Komori
Cocolive (137A) · FactReframedLatest Management Planning (2026-08-31): "Restated"

Growth in the SaaS software market and scope for expansion into the real estate transaction business

First written in FY2024. 3 of 5 entries say "Reframed", first in FY2025. Latest entry: 2026-08-31.

5entries
3years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2024ReframedFY2025 – FY20262024: 120242025: 120252026: 32026
Same theme, other companies
Expansion of the SaaS/PaaS Sales and Marketing Software MarketA theme 6 companies write about · 0 as a headwind · 6 as a tailwind

Cocolive moved to the "Worse" side of this theme in 2025.

3 other companies' latest entry also says "Restated".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Full recordFilings, disclosures and news, newest first
  1. 2026-08-31RestatedManagement Planning

    「Our share of the target market is approximately 6–7% based on both the number of companies and MRR, indicating substantial room for further development.」

    The company reaffirms the expansion of cloud adoption in the real estate industry and the room for further market development by comparing the latest market data with its own share.
  2. FY2026ReframedAnnual report

    「SaaS/PaaS software, including SaaS-based software, in the sales and marketing category, which we consider our primary market, is expected to continue growing because, in addition to basic benefits such as lower operating costs and rapid implementation, it can be frequently updated to the latest marketing technologies and achieve strong connectivity with other SaaS products and external data through APIs. As a result, the market is expected to grow at an average annual rate of 9.0% from fiscal 2024 and reach ¥484.1 billion in fiscal 2029.」

    The target market has been updated to SaaS/PaaS software in the sales and marketing category, with a forecast of 9.0% average annual growth from fiscal 2024 to ¥484.1 billion in fiscal 2029.
  3. 2026-07-10ReframedEarnings

    「As a result, the market is expected to grow at an average annual rate of 9.0% from fiscal 2024 and reach ¥484.1 billion in fiscal 2029 (forecast) (Note 2).」

    The forecast period and market size have been updated from the previous disclosure to ¥484.1 billion in fiscal 2029.
  4. FY2025ReframedAnnual report

    「The market for SaaS/PaaS software, including SaaS-based software, for customer engagement/CX, which we consider our primary market, is expected to grow at an average annual rate of 8.7% from fiscal 2023 and reach ¥437.8 billion in fiscal 2028.」

    The market definition has been updated from SaaS software to SaaS/PaaS software for customer engagement/CX, and the forecast has been revised to ¥437.8 billion in fiscal 2028.
  5. FY2024First statedAnnual report

    「The market for SaaS software (CX and digital marketing), which we consider our primary market, is expected to grow at an average annual rate of 9.8% from fiscal 2022 and reach ¥374.0 billion in fiscal 2027. In addition, there are 66,942 businesses in the real estate transactions industry and 352,108 employees, indicating substantial scope for expanding service provision.」

    The company presents the projected growth of its primary market and the number of businesses and employees in real estate transactions as evidence of room for market expansion.
Moved together

"Share-Dilution Risk from the Exercise of Stock Acquisition Rights" moved the same way as this thread, in the same document, in 2 of its 5 moves.

2★1
  1. ★This thread
  2. 1Share-Dilution Risk from the Exercise of Stock Acquisition Rights2×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
No upcoming earnings preview for Cocolive yet. It last moved in the Management Planning of 2026-08-31: "Restated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.