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L is B Corp. (145A) · TargetAdvanced

Growing ARR and the Recurring Revenue Base

First written in FY2023. 10 of 11 entries say "Advanced", first in FY2024-Q1. Latest entry: 2026-08-14.

11entries
3years
4from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2024-Q1 – 2026-08-142024: 320242025: 220252026: 62026
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. 2026-08-14AdvancedResults briefing materials

    「Following the increase in ARR per company resulting from the pricing revision, ARR increased 20.1% year on year.」

    The company newly disclosed ARR growth including the effect of the pricing revision and updated the expansion of its recurring revenue base.
  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.」

    ARR increased from ¥1,879,615 thousand at the prior year-end to ¥2,127,808 thousand, and contracted companies increased from 696 to 711. The stock revenue ratio was 95.3%.
  3. FY2025AdvancedAnnual report

    「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.」

    ARR increased from ¥1,622,068 thousand at the prior year-end to ¥1,879,615 thousand, and contracted companies increased from 603 to 696. The stock revenue ratio was 92.5%.
  4. FY2025-H1AdvancedAnnual report

    「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.」

    ARR was ¥1,772,034 thousand, the stock revenue ratio was 91.9% and contracted companies numbered 648, updating the interim-period results for the recurring revenue base.
  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.」

    Year-end results for the recurring revenue base were ARR of ¥1,622,068 thousand, a stock revenue ratio of 94.5% and 603 contracted companies.
  6. FY2024-H1AdvancedAnnual report

    「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.」

    ARR increased from ¥1,396,511 thousand at the end of the previous quarter to ¥1,508,824 thousand. The stock revenue ratio was 94.4% and contracted companies numbered 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.」

    The quarterly results disclosed ARR of ¥1,396,511 thousand, a stock revenue ratio of 94.9% and 536 contracted companies, illustrating the recurring revenue base.
  8. FY2023First statedAnnual report

    「Because we sell digital services, including “direct,” for monthly subscription fees, our management objective is to increase ARR (Note 1), an indicator of the accumulated monthly subscription fees earned regularly each month from our services. We regard stock revenue, the stock revenue ratio and the number of companies under contract (Note 2) as important indicators for assessing progress toward this objective.」

    The management objective is to increase ARR, which represents accumulated monthly subscription fees, with stock revenue, the stock revenue ratio and contracted companies as key indicators.
Moved together

"Expansion of the customer base in frontline industries" moved the same way as this thread, in the same document, in 10 of its 11 moves.

1066555★123456
  1. ★This thread
  2. 1Expansion of the customer base in frontline industries10×
  3. 2Startup and venture capital investments aimed at creating synergies6×
  4. 3Generating Profit and Cash Flow and Establishing Sustainable Profitability6×
  5. 4Recruitment and Development of 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 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.
Growing ARR and the Recurring Revenue Base | L is B Corp. (145A) | Komori