Wantedly, Inc. · TSE:3991
Wantedly — Q2 FY2026 Earnings Presentation
40 slides from Wantedly's earnings presentation, Apr 14, 2026
Slide 1: FY2026 Q2 Financial Results
Wantedly, Inc. FY2026 Q2 Financial Results April 14, 2026 1 © 2026 Wantedly, Inc.
Slide 2: Table of Contents
Table of Contents 01 Highlights 02 FY2026 Q2 Results 03 FY2026 Forecast 04 Future Outlook © 2026 Wantedly, Inc. 2
Slide 3: 01 Highlights
01 Highlights © 2026 Wantedly, Inc.
Slide 4: Highlights | FY2026Q2 Results, FY2026 Forecast
Highlights | FY2026Q2 Results, FY2026 Forecast ● Current new orders have been more challenging than anticipated. Revenue for Q2 was ¥1,148 million (down 3% QoQ), bringing the H1 total to ¥2,332 million (down 6% YoY). Results ● Operating profit for Q2 was ¥226 million (down 33% QoQ), with the H1 tota
Slide 5: 02 FY2026 Q2 Results
02 FY2026 Q2 Results © 2026 Wantedly, Inc.
Slide 6: Quarterly Overview
FY2026 Q2 Results | Quarterly Overview Revenue remains on a (¥M) FY25 Q2 FY26 Q1 FY26 Q2 YoY QoQ downward trend. Operating 1,251 1,184 1,148 -8% -3% Continuing upfront Revenue investment for re-growth Operating Profit 487 335 226 -53% -33% (Margin) 39% 28% 20% - - ● Revenue decreased 8% YoY due to a
Slide 7: Operating Revenue: Quarterly Trends
FY2026 Q2 Results| Operating Revenue: Quarterly Trends Operating revenue Flow revenue （Add-ons & Others） decreased due to a decline in new （¥M） Stock revenue（Subscriptions） Visit contracts ● Sales KPIs (leads, opportunities, partner sales) stagnated amidst sales organization restructuring. We are ur
Slide 8: SG&A: Quarterly Trends
FY2026 Q2 Results| SG&A: Quarterly Trends Continuing aggressive （¥M） Personnel Others System & Comm. Marketing upfront investment ● Following Q1, continuing aggressive upfront investment aimed at revenue growth ● Advertising expenses increased QoQ due to the execution of advertising campaigns for Vi
Slide 9: Operating Profit / OP Margin: Quarterly Trends
FY2026 Q2 Results | Operating Profit / OP Margin: Quarterly Trends Operating Profit Operating Profit Margin （¥M） Operating Profit OPM OPM(ex. Marketing Expenses) Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 © 2026 Wantedly, Inc. 9
Slide 10: Quarterly Trends in Key Service Metrics
FY2026 Q2 Results| Quarterly Trends in Key Service Metrics Registered Users Registered Companies （Thousand users） （Thousand companies） 4.44M 44K Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 ** Registered Users” refers to the total number of accounts shared acro
Slide 11: Consolidated Balance Sheets / Statements of Cash Flows
FY2026 Q2 Results| Consolidated Balance Sheets / Statements of Cash Flows Consolidated Balance Sheets Consolidated Statements of Cash Flows (¥M) FY25.8 FY26.8 Q2 (¥M) FY25.8 Q2 FY26.8 Q2 Current assets 6,675 6,516 Operating cash flows 1,535 157 Cash and deposits 6,237 6,116 Profit before income taxe
