New Risk • Apr 24
New minor risk - Market cap size The company's market capitalization is less than US$100m. Market cap: JP¥15.9b (US$99.5m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.1% average weekly change). Market cap is less than US$100m (JP¥15.9b market cap, or US$99.5m). Valuation Update With 7 Day Price Move • Mar 11
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to JP¥1,727, the stock trades at a trailing P/E ratio of 21.6x. Average trailing P/E is 18x in the Software industry in Japan. Total loss to shareholders of 9.7% over the past three years. New Risk • Mar 03
New minor risk - Market cap size The company's market capitalization is less than US$100m. Market cap: JP¥15.7b (US$99.8m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. This is currently the only risk that has been identified for the company. Announcement • Feb 16
Cyber Security Cloud, Inc., Annual General Meeting, Mar 26, 2026 Cyber Security Cloud, Inc., Annual General Meeting, Mar 26, 2026. Reported Earnings • Feb 16
Full year 2025 earnings released: EPS: JP¥81.75 (vs JP¥62.35 in FY 2024) Full year 2025 results: EPS: JP¥81.75 (up from JP¥62.35 in FY 2024). Revenue: JP¥5.08b (up 32% from FY 2024). Net income: JP¥821.0m (up 43% from FY 2024). Profit margin: 16% (up from 15% in FY 2024). The increase in margin was driven by higher revenue. Upcoming Dividend • Dec 22
Upcoming dividend of JP¥5.00 per share Eligible shareholders must have bought the stock before 29 December 2025. Payment date: 27 March 2026. Payout ratio is a comfortable 4.4% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.7%). Announcement • Dec 03
Cyber Security Cloud, Inc. to Report Fiscal Year 2025 Results on Feb 13, 2026 Cyber Security Cloud, Inc. announced that they will report fiscal year 2025 results on Feb 13, 2026 Reported Earnings • Nov 18
Third quarter 2025 earnings released: EPS: JP¥24.98 (vs JP¥10.76 in 3Q 2024) Third quarter 2025 results: EPS: JP¥24.98 (up from JP¥10.76 in 3Q 2024). Revenue: JP¥1.31b (up 37% from 3Q 2024). Net income: JP¥256.0m (up 159% from 3Q 2024). Profit margin: 20% (up from 10% in 3Q 2024). The increase in margin was driven by higher revenue. New Risk • Nov 06
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 7.9% 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 Risk Share price has been highly volatile over the past 3 months (7.9% average weekly change). Minor Risk Profit margins are more than 30% lower than last year (12% net profit margin). Valuation Update With 7 Day Price Move • Oct 06
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to JP¥2,000, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 25x in the Software industry in Japan. Total returns to shareholders of 13% over the past three years. Announcement • Sep 01
Cyber Security Cloud, Inc. to Report Q3, 2025 Results on Nov 14, 2025 Cyber Security Cloud, Inc. announced that they will report Q3, 2025 results on Nov 14, 2025 Reported Earnings • Aug 16
Second quarter 2025 earnings released: EPS: JP¥14.54 (vs JP¥14.93 in 2Q 2024) Second quarter 2025 results: EPS: JP¥14.54. Revenue: JP¥1.23b (up 38% from 2Q 2024). Net income: JP¥148.5m (up 8.4% from 2Q 2024). Profit margin: 12% (down from 15% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Japan. Declared Dividend • Aug 16
Dividend of JP¥5.00 announced Shareholders will receive a dividend of JP¥5.00. Ex-date: 29th December 2025 Payment date: 27th March 2026 Dividend yield will be 0.3%, which is lower than the industry average of 1.4%. Payout Ratios Payout ratio: 6%. Cash payout ratio: 8%. Announcement • Jun 18
Cyber Security Cloud, Inc. to Report Q2, 2025 Results on Aug 14, 2025 Cyber Security Cloud, Inc. announced that they will report Q2, 2025 results on Aug 14, 2025 Reported Earnings • May 20
First quarter 2025 earnings released: EPS: JP¥17.13 (vs JP¥25.22 in 1Q 2024) First quarter 2025 results: EPS: JP¥17.13 (down from JP¥25.22 in 1Q 2024). Revenue: JP¥1.19b (up 24% from 1Q 2024). Net income: JP¥162.0m (down 31% from 1Q 2024). Profit margin: 14% (down from 25% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth. New Risk • Apr 07
