Schoo (264A) · FactAdvancedLatest Revisions to earnings forecasts (2026-10-23): "Worsened"
Tracking Progress in MRR, Number of Contracted Companies, ARPA, and Churn Rate
First written in FY2024. 2 of 5 entries say "Worsened", first in 2026-08-14. Latest entry: 2026-10-23.
5entries
3years
3from disclosures
How it moved
Same theme, other companies
Subscription/Recurring Revenue Base and KPI ManagementA theme 114 companies write about · 2 as a headwind · 153 as a tailwind
Schoo moved to the "Worse" side of this theme in 2026, the same year as the typical company in this theme.
3 other companies' latest entry also says "Worsened".
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 114 companies compared. The sentences above are computed from all 114.Full recordFilings, disclosures and news, newest first
- FY2025AdvancedAnnual report
「FY2025 4Q: MRR (¥100 million) 2.69, contracted companies 2,374, ARPA (¥ thousand) 113, Net Revenue Churn Rate (%) 0.98」
Compared with 4Q of FY2024, MRR increased from ¥247 million to ¥269 million and ARPA rose from ¥99,000 to ¥113,000, while the number of contracted companies decreased from 2,491 to 2,374 and the Net Revenue Churn Rate increased from 0.53% to 0.98%. - FY2024First statedAnnual report
「Recurring revenue from the corporate service “Schoo for Business” accounted for 90.5% of total company revenue in the fiscal year ended September 2024」
In the fourth quarter of the fiscal year ended September 2024, MRR was ¥247 million, the number of contracted companies was 2,491, ARPA was ¥96,000, and the Net Revenue Churn Rate was 0.53%.