Earnings, deals and disclosures from Japan's listed services companies, in English.
GMO Internet's board approved a planned ¥26.1bn purchase of up to 116 Nvidia B300 servers and a data center in Ishikari, Hokkaido, with acquisitions scheduled from August 2027.
Astroscale's October briefing details a £15mn UK Ministry of Defence order and a €13.2mn French deorbit mission contracted through Exotrail, together ¥5.4bn of orders since August, while first-quarter operating loss was ¥2.75bn.
BayCurrent targets ¥500bn in revenue and a 40% EBITDA margin in its 2030 plan, and now holds back only about 25% of forecast revenue in cash, with the surplus going to investment and buybacks.
Members' president says overconfidence, not only the market, led to a 92% cut in full-year operating profit guidance, while the group aims to produce 230 AI specialists this year and has no layoffs planned at present.
Insource's president says large-company demand for basic generative-AI training has peaked and advanced AI arrived slower than planned, and that the trainer will shift to profit-first growth in the year to September 2027 after cutting its outlook.
Astroscale's UK subsidiary signed a £15mn multiyear contract with the Ministry of Defence, but the deal sits outside the forecast for the year to April 2027, and its effect on guidance is still under review.
Daiseki's environmental subsidiary has secured a ¥2.92bn government subsidy toward a ¥9.95bn plastic-resource recycling plant in Shizuoka, conditioned on lifting per-employee pay on the project by 10.4%, with the resulting special profit not booked until the year to February 2030 and the final subsidy figure still subject to a post-completion review.
AEON Fantasy's board has ordered the dissolution of its Beijing children's-amusement subsidiary, which had run up negative net worth of about 810 million yuan after years of pandemic-hit, competition-squeezed losses, and the company is first converting ¥19.4bn of loan claims into equity and injecting ¥4.3bn more capital before the wind-down completes around the year ending February 2028.
Astroscale France will earn €13.2mn, about ¥2.36bn, through 2030 as subcontractor to Exotrail on a CNES-backed mission to deorbit a Eutelsat OneWeb satellite, the unit's first paying contract.
Astroscale's Japanese unit has signed Isar Aerospace to launch ADRAS-J2, a mission to capture and deorbit a three-tonne rocket stage around the year to April 2028, and the ¥12bn contract was already assumed in the group's earnings guidance, so it adds nothing new to the numbers.
GENDA will expand exclusive Sanrio character prizes at its domestic GiGO arcades and jointly run promotions and store openings across roughly 13,000 North American amusement sites, though the company says the near-term earnings impact is minor.
Fan Communications cut its full-year profit forecast by 52% and scrapped its three-year plan, tracing the damage to generative-AI search tools that are cutting traffic to the affiliate sites carrying its ads.
GMO Internet's board approved a planned ¥10.1bn order for up to 64 Nvidia B300-equipped servers to expand its GPU cloud service, with deliveries starting sequentially from January 2027 and the earnings hit deferred past the current fiscal year.
Ispace has signed Mitsubishi Heavy Industries to launch its ULTRA lunar lander on the H3 rocket in 2028, keeping the contract price confidential and deferring the cost until liftoff.
Convano plans to cash out ¥8.77bn of group crypto holdings within about three months to fund growth investment and shareholder returns, while carving out the tokens tied to its shareholder-benefit program, which stay put.
ispace,inc.'s Luxembourg unit will build, run and ship a lunar rover for the European Space Agency's water-ice mission under a ¥12bn add-on deal already counted in the company's current revenue forecast, though the value of the two earlier contract stages remains undisclosed.
NASA and Draper mutually cancelled the CLPS CP-12 lunar-transport task order on July 9, and ispace's US subsidiary now expects its own lander subcontract with Draper to follow suit, though the Tokyo-listed company says it already excluded that revenue from its forecast for the year to March 2027 back in March.
Timee will launch a bank-agent service with SBI Sumishin Net Bank and push into elder-care staffing through Benesse Carioc, but ventures outside spot work are set to run at a ¥1.8bn deficit next year.
ispace paid SpaceX $50mn for 500kg of payload space on a Starship mission targeting a lunar landing as early as 2030, and will resell that capacity to customers with payloads too small for a dedicated lander, alongside its own ULTRA lander missions planned for 2028, 2029 and 2030.
The Tokyo Growth-market company says a large-client exit, deferred projects and a shift toward recurring AI services hurt the March quarter, even as it targets 10,000 SME customers spending at least ¥1mn a year.
The group will launch BCDC.Ai on July 15, but the bigger signal is a retreat from its earlier container data-centre plan, with the August start-up, roughly ¥100mn initial investment and partner terms no longer fixed.
Royal Hotel approved a reservation agreement for a planned Hakone Gora hotel under a 20-year fixed-term building lease, with final lease signing slated for end-August 2028 and opening planned for end-December 2028. Management withheld both the landlord's name and the total rent, but still warned the aggregate lease payments could reach 30% or more of prior-year consolidated net assets.
Ureru Net Advertising Group pushed formation of its GPU data-centre subsidiary to June from April after extra enquiries with administrative bodies, including the Ministry of Economy, Trade and Industry, took longer than planned. The company said the added legal checks also forced a review of facility configuration, services and operating structure. Trial container-server operations are still targeted for around August, but only if compliance and equipment work are finished first.