1. EXEM’s H1 2025 Performance Analysis: What Happened?

EXEM experienced declines in both sales and profitability in the first half of 2025, impacted by IT market uncertainties, intensified competition, and increased investment in new businesses. However, new ventures like ‘EXEM One’ and ‘Woodpecker’ are showing positive signs, and the company maintains a strong financial position.

2. Reasons for the Decline and EXEM’s Future Strategy: Why and How?

EXEM’s performance decline is primarily attributed to short-term market conditions and increased expenses related to investments in new businesses. However, EXEM plans to leverage market opportunities like cloud transformation and AI advancements, along with its leading position in the DB performance management market, to regain growth momentum. High expectations are placed on new ventures such as the AI chatbot ‘Curi,’ the MLOps platform ‘Woodpecker,’ and the integrated monitoring solution ‘EXEM One.’

3. Key IR Takeaways and Investment Strategies for Investors: What’s the Action Plan?

EXEM’s IR presentation provided transparency on plans for H2 2025 earnings improvement, new business growth strategies, and updates on the lawsuit related to the Fair Trade Commission’s sanctions. Investors might consider long-term investments based on EXEM’s growth potential. However, careful monitoring of IR information, subsequent disclosures, and continuous analysis of the competitive landscape and market dynamics are crucial.