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.5% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.5% average weekly change). Market cap is less than US$100m (JP¥13.6b market cap, or US$93.0m). Valuation Update With 7 Day Price Move • Apr 07
Investor sentiment deteriorates as stock falls 23% After last week's 23% share price decline to JP¥1,335, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 19x in the Software industry in Japan. Total loss to shareholders of 41% over the past three years. Announcement • Mar 27
Cyber Security Cloud, Inc. to Report Q1, 2025 Results on May 15, 2025 Cyber Security Cloud, Inc. announced that they will report Q1, 2025 results on May 15, 2025 Announcement • Mar 11
Cyber Security Cloud, Inc. announced that it has received ¥1.849464 billion in funding from JIC Venture Growth Investments Co., Ltd., Growth Capital, Inc. On March 10, 2025, Cyber Security Cloud, Inc., closed the transaction. Announcement • Feb 22
Cyber Security Cloud, Inc. announced that it expects to receive ¥1.849464 billion in funding Cyber Security Cloud, Inc. announced a private placement to issue 940,000 common shares at issue price of ¥1,964 per share for gross proceeds of ¥ 1,846,160,000 on February 21, 2025. The transaction includes participation from new investor, JICVGI Opportunity Fund. The transaction will happen through third party allocation. The issue date will be March 10, 2025. The transaction has been approved at board of director meeting of the company.
On the same date the company will issue 1,400 8th series of stock acquisition rights at issue price of ¥2,360 for proceeds of ¥3,304,000. The transaction includes participation from new investor, to Growth Capital, Inc. The potential shares from issuance of stock acquisition right will be 140,000 . The initial exercise price of stock acquisition right will be ¥2,161 for a exercise period from March 11, 2025 to March 10, 2028. The transaction will happen through third party allocation. The issue date will be March 10, 2025. The transaction has been approved at board of director meeting of the company. Announcement • Feb 17
Cyber Security Cloud, Inc., Annual General Meeting, Mar 26, 2025 Cyber Security Cloud, Inc., Annual General Meeting, Mar 26, 2025. Reported Earnings • Feb 16
Full year 2024 earnings: EPS and revenues exceed analyst expectations Full year 2024 results: EPS: JP¥62.35 (up from JP¥45.26 in FY 2023). Revenue: JP¥3.86b (up 26% from FY 2023). Net income: JP¥575.0m (up 35% from FY 2023). Profit margin: 15% (in line with FY 2023). Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) also surpassed analyst estimates by 25%. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Software industry in Japan. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth. Announcement • Jan 19
Cyber Security Cloud, Inc. to Report Fiscal Year 2024 Results on Feb 14, 2025 Cyber Security Cloud, Inc. announced that they will report fiscal year 2024 results on Feb 14, 2025 Major Estimate Revision • Nov 20
Consensus EPS estimates fall by 14% The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥3.94b to JP¥3.80b. EPS estimate also fell from JP¥57.80 per share to JP¥49.80 per share. Net income forecast to grow 7.3% next year vs 15% growth forecast for Software industry in Japan. Consensus price target of JP¥3,520 unchanged from last update. Share price was steady at JP¥1,865 over the past week. Announcement • Oct 04
Cyber Security Cloud, Inc. to Report Q3, 2024 Results on Nov 14, 2024 Cyber Security Cloud, Inc. announced that they will report Q3, 2024 results on Nov 14, 2024 Reported Earnings • Aug 19
Second quarter 2024 earnings released: EPS: JP¥14.93 (vs JP¥9.10 in 2Q 2023) Second quarter 2024 results: EPS: JP¥14.93 (up from JP¥9.10 in 2Q 2023). Revenue: JP¥890.0m (up 6.0% from 2Q 2023). Net income: JP¥137.0m (up 59% from 2Q 2023). Profit margin: 15% (up from 10% in 2Q 2023). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Software industry in Japan. New Risk • Aug 05