Slide 12: 03 FY2026 Forecast
03 FY2026 Forecast © 2026 Wantedly, Inc.
Slide 13: FY2026 Forecast | Overview
FY2026 Forecast | Overview Revenue progress is FY25 FY26 YoY FY26 Progress (¥M) (Results) (Forecast) Q2 tracking behind plan, Operating 4,908 4,970 1% 2,332 47% while investment is being Revenue Operating executed largely as Profit 1,644 1,000 -39% 562 56% scheduled (Margin) 34% 20% - 24% - ● Revenu
Slide 14: Operating Revenue / SG&A: Annual Trends
FY2026 Forecast | Operating Revenue / SG&A: Annual Trends Operating Revenue SG&A Flow revenue （Add-ons & Others） Personnel System & Comm. （¥M） Stock revenue （Subscriptions） （¥M） Others Marketing © 2026 Wantedly, Inc. 14
Slide 15: Operating Profit / OP Margin: Annual Trends
FY2026 Forecast | Operating Profit / OP Margin: Annual Trends Operating Profit Operating Profit Margin （¥M) Operating Profit OPM OPM (excluding marketing expenses) © 2026 Wantedly, Inc. 15
Slide 16: Personnel Plan
FY2026 Forecast | Personnel Plan Systematically strengthening the structure, primarily within the Developers Department ● Headcount increased mainly in sales and development during FY24.8 and FY25.8 ● Focusing more on hiring development personnel moving forward to strengthen product development capa
Slide 17: Dividends Forecast
FY2026 Forecast | Dividends forecast Dividends Forecast FY25.8 FY26.8 ● We will prioritize investments for growth The record date 2025/8/31 2026/8/31 while also providing stable and consistent returns to shareholders Dividends per share (¥) 20 20 Net income per share (¥) 114 162 Payout ratio (%) 18
Slide 18: 04 Future Outlook
04 Future Outlook © 2026 Wantedly, Inc.
Slide 19: Mission
Future Outlook | Mission To Connect People With The Right Opportunities, Creating a World Where Work Drives Passion Wantedly is building a foundation that aims to connect people with their best-fit opportunities, empowering them to become fully engaged in their work, fulfill their ambitions, and ach
Slide 20: Value Proposition: Enable People to be Passionate in their Work
Future Outlook | Value Proposition Enable People to be Passionate in their Work RECRUIT MARKETING RECRUITING EMPLOYEE ENGAGEMENT Awareness, Interest, Applications Selection, Offers, Closing Retention, Performance Blogs, Social, Videos, PR, Scheduling, Candidate Management, Communication, General Inf
Slide 21: Focus Points
Future Outlook | Focus Points ● By leveraging our database and AI technology, we will create new product value centered on culture-fit hiring to expand our active user base. Strengthen value provided by ● Through refinement of marketing strategies and Wantedly Visit strenthening of our sales team st
Slide 22: Wantedly Visit: Casual Company Visits
Future Outlook | Wantedly Visit iOS, Android and Web Casual Company Visits Match based on shared values and mission ● Connect people with companies based on shared values, regardless of conditions such as salaries, benefits, and company size A new and casual hiring experience ● Enable individuals an
Slide 23: Wantedly Visit - Business Model
Future Outlook | Wantedly Visit - Business Model User Company Workers Board View Content members Freelance HR Side-job Awareness Application Students Employees Scout Free No Placement Fees Basic Plans *Paid plans available ＋ Add-Ons *Registration is free © 2026 Wantedly, Inc. 23
Slide 24: Wantedly's Unique Ecosystem
Future Outlook | Competitive Advantage Wantedly’s Unique Ecosystem Users Companies See Share Values + Connect With Like-Minded Companies Companies Users See Unique AI Algorithm Based On Shared Passions ● Profile page showcasing beyond individual career ● Company vision / mission ● Personality test t
Slide 25: Latest Feature Releases
Future Outlook | Latest Feature Releases Redefining 'Culture-Fit' with AI Agents and New Matchmaking Tools Culture Map Sourcing AI Agent Career AI Agent Request Interviewer ● Update Personality ● Timeline ● Career AI Agent Assessment ● Formal ● Auto-generate ● Scheduled Scouts application profile from
Slide 26: Latest Feature Releases: AI Agents and Matchmaking Tools
Future Outlook | Latest Feature Releases Redefining 'Culture-Fit' with AI Agents and New Matchmaking Tools Sourcing AI Agent Career AI Agent Request Interviewers Culture Map AI builds and proposes candidate Candidates can chat with AI to find Candidates can request a specific Visualize organizational c
