確認メモ（原文・英語）Consolidated Financial Results for the 3 Months Ended June 30, 2026 (Japanese GAAP), 29 July 2026 with the Japanese: 11 pages to the Japanese 13, with the overview of operating results, financial position and forecasts, the statements, and the notes including segment information; the two-page difference is the auditor's interim review report attached to the Japanese. The full-year release is 16 pages to 16 (28 April 2026), and every quarter is in the English library.
確認メモ（原文・英語）Consolidated Financial Results for the 3 Months Ended June 30, 2026 (Japanese GAAP), 29 Jul 2026: 11 English pages against 13 Japanese. The attachment contents match item for item: overview of operating results (with the product/NRE revenue table and the FX rate), financial position and cash flows, the forecast section, quarterly balance sheet, income and comprehensive income, cash flows, and the notes (segment information, significant changes in equity, going concern, subsequent events). The two-page difference is the auditor's voluntary interim review report attached to the Japanese (p12-13), which does not count against it. The FY2026/3 tanshin (28 Apr 2026) is 16 pages to 16. The whole tanshin.
確認メモ（原文・英語）The Q1 FY2027/3 English tanshin (29 Jul 2026) carries the full quarterly statements (balance sheet, income, comprehensive income, cash flows) with the notes, the same set as the Japanese. The English Annual Securities Report for FY2026/3 (171 pp, 31 Aug 2026) carries the full-year consolidated and non-consolidated statements with complete notes and the auditor's report. Full statements and notes for the latest period.
確認メモ（原文・英語）Annual Securities Report for the fiscal year ended 31 March 2026 in English, 171 pages, posted 31 August 2026 (Japanese filed 23 June): company overview, business overview with risk factors and management's analysis, facilities, corporate governance, financial information, and the Independent Auditor's Report and Internal Control Audit Report. The full report, current year.
確認メモ（原文・英語）Single segment, and the English says so: every tanshin states 'The Group has a single segment primarily of SoC developed with the Solution SoC business model' (overview and segment note). Sales by business line are given every quarter in the tanshin with the lines defined in the text: product revenue (mass-produced products) and NRE revenue (milestone-based development revenue), e.g. Q1 FY2027/3 product ¥27,400m, NRE ¥11,594m, other ¥45m. The decks add quarterly breakdowns by application market (automotive, data center & networking, industrial/smart devices), region and process node, held on the same basis across years. Scored on sales by business line, every period, defined.
確認メモ（原文・英語）Every results release in the English IR Library has 'Socionext Consolidated Historical Data' as an .xlsx (latest sn_ir20260729_03e.xlsx, 29 Jul 2026; older ones back to FY2023/3 still posted). Read inside the rendered page: eight sheets, BS/PL/CI/CF yearly and quarterly; PL_Yearly runs FY2020/3 to FY2026/3 (seven years, e.g. net sales 103,628 to 200,834 ¥m), with product/NRE revenue and R&D lines. There is no per-share data (EPS, BPS, dividends) anywhere in the workbook, and no segment split beyond the revenue lines. Excel with seven years of the three statements, but narrower than the full set: no per-share data.
確認メモ（原文・英語）The FY2027/3 forecast (net sales ¥215.0bn, OP ¥14.0bn, net ¥10.0bn, EPS ¥57.02, dividend ¥50) is in every English tanshin, and the Q1 FY2027/3 deck (29 Jul 2026, pp15-16) gives its basis: an FX assumption of USD/JPY 130 with a stated sensitivity (about ¥1bn sales and ¥250m OP per yen), a reference forecast at the FY2026/3 actual rate (¥235.8bn / ¥19.2bn), the half-by-half sales outlook by driver (Chinese automotive ramp, new US automotive and data center mass production) and the operating-margin outlook. Revisions are explained: English notices of 31 Oct 2025 (revision of forecasts) and 28 Apr 2026 (differences between forecast and actual), and the FY deck's gross-margin and OP bridges against the April 2025 assumptions. FX and market view with explained revisions.
確認メモ（原文・英語）There is no separate medium-term plan document in either language (the Japanese 経営方針・事業計画 page links only the disclosure policy and risk factors). The plan is the 'Medium-Term Targets' set in April 2025 and carried in every English deck: net sales CAGR mid-teen % (real basis, USD/JPY 130) and operating margin mid-to-high-teen %, with a progress update (FY2026/3 deck p28, Q1 FY2027/3 deck p31). The English decks match the Japanese page for page (53 pp each for FY2026/3) and were listed the same day (28 Apr 2025, 28 Apr 2026). The targets are ranges without a stated end year, but the English is as complete as the Japanese and on time.
