Komori
Schoo (264A) · TargetRestatedLatest Revisions to earnings forecasts (2026-10-23): "Worsened"

Sustained Growth in Recurring Revenue

First written in FY2024. 2 of 7 entries say "Restated". Latest entry: 2026-10-23.

7entries
3years
3from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2024 – FY2025-H1AdvancedFY2025Advanced2026-05-152024: 12025: 220252026: 42026
Same theme, other companies
Subscription/Recurring Revenue Base and KPI ManagementA theme 114 companies write about · 2 as a headwind · 153 as a tailwind

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
  1. FY2026-H1RestatedAnnual report

    「To achieve sustained revenue growth and acquire new customers and expand transactions with existing customers, the company has pursued a combination of initiatives, including active marketing investment, stronger nurturing programs, expansion of its sales-agent partner network, improving the quality of learning content to enhance customer experience value, and strengthening its ability to support customers through integrated sales and customer success operations.」

    The company continues to pursue its policy of sustained revenue growth through customer acquisition, transaction expansion, marketing and customer support.
  2. FY2025AdvancedAnnual report

    「The company’s basic policy is to continuously grow the subscription-based recurring revenue generated by its SaaS business in order to achieve sustained and cumulative increases in revenue.」

    The company maintains its policy of sustained recurring revenue growth. In the fiscal year ended September 2025, corporate recurring revenue accounted for 91.6% of total company revenue and MRR was ¥269 million.
  3. FY2025-H1RestatedAnnual report

    「To achieve sustained revenue growth, the company has focused on active marketing investment, including advertising and sales promotion, strengthening its organizational structure through recruitment and development of personnel, improving the quality of learning content to enhance customer experience value, acquiring new customers, and providing customer success support for existing customers.」

    The company maintains its policy of pursuing sustained revenue growth through marketing, organizational strengthening, improvements to customer experience and customer acquisition.
  4. FY2024First statedAnnual report

    「The company’s basic policy is to continuously grow the subscription-based recurring revenue generated by its SaaS business in order to achieve sustained and cumulative increases in revenue.」

    The company manages MRR, the number of contracted companies, ARPA and Net Revenue Churn Rate as key metrics.
Moved together

"Strengthening Marketing and Sales" moved the same way as this thread, in the same document, in 3 of its 7 moves.

332222★123456
  1. ★This thread
  2. 1Strengthening Marketing and Sales3×
  3. 2Customer Success-Driven Retention and Upselling3×
  4. 3First-Ever Profitability Since Founding and Recurring Profit Generation2×
  5. 4Tracking Progress in MRR, Number of Contracted Companies, ARPA, and Churn Rate2×
  6. 5Learning-led regional revitalization2×
  7. 6Expansion of New Services Related to Online Learning2×

★ 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 Schoo yet. It last moved in the Revisions to earnings forecasts of 2026-10-23: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.