New minor risk - Market cap size The company's market capitalization is less than US$100m. Market cap: JP¥14.0b (US$98.5m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.9% average weekly change). Minor Risk Market cap is less than US$100m (JP¥14.0b market cap, or US$98.5m). Valuation Update With 7 Day Price Move • Aug 05
Investor sentiment deteriorates as stock falls 31% After last week's 31% share price decline to JP¥1,531, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 19x in the Software industry in Japan. Total loss to shareholders of 42% over the past three years. Announcement • Jul 04
Cyber Security Cloud, Inc. to Report Q2, 2024 Results on Aug 14, 2024 Cyber Security Cloud, Inc. announced that they will report Q2, 2024 results on Aug 14, 2024 Announcement • Mar 28
Cyber Security Cloud, Inc. to Report Q1, 2024 Results on May 15, 2024 Cyber Security Cloud, Inc. announced that they will report Q1, 2024 results on May 15, 2024 Announcement • Feb 26
Cyber Security Cloud, Inc. (TSE:4493) announces an Equity Buyback for 141,800 shares, representing 1.53% for ¥400 million. Cyber Security Cloud, Inc. (TSE:4493) announces a share repurchase program. Under the program, the company will repurchase up to 141,800 shares, representing 1.53% of its issued share capital (excluding treasury stock), for a total purchase price of ¥400 million. The shares will be repurchased at a price of ¥2,820 per share. The purpose of the program is to to reduce the short-term impact of this additional sale on the supply and demand of our stock and reduce the impact on existing shareholders, as well as provide flexible capital in response to future changes in the business environment. As of February 26, 2024, the company had 9,291,020 issued shares (excluding treasury stock) and 159,624 treasury shares. Announcement • Feb 16
Cyber Security Cloud, Inc. (TSE:4493) announces an Equity Buyback for 159,600 shares, for ¥400 million. Cyber Security Cloud, Inc. (TSE:4493) announces a share repurchase program. Under the program, the company will repurchase up to 159,600 shares, representing 1.69% of its issued share capital (excluding treasury stock), for a total purchase price of ¥400 million. The shares will be repurchased at a price of ¥2,506 per share. The purpose of the program is to mitigate the short-term impact on the supply and demand for the stock and reducing the impact on existing shareholders, as well as implement a flexible capital policy in response to changes in the business environment. As of December 31, 2023, the company had 9,450,620 issued shares (excluding treasury stock) and 24 treasury shares. Announcement • Feb 14
Cyber Security Cloud, Inc., Annual General Meeting, Mar 27, 2024 Cyber Security Cloud, Inc., Annual General Meeting, Mar 27, 2024. Announcement • Dec 31
Cyber Security Cloud, Inc. to Report Fiscal Year 2023 Results on Feb 14, 2024 Cyber Security Cloud, Inc. announced that they will report fiscal year 2023 results on Feb 14, 2024 Announcement • Sep 28
Cyber Security Cloud, Inc. to Report Q3, 2023 Results on Nov 14, 2023 Cyber Security Cloud, Inc. announced that they will report Q3, 2023 results on Nov 14, 2023 Announcement • Jan 07
Cyber Security Cloud , Inc. to Report Fiscal Year 2022 Results on Feb 14, 2023 Cyber Security Cloud , Inc. announced that they will report fiscal year 2022 results on Feb 14, 2023 Board Change • Nov 16
Less than half of directors are independent Following 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. 3 non-independent directors. Independent Outside Director Yoshio Ishizaka was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Announcement • Oct 05
Cyber Security Cloud , Inc. to Report Q3, 2022 Results on Nov 14, 2022 Cyber Security Cloud , Inc. announced that they will report Q3, 2022 results on Nov 14, 2022 Announcement • Jul 03
Cyber Security Cloud , Inc. to Report Q2, 2022 Results on Aug 12, 2022 Cyber Security Cloud , Inc. announced that they will report Q2, 2022 results on Aug 12, 2022 Board Change • Apr 27
