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Soracom (147A) · TargetAdvanced

Sustainable Growth in Recurring Revenue

First written in FY2024. 11 of 15 entries say "Advanced", first in FY2025-H1. Latest entry: 2026-08-12.

15entries
3years
10from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2024AdvancedFY2025-H1 – 2026-06-302024: 220242025: 220252026: 112026
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

    「As a result, recurring income from recurring revenue (platform usage fees) increased substantially to ¥9,296,994 thousand for the consolidated fiscal year, up 41.7% year on year.」

    The consolidation of Misora Connect, higher sales in the U.S. market and increased usage by existing customers contributed to recurring revenue of ¥9,296,994 thousand, up 41.7% year on year.
  2. FY2026-H1AdvancedAnnual report

    「Against this backdrop, during the interim consolidated accounting period, we continued to enhance the functionality of the entire platform and expand services enabling the use of AI. The performance of Misora Connect Co., Ltd., which became a subsidiary in August 2025, also contributed, and billing accounts and ARPA continued to grow. As a result, recurring revenue (platform usage fees) reached ¥4,118,356 thousand, up 34.4% year on year.」

    Platform enhancements, expanded AI-enabled services and the consolidation of Misora Connect drove growth in billing accounts and ARPA, resulting in recurring revenue of ¥4,118,356 thousand, up 34.4% year on year.
  3. FY2025AdvancedAnnual report

    「During the consolidated fiscal year, recurring revenue (platform usage fees) generated recurring income of ¥6,562,193 thousand, up 21.9% year on year, as billing accounts and ARPA increased.」

    Recurring revenue in the 12th fiscal year reached ¥6,562,193 thousand, up 21.9% year on year, reflecting growth in billing accounts and ARPA.
  4. FY2025-H1AdvancedAnnual report

    「During the interim consolidated accounting period, recurring revenue (platform usage fees) performed strongly at ¥3,063,662 thousand, driven by continued growth in the number of billing accounts (Note 1) and ARPA (Note 2).」

    Recurring revenue reached ¥3,063,662 thousand during the interim consolidated accounting period as billing accounts and ARPA continued to grow.
  5. FY2024First statedAnnual report

    「Under the management policies described above, we will continuously enhance the functionality of our IoT platform based on customer feedback and achieve sustained growth in recurring revenue to support further growth.」

    The management strategy positions sustained growth in platform usage fees, driven by continuous functionality enhancements, as a key objective.
Moved together

"Actual Results for Paying Accounts, ARPA, NRR and Churn Rate" moved the same way as this thread, in the same document, in 8 of its 12 moves.

876654★123456
  1. ★This thread
  2. 1Actual Results for Paying Accounts, ARPA, NRR and Churn Rate8×
  3. 2Customer Base and Recurring Business Model7×
  4. 3Business Growth in Overseas Markets6×
  5. 4Investment in talent, marketing and development using funds raised at listing6×
  6. 5Research and Commercialization of Generative AI and LLMs in the IoT Field5×
  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 Financial results presentation 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.
Sustainable Growth in Recurring Revenue | SORACOM,INC. (147A) | Komori