Komori
Thinca (149A) · RiskMitigated

Cancellations and Declining Retention Among Existing Kaikura Users

First written in FY2023. 2 of 4 entries say "Mitigated", first in FY2025. Latest entry: 2026-05-14.

4entries
3years
1from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2023 – FY20242024: 120242025: 120252026: 22026
Same theme, other companies
Revenue risks from customer acquisition, retention, churn and ARPU shortfallsA theme 67 companies write about · 66 as a headwind · 2 as a tailwind

11 other companies' latest entry also says "Mitigated".

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 67 companies compared. The sentences above are computed from all 67.
Full recordFilings, disclosures and news, newest first
Moved together

"Integrating Multiple Communication Channels and Strengthening Product Functionality" moved the same way as this thread, in the same document, in 2 of its 4 moves.

22222★12345
  1. ★This thread
  2. 1Integrating Multiple Communication Channels and Strengthening Product Functionality2×
  3. 2Visualization of Conversation Data and Generative AI Summarization Functionality2×
  4. 3SaaS and Subscription-Based Revenue Model2×
  5. 4Expansion of Customer Companies and Deployment Sites and Improvement in ARPA2×
  6. 5Talent Acquisition, Training and Flexible Work Arrangements2×

★ 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 2026-05-14: "Mitigated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.