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Manabi-aid (184A) · TargetRestatedLatest Earnings presentation (2026-09-14): "Advanced"

Shifting from a Flow-Based Revenue Model to Sustainable Recurring Revenue

First written in FY2025. 3 of 5 entries say "Advanced", first in 2026-06-15. Latest entry: 2026-09-14.

5entries
2years
3from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2025Advanced2026-07-29 – 2026-09-142025: 120252026: 42026
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. FY2026RestatedAnnual report

    「We will move away from our previous dependence on one-off revenue and strengthen the accumulation of recurring revenue, including subscription-based revenue.」

    Continues to target a shift from one-off and flow-based revenue to recurring revenue.
  3. 2026-06-15AdvancedEarnings presentation

    「“Recurring revenue” refers to recurring subscription revenue from monthly charges or annual contracts for “Manabi Aid (premium members),” “Manabi Aid Master” and “Manabi Aid Master for School.”」

    The sales plan for the fiscal year ending April 2027 identified recurring revenue as a component alongside group synergies and new orders, and specified the covered services and definition of recurring subscription revenue.
  4. FY2025First statedAnnual report

    「We will seek to move away from dependence on flow-based revenue and establish a sustainable recurring-revenue model.」

    Identifies reducing dependence on individual orders and development projects and centering the revenue model on recurring revenue as a new target.
Moved together

"Expansion of sales channels, services and management structure through a capital and business alliance with the NOVA Group" moved the same way as this thread, in the same document, in 3 of its 5 moves.

322★123
  1. ★This thread
  2. 1Expansion of sales channels, services and management structure through a capital and business alliance with the NOVA Group3×
  3. 2Transforming the core service into an education DX platform2×
  4. 3Codifying Knowledge from Educational Settings and Production Expertise2×

★ 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 Manabi-aid yet. It last moved in the Earnings presentation of 2026-09-14: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Shifting from a Flow-Based Revenue Model to Sustainable Recurring Revenue | Manabi-aid Co.,Ltd. (184A) | Komori