Weathernews Inc. · TSE:4825
Weathernews — Q1 FY2027.5 Earnings Presentation
32 slides from Weathernews's earnings presentation, Oct 8, 2026
Slide 1: Weathernews Q1 FY2027.5 earnings presentation
fr weathernews 2027 5 ( 41 )
Slide 2: Domain overview
2027 5 ( 41 ) 2027 5 ( 41 ) 1 2 Domain ( ) Domain ( )
Slide 3: Domain overview
2027 5 ( 41 ) 2027 5 ( 41 ) 1 2 Domain ( ) Domain ( )
Slide 4: Q1 results summary
2027 5 ( 41 ) 1 Q1 +5.5% AI +8.6Pt 2026.5 Q1 2027.5 Q1 6,006 6,338 +5.5% 2,772 3,470 +25.2% (%) 46.2 54.8 +8.6Pt 912 892 2.2% (%) 15.2 14.1 1.1Pt 915 896 2.1% 672 592 11.9% EPS ( ) 15.17 13.34 1.83 (USD/JPY) ( ) 146.33 160.70 +14.37 ✴EPS 2026 3 1
Slide 5: Q1 topics and AI initiatives
1 oa 5 ( 41) (SAF) 800 600 400 200 ~ wee: 52 2026.5 QUE Ahy FL Ae wEWT-IR ARS eos 2027.58 Q1S flee Aung weathernews
Slide 6: AI-related Q1 gross profit and progress
2027 5 ( 41 ) 1 2029.5 60 ✦ AI ✦ 2026.5 2027.5 Q1 46% 53% CS 32% 40% 47.3 14% 54.8 15%
Slide 7: Revenue by domain
1 2027 5 ( 41 ) Domain( ) 2026.5 2027.5 Q1 Q1 Sea Domain 1,369 1,478 +7.9% Sky Domain 360 401 +11.4% for business Land Domain 1,787 1,928 +7.9% WxTech data Q1 DAU Internet Domain 2,278 2,288 +0.4% 5,796 6,096 +5.2% - 210 242 +15.4% ( ) 6,006 6,338 +5.5% - ✴ 2027 5 2026 5 Sea Domain Land Domain Inter
Slide 8: Sea Domain
1 2027 5 ( 41 ) Sea Domain ✦ YoY ✦ ✦ YoY 7.9 ✴ 2027 5 Land Domain ✴ 2027 5 Land Domain 2026.5 2026.5
Slide 9: Sea Domain AI
1 2027 5 ( 41 ) Sea Domain 8 10 AI 12
Slide 10: Sky Domain
1 2027 5 ( 41 ) Sky Domain ✦ ”SkyAviators” 14,000 ✦ SkyAviators 14,000
Slide 11: Land Domain
1 2027 5 ( 41 ) Land Domain ✦ Q1 ✦Land YoY ✦ for business ID Land ID )
Slide 12: Land Domain
1 2027 5 ( 41 ) Land Domain for business 20 5 for business 45 ( 4 )
Slide 13: Internet Domain
1 2027 5 ( 41 ) Internet Domain ✦ Q1 DAU 10 YoY+18 ✦ DAU DAU ✴ 2026.5
Slide 14: Internet Domain
1 2027 5 ( 41 ) Internet Domain ✦ 1km ✦ 98% AI
Slide 15: ROI Generator
1 2027 5 ( 41 ) “ROI Generator” “ROI Generator“ AI / INPUT ROI Generator 1 2 3 BCP 4.3 12.9 2026 6 24 1,330
Slide 16: Domain forecast
2027 5 ( 41 ) 2027 5 ( 41 ) 1 2 Domain ( ) Domain ( )
Slide 17: Full-year forecast
2027 5 ( 41 ) 2 25,800 5.4% 18 5,400 3.0% 2026.5 2027.5 24,479 25,800 +5.4% 5,244 5,400 +3.0% (%) 21.4 20.9 0.5Pt 5,456 5,500 +0.8% 3,806 3,850 +1.1% EPS ( ) 85.76 85.78 +0.02 ROE ( ) 16.8 16.1 0.7Pt (USD/JPY) ( ) 153.14 150.00 3.14 ✴EPS 2026 3 1
