Collabos Corporation (3908) Stock Price

Market cap
¥1.8B
P/E ratio
23.5x
Collabos provides cloud-based phone systems and customer management tools for call centers and marketing teams across various industries.

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Business Overview

Collabos provides cloud services to companies with call centers and marketing departments. Specifically, the company develops and offers systems—including IP phone exchange systems and customer information management systems—designed to facilitate smooth communication between businesses and users, delivered on a monthly subscription basis.

Cloud services offer key advantages: companies can avoid large capital expenditures, reduce implementation costs, and begin using systems quickly. Additionally, the pay-as-you-go model enables cost optimization, with system maintenance and version updates included in the monthly fee.

Collabos services are used across diverse industries, including telemarketing and BPO providers, manufacturers, retailers, and financial institutions. The company supports call centers of all sizes and provides comprehensive, one-stop service solutions.

Collabos's cloud service offerings include the IP phone exchange systems "@nyplace" and "COLLABOS PHONE," as well as the AI call center system "VLOOM." These solutions support remote work and include call recording and voice recognition capabilities.

For customer information management, the company offers "COLLABOS CRM" and "COLLABOS CRM Outbound Edition," which provide specialized features for inbound and outbound call center operations. These systems improve operational efficiency and customer satisfaction.

Additional services supporting operational efficiency include "GROWCE" and "UZ"—CRM systems with integrated marketing functions and AI-powered marketing systems that analyze customer data and automatically generate advertising copy.

Collabos also provides "AmiVoice Communication Suite," which leverages AI technology, and "Packet Folder," a call recording system. These enable automatic transcription of calls and improved call quality.

The company further offers services such as "Afullect" and "CollasQ," which include features to prevent missed call opportunities and systems for accumulating FAQ information. These contribute to improved productivity and operational efficiency for enterprises.

Management Policy

Collabos operates under the corporate philosophy "Passionate amateurs surpass professionals—let's create something new ourselves." The company is advancing a growth strategy to strengthen customer engagement, particularly by leveraging digital data accumulated in call centers and marketing departments to deliver one-to-one customer support.

The company has established a medium-term management plan for fiscal years 2024 through 2026, positioning stable growth of "@nyplace" and rapid expansion of proprietary services as key growth strategies. For "@nyplace," the company aims to strengthen its revenue base through system upgrades and organizational optimization. For proprietary services, it is opening new markets through AI-powered call center system "VLOOM" and marketing-focused service "GROWCE."

Collabos uses revenue and monthly service usage by service type as key performance indicators to measure business results. For the fiscal year ending March 2025, the company aims to steadily increase revenue from proprietary services through growth investments; however, current performance has not yet reached projected contribution levels.

As competition in the cloud services market intensifies, Collabos prioritizes service delivery tailored to client needs and improved system availability. The company is also focusing on strengthening sales capabilities, expanding business domains, enhancing development capacity, improving system stability, organizing its structure, developing talent, and reinforcing internal management systems. Through these efforts, the company aims to establish a stable revenue base in the near term.

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