue: JP¥7.93b (up 26% from FY 2023). Net income: JP¥485.0m (up JP¥415.0m from FY 2023). Profit margin: 6.1% (up from 1.1% in FY 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) exceeded analyst estimates by 11%. Revenue is forecast to grow 29% p.a. on average during the next 2 years, compared to a 3.2% growth forecast for the Wireless Telecom industry in Japan.
お知らせ • Mar 27Soracom, Inc. has completed an IPO in the amount of ¥9.400611 billion.Soracom, Inc. has completed an IPO in the amount of ¥9.400611 billion. Security Name: Common Stock Security Type: Common Stock Securities Offered: 6,071,500 Price\Range: ¥870 Discount Per Security: ¥65.25 Security Name: Common Stock Security Type: Common Stock Securities Offered: 4,733,800 Price\Range: ¥870 Discount Per Security: ¥65.25 Transaction Features: Sponsor Backed Offering
Board Change • Mar 26Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 6 non-independent directors. Independent Outside Director Gen Isayama was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
