Goodpatch, Inc. · TSE:7351

Goodpatch — Q1 FY2026 Earnings Presentation

70 slides from Goodpatch's earnings presentation, January 2026

1. Slide 1: Design to empower

   ©︎ 2026 Goodpatch Inc. Design to empower 1

2. Slide 2: FY2026 1Q agenda

   01 FY2026 1Q 02 FY2026 1Q 03 FY2026 1Q TOPICS 04 05 APPENDIX 2

3. Slide 3: FY2026 1Q

   FY2026 1Q 3 3

4. Slide 4: © 2026 Goodpatch Inc.

   1,206 -0.6 % -7 77 -39.9 % -51 © 2026 Goodpatch Inc. 4

5. Slide 5: © 2026 Goodpatch Inc.

   5,860 -0.1% -8 6,100 63.0 +3.8% +2.3 66.0 157 0.0% 0 180 158 +0.6% +1 579 © 2026 Goodpatch Inc. 5

6. Slide 6: 1Q 2Q 3Q

   1,500 -7 250 201 1,366 -0.6%) 1,254 179 110 1,250 200 1,250 1,214 1,206 99 82 96 77 -51 104 128 -39.9%) 1,024 1,040 150 1,000 73 79 935 942 77 239 92 101 202 48 100 750 153 150 123 1,255 50 90 1,114 1,171 1,153 1,129 1,129 -28 0 500 950 960 23 -40 22 842 841 0 -5 -3 -4 -34 -31 -23 -17 -17 -17 -17 -2

7. Slide 7: -0.5pt -2.6pt -4.2pt

   FY2025 1Q FY2025 4Q FY2026 1Q YoY QoQ 1,214 1,250 1,206 -0.6% -3.5% 5,600 21.5% 682 729 672 -1.5% -7.8% - - 56.2% 58.3% 55.7% -0.5pt -2.6pt - - 553 681 595 +7.4% -12.7% - - 128 48 77 -39.9% +60.9% 560 13.8% 10.6% 3.8% 6.4% -4.2pt +2.6pt 10.0% - 131 78 107 -18.6% +36.3% 632 17.0% 89 42 60 -31.5% +42.

8. Slide 8: © 2026 Goodpatch Inc.

   150 +14 -22 +4 -11 -2 100 -18 +4 -19 128 136 50 78 77 4 0 -33 -10 © 2026 Goodpatch Inc. 8

9. Slide 9: 2Q 3Q 4Q

   1,250 +43 1,186 1,202 1,085 +4.0%) 129 1,129 1,052 1,053 121 40 38 128 975 109 38 27 40 1,000 112 943 119 21 21 27 29 936 21 21 21 21 34 29 26 8 20 34 21 27 27 23 8 121 23 26 20 21 17 20 107 10 20 10 17 114 20 47 20 22 47 47 29 327 358 29 21 7 21 22 7 10 20 21 10 302 21 20 306 20 20 750 278 275 194

10. Slide 10: © 2026 Goodpatch Inc.

    5,600 +10.1% 1,206 21.5% 5,600 560 +0.5% 77 13.8% 560 107 17.0% 632 632 +3.1% 60 14.9% 409 409 +0.5% 0% 25% 50% 75% 100% © 2026 Goodpatch Inc. 10

11. Slide 11: © 2026 Goodpatch Inc.

    4,891 617 122 3,045 4,150 1,845 © 2026 Goodpatch Inc. 11

12. Slide 12: FY2026 1Q

    FY2026 1Q 12 12

13. Slide 13: 1Q 2Q 3Q

    1,500 250 222 +14 200 184 1,200 +1.3%) -26 135 132 -20.1%) 150 900 105 239 100 202 73 1,255 153 150 600 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 0 -50 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q FY2024 FY2025 FY2026 FY2024 FY

14. Slide 14: 2Q 3Q FY2024

    7,000 70 +2.3 +3.8%) 6,221 6,322 -8 -0.1%) 63.7 62.7 63.0 60.7 61.0 66 6,000 5,736 5,868 5,887 5,860 60 5,603 5,598 6,100 53.3 54.3 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 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q FY2024 FY2025 FY2026 FY2024 FY2025 FY2026 © 2026

