Komori
L is B Corp. (145A) · TargetAdvanced

Expansion of the customer base in frontline industries

First written in FY2023. 10 of 12 entries say "Advanced", first in FY2024-Q1. Latest entry: 2026-08-14.

12entries
3years
5from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseAdvancedFY2024-Q1 – 2026-05-152024: 320242025: 220252026: 72026
Same theme, other companies
Subscription/Recurring Revenue Base and KPI ManagementA theme 113 companies write about · 2 as a headwind · 152 as a tailwind

65 other companies' latest entry also says "Advanced".

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.
Showing 14 of the 113 companies compared. The sentences above are computed from all 113.
Full recordFilings, disclosures and news, newest first
  1. 2026-08-14AdvancedFinancial results briefing materials

    「Our services have a strong track record of deployment, particularly in construction and at large companies, and are used at a variety of worksites at more than 10,000 companies.」

    The company disclosed deployment at more than 10,000 companies, including companies using the service by invitation, which differs from the number of directly contracted companies.
  2. FY2026-H1AdvancedAnnual report

    「Against this backdrop, ARR (Note 1) was ¥2,127,808 thousand, the stock revenue ratio (Note 2) was 95.3%, and the number of companies under contract for our services (Note 3) was 711 at the end of the fiscal year.」

    Following growth in IDs, cross-selling of related services and price revisions, ARR was ¥2,127,808 thousand, the stock revenue ratio was 95.3% and contracted companies numbered 711.
  3. FY2025AdvancedAnnual report

    「Against this backdrop, ARR (Note 1) was ¥1,879,615 thousand, the stock revenue ratio (Note 2) was 92.5%, and the number of companies under contract for our services (Note 3) was 696 at the end of the fiscal year.」

    Following growth in IDs for the core service and cross-selling of related services, ARR was ¥1,879,615 thousand, the stock revenue ratio was 92.5% and contracted companies numbered 696.
  4. FY2025-H1AdvancedAnnual report

    「Our group’s strength is its ability to understand customers’ challenges in depth and promptly reflect them in service development. During the interim consolidated accounting period, we worked to further develop the construction industry and expand usage among existing customers. As a result, ARR (Note 1) was ¥1,772,034 thousand, the stock revenue ratio (Note 2) was 91.9%, and the number of companies under contract for our services was 648 (Note 3) at the end of the interim accounting period.」

    The company disclosed ARR of ¥1,772,034 thousand, a stock revenue ratio of 91.9% and 648 contracted companies after developing the construction industry and expanding usage among existing customers.
  5. FY2024AdvancedAnnual report

    「As a result, ARR (Note 1) was ¥1,622,068 thousand, the stock revenue ratio (Note 2) was 94.5%, and the number of companies under contract for our services (Note 3) was 603 at the end of the fiscal year.」

    Following sales activities and the provision of new services, contracted companies increased from 552 at the interim period-end to 603.
  6. FY2024-H1AdvancedAnnual report

    「During the interim accounting period, we launched the new “Knowledge Video” service, worked to strengthen our position as a platform provider for frontline operations, and continued to focus on strengthening sales activities, primarily through trade shows. As a result, ARR (Note 1) was ¥1,508,824 thousand, the stock revenue ratio (Note 2) was 94.4%, and the number of companies under contract for our services was 552 (Note 3) at the end of the interim accounting period.」

    Following the launch of a new service and stronger sales activities centered on trade shows, contracted companies increased from 536 at the end of the previous quarter to 552.
  7. FY2024-Q1AdvancedAnnual report

    「Against this backdrop, we focused on launching new services, exhibiting at trade shows and further strengthening our sales organization. As a result, ARR (Note 1) was ¥1,396,511 thousand, the stock revenue ratio (Note 2) was 94.9%, and the number of companies under contract for our services was 536 (Note 3) at the end of the cumulative first-quarter period.」

    Following new service launches, trade show participation and sales force strengthening, the company disclosed 536 contracted companies. This figure is defined as the number of paying contracting companies, excluding OEM customers.
  8. FY2023First statedAnnual report

    「In advertising and sales as well, we will focus on industries with frontline operations to expand our customer base, while selling multiple services, including related solutions, to existing customers.」

    The target is to expand the customer base in industries with frontline operations through advertising, sales, customer success and OEM offerings.
Moved together

"Growing ARR and the Recurring Revenue Base" moved the same way as this thread, in the same document, in 10 of its 12 moves.

1066555★123456
  1. ★This thread
  2. 1Growing ARR and the Recurring Revenue Base10×
  3. 2Startup and venture capital investments aimed at creating synergies6×
  4. 3Generating Profit and Cash Flow and Establishing Sustainable Profitability6×
  5. 4Recruiting and Developing Human Resources5×
  6. 5Providing solutions using generative AI and other advanced technologies5×
  7. 6Expansion into BIM and design through the acquisition of IU BIM STUDIO5×

★ 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 L is B Corp. yet. It last moved in the Financial results briefing materials of 2026-08-14: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Expansion of the customer base in frontline industries | L is B Corp. (145A) | Komori