Globee Inc. · TSE:5575

Globee — Q2 FY2026 Earnings Presentation

35 slides from Globee's earnings presentation, Jan 14, 2026

  1. Slide 1: Globee FY2026 Q2 Results Presentation

    @& Globee 2026 5 2 Globee 2026.1.14

  2. Slide 2: INDEX

    INDEX @ Globee 4 KPI

  3. Slide 3: INDEX

    INDEX 1 2 3 4 KPI 5 3

  4. Slide 4: AI abceed

    @ Globee Al Al abceed

  5. Slide 5: abceed and abceed for school

    *1 1 3,300 AI 3 8,000 900 *2 100 / 6 14,500 1 23,800 AI / TOEIC®/ ® abceed abceed *3 1 550 3 1,650 6 2,640 1 5,280 abceed for school AI 3 297,000 TOEIC® ABCEED ENGLISH 1. 2. 6 3. 5

  6. Slide 6: INDEX

    INDEX 1 2 3 4 KPI 5 6

  7. Slide 7: Q2 consolidated results

    2026 5 Q2 2026 5 Q2 25/5 Q2 25/5 Q3 25/5 Q4 26/5 Q1 26/5 Q2 YoY 396,416 411,354 445,755 469,467 494,762 24.8% 186,713 193,368 217,379 227,217 236,918 26.9% 47.1% 47.0% 48.8% 48.4% 47.9% 112,759 101,462 88,472 108,471 98,617 -12.5% 28.4% 24.7% 19.8% 23.1% 19.9% 116,560 103,420 83,676 109,828 100,228

  8. Slide 8: Quarterly results by segment

    2026 5 Q2 Q1 25/5 Q2 25/5 Q3 25/5 Q4 26/5 Q1 26/5 Q2 209,702 217,985 228,375 242,250 257,844 177,996 180,736 193,231 201,979 211,329 44.9% 43.9% 43.3% 43.0% 42.7% 31,706 37,249 35,144 40,271 46,514 8.0% 9.1% 7.9% 8.6% 9.4% 73,954 91,905 128,906 118,746 138,300 14,227 26,066 47,916 46,848 57,719 3.6%

  9. Slide 9: Balance sheet and cash flow trends

    2026 5 Q2 Q1 25/5 Q2 25/5 Q3 25/5 Q4 26/5 Q1 26/5 Q2 1,798,684 1,916,628 2,243,652 2,180,145 2,243,181 1,463,168 1,536,812 1,831,171 1,734,548 1,775,521 1,047,727 1,071,279 1,151,883 1,210,117 1,312,804 335,516 379,815 412,481 445,597 468,297 1,026,429 1,073,257 1,341,727 1,200,164 1,195,494 969,062

  10. Slide 10: INDEX

    INDEX 1 2 3 4 KPI 5 10

  11. Slide 11: FY2026 forecast

    2026 5 2026 5 25% 10% Q2 25/5 26/5 1,637,523 2,040,000 402,476 25% +25% 781,310 940,000 158,689 20% 47.7% 46.1% 411,481 330,000 -81,481 -20% 10% 25.1% 16.2% 408,188 330,000 -78,188 -19% 24.9% 16.2% 281,636 220,000 -61,636 -22% 17.2% 10.8% * 2025 3 11

  12. Slide 12: Globee

    @ Globee 2026 5 30% 12

  13. Slide 13: INDEX KPI

    INDEX @ Globee 4 KPI 13

  14. Slide 14: KPI

    KPI 92% 90% 97% 600 2026 5 2 97% 97% 100% Q1 Q2Q3Q4Q1 Q2Q3Q4Q1 Q2Q3Q4Q1 Q2Q3Q4Q1 Q2Q3Q4Q1 Q2Q3Q4Q1 Q2Q3Q4Q1 Q2Q3Q4Q1 Q2 18/5 19/5 20/5 21/5 22/5 23/5 24/5 25/5 26/5 * 14

  15. Slide 15: KPI

    KPI 12.6 +19% 2025 5 2 Pro * Q1 Q2 24/5 Q3 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q4 4 21/5 22/5 23/5 24/5 25/5 26/5 * 15

  16. Slide 16: KPI

    KPI 92% 90% 97% 1,300 2025 5 2 97% 97% 100% Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 21/5 22/5 23/5 24/5 25/5 26/5 * abceed 16

  17. Slide 17: KPI AI

    KPI -1 AI Q2 Q3 Q4 Q1 Q2 Q2 Q3 Q4 Q1 Q2 Q2 Q3 Q4 Q1 Q2 25/5 26/5 25/5 26/5 25/5 26/5 *1 *2 *3 2026 5 Q2 2026 5 Q2 2026 5 Q2 30 330 16 *1 abceed *2 *3 17

  18. Slide 18: KPI-2

    KPI -2 toB toC 98% 89% 97% 93% 92% 89% 96% 94% 90% 90% 97% 95% 89% 96% 95% Q2 Q3 Q4 Q1 Q2 Q2 Q3 Q4 Q1 Q2 Q2 Q3 Q4 Q1 Q2 25/5 26/5 25/5 26/5 25/5 26/5 toC *1 *2 *3 2026 5 Q2 2026 5 Q2 2026 5 Q2 89 % 98 % 92 % *1 toC toB *2 *3 18

  19. Slide 19: GAGA

    GAGA 2025 12 2025 12 1 GENDA GROUP Nv abceed 3 Globee ar Bis 7-2+)—+ ame a

  20. Slide 20: LTV

    2025 12 LTV 1 480 1,000 1 4,800 7,200 20

  21. Slide 21: Shareholder returns and M&A

    2026 1 14 280,000 5.47% M&A 2.1 2026 1 15 10 31 ① 2025 12 31 ② M&A 5,116,869 0 * 21

  22. Slide 22: INDEX

    INDEX 1 2 3 4 KPI 5 22

  23. Slide 23: Unlock the Potential of Individuals

    Unlock the Potential of Individuals 23

  24. Slide 24: Global Education and Entertainment Company

    Global Education and Entertainment Company 24

  25. Slide 25: Globee

    Globee 2014 6 12 7 3 48 * * 2025 11 25

  26. Slide 26: Globee CTO

    2015 3 2014 6 Globee CTO 2015 3 2017 8 CTO CFO 2015 3 2020 4 2020 12 26

  27. Slide 27: 27

    27

  28. Slide 28: TOEIC

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  29. Slide 29: Globee

    @ Globee 30 oar “ K ® — Ben Franklin, author (1706-1790) mes mB ‘These days the shorter saying, ‘no pain, gain,” is more common than Ben Frankl ‘original expression. “No pain, no gain’ is particularly popular sports world, Athletes often practice so | that their whole body hurts. However, thi practi

  30. Slide 30: AI TOEIC

    AI TOEIC® 66 * abceed TOEIC *2019 1 20 2022 10 17 TOEIC 3,987 30

  31. Slide 31: Globee

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  32. Slide 32: TOEIC

    TOEIC® ® TOEIC® 25 ® 9 AI 15 30 32

  33. Slide 33: Yusei Ando Ryo Tamura Ryu Matias

    0.78%* Yusei Ando Ryo Tamura Ryu Matias TOEIC L&R TEST 990 TOEIC L&R TEST 990 1 1 TOEIC L&R TEST 990 TESOL 100 *2021 3 12 2022 9 21 33 ®︎ ®︎ ®︎

  34. Slide 34: Globee

    @ Globee 34

  35. Slide 35: Globee

    & Globee

Globee — Q2 FY2026 Earnings Presentation on 6ix