SaaS revenue base centered on recurring revenue
First written in FY2025. 2 of 4 entries say "Advanced", first in FY2026-H1. Latest entry: 2026-07-31.
The whole theme swung hardest in 2019: 1 of 11 companies on the "Worse" side.
3 other companies' latest entry also says "Restated".
- 2026-07-31RestatedEarnings presentation
「More than 80% of net sales are recurring revenue.」
The company reaffirmed its recurring-revenue-based earnings foundation by reporting a first-quarter stock-revenue ratio of 82.9%. - FY2026AdvancedAnnual report
「Stock revenue for the fiscal year was ¥933.263 million, accounting for 95.9% of total revenue. Stock revenue (base), which is included in stock revenue, consists of fixed fees and amounted to ¥802.012 million, accounting for 82.4% of total revenue.」
Stock revenue was ¥933.263 million, representing 95.9% of the revenue mix, further increasing the emphasis on recurring subscription revenue from 93.9% in the previous fiscal year. - FY2026-H1AdvancedAnnual report
「Revenue from contracts with customers 429,259 9,382 4,990 443,631」
Stock revenue for the interim accounting period was ¥429.259 million, accounting for approximately 96.8% of revenue of ¥443.631 million. It increased from ¥364.398 million in the same period of the previous year, further advancing a revenue mix centered on recurring subscription fees. - FY2025First statedAnnual report
「Stock revenue for the fiscal year was ¥778.417 million, accounting for 93.9% of total revenue. Base stock revenue, the fixed-fee component included in stock revenue, was ¥691.976 million, accounting for 83.5% of total revenue.」
The majority of revenue consists of recurring, subscription-based stock revenue, underpinned by fixed monthly fees.