Timee
👤 Ryo Ogawa (Rikkyo student, 20, who lived the part-time-job friction; killed a failed apparel startup fast, then raised 3 rounds in 9 months.)🌐 site𝕏
Ogawa made every casual shift a same-day direct hire, sidestepping Japan's staffing-license law and its friction.
Will it work? · our read
Density won. A 21-year-old reframed a legal contract and put millions of idle workers into shifts. But it's Japan-bound, the 30% fee invites poaching, and growth leans on new verticals.
01How the money moves
Business posts an open shift; a worker taps 'work' — no resume, no interview
→
Worker shows up, does the shift, and is paid the same day
→
Business pays the wage plus a 30% service fee to Timee, billed monthly
02The numbers
about $230MStatedFY2025 revenue (up 28% YoY)
2025-12source:
34,289M
the sentence on the page
operating profit was at the lower end of the range. (JPY millions) FY 2025 FY 2025 (USD millions) Net sales 34,289 219.9 Gross profit 32,376 207.6 Operating profit 6,747 43.2 Profit attributable to…
From the 6-month period ended April 2026 (fiscal-year-end change). Timee IR
FY2025 (ended Oct 2025) revenue about $230M, up 28%, publicly filed (TSE:215A).
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You have the verdict. Members get the work behind it.
- The CENTS scorecard — where it's strong, where it's soft
- The founder's key move, and the counter-move
- How it could die — the evidence, and how sure we are
- The case against our own call
- A 🚀 launchpad prompt — the case, as a plan for your business
We rate our own confidence — and argue against ourselves. Nobody else in this category does.
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See a full teardown, free → ImportYetiSourcesSources last checked 25 August 2026
Timee corporate & investor relations (official, TSE:215A)Reuters via Investing.com: Timee shares pop 30% in Tokyo debut (Jul 2024)AIM Group: Mercari Hallo tops 11M workers before its 2025 exitTORYUMON Journal: Timee founding story with CEO Ryo OgawaCompound with Rene: anatomy of Timee's (215A) moat
Revenue is FILED: Timee is public (TSE Growth 215A), and FY2025 (ended Oct 2025) revenue of 34.3B yen (about $230M, up 28%, net income 5.31B yen) plus the metrics (14.2M workers, 465k sites, 85.9% fill, about 30% take rate) come from its filings; yen-to-dollar at about 150. Rivals weights are our rough read, not published shares — Timee is the documented leader, and Mercari's 5.9B yen ($40M) loss and 2025 exit are reported. The 'sidesteps dispatch law' angle is our read on a documented fact (each shift is a direct employment contract); the regulatory risk is forward-looking. We never score you.