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Mfs (196A) · FactIncreased traffic, but fewer registrations and screening applications

Growth in MogeCheck customer acquisition, registrations and mortgage application submissions

First written in FY2024. 3 of 9 entries say "Advanced", first in FY2025-H1. Latest entry: FY2026.

9entries
3years
4from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2024AdvancedFY2025-H1 – FY2026-H12024: 120242025: 220252026: 62026
Same theme, other companies
Expansion of MogeCheck's customer acquisition, user registration and screening application baseA theme 1 companies write about · 0 as a headwind · 1 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. FY2026Increased traffic, but fewer registrations and screening applicationsAnnual report

    「For the full-year cumulative period, the number of visitors to the Mog Check service increased by 7,928 thousand, or 3.6% year on year, due to the effect of reduced advertising and promotional expenses, while the number of user registrations was 121 thousand, down 9.7%.」

    The number of visitors increased, while user registrations declined and screening applications also decreased from 70,290 to 58,397.
  2. FY2026-H1AdvancedAnnual report

    「As a result, customer acquisitions increased by 992,008 (up 34.2% year on year) and user registrations increased by 7,883 (up 14.6% year on year), indicating steady expansion of the customer base.」

    Mogecheck customer acquisitions totaled 3,884,262 and user registrations totaled 61,843, both increasing from the same period of the previous year.
  3. FY2025AdvancedAnnual report

    「Customer acquisitions (cases) 7,651,916 User registrations (cases) 134,952」

    Mogecheck customer acquisitions increased 31.4% year on year and user registrations increased 72.2% year on year, while housing loan application submissions increased from 46,783 to 70,290.
  4. FY2025-H1AdvancedAnnual report

    「As a result, customer acquisitions for the Mogecheck service increased by approximately 336,000 (up 13.1% year on year), while user registrations increased by approximately 20,000 (up 56.7% year on year).」

    During the interim consolidated fiscal period, customer acquisitions totaled 2,892,254 and user registrations totaled 53,960, extending the existing growth trend.
  5. FY2024First statedAnnual report

    「During the consolidated fiscal year, marketing initiatives including continued enhancement and improvement of online advertising and expanded customer acquisition through media exposure increased customer acquisitions for the Mogecheck service by approximately 1.45 million (up 33.3% year on year) and user registrations by approximately 13,000 (up 21.5% year on year).」

    Customer acquisitions totaled 5,819,747, user registrations totaled 78,374, and loan application submissions totaled 46,783.
Moved together

"Achieving High Growth and Securing Recurring Profitability" moved the same way as this thread, in the same document, in 3 of its 9 moves.

333222★123456
  1. ★This thread
  2. 1Achieving High Growth and Securing Recurring Profitability3×
  3. 2Raising Awareness Through Online Advertising, SEO and Partner Networks3×
  4. 3Strengthening the INVASE Business’s Sales Structure and Multiple Channels3×
  5. 4Service enhancement through online technology, AI and data analytics2×
  6. 5Ongoing delivery of new services and features2×
  7. 6Temporary impact on the INVASE business from changes in banks’ underwriting criteria2×

★ 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 Mfs yet. It last moved in the Financial results presentation of 2026-08-13: "Worsened".
News
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