Less than half of directors are independent Following 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. 3 non-independent directors. Independent Outside Director Yoshio Ishizaka was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Announcement • Apr 08
Cyber Security Cloud , Inc. to Report Q1, 2022 Results on May 13, 2022 Cyber Security Cloud , Inc. announced that they will report Q1, 2022 results on May 13, 2022 Announcement • Feb 17
Cyber Security Cloud , Inc., Annual General Meeting, Mar 30, 2022 Cyber Security Cloud , Inc., Annual General Meeting, Mar 30, 2022. Is New 90 Day High Low • Mar 08
New 90-day low: JP¥3,125 The company is down 19% from its price of JP¥3,855 on 08 December 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is down 3.0% over the same period. Is New 90 Day High Low • Dec 22
New 90-day low: JP¥3,315 The company is down 39% from its price of JP¥5,460 on 23 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 2.0% over the same period. Announcement • Dec 13
Cyber Security Cloud , Inc. (TSE:4493) executed a contract to acquire Softec Co., Ltd. from Monolith Co.,Ltd. and Tsutomu Kato for ¥420 million. Cyber Security Cloud , Inc. (TSE:4493) executed a contract to acquire Softec Co., Ltd. from Monolith Co.,Ltd. and Tsutomu Kato for ¥420 million on December 11, 2020. As a result of the transaction, Softec will operate as a subsidiary of Cyber Security Cloud. As of December 2019, Softec had net assets of ¥347 million, total assets of ¥428 million, sales of ¥289 million, operating income of ¥86 million and net income of ¥56 million. The board of directors of Cyber Security Cloud resolved to acquire Softec on December 11, 2020. The share transfer is expected to close on December 18, 2020. Is New 90 Day High Low • Dec 04
New 90-day low: JP¥4,120 The company is down 22% from its price of JP¥5,290 on 04 September 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 4.0% over the same period. Announcement • Dec 03
Cyber Security Cloud Launches WafCharm on Microsoft Azure Cyber Security Cloud, Inc. (CSC) announced the availability of WafCharm on Microsoft Azure. Already available to over one million Amazon AWS users around the world, this launch provides Azure users with AI operation of Web Application Firewall (WAF) rules, expanding WafCharm’s availability to 60% of the world’s cloud users. Microsoft Azure users now have access to the same WafCharm benefits for securing their web applications in the cloud as do their Amazon AWS counterparts. By making WafCharm available on two of the industry’s top cloud platforms, businesses benefit by being able to select the cloud service that best fits their needs while enjoying the ease-of-use WafCharm offers. WafCharm automatically customizes WAF rules based on their applications and system, and continuously adjusts and manages them. Users can now focus on business operations with fewer security worries as WafCharm takes care of: building, testing and tuning rules; researching vulnerabilities, and creating new rules. Equipped with CSC’s patented WRAO AI engine, WafCharm uses machine learning to go through its database of over a trillion threat signatures to select the most optimal WAF rules for each application. Additionally, its Cyhorus cyber threat intelligence team helps to quickly identify and respond to the latest threats. The Cyhorus team consists of top-class security engineers with the best signature customization know-how in Japan. WafCharm is a service that is easy to use and operate, with a user-friendly implementation process and experienced customer support team. It will automatically select the optimum WAF rules and customers can customize and fix rules manually if they so desire. It is not necessary to install any special equipment or switch DNS servers to use WafCharm since it is an immediately available Security-as-a-Service on Azure or AWS. Announcement • Oct 08
Cyber Security Cloud , Inc. to Report Q3, 2020 Results on Nov 13, 2020 Cyber Security Cloud , Inc. announced that they will report Q3, 2020 results on Nov 13, 2020