Komori
Kurashiru (299A) · TargetReframedLatest Earnings presentation (2026-07-30): "Advanced"

Shift from Advertising Revenue to Performance-Based and Recurring Revenue

First written in FY2025. 7 of 10 entries say "Advanced", first in FY2026-H1. Latest entry: 2026-07-30.

10entries
2years
7from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2025AdvancedFY2026-H1 – 2026-06-022025: 220252026: 82026
Same theme, other companies
Transition to and strengthening of a recurring-revenue business built on cloud and IoTA theme 15 companies write about · 0 as a headwind · 15 as a tailwind

The whole theme swung hardest in 2021: 1 of 12 companies on the "Worse" side.

8 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 15 companies compared. The sentences above are computed from all 15.
Full recordFilings, disclosures and news, newest first
  2. FY2026ReframedAnnual report

    「In light of these changes in market structure, we will gradually reduce our dependence on advertising revenue while shifting the focus of our business to the Purchasing and AI Agent areas.」

    In addition to the shift from traditional advertising revenue to performance-based and recurring revenue, the company has expanded its policy to include shifting its business focus to the Purchasing and AI Agent areas.
  4. FY2026-H1AdvancedAnnual report

    「We will continue to shift from advertising revenue to performance-based revenue.」

    While continuing this shift, the Purchasing business’s share of revenue rose from 24.8% to 33.6%.
  5. FY2025First statedAnnual report

    「We will continue to shift from advertising revenue to performance-based and recurring revenue.」

    The Purchasing business accounted for 24.8% of revenue in the fiscal year ended March 2025.
Moved together

"Further Expansion of a Strong User Base" moved the same way as this thread, in the same document, in 8 of its 10 moves.

887443★123456
  1. ★This thread
  2. 1Further Expansion of a Strong User Base8×
  3. 2Expansion of promotional support in the procurement (sales promotion) sector8×
  4. 3Expanding customer coverage among food and beverage companies and retailers7×
  5. 4Management Based on MAU, Revenue Growth, and Non-GAAP Profit4×
  6. 5Inorganic Growth Through M&A4×
  7. 6Cross-App Delivery via the Kurashiru Retail Network3×

★ 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
Kurashiru's next results are scheduled for 2026-11-04. Read the earnings preview It last moved in the Earnings presentation of 2026-07-30: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Shift from Advertising Revenue to Performance-Based and Recurring Revenue | Kurashiru,Inc. (299A) | Komori