Opro (228A) · PolicyRestated
Management oversight focused on ARR, churn rate and recurring revenue
First written in FY2024. 2 of 5 entries say "Restated". Latest entry: 2026-07-14.
5entries
2years
1from disclosures
How it moved
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
- 2026-07-14AdvancedFinancial Results Presentation
「新規獲得は計画をやや下回るが、一過性の要因と認識。 チャーンは計画を下回って推移し、既存顧客の収益基盤は引き続き安定。」
2026年5月末時点のARRは22.9億円、ARR成長率は13.4％、契約社数は1,578社、ARPUは145万円、月次解約率は0.36％として、主要経営指標を更新している。 - FY2026-H1RestatedAnnual report
「Information disaggregating revenue arising from contracts with customers」
The Company continues to disclose subscription revenue and transaction-based revenue separately. Subscription revenue increased from ¥1,054.565 million in the same period of the previous year to ¥1,192.458 million, but the interim report does not include updated figures for ARR or churn. - FY2025AdvancedAnnual report
「Period-end ARR (¥ thousands) 1,890,771 2,175,839 ARR growth rate 25.7% 15.1% Churn rate 0.47% 0.35% Subscription revenue (¥ thousands) 1,797,242 2,178,312 Subscription revenue ratio 85.4% 85.3%」
The Company continues to disclose its key management metrics and has updated its period-end ARR, churn and subscription revenue figures. ARR and subscription revenue increased and churn declined, while the subscription revenue ratio was broadly unchanged at 85.3%, compared with 85.4%. - FY2025-H1RestatedAnnual report
「Information disaggregating revenue arising from contracts with customers」
The Company continues to disclose subscription revenue and transaction-based revenue separately. Subscription revenue increased from ¥848.005 million in the same period of the previous year to ¥1,054.565 million, while the interim report does not include updated figures for ARR or churn. - FY2024First statedAnnual report
「To stabilise its earnings base as the business grows, the Company regards period-end ARR, ARR growth rate, churn rate, subscription revenue and the subscription revenue ratio as key management metrics.」
Period-end ARR for the fiscal year ending November 2024 was ¥1,890.771 million, ARR growth was 25.7%, churn was 0.47%, and the subscription revenue ratio was 85.4%.