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SRE Holdings (2980) · InitiativeAdvanced

Revenue underpinned by monthly subscription-based AI cloud services

First written in FY2021-Q2. 9 of 18 entries say "Advanced", first in FY2022-Q3. Latest entry: 2026-11-11.

18entries
7years
4from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2023-Q1 – FY2023-Q3AdvancedFY2025-H1 – FY2026-H12020: 12021: 320212022: 320222023: 320232024: 220242025: 120252026: 52026
Same theme, other companies
Cloud and SaaS Subscription (Monthly Billing) Revenue ModelA theme 53 companies write about · 1 as a headwind · 53 as a tailwind

25 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 53 companies compared. The sentences above are computed from all 53.
Full recordFilings, disclosures and news, newest first
  1. FY2026AdvancedAnnual report

    「In the PropTech (PT) area, the effect of price revisions for major products contributed to earnings throughout the fiscal year, while AI trained on on-site decision-making logic operated effectively for the complex processes specific to real estate operations, such as appraisals and various procedures, steadily building stock-based revenue.」

    The effect of price revisions for AI Appraisal CLOUD and other products contributed to full-year earnings, while stock-based revenue continued to build through AI trained on on-site decision-making logic.
  2. 2026-05-13RestatedOccurring Fact

    「単一機能の提供にとどまらず、業務全体の再設計や運用高度化を支援するAX/DXパートナーとしての位置付けも一段と強化されております。」

    AIクラウドサービスについて、単一機能の提供から業務全体の再設計・運用高度化を支援する位置付けへの広がりを記載している。
  3. FY2026-H1AdvancedAnnual report

    「PropTech Solutions (PT, the provision of operational cloud tools and digital-transformation solutions primarily for the real estate sector) contributed to the expansion of stock-based revenue through revenue and profit growth from price revisions for AI Appraisal CLOUD, as well as cancellations following the price revisions progressing at a level substantially below expectations.」

    The Company implemented price revisions for AI Appraisal CLOUD, leading to revenue and profit growth and expansion of stock-based revenue while cancellations remained substantially below expectations.
  4. FY2025-H1AdvancedAnnual report

    「PropTech Solutions (PT, the provision of operational cloud tools and digital-transformation solutions primarily for the real estate sector) contributed to the expansion of stock-based revenue as customer acquisition grew at a faster-than-planned pace, despite a decline in average revenue per customer from the end of the previous fiscal year due to seasonal factors.」

    PT customer acquisition grew at a faster-than-planned pace and contributed to the expansion of stock-based revenue despite a decline in average revenue per customer.
  5. FY2024-Q3RestatedAnnual report

    「CS (cloud services using packaged AI based on deep-learning technologies such as a real estate price-estimation engine) strengthened its development and sales structure, steadily building stock-based revenue as its customer base expanded and maintaining a very low churn rate.」

    For CS, the Company continues to strengthen its development and sales structure, expand its customer base and stock-based revenue, and maintain a low churn rate.
  6. FY2024-Q2AdvancedAnnual report

    「CS (cloud services using packaged AI based on deep-learning technologies such as a real estate price-estimation engine) improved its development and sales operations and strengthened its structure, steadily increasing the number of paying contracts while maintaining a very low churn rate.」

    For CS, the Company continues to improve development and sales operations, strengthen its structure, increase the number of paying contracts and maintain a low churn rate.
  7. FY2024-Q1AdvancedAnnual report

    「As a result, customer acquisition steadily increased in both CS and A&T, ARR built smoothly, and the adjacent areas expanded to account for approximately 20% of total stock-based revenue.」

    In stock-based revenue, customer acquisition and ARR continued to build in CS and A&T, while adjacent areas expanded to account for approximately 20% of total stock-based revenue.
  8. FY2023-Q3RestatedAnnual report

