Reported Earnings • May 20
Full 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). 공시 • May 15
Soracom, Inc., Annual General Meeting, Jul 29, 2026 Soracom, Inc., Annual General Meeting, Jul 29, 2026. 공시 • May 09
Soracom, Inc. to Report Fiscal Year 2026 Results on May 15, 2026 Soracom, Inc. announced that they will report fiscal year 2026 results on May 15, 2026 공시 • Apr 08
Soracom Inc Expands Professional Services to North America Soracom, 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. 공시 • Mar 03
Soracom Opens Pre-Orders For SGP.32-Compatible Connectivity Hypervisor Soracom 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 20
Investor 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.