Customer Base and Recurring Business Model
First written in FY2024. 7 of 9 entries say "Advanced", first in FY2025-H1. Latest entry: 2026-10-20.
1 other company's latest entry also says "Cited as achieved".
- FY2026AdvancedAnnual report
「Incremental revenue, consisting of product sales and other revenue, was ¥3,126,752 thousand, up 28.6% year on year, driven by orders and deliveries of large device projects.」
In addition to recurring revenue of ¥9,296,994 thousand, incremental revenue from product sales, contract services and other sources amounted to ¥3,126,752 thousand, up 28.6% year on year. - FY2026-H1AdvancedAnnual report
「Incremental revenue from product sales and other sources amounted to ¥870,573 thousand, up 43.6% year on year, as contract development and “SORACOM Professional Services” performed strongly.」
In addition to recurring revenue of ¥4,118,356 thousand, the Group reported incremental revenue of ¥870,573 thousand from product sales, contract development and other sources, demonstrating expansion of the two-part business model. - FY2025AdvancedAnnual report
「Recurring revenue (platform usage fees) amounted to ¥6,562,193 thousand, while incremental revenue from product sales and other sources amounted to ¥2,430,837 thousand.」
The Group maintained a revenue structure comprising incremental revenue at customer adoption and recurring revenue from continued usage, and disclosed the respective amounts for the 12th fiscal year. - FY2025-H1AdvancedAnnual report
「Recurring revenue (platform usage fees) performed strongly at ¥3,063,662 thousand. Incremental revenue, comprising product sales and other revenue, amounted to ¥606,339 thousand.」
The Group maintained a revenue structure comprising recurring revenue and incremental revenue from product sales and other sources, reporting ¥3,063,662 thousand and ¥606,339 thousand, respectively, for the interim consolidated accounting period. - FY2024First statedAnnual report
「Our services have the IoT-related characteristic that once adopted, they tend to be used continuously, and the number of customers has grown steadily since the services were launched.」
The Company explains a revenue structure combining incremental revenue, such as initial device sales, with recurring revenue based on usage.