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Thinca (149A) · FactAdvanced

SaaS and Subscription-Based Revenue Model

First written in FY2023. 5 of 7 entries say "Advanced", first in FY2025-H1. Latest entry: 2026-08-13.

7entries
3years
3from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2023AdvancedFY2025-H1AdvancedFY2025 – 2026-08-132024: 120242025: 120252026: 52026
Same theme, other companies
Cloud and SaaS Subscription (Monthly Billing) Revenue ModelA theme 50 companies write about · 1 as a headwind · 50 as a tailwind

26 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 50 companies compared. The sentences above are computed from all 50.
Full recordFilings, disclosures and news, newest first
  1. 2026-08-13AdvancedEarnings presentation

    「Annual recurring revenue increased 20.2% year on year, reaching approximately ¥1.5 billion as of the second quarter.」

    The Company reported growth in recurring revenue of 20.2% year on year, reaching approximately ¥1.5 billion as of the second quarter.
  2. FY2026-H1AdvancedAnnual report

    「Monthly revenue 542,867 647,932 Usage-based revenue 89,462 111,907」

    Monthly revenue was ¥647,932 thousand and usage-based revenue was ¥111,907 thousand in the interim period, up from ¥542,867 thousand and ¥89,462 thousand, respectively, in the same period of the previous year. Recurring and usage-linked revenue continued to expand.
  3. 2026-05-14AdvancedEarnings presentation

    「Annual recurring revenue increased 19.6% year on year, reaching approximately ¥1.5 billion as of the first quarter.」

    The Company demonstrated the expansion of recurring revenue, including monthly and usage-based revenue, through the performance of annual recurring revenue.
  4. FY2025AdvancedAnnual report

    「Monthly revenue rose significantly to ¥1,136,944 thousand, up 30.4% year on year, while usage-based revenue rose 15.5% year on year to ¥190,170 thousand.」

    Monthly and usage-based revenue increased under the SaaS model, showing growth in recurring and usage-linked revenue.
  5. 2026-03-05Cited as achievedGeneral Meetings of Shareholders

    「Initial revenue 128,083 Monthly revenue 1,136,944 Usage-based revenue 190,170」

    Revenue for the fiscal year ended December 2025 is broken down into initial revenue, monthly revenue and usage-based revenue, showing the actual composition of subscription-based and usage-based revenue.
  6. FY2025-H1AdvancedAnnual report

    「Monthly revenue 542,867 Usage-based revenue 89,462」

    Monthly revenue increased from ¥402,998 thousand in the same period of the previous year to ¥542,867 thousand, while usage-based revenue increased from ¥77,501 thousand to ¥89,462 thousand, showing expansion of subscription-based revenue.
  7. FY2023First statedAnnual report

    「Our revenue model is a so-called SaaS model, in which monthly usage fees and usage-based billing revenue increase as the number of KAIKURA sites and the volume of use increase.」

    Revenue consists of initial fees, monthly usage fees and usage-based charges such as SMS fees, and is linked to the number of sites and usage volume.
Moved together

"Expansion of Customer Companies and Deployment Sites and Improvement in ARPA" moved the same way as this thread, in the same document, in 5 of its 7 moves.

543322★123456
  1. ★This thread
  2. 1Expansion of Customer Companies and Deployment Sites and Improvement in ARPA5×
  3. 2Visualization of Conversation Data and Generative AI Summarization Functionality4×
  4. 3Integrating Multiple Communication Channels and Strengthening Product Functionality3×
  5. 4Talent Acquisition, Training and Flexible Work Arrangements3×
  6. 5New Industry Development, Sales Alliances and Collaboration with NTT Group2×
  7. 6Expansion into small businesses through OEM offerings2×

★ 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 Thinca yet. It last moved in the Earnings presentation of 2026-08-13: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
SaaS and Subscription-Based Revenue Model | Thinca Co.,Ltd. (149A) | Komori