Slide 27: Strong Millennial/Gen Z Talent Network in the Web Industry
Future Outlook | Users Strong Millenial/Gen Z Talent Network in the Web Industry Occupations Age 8% 12% 10% 27% 32% 19% 16% 19% 19% 37% © 2026 Wantedly, Inc. 27
Slide 28: Diversifying around Web and Mobile Industries
Future Outlook | Companies Diversifying around Web and Mobile Industries Diverse Registered Companies 44,000 companies © 2026 Wantedly, Inc. 28
Slide 29: Wantedly Visit - Key Focus Areas
Future Outlook | Wantedly Visit - Key Focus Areas Improve various KPIs through sales and product initiatives 1 Sales Strategy ● Aim to increase lead acquisition by Sales Strategy expanding and reviewing marketing methods Marketing Improvements Organization Structure ● Aim to increase win rates by st
Slide 30: Engagement Suite: Perk, Pulse, Story
Future Outlook | Engagement Suite Perk, Pulse, Story Supporting Self-Sustaining Organizations Improve Employee Engagement ● Our service is comprised of three products: Perk for employee benefits, Story for internal newsletters, and Pulse for employee management. These three services help to create a
Slide 31: Engagement Suite - Perk
Future Outlook | Engagement Suite - Perk Employee Perks Workplace Benefits with Trending Services ● Planning to expand the variety of listed Perks ● Introducing Perk Points to help companies offer benefits and represent their unique company culture © 2026 Wantedly, Inc. 31
Slide 32: Perk - Business Model
Future Outlook | Perk - Business Model Service Companies Providers Employees Contract List service Service Give Coupons Send Coupons Entertainment (Restaurant, Provide Connect Movies…)) Service Info Service Healthcare Childcare / Education Service Usage etc... Subscription List for free ＋ Additional
Slide 33: Perk - Key Focus Areas
Future Outlook | Perk - Key Focus Areas Continue to expand function and increase value provided 1 Product Strategy Product Improvements ● To expand the number of incentives and Enhance customer Improve conversion rate aim for an improved conversion rate success 2 Sales Strategy No of paid Churn ● Ai
Slide 34: Wantedly Hire: All-in-one Hiring Platform
Future Outlook | Wantedly Hire All-in-one Hiring Platform A Modern Hiring Platform That Drives Hiring Success ● Stay on top of every step with automatic task creation, alerts, and smart scheduling that help your team respond in real time ● Customize each job’s hiring flow to match your organization’
Slide 35: Wantedly Hire Business Model
Future Outlook | Wantedly Hire Business Model People Companies Apply Contract Employee HR Freelance Side Job Job Information Recruiter Auto Interview Sheduling Student Structured Interviews Reports / Analytics Free Paid Plan © 2026 Wantedly, Inc. 35
Slide 36: Appendix | Maximize User/Customer Base
Appendix | Users Maximize User/Customer Base Users Companies Working population Total 70 M （1） 3.6 M （3） SME / Enterprise SME / Enterprise 37 M （2） 520 K （4） Wantedly share Wantedly share 4.44 (12%) M 44 (8%) K Source: (1) Ministry of Internal Affairs and Communications, Labour Force Survey (2) (4)
Slide 37: Appendix | Pricing Table
Appendix | Pricing Table Hybrid Model: Subscription and Usage-based Billing Visit Hire Engagement ● 60K to 220K yen/month(Higher tier plans bundle talent ● 27K yen/month scouting) ● 12 month subscription ● Contract periods of 12 or 24 Subscriptions ● Contract periods of 6, 12, and 24 ● Higher tier p
Slide 38: Appendix | ESG / SDGs
Appendix | ESG / SDGs Wantedly Supports Sustainable Development Goals Supporting Student Career Development Promoting Independence Through Work We implement initiatives to achieve our mission, to create a As work increasingly becomes a means of self-fulfillment world where work drives passion. By of
Slide 39: Appendix | Company Overview and History
Appendix | Company Overview and History Wantedly, Inc. 5F Ebisu Garden Place Tower, 20-3 Ebisu 4-chome, Shibuya-ku, Tokyo Akiko Naka, CEO Securities code: 3991 (TSE Growth) History 2010.09 Fuel, Inc. founded 2012.02 Released Wantedly (Currently “Wantedly Visit”) 2016.1 1 Released Wantedly People 201
Slide 40: Appendix | Disclaimer
Appendix | Disclaimer This material contains forward-looking statements that reflect views and assumptions of management at Wantedly, Inc., in light of information currently available with respect to certain future events, including, but not limited to financial projections and business strategies.