15. Slide 15: z 1Q 2Q

    800 +39 800 772 780 784 +5.1%) 751 761 735 697 716 600 553 570 585 589 549 548 478 509 531 z 400 200 78 63 53 41 56 66 60 50 54 141 144 151 161 157 153 150 149 157 211 0 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q FY2024 FY2025 FY2026 © 2026 Goodpatch Inc. 15

16. Slide 16: z 1Q 2Q

    175 +1 150 125 100 z 157 158 75 136 143 130 135 128 127 50 106 25 0 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q FY2024 FY2025 FY2026 © 2026 Goodpatch Inc. 16

17. Slide 17: 1Q 2Q 3Q

    125 0 -3 -4 -5 110 5 101 99 100 96 92 2 -22 -10 -20 -22.5%) -23 79 82 -25 -28 77 -28 73 1 7 -31 75 2 -34 -20 80 79 89 73 79 -24 50 47 56 58 59 -30 25 26 22 19 20 19 16 15 15 15 0 -40 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q FY2024 FY2025 FY2026 FY2024 FY2025 FY2026 © 2026 Goodpatch Inc.

18. Slide 18: FY2026 1Q TOPICS

    FY2026 1Q TOPICS 18 18

19. Slide 19: © 2026 Goodpatch Inc.

    Goodpatch satto bi ii | © 2026 Goodpatch Inc. 19

20. Slide 20: © 2026 Goodpatch Inc.

    Goodpatch SUEMMeEHL TSE © 2026 Goodpatch Inc. 20

21. Slide 21: FY2026

    FY2026 21 21

22. Slide 22: AI Driven Design Company

    AI Driven Design Company AI DX © 2026 Goodpatch Inc. 22

23. Slide 23: © 2026 Goodpatch Inc.

    Goodpatch vy v @& tayermate HRmonyAl 23 © 2026 Goodpatch Inc.

24. Slide 24: © 2026 Goodpatch Inc.

    Goodpatch 24 © 2026 Goodpatch Inc.

25. Slide 25: FY2026 FY2025 FY2026

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

26. Slide 26: FY2023 © 2026 Goodpatch Inc. FY2024

    200 +31 150 100 180 161 149 136 50 0 FY2023 FY2024 FY2025 FY2026 © 2026 Goodpatch Inc. 26

27. Slide 27: User Experience Design

    User Experience Design © 2026 Goodpatch Inc. 27

28. Slide 28: © 2026 Goodpatch Inc.

    cy Se Hy ba (Lucida on RE a nebaab aye Lk, werner es, © 2026 Goodpatch Inc. Meusrovatms coer sssoo00 Goodpatch 28

29. Slide 29: SIer

    Goo¢patch 29 © 2026 Goodpatch Inc.

30. Slide 30: Others

    Others © 2026 Goodpatch Inc. 30

31. Slide 31: Design for Talent, Partner, Society

    Design for Talent Design for Partner Design for Society Design with Governance © 2026 Goodpatch Inc. 31

32. Slide 32: APPENDIX

    APPENDIX 32 32

33. Slide 33: Goodpatch

    Goodpatch 33

34. Slide 34: Tokyo Nagoya Osaka

    Tokyo Nagoya Osaka © 2026 Goodpatch Inc. 34

35. Slide 35: Vision and Mission

    VISION MISSION Push the world forward with design that moves people's hearts Prove the power of design © 2026 Goodpatch Inc. 35

36. Slide 36: © 2026 Goodpatch Inc.

    © 2026 Goodpatch Inc. 36

37. Slide 37: AI Driven Design Company

    AI Driven Design Company © 2026 Goodpatch Inc. 37

38. Slide 38: Goodpatch

    Goodpatch 38

39. Slide 39: Slack Instagram Airbnb

    Slack Instagram Airbnb YouTube X( Twitter) Pinterest © 2026 Goodpatch Inc. 39

40. Slide 40: © 2026 Goodpatch Inc.

    © 2026 Goodpatch Inc. 40

41. Slide 41: © 2026 Goodpatch Inc.

    © 2026 Goodpatch Inc. 41

42. Slide 42: Goodpatch

    Goodpatch 42

43. Slide 43: © 2026 Goodpatch Inc.

    MStrap © Layermate Gooddatch wR STU Goodpatch © DETAILS Anywhere Peopleay Design g Designer gq Designer for Student © 2026 Goodpatch Inc. 43

