Appier Reports Record Revenue from Agentic AI
AI software firm Appier delivered record revenue of JPY 43.7 billion for fiscal year 2025, a 28% year-over-year increase. The company attributed the strong performance to its innovations in agentic AI, particularly within the e-commerce and online travel sectors.
- While revenue grew 28%, operating profit saw a more significant increase of 50% year-over-year, reaching a record JPY 3.0 billion. - The company's growth was largely fueled by a 49% year-over-year increase in its E-commerce sector and a 59% increase in Other Internet Services, which is led by the travel sector. - Appier's net revenue retention (NRR) remained strong at 119.6%, indicating successful expansion and retention of existing enterprise customers. - Growth was strong across all key regions, with both Northeast Asia and the US & EMEA achieving 36% year-over-year revenue growth on an FX-neutral basis. - In September 2025, the company infused its entire product line with "Agentic AI," launching eight specialized agents including a "Coding Agent" to auto-generate playable ads, an "ROI Agent" for automated media-mix modeling, and a "Sales Agent" to act as a 24/7 digital salesperson. - Appier, which trades on the Tokyo Stock Exchange under ticker 4180, projects continued growth for fiscal year 2026, with revenue forecasted to reach JPY 54 billion, a 24% year-over-year increase. - The company's gross margin for fiscal year 2025 was 54.1%, and it anticipates this will remain steady at 54.5% in 2026. - Despite the strong revenue and profit growth, Appier's net income attributable to owners declined by 12.6% to JPY 2.6 billion for fiscal year 2025.
