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Jsh (150A) · FactAdvanced

Expansion of recurring revenue centered on farm-use services

First written in FY2024. 6 of 9 entries say "Advanced", first in FY2025. Latest entry: 2026-09-03.

9entries
3years
6from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2024AdvancedFY20252024: 120242025: 120252026: 72026
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
  2. FY2026AdvancedAnnual report

    「Recurring revenue comprises consideration for retention support services per person with a disability, farm use, hydroponic cultivation equipment rentals and other services, and accounted for approximately 90% of revenue from Cordiale Farms in the fiscal year ended March 2026.」

    The number of client companies was 248, recurring revenue was ¥2.773 billion, and recurring revenue per client company at fiscal year-end was ¥11.183 million, up from 203 companies and ¥2.187 billion in recurring revenue in the previous fiscal year.
  4. FY2025AdvancedAnnual report

    「Recurring revenue comprises consideration for retention support services per person with a disability, farm use, hydroponic cultivation equipment rentals and other services, and accounted for 90% of revenue from Cordiale Farms in the fiscal year ended March 2025.」

    The number of client companies was 203, ARPA was ¥1.063 million, ARR was ¥2.589 billion, the 12-month average churn rate was 0.32%, and the 12-month average NRR was 116%. Scale increased from 172 companies and ARR of ¥2.069 billion in the previous fiscal year.
  5. FY2024First statedAnnual report

    「The employment support business for people with disabilities is a highly stable revenue model comprising one-time spot revenue generated mainly when services are introduced, as well as recurring monthly revenue generated throughout the service usage period.」

    For the fiscal year ended March 2024, the number of client companies was 172, ARPA was ¥1.002 million, ARR was ¥2.069 billion, the 12-month average churn rate was 0.08%, and the 12-month average NRR was 113%.
Moved together

"Creating local employment by expanding client companies and farms" moved the same way as this thread, in the same document, in 6 of its 9 moves.

644322★123456
  1. ★This thread
  2. 1Creating local employment by expanding client companies and farms6×
  3. 2Number of people with disabilities accepted and growth of regional revitalization initiatives4×
  4. 3Entry into the IoT Business and Diversification of the Revenue Base Through the Acquisition of ショウタイム２４ as a Subsidiary4×
  5. 4Strengthening Collaboration with Medical Institutions and Expanding Home-Visit Nursing Bases3×
  6. 5Performance Management Based on Service Users, Visits and Nurse Productivity2×
  7. 6Expansion of Host Families for Private Lodging and Development of Experiential Programs2×

★ 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 Jsh yet. It last moved in the Financial Results Presentation of 2026-09-03: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Expansion of recurring revenue centered on farm-use services | JSH Co.,Ltd. (150A) | Komori