Goodpatch, Inc. · TSE:7351

Goodpatch — Q2 FY2026 Earnings Presentation

79 slides from Goodpatch's earnings presentation, Apr 14, 2026

1. Slide 1: Why Design?

   Why Design? 1 ©︎ 2026 Goodpatch Inc. Design to empower

2. Slide 2: FY2026 2Q FY2026 2Q FY2026 2Q TOPICS

   01 FY2026 2Q 02 FY2026 2Q 03 FY2026 2Q TOPICS 04 FY2026 2Q TOPICS - Agentic UX 05 06 APPENDIX 2

3. Slide 3: FY2026 2Q

   FY2026 2Q 3 3

4. Slide 4: AI Driven Design Company

   2026 AI Driven Design Company AI Topics 1 2Q 2 3 AIAgentic UX © 2026 Goodpatch Inc. 4

5. Slide 5: 1,372 +9.4 % +117 -7.9 % 13.5 % -2.5 pt

   1,372 +9.4 % +117 185 -7.9 % 15 13.5 % -2.5 pt © 2026 Goodpatch Inc. 5

6. Slide 6: © 2026 Goodpatch Inc.

   6,364 +2.3%+143 6,100 64.3 +5.5% +3.3 66.0 163 +6.5% +10 180 171 +26.7% +36 579 © 2026 Goodpatch Inc. 6

7. Slide 7: 1Q © 2026 Goodpatch Inc. 2Q

   1,500 +117 250 201 +9.4%) 1,366 1,372 1,254 179 -15 185 110 1,250 126 200 -7.9%) 6 1,250 1,214 1,206 82 96 99 77 104 128 1,024 1,040 150 1,000 73 73 79 935 942 77 239 92 101 202 48 100 197 750 153 150 123 1,255 1,246 50 90 1,246 1,114 1,171 1,153 1,129 -28 0 500 950 960 23 -40 22 842 841 0 -5 -3 -4

8. Slide 8: -2.5pt -1.5pt -2.5pt

   FY2025 2Q FY2026 2Q FY2025 2Q FY2026 2Q YoY YoY 1,254 1,372 +9.4% 2,468 2,578 +4.4% 5,600 46.0% 755 791 +4.8% 1,437 1,463 +1.8% - - 60.2% 57.7% -2.5pt 58.2% 56.8% -1.5pt - - 554 605 +9.3% 1,108 1,200 +8.4% - - 201 185 -7.9% 329 262 -20.4% 560 46.9% 16.0% 13.5% -2.5pt 13.4% 10.2% -3.2pt 10.0% - 208 2

9. Slide 9: © 2026 Goodpatch Inc.

   500 +20 -38 400 +88 -76 300 +3 -7 -25 -32 200 329 262 100 136 78 4 0 -33 -10 © 2026 Goodpatch Inc. 9

10. Slide 10: 2Q 3Q 4Q

    1,250 1,186 1,202 1,186 +133 1,129 1,052 1,085 1,053 121 129 132 +12.7%) 40 27 38 128 975 109 17 22 38 40 22 1,000 112 943 21 27 17 34 21 119 21 936 21 21 27 29 25 25 21 21 29 26 8 20 34 27 23 8 121 23 26 20 21 17 20 107 10 20 10 17 114 20 20 22 47 29 47 29 358 327 354 21 7 21 22 7 10 20 21 10 302 2

11. Slide 11: © 2026 Goodpatch Inc.

    5,600 +10.1 % 2,578 46.0% 5,600 560 +0.5 % 262 46.9% 560 336 53.3% 632 632 +3.1 % 216 52.9% 409 409 +0.5 % 0% 25% 50% 75% 100% © 2026 Goodpatch Inc. 11