Slide 18: Forecast by domain
2 2027 5 ( 41 ) Domain ( ) 2026.5 2027.5 SeaNavigator Sea Domain 5,731 6,000 +4.7% Sky Domain 1,522 1,650 +8.4% SkyAviators Land Domain 7,535 8,100 +7.5% Internet Domain 8,764 9,150 +4.4% 23,554 24,900 +5.7% - 925 900 2.7% - 24,479 25,800 +5.4% - ✴ 2026 5 Sea Domain Land Domain Internet Domain Domai
Slide 19: Dividend policy and targets
2027 5 ( 41 ) 3 2027 5 5 1 50 ✦ ✦ 2027 5 2029 5 40 50 ¥50 40 30 20 10 0 2010.5 2015.5 2020.5 2025.5 2026.5 2027.5 ( )
Slide 20: weathernews
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Slide 21: Appendix
Appendix
Slide 22: WxTech Data for business
Appendix WxTech Data for business Pro IoT 25,000 30,000 29,400
Slide 23: Value of AI forecasts
Appendix Value AI Data / AI AI No1 Forecast Community No.1
Slide 24: Appendix
Appendix i weathernews 1,100 @ (1,075 @ 8 % 1,050 is ~< 1,025 1,000 2026.5 Q1 Q2 a4 2027.5 Q1 . Z
Slide 25: AI
Appendix AI AI * 15,800 / *2025.5 2024 6
Slide 26: Vision 2026
Appendix 3 Vision 2026 260 2029.5 10 % 20 % 60 % ROE 15 % 2027.5 2029.5 3
Slide 27: AI and domain progress
Appendix 60% 2 AI 3 +12.7pt 1 AI 60% AI 2 Domain • Sea SeaNavigator • Sky SkyAviators • Land for business • Internet CS
Slide 28: PL Before/After
Appendix 60% 2 20% PL Before/After Q 12pt 20% 100 • • Q • 3 47.3 60.0 • 20% ■■ ■ ■ 20
Slide 29: Appendix financial tables
Appendix 2026.5 Q1 2026.5 2027.5 Q1 21,833 24,696 21,264 3,423 3,562 4,360 25,257 28,259 25,625 3,081 3,855 3,396 630 509 481 3,711 4,365 3,878 21,545 23,893 21,747 (%) 85.2 84.5 84.8 ( ) 485.30 537.37 488.99 ✴ 2026 3 1
Slide 30: Quarterly results trend
Appendix 2026.5 2027.5 Q1 Q2 Q3 Q4 Q1 6,006 6,126 6,132 6,213 6,338 2,772 2,895 2,895 3,022 3,470 ( ) 46.2 47.3 47.2 48.6 54.8 912 1,356 1,507 1,468 892 (%) 15.2 22.1 24.6 23.6 14.1 915 1,408 1,639 1,493 896 672 965 1,134 1,033 592 EPS ( ) 15.17 21.75 25.53 23.27 13.34 (USD/JPY) ( ) 146.33 151.50 15
Slide 31: Quarterly revenue by domain
Appendix Domain 2026.5 2027.5 Q1 Q2 Q3 Q4 Q1 Sea Domain 1,369 1,429 1,451 1,480 1,478 Sky Domain 360 382 385 394 401 Land Domain 1,787 1,838 1,963 1,946 1,928 Internet Domain 2,278 2,255 2,095 2,134 2,288 5,796 5,905 5,896 5,955 6,096 210 221 235 258 242 6,006 6,126 6,132 6,213 6,338 ✴ 2026 5 2026 5
Slide 32: Weathernews
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