4441 Tobila Systems
- Japan Guru
- Aug 12, 2025
- 1 min read
Developer of unique extraction algorithm that automatically rejects and warns spam phone numbers
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someone did a writeup on this name on stack:
https://keepingidentitysmall.substack.com/p/tobila-systems-inc-tse-4441
Daiwa Sumigin SMB Fund report is bullish on Tobila, saying the company's phone-based solution to protect (i) youngsters and elderly ppl from financial fraud and (ii) workers from customer harassment is really resonating and has much more room for growth
https://www.smd-am.co.jp/fund/0841/
https://x.com/SyncHack/status/1950176043098165265
looking at 2025 2Q earning, strong performance, with record sales and profit and double digit yoy growth
they have two segments: security segment and solutions.
Security segment generates stable profit albeit single digit growth, enabling the management to invest in the Solutions segment, which is a high growth segment.
Under solutions segment, "Tobila Phone Biz" in particular is a SaaS that textualizes phone conversations, is resonating with corporate clients, recording 63% growth yoy. The social context behind it is the "customer harassment" phenomena that has become Japan's social problem where customers give undue stress to the workers via customer support phone calls.
the co targets 6 bil yen in rev in FY 2028, expediting hiring and marketing to meet that…
at 1165 yen/share, 12.4 bil yen mkt cap vs 1.5 bil yen net cash
21.5x per / 5x pbr / 1.72% dividend