12. Slide 12: © 2026 Goodpatch Inc.

    5,073 656 93 3,204 4,323 1,869 © 2026 Goodpatch Inc. 12

13. Slide 13: FY2026 2Q

    FY2026 2Q 13 13

14. Slide 14: 1Q © 2026 Goodpatch Inc. 2Q

    1,500 250 222 +74 184 +6.3%) 200 -42 179 1,200 -19.4%) 135 132 150 900 105 239 100 202 73 197 1,255 1,246 153 150 600 1,171 1,114 1,153 1,129 123 960 50 950 90 842 841 5 4 300 23 -17 22 0 -17 -17 -17 -17 -17 -17 -17 -17 -17 -17 0 -50 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q FY2024

15. Slide 15: 3Q FY2024 © 2026 Goodpatch Inc.

    +3.3 7,000 +143 70 +5.5%) 64.3 6,221 6,322 +2.3%) 6,364 63.7 62.7 63.0 60.7 61.0 66 5,868 5,887 5,860 5,603 5,598 5,736 6,000 60 6,100 54.3 53.3 52.7 5,052 5,000 50 47.3 4,000 40 3,000 30 2,000 20 1,000 10 0 0 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q FY2024 FY2025 FY2026 FY2024 FY

16. Slide 16: z 1Q 2Q

    1,000 +46 +6.0%) 800 818 761 772 780 784 735 751 750 697 716 z 500 553 570 589 601 531 549 548 585 478 509 250 78 63 53 41 56 66 60 50 54 54 151 161 157 153 150 149 157 163 141 144 217 0 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q FY2024 FY2025 FY2026 © 2026 Goodpatch Inc. 16

17. Slide 17: z 1Q 2Q

    175 +36 +26.7%) 150 125 100 z 171 75 157 158 136 143 130 135 128 127 50 106 25 0 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q FY2024 FY2025 FY2026 © 2026 Goodpatch Inc. 17

18. Slide 18: 1Q © 2026 Goodpatch Inc. 2Q

    150 10 +27 +43 126 6 +52.0%) 3 110 -3 -4 -2.5 -5 101 5 100 99 96 92 2 -20 79 82 -23 -25 73 1 7 77 -28 2 -15 -31 100 -34 80 79 89 73 79 50 47 56 58 59 -27.5 26 22 22 19 20 19 16 15 15 15 0 -40 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q FY2024 FY2025 FY2026 FY2024 FY2025 FY2026 © 2026

19. Slide 19: FY2026 2Q TOPICS

    FY2026 2Q TOPICS 19 19

20. Slide 20: © 2026 Goodpatch Inc.

    Goo¢patch t TEAMUS FLFR QJ TeAMus FOBPoIELOES = =a 2 © 2026 Goodpatch Inc. 20

21. Slide 21: © 2026 Goodpatch Inc.

    Goo¢patch Co Money Forward © 2026 Goodpatch Inc. 21

22. Slide 22: FY2026 2Q TOPICS - Agentic UX

    FY2026 2Q TOPICS Agentic UX 22 22

23. Slide 23: AI Agent

    Intent AI Agent © 2026 Goodpatch Inc. 23

24. Slide 24: © 2026 Goodpatch Inc.

    Goo¢patch © 2026 Goodpateh Inc. 24

25. Slide 25: © 2026 Goodpatch Inc.

    Goo¢patch ¥ © 2026 Goodpatch Inc. 25

26. Slide 26: Intent, Environment, Trust, Control

    Intent Environment z Trust Control © 2026 Goodpatch Inc. 26

27. Slide 27: © 2026 Goodpatch Inc.

    1 3 2 217 185 295 © 2026 Goodpatch Inc. 27

28. Slide 28: FY2026

    FY2026 28 28

29. Slide 29: AI Driven Design Company

    AI Driven Design Company AI DX © 2026 Goodpatch Inc. 29

30. Slide 30: © 2026 Goodpatch Inc.

    Goo¢patch vy v Q@ Layermate ( HRmonyAl © 2026 Goodpatch Inc. =D

31. Slide 31: © 2026 Goodpatch Inc.

    Goo¢patch 31 © 2026 Goodpatch Inc.