    「Cloud Solutions (CS, cloud services using packaged AI based on deep-learning technologies such as a real estate price-estimation engine) steadily increased the number of paying contracts and maintained a very low churn rate while the cross-industry momentum toward digital transformation, prompted by the spread of COVID-19, continued, providing clear product benefits and strengthening cooperation with outbound-sales partner companies and its own sales structure.」

    To expand AI cloud services as a stock-based revenue stream, the Company continues to strengthen cooperation with sales partners, reinforce its own sales structure, increase the number of contracts and maintain a low churn rate.
  9. FY2023-Q2RestatedAnnual report

    「Cloud Solutions (CS, cloud services using packaged AI based on deep-learning technologies such as a real estate price-estimation engine) steadily increased the number of paying contracts and maintained a very low churn rate while the cross-industry momentum toward digital transformation, prompted by the spread of COVID-19, continued, providing clear product benefits and strengthening its sales structure by expanding outbound-sales partner companies and inbound marketing.」

    To expand AI cloud services as a stock-based revenue stream, the Company continues to expand sales partners and inbound marketing, increase the number of contracts and maintain a low churn rate.
  10. FY2023-Q1RestatedAnnual report

    「While providing clear product benefits, the Company strengthened its sales structure by expanding outbound-sales partner companies and inbound marketing, steadily increasing the number of paying customers and maintaining a very low churn rate.」

    To expand AI cloud services as a stock-based revenue stream, the Company continues to expand sales partners and inbound marketing while maintaining a low churn rate.
  11. FY2022-Q3AdvancedAnnual report

    「As a result, the number of paying contracts for the cloud service increased to 1,686 companies, approaching the target set at the beginning of the period. While keeping the churn rate low and stable at 0.5%, we strengthened cross-selling, and the number of customers acquired for the consulting service also grew steadily, building recurring revenue.」

    Specific progress in monthly subscription and stock-based revenue is shown through 1,686 paying contracts, a 0.5% churn rate and strengthened cross-selling.
  12. FY2022-Q2RestatedAnnual report

    「Customer acquisition steadily increased in both the cloud services and consulting services businesses, building ARR, while the real estate brokerage and smart home services businesses also progressed as planned.」

    The disclosure continues to describe stock-based revenue, with customer acquisition and ARR building in the cloud and consulting businesses.
  13. FY2022-Q1RestatedAnnual report

    「Customer acquisition steadily increased in both the cloud services and consulting services businesses, building ARR (annual recurring revenue).」

    The disclosure continues to describe the accumulation of ARR as a measure of recurring revenue in the AI cloud business.
  14. FY2021ReframedAnnual report

    「In its AI cloud services business, the Company sells packaged AI cloud tools that support operations to real estate brokerage firms and financial institutions, and operates them as a stock-based business generating fixed monthly recurring revenue.」

    The description has been reorganized from monthly subscription revenue supporting earnings to positioning AI cloud services as a stock-based business generating fixed monthly recurring revenue.
  15. FY2021-Q2First statedAnnual report

    「Monthly subscription services and other offerings in the AI cloud services business also supported earnings.」

    Amid the impact of COVID-19, the disclosure for the first time explicitly stated that monthly subscription AI cloud services and other offerings support earnings.
Moved together

"Developing customers for AI cloud services and AI consulting" moved the same way as this thread, in the same document, in 9 of its 18 moves.

966665★123456
  1. ★This thread
  2. 1Developing customers for AI cloud services and AI consulting9×
  3. 2Solid Performance Trend6×
  4. 3Raising Working Capital and Business Funding through Bank Borrowings6×
  5. 4Investment in new product development in adjacent fields, including healthcare DX6×
  6. 5R&D Investment in AI Cloud and Consulting Services6×
  7. 6Securing and Developing Talent to Support AI and Real Estate Services5×

★ 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
SRE Holdings's next results are scheduled for 2026-11-11. Read the earnings preview It last moved in the Earnings presentation of 2026-11-11: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Revenue underpinned by monthly subscription-based AI cloud services | SRE Holdings Corporation (2980) | Komori