44. Slide 44: Business Service, UX, UI, Engineering

    Business Service, UX UX, UI, Engineering © 2026 Goodpatch Inc. 44

45. Slide 45: Incubation Growth Transformation

    Incubation Growth Transformation © 2026 Goodpatch Inc. 45

46. Slide 46: User Experience Design

    User Experience Design © 2026 Goodpatch Inc. 46

47. Slide 47: © 2026 Goodpatch Inc.

    @-mure =BUFJIRG SoftBank MIZLWHO ee SBIsk# PRTIMES UZABASE @AcyberAgent. MIXIE @RAKSUL @ aownys ClO! C4 th-S-AF- Pon SUNTORY SUNTORY BEVERAGE & FOOD note TFroKyocss © 2026 Goodpatch Inc. Gunosy — (Gy Money Forward © katsuk QOOONECAREER SAA&71 ERRMEES (© )unipos a li == KAIZEN PLATFORM Lancers YaQppi

48. Slide 48: © 2026 Goodpatch Inc.

    "| Quapanal @mura SBUFU BAR a © 2026 Goodpatch Inc. SUNTORY =SoftBank | "Fe paimier NGKINTK +GF+ Soe SARK RUE CO.

49. Slide 49: © 2026 Goodpatch Inc.

    © 2026 Goodpatch Inc. & Strap Q@ Layermate 4g

50. Slide 50: © 2026 Goodpatch Inc.

    Goodpatch STUDIO e e@ e DETAILS 1 i) 1 Goodpatch © e e e Anywhere 7 h 4 ¥ ‘ Peopleaz Design e 4 4h % Strap | @ Layermate ° g Designer a «_ fre] Designer for student © © 2026 Goodpatch Inc. 50

51. Slide 51: Goodpatch

    Goodpatch

52. Slide 52: © 2026 Goodpatch Inc.

    1 2 3 4 © 2026 Goodpatch Inc. 52

53. Slide 53: © 2026 Goodpatch Inc.

    1,000 2:1 © 2026 Goodpatch Inc. 53

54. Slide 54: © 2026 Goodpatch Inc.

    2:1 © 2026 Goodpatch Inc. 54

55. Slide 55: Goodpatch

    y™ Goodatch © 2026 Goodpatch Inc. 55

56. Slide 56: © 2026 Goodpatch Inc.

    2:1 © 2026 Goodpatch Inc. 56

57. Slide 57: Goodpatch

    Goodpatch

58. Slide 58: 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. 58

59. Slide 59: User Experience Design

    AI IoT VR Tech Business User AR Experience Design 2:1 © 2026 Goodpatch Inc. 59

60. Slide 60: © 2026 Goodpatch Inc.

    2018/5 2019/3 2020/3 2020/4 2022/6 2024/3 2:1 k c w (& . + () © 2026 Goodpatch Inc. 60

61. Slide 61: Goodpatch

    Goodpatch 6

62. Slide 62: © 2026 Goodpatch Inc.

    62 © 2026 Goodpatch Inc.

63. Slide 63: © 2026 Goodpatch Inc.

    63 © 2026 Goodpatch Inc.

64. Slide 64: © 2026 Goodpatch Inc.

    64 © 2026 Goodpatch Inc.

65. Slide 65: FAQ

    aXe) Goodpatch

66. Slide 66: Q&A

    Q. A. Q. A. © 2026 Goodpatch Inc. 66

67. Slide 67: Q&A

    Q. A. Q. A. © 2026 Goodpatch Inc. 67

68. Slide 68: M¯¡“ÑōåNǹŠ ōƃƍļNjFɠijȵ ƍļĶȍʾu¯¡“яŲZ‹řİü

    M¯¡“ÑōåNǹŠ ōƃƍļNjFɠijȵ ƍļĶȍʾu¯¡“яŲZ‹řİü ɨŕ ɤ © 2026 Goodpatch Inc. 68

69. Slide 69: © 2026 Goodpatch Inc.

    © 2026 Goodpatch Inc. 69

70. Slide 70: Design to empower

    Goocatch Design to empowers

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