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Thinca (149A) · FactAdvanced

Expansion of Customer Companies and Deployment Sites and Improvement in ARPA

First written in FY2023. 10 of 10 entries say "Advanced", first in FY2023. Latest entry: 2026-08-13.

10entries
3years
3from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2023 – 2026-08-132024: 320242025: 220252026: 52026
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. 2026-08-13AdvancedEarnings presentation

    「The number of customers also increased as new customer acquisition progressed, reaching 3,366 companies.」

    Customer acquisition increased the number of customers to 3,366, while the number of active user locations reached 6,619.
  2. FY2026-H1AdvancedAnnual report

    「As a result, the number of active-user sites for KAIKURA at the end of the interim period was 6,619, up 11.4% from 5,939 at the end of the same period of the previous year. Stock-based revenue steadily accumulated through both new customer wins and churn reduction.」

    Active-user sites increased to 6,619, up 11.4% year on year. The company describes progress in accumulating stock-based revenue through new installations and churn reduction.
  3. FY2025AdvancedAnnual report

    「At the end of the fiscal year, the number of active-user companies was 3,182, up 10.1% from the end of the previous fiscal year, while the number of sites was 6,202, up 9.8%.」

    The number of companies increased to 3,182 and sites to 6,202. ARPA also rose 11.7% to ¥19,557, while the annual average monthly churn rate remained at 0.3%.
  4. FY2025-H1AdvancedAnnual report

    「Against this backdrop, we continued selling and providing KAIKURA services. At the end of the interim period, the number of KAIKURA active-user companies was 3,020, up 4.5% from the end of the previous fiscal year, while the number of sites was 5,939, up 5.2%.」

    The number of active-user companies was 3,020 and the number of sites was 5,939, both higher than at the end of December 2024.
  5. FY2024AdvancedAnnual report

    「At the end of the fiscal year, the number of active-user companies was 2,889, up 11.0% from the end of the previous fiscal year, while the number of sites was 5,648, up 25.3%.」

    Both active-user companies and sites increased, with sites up 25.3% from the end of the previous fiscal year. ARPA was ¥17,503, up 1.0%, and the annual average monthly churn rate was 0.33%.
  6. FY2024-H1AdvancedAnnual report

    「As a result, during the interim period, the number of KAIKURA active-user companies was 2,740, up 5.3% from the end of the previous fiscal year, while the number of sites was 5,205, up 15.5%.」

    Both active-user companies and sites increased from the end of the previous fiscal year, with sites rising particularly strongly by 15.5%.
  7. FY2024-Q1AdvancedAnnual report

    「Against this backdrop, we continued selling and providing KAIKURA services. During the first-quarter cumulative period, the number of KAIKURA active-user companies was 2,676, up 2.8% from the end of the previous fiscal year, and the number of sites was 4,797, up 6.4%.」

    Both active-user companies and sites increased from the end of the previous fiscal year.
  8. FY2023AdvancedAnnual report

    「At the end of the fiscal year, the number of active-user companies was 2,602, up 9.6% from the end of the previous fiscal year, while the number of sites was 4,508, up 20.1%.」

    ARPA was ¥17,324, up 6.5% from the end of the previous fiscal year, and the average monthly churn rate for the fiscal year was 0.33%.
Moved together

"Visualization of Conversation Data and Generative AI Summarization Functionality" moved the same way as this thread, in the same document, in 7 of its 10 moves.

755544★123456
  1. ★This thread
  2. 1Visualization of Conversation Data and Generative AI Summarization Functionality7×
  3. 2Integrating Multiple Communication Channels and Strengthening Product Functionality5×
  4. 3SaaS and Subscription-Based Revenue Model5×
  5. 4Strengthening the Financial Base and Cash Flow Management5×
  6. 5Operating income, ordinary income and net income turned profitable4×
  7. 6Talent Acquisition, Training and Flexible Work Arrangements4×

★ 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.
Expansion of Customer Companies and Deployment Sites and Improvement in ARPA | Thinca Co.,Ltd. (149A) | Komori