Goodpatch, Inc. · TSE:7351

Goodpatch — Q3 FY2026 Earnings Presentation

77 slides from Goodpatch's earnings presentation, Jul 15, 2026

1. Slide 1: Why Design?

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

2. Slide 2: Agenda

   01 FY2026 3Q 02 FY2026 3Q 03 FY2026 3Q TOPICS 04 FY2026 3Q TOPICS - AI 05 06 APPENDIX 2

3. Slide 3: FY2026 3Q

   FY2026 3Q 3 3

4. Slide 4: AI Driven Design Company

   2026 AI Driven Design Company AI Topics 1 3Q 7 2 3 Agentic UXAI © 2026 Goodpatch Inc. 4

5. Slide 5: FY2026 3Q results summary

   1,269 -7.1 % -96 67 -62.6 % 112 5.3 % -7.8 pt © 2026 Goodpatch Inc. 5

6. Slide 6: © 2026 Goodpatch Inc.

   5,821 -7.9%-501 6,100 64.7 +1.6% +1.0 66.0 168 +12.0% +18 180 167 +30.5% +39 579 © 2026 Goodpatch Inc. 6

7. Slide 7: Quarterly net sales and operating profit

   -96 1,500 -7.1%) 250 201 1,366 1,372 179 185 1,254 110 1,250 126 1,269 200 6 1,250 1,214 1,206 99 82 96 77 91 -112 104 128 -62.6%) 1,024 1,040 150 1,000 73 79 935 942 77 239 67 92 101 202 48 100 197 750 153 150 123 112 1,255 1,246 50 90 112 1,177 1,177 1,114 1,171 1,153 1,129 -28 0 500 950 960 23 -4

8. Slide 8: Income statement summary

   FY2025 3Q FY2026 3Q FY2025 3Q FY2026 3Q YoY YoY 1,366 1,269 -7.1% 3,835 3,847 +0.3% 5,600 68.7% 775 696 -10.1% 2,213 2,160 -2.4% - - 56.7% 54.9% -1.8pt 57.7% 56.2% -1.6pt - - 595 629 +5.7% 1,703 1,830 +7.4% - - 179 67 -62.6% 509 329 -35.2% 560 58.9% 13.1% 5.3% -7.8pt 13.3% 8.6% -4.7pt 10.0% - 193 10

9. Slide 9: Operating profit change factors

   600 +11 +1 -49 -64 400 +15 -12 -29 -52 509 200 329 136 78 4 0 -33 -10 © 2026 Goodpatch Inc. 9

10. Slide 10: Quarterly cost breakdown

    1,250 1,186 1,202 1,186 1,201 1,129 +15 1,052 1,085 1,053 121 129 132 141 128 +1.3%) 975 109 40 27 3840 38 17 22 25 28 22 28 1,000 112 943 119 21 21 27 25 17 25 936 21 21 27 29 26 25 21 21 26 34 29 26 8 20 10 21 34 27 23 8 121 23 26 17 20 20 21 107 10 17 114 20 20 20 22 47 47 29 327 354 346 7 21 358

11. Slide 11: Progress against full-year forecast

    5,600 +10.1 % 3,847 68.7% 5,600 560 +0.5 % 329 58.9% 560 437 69.3% 632 632 +3.1 % 284 69.5% 409 409 +0.5 % 0% 25% 50% 75% 100% © 2026 Goodpatch Inc. 11

12. Slide 12: © 2026 Goodpatch Inc.

    5,076 598 72 3,213 4,405 1,863 © 2026 Goodpatch Inc. 12

13. Slide 13: FY2026 3Q

    FY2026 3Q 13 13

14. Slide 14: Quarterly results trend

    1,500 250 222 -77 -89 -6.2%) 184 -48.4%) 179 200 1,200 135 132 150 900 105 239 94 100 202 73 197 1,255 1,246 153 150 600 1,171 1,153 1,177 1,177 1,114 1,129 123 112 960 50 950 90 842 841 5 4 300 23 -17 22 0 -17 -17 -17 -17 -17 -17 -17 -17 -17 -17 -17 -17 0 -50 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 1Q 2Q

15. Slide 15: Quarterly KPI trends

    +1.0 7,000 -501 70 +1.6%) 6,221 6,322 -7.9%) 6,364 63.7 62.7 63.0 64.3 64.7 60.7 61.0 66 5,868 5,887 5,860 5,821 5,603 5,598 5,736 6,000 60 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 2Q 3Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q FY2024 FY2025

16. Slide 16: KPI trend

    1,000 +52 +6.7%) 818 832 780 784 800 751 761 772 750 716 735 697 z 606 500 553 570 589 601 531 549 548 585 478 509 250 78 63 53 41 56 66 60 50 54 54 58 141 144 151 161 157 153 150 149 157 163 168 226 0 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q FY2024 FY2025 FY2026 © 2026 Goodpatch Inc. 16