32. Slide 32: FY2026 FY2025 FY2026

    FY2025 FY2026 21 25 FY2025 FY2026 54 93 FY2026 579 +53 +10.1 © 2026 Goodpatch Inc. 32

33. Slide 33: FY2023 © 2026 Goodpatch Inc. FY2024

    200 +31 150 100 180 161 149 136 50 0 FY2023 FY2024 FY2025 FY2026 © 2026 Goodpatch Inc. 33

34. Slide 34: User Experience Design

    User Experience Design © 2026 Goodpatch Inc. 34

35. Slide 35: © 2026 Goodpatch Inc.

    1B Layemat coe sn wh et X | @ une = maresvarnesyyvane note smanRoy Rokr F-vavics eee: ose - am oHER: = yee rey pay (under1ay ° 8) on femmes a KPH F OSL, RIE aT) mnor974e7¢7—7 AYIUAR FY STY ADDER wan) g 8 © 2026 Goodpatch Inc. Goo¢patch 35

36. Slide 36: SIer

    Goo¢patch 36 © 2026 Goodpatch Inc.

37. Slide 37: Others

    Others © 2026 Goodpatch Inc. 37

38. Slide 38: Design for Talent, Partner, Society

    Design for Talent Design for Partner Design for Society Design with Governance © 2026 Goodpatch Inc. 38

39. Slide 39: APPENDIX

    APPENDIX 39 39

40. Slide 40: Goodpatch

    Goodpatch 40

41. Slide 41: Tokyo, Nagoya, Osaka

    Tokyo Nagoya Osaka © 2026 Goodpatch Inc. 41

42. Slide 42: Vision and Mission

    VISION MISSION Push the world forward with design that moves people's hearts Prove the power of design © 2026 Goodpatch Inc. 42

43. Slide 43: © 2026 Goodpatch Inc.

    © 2026 Goodpatch Inc. 43

44. Slide 44: AI Driven Design Company

    AI Driven Design Company © 2026 Goodpatch Inc. 44

45. Slide 45: Goodpatch

    Goodpatch

46. Slide 46: Slack Instagram Airbnb

    Slack Instagram Airbnb YouTube X(Twitter) Pinterest © 2026 Goodpatch Inc. 46

47. Slide 47: © 2026 Goodpatch Inc.

    © 2026 Goodpatch Inc. 47

48. Slide 48: © 2026 Goodpatch Inc.

    © 2026 Goodpatch Inc. 48

49. Slide 49: Goodpatch

    Goodpatch 49

50. Slide 50: © 2026 Goodpatch Inc.

    Mstrap © Layermate Goodpatch © ‘Anywhere Peopleay Design QYoesigner g Designer for Student © 2026 Goodpatch Inc. 50

51. Slide 51: Business Service, UX UX, UI, Engineering

    Business Service, UX UX, UI, Engineering © 2026 Goodpatch Inc. 51

52. Slide 52: Incubation Growth Transformation

    Incubation Growth Transformation © 2026 Goodpatch Inc. 52

53. Slide 53: User Experience Design

    User Experience Design © 2026 Goodpatch Inc. 53

54. Slide 54: © 2026 Goodpatch Inc.

    ry © MuFG | SoftBank MIZUHO: SBUFJIRT SBlil# PRTIMES UZABASE @cyberagent. MIX @RAKSUL ra) ADWAYS SUNTORY ole) GrfranF Yooss mote Froxvocas © 2026 Goodpatch Inc. Gunosy CG Money Forward @ QO ONECAREER $SAANZ7T @®unipos wa L i m= KAIZEN PLATFORM ancers yapp everuw, Shippio FF FABRIC TOKYO QJAPANAI 54

55. Slide 55: © 2026 Goodpatch Inc.

    ommel man MUFG i fF Parc ToRvo eee SUNTORY = SoftBank | “Fe pamaer B bitkey ROK INTK +GF+ NO SPARK PLUG CO, LTD, © 2026 Goodpatch Inc.

