Timee (215A) · FactRestated
A Cohort-Based Business Model with Highly Recurring Revenue
First written in FY2025. 1 of 2 entries say "Restated". Latest entry: FY2026.
2entries
1years
0from disclosures
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Same theme, other companies
BASE's Highly Recurring, Accumulation-Based Business ModelA theme 2 companies write about · 0 as a headwind · 2 as a tailwind
0 other companies' latest entry also says "Restated".
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.
Full recordFilings, disclosures and news, newest first
- FY2026RestatedAnnual report
「In the second quarter of the fiscal year ending April 2026, 95% of gross transaction value was generated by active accounts from the first quarter of the fiscal year ending April 2026 or earlier.」
The recurring nature of the business, with 95% of gross transaction value generated by cohorts of active accounts registered before the preceding quarter, is reaffirmed. - FY2025First statedAnnual report
「In the fourth quarter of the fiscal year ending October 2025, 95% of gross transaction value was generated by active accounts from the third quarter of the fiscal year ending October 2025 or earlier.」
The company first quantified, at 95%, the structure in which cohorts of previously registered client establishments generate most gross transaction value.