確認メモ（原文・英語）For every quarter an English results deck on the Japanese day (Q1 FY2027/3: 49 pages to 49, 29 July 2026), plus the deck with notes and the Q&A script - the Japanese set. But the supplements trail: the Q1 notes deck 5 August against the Japanese 29 July, the FY one 14-21 May against 28 April; the Q&A 7 August against 4 August, 20 May against 15 May. Every period, supplements late. (Briefing video is Japanese only, not counted.)
確認メモ（原文・英語）No 'why invest' or investment-highlights page in the English IR section. The nearest is 'Socionext's Strengths' under Our Business: four strengths (system-development expertise, use of ecosystem technologies, large-scale SoC design capability, supply chain and quality management) described for customers, wholly qualitative. The deck appendix adds business-model pages (Transformation into Global Custom SoC Company, Features of Solution SoC Business Model). A company-overview page doing the job, not framed for an investor.
確認メモ（原文・英語）The English decks name the drivers and put numbers on them: Design Win Balance ¥1.51tn at end FY2026/3 (+¥170bn), broken down by application market (automotive, data center & networking, industrial) and region, with about 60% expected to turn into revenue over the next four years; the timeline from design win to mass production; quarterly sales by application market, region and process node; and the FY2027/3 outlook tied to named programmes (Chinese automotive ramp, new US automotive and data center mass production in H2). Named drivers with numbers attached.
確認メモ（原文・英語）Every quarter has an English 'Q&A Script' answering the Japanese 決算説明会QA要旨, but always days to two weeks later (library file dates): Q1 FY2027/3 EN 7 Aug 2026 vs JA 4 Aug; FY2026/3 EN 20 May vs JA 15 May; Q3 EN 19 Feb vs JA 10 Feb; Q2 EN 17 Nov vs JA 12 Nov 2025; Q1 FY2026/3 EN 21 Aug vs JA 6 Aug 2025. Both are Q&A summaries (Q1 FY2027/3: 2 English pages, 3 Japanese). Every period, late.
確認メモ（原文・英語）No integrated, annual or business report in English, and none in Japanese either. The IR library's Related Documents hold only the Sustainability Report 2025 (124 pages, October 2025, FY to March 2025), an ESG report; the IR top's quick links add corporate-profile and quality catalogues.
確認メモ（原文・英語）The English decks set the previous plan, the Medium-Term Financial Targets announced September 2022 (net sales CAGR high-teen %, operating margin low-to-mid-teen %), against actual net sales and operating margin for FY21/3 to FY26/3 (FY2026/3 deck p28; April 2025 deck p28). The variances are explained: April 2025 deck pp26-27 chart net sales against the 2022 plan line, attributing the overshoot to upfront Chinese telecom demand in FY23/3-FY24/3 and to yen depreciation, and p29 explains the margin path factor by factor. The previous plan's targets against actuals, explained.
確認メモ（原文・英語）Corporate Governance Report in English, 36 pages, dated 26 June 2026, listed in IR News and the IR top's quick links. The TSE filing, current.
確認メモ（原文・英語）The English Board Directors page gives all nine directors with dated career histories (from which tenure on the board can be read, e.g. Suzuki 'June 2021 Outside Director of Socionext') and independence labels (Lead Independent Outside Director, Independent Outside Director). The English notice of the 12th AGM (52 pp, 27 May 2026) adds explicit years in office, attendance, career summaries and reasons for nomination for the seven candidates, and a skills matrix for all nine directors after the meeting. Every director, with tenure, career and independence.
確認メモ（原文・英語）The English AGM notice (27 May 2026) has 'Composition of the Board of Directors and skill matrix of Directors (after the conclusion of this General Meeting)': all nine directors against six skills (management experience at listed companies, global corporate management, semiconductor business, international, finance and accounting, legal and compliance) with gender, outside, independent and Audit & Supervisory Committee flags, plus the reason each skill was chosen. The current matrix in English.
