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Opro (228A) · FactAdvancedLatest Earnings presentation (2026-10-13): "Softened"

Recurring-revenue business centered on cloud usage fees

First written in FY2024. 3 of 6 entries say "Advanced", first in FY2025-H1. Latest entry: 2026-10-13.

6entries
2years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2024AdvancedFY2025-H1 – FY2026-H1Softened2026-07-14 – 2026-10-132025: 220252026: 42026
Same theme, other companies
Separate Disclosure of Recurring and Transaction-Based RevenueA theme 8 companies write about · 0 as a headwind · 5 as a tailwind

0 other companies' latest entry also says "Softened".

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
  2. FY2026-H1AdvancedAnnual report

    「Stock revenue 1,054,565 1,192,458 Flow revenue 145,936 168,042」

    Stock revenue increased from ¥1,054.565 million in the same period of the previous year to ¥1,192.458 million. Its share of total revenue declined from approximately 87.8% to approximately 87.6%, but the amount increased.
  3. FY2025AdvancedAnnual report

    「Cloud revenue ¥2,007.844 million 95.4% ¥2,465.049 million 96.6%」

    Cloud revenue increased from ¥2,007.844 million in the previous year to ¥2,465.049 million, while its share of revenue rose from 95.4% to 96.6%. Stock revenue also increased from ¥1,797.242 million to ¥2,178.312 million.
  4. FY2025-H1AdvancedAnnual report

    「Stock revenue 848,005 1,054,565 Flow revenue 175,914 145,936」

    Stock revenue increased from ¥848.005 million in the same period of the previous year to ¥1,054.565 million, and its share of total revenue rose from approximately 82.8% in the same period of the previous year to approximately 87.8% in the current interim period.
  5. FY2024First statedAnnual report

    「As most of our revenue consists of cloud service licence fees recognised monthly, it remains stable.」

    Cloud revenue was ¥2,007.844 million in the fiscal year ended November 2024, accounting for 95.4% of revenue. Stock revenue was ¥1,797.242 million, with stock revenue accounting for 85.4%.
Moved together

"Achievement of ¥10 billion ARR, ARR CAGR of 30% or more, and the Rule of 40%" moved the same way as this thread, in the same document, in 3 of its 6 moves.

33★12
  1. ★This thread
  2. 1Achievement of ¥10 billion ARR, ARR CAGR of 30% or more, and the Rule of 40%3×
  3. 2Continued provision of new services and features3×

★ 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 Opro yet. It last moved in the Earnings presentation of 2026-10-13: "Softened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Recurring-revenue business centered on cloud usage fees | OPRO Co.,Ltd. (228A) | Komori