17. Slide 17: KPI trend

    175 150 +39 +30.5%) 125 100 z 171 167 75 157 158 136 143 130 135 128 127 50 106 25 0 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q FY2024 FY2025 FY2026 © 2026 Goodpatch Inc. 17

18. Slide 18: Quarterly profit trends

    150 10 126 6 3 110 -19 0 -3 -4 -17.3%) -5 101 5 100 99 96 92 2 91 3 -10 -20 79 82 -23 -25 73 1 7 77 -28 -27 -27 2 100 -31 -34 80 79 89 -20 73 79 50 47 56 71 71 58 59 -30 -23 26 22 22 19 20 19 16 15 15 15 16 0 -40 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q FY2024 FY2025 FY2026

19. Slide 19: FY2026 3Q TOPICS

    FY2026 3Q TOPICS 19 19

20. Slide 20: © 2026 Goodpatch Inc.

    Goodpatch PETLIFE STORE AFEORAPIUT oat ® ™ wok roma CT ee 4 “0 amt gin s1200, AN © 2026 Goodpatch Inc. 20

21. Slide 21: © 2026 Goodpatch Inc.

    Goodpatch 2 © 2026 Goodpateh Inc.

22. Slide 22: FY2026 3Q TOPICS - AI

    FY2026 3Q TOPICS AI 22 22

23. Slide 23: AI tools and goal

    Claude Code Cursor Dify 66.7 AI GOAL 86.7 © 2026 Goodpatch Inc. 23

24. Slide 24: © 2026 Goodpatch Inc.

    1 2 5.0 3 4 41.3 © 2026 Goodpatch Inc. 24

25. Slide 25: © 2026 Goodpatch Inc.

    507 1 2 © 2026 Goodpatch Inc. 25

26. Slide 26: Advisory, PoC and product development plans

    Plan1 Advisory Plan2 PoC Execution Plan3 Product Development Goal Goal Goal © 2026 Goodpatch Inc. 26

27. Slide 27: Week0 to Week3-4

    Week0 Week1-2 Week3-4 Goal 4 2 GO © 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.

    Goodpatch vy v & tayermate HRmonyAl © 2026 Goodpatch Inc. =D

31. Slide 31: © 2026 Goodpatch Inc.

    Goodpatch 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.

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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.

    RMstrap © Layermate Gooddatch wR STU Goodpatch © DETAILS Anywhere Peopleay Design g Designer gq Designer for Student © 2026 Goodpatch Inc. 50

51. Slide 51: Business Service, UX, 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.

    @ure SoftBank MIZUO- SRUFUIRG SBIst# PRTIMES UZABASE @AcyberAgent. MIX @RAKSUL @ aownys _SUNTORY, OlOl UteaaK Foss mote TEtoxyocas © 2026 Goodpatch Inc. Gunosy — (Gy Money Forward QOONECAREER %SBAZMZ7T @®unipos mame KAIZEN PLATFORM $F FABRICTOKYO ()JAPANAI

55. Slide 55: © 2026 Goodpatch Inc.

    Ell QUAPAN AI @mura SBUFU BAR SUNTORY FF rasnic ToKro "Se paiier = SoftBank B bitkey © 2026 Goodpatch Inc. 55

56. Slide 56: Strap, Layermate

    © 2026 Goodpatch Inc. Strap g@ Layermate 56

57. Slide 57: © 2026 Goodpatch Inc.

    Goodaatch STUDIO e e e DETAILS 1 i) 1 Goodpatch © e e e Anywhere 7 h 4 ¥ ‘ Peopleaz Design e 4 4h $8 Strap e @ Layermate g Designer a «_ fre] Designer 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™ Goodatch © 2026 Goodpatch Inc. 62

63. Slide 63: © 2026 Goodpatch Inc.

    2:1 © 2026 Goodpatch Inc. 63

64. Slide 64: Goodpatch

    Goodpatch 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: FAQ

    aXe) Goodpatch

73. Slide 73: Q&A

    Q. A. Q. A. © 2026 Goodpatch Inc. 73

74. Slide 74: Q&A

    Q. A. Q. A. © 2026 Goodpatch Inc. 74

75. Slide 75: M¯¡“ÑōåNǹŠ ōƃƍļNjFɠijȵ ƍļĶȍʾu¯¡“яŲZ‹řİü

    M¯¡“ÑōåNǹŠ ōƃƍļNjFɠijȵ ƍļĶȍʾu¯¡“яŲZ‹řİü ɨŕ ɤ © 2026 Goodpatch Inc. 75

76. Slide 76: © 2026 Goodpatch Inc.

    © 2026 Goodpatch Inc. 76

77. Slide 77: Design to empower

    Goocatch Design to empowers

Goodpatch — Q3 FY2026 Earnings Presentation on 6ix