確認メモ（原文・英語）The English AGM notice (27 May 2026, pp30-33) and yuho give the structure for executive directors: basic pay 60%, cash bonus 20%, stock (Officer Compensation BIP Trust) 20% at 100% target achievement, with a 0-200% variation range; outside directors get fixed pay only; malus/clawback. The KPIs and weights: net sales, operating income and value of design wins at about 25% each, plus qualitative items (transformation, growth strategy, ESG) at about 25%. Amounts by type: directors excluding A&SC members ¥382m (basic 221, performance-based 81, non-monetary 80; 8 persons); A&SC directors ¥49m. Structure, KPIs with weights, and amounts by pay type.
確認メモ（原文・英語）Notice of the 12th Ordinary General Meeting in English, 52 pages, posted 27 May 2026 (file 26 May) for a meeting on 25 June - 29 days - with the reference documents for all three proposals, every candidate with reasons for nomination, plus the items omitted from the paper copy. Voting at www.web54.net carries no Japanese-only label. Re-checked 23 Oct 2026 (G5 voting-site sweep, after the independent audit): the voting website named in the English notice, www.web54.net (Sumitomo Mitsui Trust Bank), is in Japanese only, with no English option, as for ESPEC (6859) and Nitto Boseki (3110). Every proposal in English, but a Japanese-only voting route, so 4.
確認メモ（原文・英語）Results of the Exercising of Voting Rights at the 12th Ordinary General Meeting: the English extraordinary report of 26 June 2026 gives for, against and abstention counts and the approval rate for every candidate under each proposal (e.g. Koezuka 1,140,559 / 29,688 / 129, 97.12%).
確認メモ（原文・英語）The English Annual Securities Report for FY2026/3 (section (5) Shareholdings, pp114-115) states that 'the Company, in principle, does not hold investment shares for purposes other than pure investment', has no intention of acquiring any, and sets the board review that would apply if it did. It holds no listed strategic shares (two unlisted issues at ¥0m, no increases or decreases in the year; the specified investment shares table is 'Not applicable'). A company that states in English that it holds none scores 5.
確認メモ（原文・英語）On the English homepage (https://www.socionext.com/en/) the footer's Investor Relations column has a visible 'Top Page' link straight to /en/ir/, which is one click; the homepage IR News block also links IR documents directly. The header 'Investor Relations' item opens a click panel whose 'Top Page' link makes it two clicks. One click.
確認メモ（原文・英語）We sampled 18 English document links across types and years, all English: tanshin Q1 FY27 (sn_ir20260729_01e) and Q3 FY23 (20230130_01e); decks 20260729_02e, 20260428_04e, 20221109_01e; Q&A scripts 20260807_01e, 20250821_01e, 20221109_03e, 20230516_01e; yuho 20260831_01e, 20250829_01e and FY2023 (AD00-00007-1E); CG reports AD00-00004-7E and -3E; ESG Report 2023 and Sustainability Report 2025; AGM notice 20260527_01e and 20230531_01e, resolutions 20260625_01e and 20240626_02e; timely notices 20251031_01e, 20260519_02e, 20230705_01e; and the historical-data .xlsx (2026 and 2023). All English.
確認メモ（原文・英語）The same sample (see O2), from November 2022 to August 2026, all opened in the rendered browser (PDFs with page counts and text; the .xlsx files read inside the page). One library link carries a double slash (.../ir/pdf//sn_ir20230516_01e.pdf) but still resolves. None dead. All live.
確認メモ（原文・英語）These English IR pages all rendered their content in the browser: IR top (event banner, ten-item IR News list with a further list behind it, IR contents tiles, quick-links carousel), IR Library and its FY2023-FY2026 pages (quarter tabs with all documents), IR Calendar, Shareholders Meeting (current and past meetings with documents), Basic Stock Information, FAQ, Management Policy, Disclosure Policy, Business Risk Factors and IR Disclaimer. No empty lists or failed widgets. Every page renders.
確認メモ（原文・英語）No single library carrying every type, dated and typed. The IR Library is split into one page per fiscal year (FY2023-FY2027), with documents typed (Consolidated Financial Results, Presentation Materials, Q&A Script, Historical Data, Annual Securities Report) and grouped by quarter but with no item dates. AGM documents are on a separate Shareholders Meeting page. The IR top's IR News list is dated back to Nov 2022, but every item is labelled just 'IR News' and it omits the AGM notices, voting results, Q&A scripts and data files. Neither page meets the 4 on its own (the news list is both untyped and missing types), so: split across pages, the floor of 3.
