【JP:5129】Stock Price

FIXER is a cloud integrator that designs, builds, and operates cloud-native enterprise systems. The company primarily handles cloud migration and new development of mission-critical systems on Microsoft Azure, where reliability and availability are essential. In recent years, it has also launched generative AI-powered SaaS products including "GaiXer" and "GaiXer Medical Agent" for the healthcare sector.

Its main customers include financial institutions, government agencies, municipalities, major corporations, and large-scale content distribution operators. The company has secured numerous public sector projects and direct contracts with major clients (prime projects). FIXER's revenue consists of project-based one-time income, cloud license resales, recurring revenue from 24/7 managed services, and SaaS subscriptions. Managed services and SaaS particularly contribute to revenue stabilization.

The business comprises four pillars: ①project-based services (new development and cloud migration), ②resales (primarily Azure license sales), ③managed services (design, monitoring, and operations under the cloud.config brand), and ④SaaS (GaiXer series). Leveraging its strengths in cloud-native development methodologies, operational automation, and AI-powered monitoring, FIXER provides end-to-end services from design through operations to reduce project timelines and costs while expanding revenue per customer.

The company prioritizes customer expansion as its core growth driver, with key performance indicators focused on the number of companies adopting "GaiXer" and hospitals adopting "GaiXer Medical Agent." As of August 2025, GaiXer has been adopted by 145 companies, with 10 hospitals using the medical version. Revenue per employee stands at 11 million yen, and the average employee age is 28.3 years. Based on these metrics, the company aims to expand its customer base and improve profitability. Advertising investment has been strengthened since 2022, with costs optimized from the second half of 2024 onward to achieve efficient customer acquisition. The company will continue to enhance its sales structure and marketing efforts.

Priority investment areas include cloud migration, design, and operations, as well as SaaS expansion powered by generative AI. The company differentiates itself by deploying expertise and technological assets—including automation tools and authentication frameworks accumulated through large-scale project-based development—to mid-market clients. Its track record meeting high security requirements for government and financial institutions, combined with 24/7 operational capabilities generating recurring revenue streams (managed services, license resales, and subscriptions), contributes to revenue stability. The company will leverage this foundation to deliver high-value services.

For new market development, the company plans to expand industry-specific generative AI solutions vertically, starting with healthcare. Building on "GaiXer Medical Agent," the company will advance product development and implementation support tailored to each industry's use cases. It is expanding domestic and international reach through partnerships with Microsoft, listings on marketplaces (Azure/AWS), trade show participation, and channel partnerships. By diversifying sales channels and combining trade shows with advertising initiatives, the company aims to grow its customer base and recurring revenue.

Regarding technological innovation, the company has developed and commercialized "GaiXer," an enterprise platform powered by generative AI (including Azure OpenAI), strengthening AI-driven system integration and product offerings. It is investing in productivity improvements through hiring and developing junior engineers, leveraging external and overseas specialized talent, and promoting development methodologies optimized for automation and cloud environments. The company is also pursuing certifications such as ISO and privacy marks to ensure trust in information security and quality, aiming to establish long-term competitive advantage.