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Soracom (147A) · FactAdvanced

Actual Results for Paying Accounts, ARPA, NRR and Churn Rate

First written in FY2024. 8 of 10 entries say "Advanced", first in FY2025-H1. Latest entry: 2026-08-12.

10entries
3years
5from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2024AdvancedFY2025-H1 – FY2025RestatedFY2026-H1Advanced2026-05-15 – 2026-08-122024: 220242025: 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. FY2026AdvancedAnnual report

    「Billing accounts continued to grow, reaching 10,400, while ARPA increased 24.4% year on year to ¥947 thousand.」

    Billing accounts increased from 8.8 thousand to 10.4 thousand and ARPA from ¥760 thousand to ¥947 thousand. The Company also reported NRR of 121% and an annual churn rate among major customers of 0.4%.
  2. FY2026-H1RestatedAnnual report

    「Billing accounts and ARPA continued to grow.」

    The Company reiterated continued growth in billing accounts and ARPA but did not provide new specific figures.
  3. FY2025AdvancedAnnual report

    「Billing accounts exceeded 8,800 at the end of March 2025 and continued to increase. The annual churn rate among major customers remained at 0.4% at the end of March 2025.」

    Billing accounts increased from 8.1 thousand to 8.8 thousand and ARPA from ¥688 thousand to ¥760 thousand. The Company reported NRR of 117% and an annual churn rate among major customers of 0.4%.
  4. FY2025-H1AdvancedAnnual report

    「Recurring revenue (platform usage fees) performed strongly at ¥3,063,662 thousand as billing accounts and ARPA continued to grow.」

    The Company explained that billing accounts and ARPA continued to increase, but disclosed no new specific values for billing accounts, ARPA, NRR or churn.
  5. FY2024First statedAnnual report

    「As a result, NRR for recurring revenue (Note 3) increased by 123% in the fiscal year ended March 2024.」

    At the end of March 2024, billing accounts exceeded 8,000, ARPA was ¥688 thousand, NRR was 123% and the annual churn rate among major customers was 0.3%.
Moved together

"Sustainable Growth in Recurring Revenue" moved the same way as this thread, in the same document, in 8 of its 10 moves.

866554★123456
  1. ★This thread
  2. 1Sustainable Growth in Recurring Revenue8×
  3. 2Customer Base and Recurring Business Model6×
  4. 3Business Growth in Overseas Markets6×
  5. 4Research and Commercialization of Generative AI and LLMs in the IoT Field5×
  6. 5Investment in talent, marketing and development using funds raised at listing5×
  7. 6Stable Acquisition of Large-Scale Projects and Horizontal and Vertical Expansion4×

★ 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 Soracom yet. It last moved in the Results briefing materials of 2026-08-12: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Actual Results for Paying Accounts, ARPA, NRR and Churn Rate | SORACOM,INC. (147A) | Komori