Scala, Inc.【JP:4845】Stock Price

Skala operates across four business divisions: DX (digital transformation), human resources, e-commerce, and incubation. The company supports digital transformation for corporations, municipalities, and government agencies, primarily providing customer support that combines SaaS tools—including site search, FAQ systems, web chat, and voice response—with call center operations. Additionally, the company offers recruitment support, operates a resale-focused e-commerce platform, and develops new businesses through M&A and co-creation initiatives.

The company's primary customers include major corporations, local governments, and government agencies. Revenue streams consist of SaaS subscription fees, custom development and implementation support income, call center and BPO outsourcing fees, recruitment referral commissions, e-commerce sales revenue, and advisory and investment returns. A key characteristic is the balance between recurring revenue from long-term operational contracts and municipal projects, alongside project-based one-time revenue.

The company offers products and services tailored to each division. In the DX sector, it provides cloud services including search, FAQ, chat, chatbot, and automated voice response systems, as well as digital gift solutions and cloud services for municipal reservations and subsidy management. The human resources division operates recruitment media targeting athletes and female students, offers career transition support, and runs educational institutions. The e-commerce division operates a trading card buying and selling platform. The incubation division provides public-private co-creation platforms, co-creation-focused M&A advisory services, and investment and business development support.

Based on its "Medium-Term Management Plan 2026–2028," the company aims to enhance corporate value by maintaining a stable financial foundation and operating capital efficiently. Key performance indicators include Non-GAAP revenue and operating profit, as well as Return on Invested Capital (ROIC) and Weighted Average Cost of Capital (WACC). The company manages profitability by business segment to achieve mid- to long-term growth.

The company prioritizes investment in four areas: DX services, staffing services, e-commerce, and incubation businesses. Differentiation is achieved through a dual approach of "tool provision" and "operations and talent." For example, the company combines cloud-based business tools (SaaS-type tools) such as search, FAQ, web chat, and voice response with call center operations to provide end-to-end service from implementation to management. In e-commerce, the company has vertically integrated operations from front-end to logistics to enable flexible responses. To secure talent, the company is strengthening domestic recruitment while expanding nearshore and offshore development centers.

The company actively uses M&A and business partnerships to develop new markets and expand operations. The strategy targets entry into new business domains, expansion of the customer base, and acquisition of technology, expertise, and talent, with the goal of increasing recurring revenue through co-creation projects. Specific examples include expanding into female-focused recruitment support ("Joshi Cari") and mid-career hiring, and capturing overseas demand in the trading card market, which grew to approximately 302.4 billion yen in fiscal 2024 (up 9.0% year-over-year).

The company is also advancing technological innovation, with a focus on balancing AI technology improvement and ethical use. It is investing in image recognition, user experience (UI/UX) improvements, and faster development through cloud environments, while increasing social issue-focused DX projects to build technical expertise through practical application. Through these initiatives, the company aims to attract talented engineers and drive large-scale co-creation projects and sustained revenue growth.