View Future GrowthSoracom 과거 순이익 실적과거 기준 점검 4/6Soracom은 연평균 27.2%의 비율로 수입이 증가해 온 반면, Wireless Telecom 산업은 수입이 9.6% 증가했습니다. 매출은 연평균 20.4%의 비율로 증가했습니다. Soracom의 자기자본이익률은 5.5%이고 순이익률은 5.1%입니다.핵심 정보27.16%순이익 성장률22.81%주당순이익(EPS) 성장률Wireless Telecom 산업 성장률4.58%매출 성장률20.39%자기자본이익률5.51%순이익률5.08%최근 순이익 업데이트31 Mar 2026최근 과거 실적 업데이트분석 기사 • 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).공시 • 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, 2026Reported 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.분석 기사 • 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...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.모든 업데이트 보기Recent updates분석 기사 • 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).공시 • May 15Soracom, Inc., Annual General Meeting, Jul 29, 2026Soracom, Inc., Annual General Meeting, Jul 29, 2026.공시 • 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, 2026공시 • 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.공시 • 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.분석 기사 • 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.분석 기사 • 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...공시 • Oct 25Soracom, Inc. to Report Q2, 2026 Results on Nov 12, 2025Soracom, Inc. announced that they will report Q2, 2026 results on Nov 12, 2025분석 기사 • 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.공시 • 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.공시 • 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.분석 기사 • 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...공시 • May 14Soracom, Inc., Annual General Meeting, Jun 25, 2025Soracom, Inc., Annual General Meeting, Jun 25, 2025.공시 • 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, 2025공시 • 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.분석 기사 • 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.공시 • 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).공시 • 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).공시 • 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.공시 • Sep 28Soracom, Inc. to Report Q2, 2025 Results on Nov 07, 2024Soracom, Inc. announced that they will report Q2, 2025 results on Nov 07, 2024공시 • 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.공시 • 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.매출 및 비용 세부 내역Soracom가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이TSE:147A 매출, 비용 및 순이익 (JPY Millions)날짜매출순이익일반관리비연구개발비31 Mar 2612,4236315,271031 Dec 2511,7071,0254,963030 Sep 2510,3115414,654030 Jun 259,3284624,446031 Mar 258,9933524,375031 Dec 248,179-1354,276031 Mar 247,9284853,765031 Mar 236,299703,168031 Mar 225,4503372,2260양질의 수익: 147A는 ¥186.0M 규모의 큰 일회성 손실이 있어 31st March, 2026까지 지난 12개월 재무 결과에 영향을 미쳤습니다.이익 마진 증가: 147A의 현재 순 이익률 (5.1%)은 지난해 (3.9%)보다 높습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: 147A의 수익은 지난 5년 동안 연평균 27.2%로 크게 증가했습니다.성장 가속화: 지난 1년간 147A 의 수익 증가율(79.3%)은 연간 평균(27.2%)을 초과합니다.수익 대 산업: 147A의 지난 1년 수익 증가율(79.3%)은 Wireless Telecom 업계의 25.6%를 상회했습니다.자기자본이익률높은 ROE: 147A의 자본 수익률(5.5%)은 낮음으로 평가됩니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YTelecom 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/25 23:33종가2026/05/25 00:00수익2026/03/31연간 수익2026/03/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Soracom, Inc.는 2명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Yoshio AndoDaiwa Securities Co. Ltd.null nullStorm Research Limited
분석 기사 • 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).
공시 • 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
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.
분석 기사 • 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...
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.
분석 기사 • 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).
공시 • May 15Soracom, Inc., Annual General Meeting, Jul 29, 2026Soracom, Inc., Annual General Meeting, Jul 29, 2026.
공시 • 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
공시 • 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.
공시 • 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.
분석 기사 • 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.
분석 기사 • 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...
공시 • 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
분석 기사 • 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.
공시 • 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.
공시 • 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.
분석 기사 • 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...
공시 • May 14Soracom, Inc., Annual General Meeting, Jun 25, 2025Soracom, Inc., Annual General Meeting, Jun 25, 2025.
공시 • 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
공시 • 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.
분석 기사 • 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.
공시 • 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).
공시 • 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).
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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.