56. Slide 56: © 2026 Goodpatch Inc.

    © 2026 Goodpatch Inc. # Strap Qg Layermate 56

57. Slide 57: © 2026 Goodpatch Inc.

    Goodpatch STUDIO e e e DETAILS 4h h h Goodpatch © e e e Anywhere 7 4 K Peopleay e e Design 4h 9 Strap e @ Layermate QYoesigner a «_ Boesigner for Student S © 2026 Goodpatch Inc. S7

58. Slide 58: Goodpatch

    Goodpatch

59. Slide 59: © 2026 Goodpatch Inc.

    1 2 3 4 © 2026 Goodpatch Inc. 59

60. Slide 60: © 2026 Goodpatch Inc.

    1,000 2:1 © 2026 Goodpatch Inc. 60

61. Slide 61: © 2026 Goodpatch Inc.

    2:1 © 2026 Goodpatch Inc. 61

62. Slide 62: © 2026 Goodpatch Inc.

    y™ Goo¢patch © 2026 Goodpatch Inc. 62

63. Slide 63: © 2026 Goodpatch Inc.

    2:1 © 2026 Goodpatch Inc. 63

64. Slide 64: Goodpatch

    Goodcpatch 64

65. Slide 65: FY2023 - FY2030 CAGR

    100,000 92,666 FY2023 - FY2030 CAGR 75,000 10.8% 50,000 45,309 2:1 25,000 0 FY2023 FY2024 FY2025 FY2026 FY2030 © 2026 Goodpatch Inc. 65

66. Slide 66: User Experience Design

    AI IoT VR Tech Business User AR Experience Design 2:1 © 2026 Goodpatch Inc. 66

67. Slide 67: © 2026 Goodpatch Inc.

    2018/5 2019/3 2020/3 2020/4 2022/6 2024/3 2:1 k c w (& . + () © 2026 Goodpatch Inc. 67

68. Slide 68: Goodpatch

    Goodpatch 68

69. Slide 69: © 2026 Goodpatch Inc.

    © 2026 Goodpatch Inc. 69

70. Slide 70: © 2026 Goodpatch Inc.

    © 2026 Goodpatch Inc. 70

71. Slide 71: © 2026 Goodpatch Inc.

    © 2026 Goodpatch Inc. 71

72. Slide 72: Goodpatch

    Goodpatch 72

73. Slide 73: FY2025 2Q FY2025 4Q FY2026 2Q

    FY2025 2Q 45.7% 11.1% 9.1% 5.4% 28.7% 2.4 FY2025 4Q 44.8% 4.4% 2.2 % 9.7% 36.5% % 1.4% 2.4 FY2026 2Q 44.3% 9.3% 8.9% % 33.6% 0% 25% 50% 75% 100% © 2026 Goodpatch Inc. 73

74. Slide 74: FAQ

    aXe) Goodpatch

75. Slide 75: Q&A

    Q. A. Q. A. © 2026 Goodpatch Inc. 75

76. Slide 76: Q&A

    Q. A. Q. A. © 2026 Goodpatch Inc. 76

77. Slide 77: M¯¡“ÑōåNǹŠ ōƃƍļNjFɠijȵ ƍļĶȍʾu¯¡“яŲZ‹řİü

    M¯¡“ÑōåNǹŠ ōƃƍļNjFɠijȵ ƍļĶȍʾu¯¡“яŲZ‹řİü ɨŕ ɤ © 2026 Goodpatch Inc. 77

78. Slide 78: © 2026 Goodpatch Inc.

    © 2026 Goodpatch Inc. 78

79. Slide 79: Design to empower

    Gooeatch Design to empowers

Goodpatch — Q2 FY2026 Earnings Presentation on 6ix