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BeeX Research Memo (8): The business environment is favorable. Promoting the expansion of contracts and the enhancement of high value-added services.
■BeeX＜4270＞'s growth strategy 1. Business environment DX and cloud-related market is expected to expand in the medium to long term due to the increasing demand for cloudification and modernization of core systems. Furthermore, a significant tailwind for the company is the current end of standard resistance for SAP's main product, the on-premise "SAP ERP 6.0", and the "SAP Business Suite" that includes this product, which will end in 2027 and the extended support will end in 2030.
BeeX Research Memo (2): A professional group in cloud technology.
■company overview 1. BeeX＜4270＞ company overview is engaged in cloud solution business focusing on two areas: DX and multi-cloud. It is a professional group specializing in cloud technology that migrates the foundation environment of a company's core system from on-premises to cloud environment. Established as a subsidiary of Telus Sky for the purpose of cloudifying SAP systems, the mission is to "utilize advanced technology for customer growth and transformation".
BeeX Research Memo (1): High growth continues in the February 2025 period
■Summary Beex <4270> is engaged in cloud solution business with a focus on two areas: DX (Digital Transformation) and multi-cloud. They are a professional group specializing in cloud technology to migrate the foundation environment of companies' core systems from on-premises to the cloud. In February 2024, their performance as an AWS partner was recognized, joining the AWS Partner Network (APN).
Kit Alive Research Memo (2): Expand to small and medium-sized enterprises nationwide from the Sapporo base. Support for introducing saas products through remote work (1).
■ Kit Alive <5039> Business Overview 1. Company Overview The company is engaged in two main businesses: "System Introduction Support" and "System Product Development Support" for the CRM cloud service "Salesforce" provided by Salesforce, the world's largest company in the CRM field. When customers introduce "Salesforce", the company provides design, development, and maintenance services in a one-stop fashion, and also offers application services on "Salesforce" as requested by customers.
BeeX---In the second quarter as well, double-digit increase in revenue and profit, with a trend of increasing sales of cloud license resale.
On the 15th, BeeX <4270> announced its financial results for the second quarter of the fiscal year ending February 2025 (March to August 24). Revenue increased by 24.9% year-on-year to 4.478 billion yen, operating profit increased by 21.4% to 0.387 billion yen, ordinary profit increased by 19.9% to 0.396 billion yen, and mid-term net profit increased by 21.0% to 0.275 billion yen. In the interim accounting period, revenue from the follow-up phases of large projects acquired in the previous period in cloud integration contributed, in addition to government agencies.
Telus Sky---In the 2nd quarter, double-digit revenue growth and significant profit increase, the solution business is progressing well.
Telus Sky <3915> announced its consolidated financial results for the second quarter of the fiscal year ending February 2025 (March-August 2024) on the 15th. Revenue increased by 33.5% year-on-year to 11.929 billion yen, operating profit increased by 177.3% to 0.61 billion yen, ordinary profit increased by 126.5% to 0.677 billion yen, and net profit attributable to the parent company's shareholders increased by 217.9% to 0.367 billion yen. The revenue of the Solution business includes the introduction and development of Salesforce by the company and DiceWorks.
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