確認メモ（原文・英語）The archive goes back several years across types: library pages for FY2023/3 to FY2027/3 (tanshin, decks with and without notes, Q&A scripts, historical data .xlsx, yuho), IR News from November 2022, Shareholders Meeting documents back to the 9th meeting (2023), Corporate Governance Reports from 2023, ESG/Sustainability Reports 2023-2025. Several years across document types.
確認メモ（原文・英語）Every English IR page, the IR top included, carries an 'IR Contact Form' link; it lands on Contact Us, whose 'IR Contact Form' opens a dedicated English form ('To inquire about Investor Relations'). The tanshin names Hiromasa Nakajima, EVP and Lead, Public Relations & Investor Relations Office, +81-45-568-1000. Dedicated and immediately obvious.
確認メモ（原文・英語）The latest two results were the same day in both languages. Q1 FY2027/3: English tanshin and deck listed 29 Jul 2026 as the Japanese (tanshin PDF created 28 Jul, deck 29 Jul). FY2026/3: English tanshin and deck listed 28 Apr 2026 as the Japanese (tanshin created 27 Apr). Both the English and Japanese FY decks were later replaced (both re-created 18 May 2026). Q3 (30 Jan 2026) and Q2 (31 Oct 2025) also match. Only the 'with notes' deck and Q&A trail (see S2/S5). Tanshin and deck same day, every period.
確認メモ（原文・英語）Per-document lags (IR News and file-name dates): Q1 FY2027/3 tanshin EN 29 Jul vs JA 29 Jul 2026 = 0. FY2026/3 tanshin 28 Apr vs 28 Apr = 0. AGM notice EN sn_ir20260527_01e vs JA sn_ir20260527_01j (EN PDF created 26 May) = 0. Corporate Governance Report EN 26 Jun vs JA 26 Jun 2026 = 0. Annual Securities Report EN 31 Aug vs JA 23 Jun 2026 = 69 days. Median 0 days.
確認メモ（原文・英語）The Japanese IR news list (typed 適時開示 / 決算・適時開示) for 16 Oct 2025-15 Oct 2026 has, besides the four tanshin, five timely disclosures: forecast revision (31 Oct 2025), differences between forecast and actual (28 Apr 2026), passing of an A&SC director and substitute taking office (28 Apr 2026), director candidates (19 May 2026) and dividends of surplus (19 May 2026). Each has an English version on the English IR News list on the same date (PDFs created the day before or the same day, e.g. 20251031_01e created 30 Oct, 20260519_02e created 18 May). The AGM notice, resolutions and voting results are in English too. All, same day.
確認メモ（原文・英語）No machine-translation notice on the rendered English pages (homepage, IR top, library and the other IR pages): no translation widget, banner or pop-up. The English IR Disclaimer is a general accuracy and forward-looking disclaimer with no mention of translation, and the Terms of Use mention translation only in prohibiting copying. The documents carry the human-translation precedence line ('the original shall prevail'), which belongs to R5. Nothing presented as machine-translated.
確認メモ（原文・英語）The tanshin, the Q&A script, the AGM notice, the notice of resolutions, the securities report and the extraordinary report each say the Japanese 'shall prevail'. The results decks, the Corporate Governance Report and the Sustainability Report carry no such statement. Disclaimed on some documents.
Investor question: What valuation justified the repurchase and how will the treasury shares be used? IR preparation: publish the approval framework and a treasury-share roll-forward.
当調査の分析（会社の説明ではありません）
約束は具体的か4／5Amount, share cap, percentage and period are specific; the economic objective is broad.
実行の経過を追えるか5／5Actual shares, consideration and completion date are fully traceable.
経済性を説明しているか2／5Possible stock-compensation and flexibility rationales are stated, but no valuation hurdle or accretion case is disclosed.
目標に対する結果を報告しているか5／5The purchase commitment was completed within the authorized period and exact results were disclosed.
Socionext used nearly the full ¥5bn authorization to buy 2.72m shares.
資本構成
The reviewed buyback notices do not provide a post-transaction liquidity or leverage bridge.
資本政策の意思決定
The stated purpose included possible stock compensation and flexible future management; the sustainability report describes performance-linked compensation metrics.