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Recruit Holdings Publishes Q2 FY2026 Earnings Call Transcript

PUBT·11/11/2026 14:31:48
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Recruit Holdings Publishes Q2 FY2026 Earnings Call Transcript
  • Recruit Holdings' November 11, 2026, second-quarter FY2026 earnings call featured CEO Hisayuki Idekoba and CFO Junichi Arai.
  • Management raised full-year HR Technology revenue expectations to USD 11.9 billion from USD 11.4 billion, implying 23.2% growth.
  • US quarterly revenue rose 36.6% to USD 1.82 billion, driven by higher-value AI products despite a roughly 2% decline in job postings.
  • Full-year consolidated guidance remained unchanged; stronger HR Technology performance would lift EBITDA+S approximately 4% versus August guidance.
  • Idekoba outlined potential cost-per-interview and cost-per-qualified-application pricing tests, positioning AI-enabled recruitment as an opportunity to compete with traditional agencies.


Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Recruit Holdings Co. Ltd. published the original content used to generate this news brief on November 11, 2026, and is solely responsible for the information contained therein.